Purchases and Sales Made in Q1 2023 in Indexiq Active ETF Tr Iq Macka (MMIT)
This table provides information about the institutional ownership of Indexiq Active ETF Tr Iq Macka (MMIT) during Q1 2023. The information is specifically focused on institutions that hold shares of INDEXIQ ACTIVE ETF TR IQ MACKA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
272K+ 26.5% |
$6.53M - $6.73M
|
1.3M
$31.6M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
192KNew |
$4.63M - $4.76M
|
192K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
184K+ 391.52% |
$4.43M - $4.56M
|
231K
$5.63M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
141K+ 23.07% |
$3.38M - $3.48M
|
750K
$18.3M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
110K+ 174.3% |
$2.66M - $2.73M
|
174K
$4.23M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
108KNew |
$2.6M - $2.68M
|
108K
$2.63M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
85.3K+ 65.96% |
$2.05M - $2.11M
|
215K
$5.22M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
76.6KNew |
$1.84M - $1.9M
|
76.6K
$1.86M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
72.4K+ 12.7% |
$1.74M - $1.79M
|
642K
$15.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.5K+ 7.92% |
$1.26M - $1.3M
|
715K
$17.4M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46.1K+ 2.04% |
$1.11M - $1.14M
|
2.31M
$56.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
44.2KNew |
$1.06M - $1.09M
|
44.2K
$1.08M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
40.8K+ 33.95% |
$982K - $1.01M
|
161K
$3.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
35.8K+ 13.52% |
$860K - $886K
|
300K
$7.31M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
33.1K+ 3.79% |
$795K - $819K
|
906K
$22.1M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
32.3KNew |
$777K - $800K
|
32.3K
$786K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.5K+ 41.05% |
$756K - $779K
|
108K
$2.63M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
28KNew |
$673K - $693K
|
28K
$681K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
26.6KNew |
$638K - $657K
|
26.6K
$646K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.1KNew |
$579K - $597K
|
24.1K
$587K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
23.1KNew |
$556K - $573K
|
23.1K
$563K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
21.2K+ 25.69% |
$509K - $524K
|
104K
$2.52M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 4.71% |
$399K - $411K
|
369K
$8.97M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
15.6K+ 5.31% |
$374K - $385K
|
309K
$7.52M
|
|
|
May 08, 2023
Q1 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14.7K+ 18.94% |
$354K - $365K
|
92.5K
$2.25M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.7K+ 13.06% |
$329K - $339K
|
118K
$2.88M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.1K+ 67.39% |
$316K - $325K
|
32.6K
$795K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12KNew |
$288K - $297K
|
12K
$292K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
11.7KNew |
$282K - $291K
|
11.7K
$286K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.55K+ 61.37% |
$206K - $212K
|
22.5K
$547K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.23K+ 5.11% |
$150K - $154K
|
128K
$3.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.73K+ 3.91% |
$138K - $142K
|
152K
$3.71M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.21K+ 10.97% |
$77.1K - $79.4K
|
32.4K
$789K
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.04K+ 5.56% |
$73.2K - $75.3K
|
57.7K
$1.41M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
2.8K+ 1.2% |
$67.3K - $69.3K
|
237K
$5.76M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.77K+ 12.5% |
$66.6K - $68.6K
|
25K
$607K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.69KNew |
$40.6K - $41.8K
|
1.69K
$41.1K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.5KNew |
$36.1K - $37.1K
|
1.5K
$36.5K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.39KNew |
$33.4K - $34.4K
|
1.39K
$33.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.33K+ 80.83% |
$32K - $33K
|
2.98K
$72.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
750New |
$18K - $18.6K
|
750
$18.3K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
740+ 71.5% |
$17.8K - $18.3K
|
1.78K
$43.2K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
238+ 0.16% |
$5.72K - $5.89K
|
152K
$3.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
227+ 0.67% |
$5.46K - $5.62K
|
34K
$827K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
190+ 0.36% |
$4.57K - $4.7K
|
52.8K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
113+ 0.32% |
$2.72K - $2.8K
|
35.2K
$858K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
76+ 0.8% |
$1.83K - $1.88K
|
9.61K
$234K
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
76+ 0.49% |
$1.83K - $1.88K
|
15.6K
$380K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
55+ 0.65% |
$1.32K - $1.36K
|
8.56K
$208K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53+ 0.29% |
$1.27K - $1.31K
|
18.5K
$451K
|