Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
640K+ 49.33% |
$15.4M - $15.8M
|
1.94M
$47M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
420K+ 18.18% |
$10.1M - $10.4M
|
2.73M
$66.2M
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
184K+ 24.55% |
$4.44M - $4.56M
|
934K
$22.7M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
140K+ 19.65% |
$3.38M - $3.48M
|
855K
$20.8M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
134KNew |
$3.24M - $3.33M
|
134K
$3.26M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
114K+ 59.15% |
$2.74M - $2.82M
|
306K
$7.43M
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
105K+ 35.06% |
$2.54M - $2.61M
|
406K
$9.85M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.3K+ 21.5% |
$1.91M - $1.96M
|
448K
$10.9M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
51K+ 5.62% |
$1.23M - $1.26M
|
957K
$23.2M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
48.4K+ 20.9% |
$1.16M - $1.2M
|
280K
$6.79M
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
47.9K+ 7.45% |
$1.15M - $1.18M
|
690K
$16.7M
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
36.4KNew |
$875K - $899K
|
36.4K
$882K
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
34.2KNew |
$824K - $846K
|
34.2K
$830K
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
31.7K+ 33.24% |
$763K - $784K
|
127K
$3.08M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
28.6K+ 13.34% |
$689K - $708K
|
243K
$5.9M
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
28.5K+ 18.75% |
$686K - $704K
|
180K
$4.37M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.6K+ 143.49% |
$640K - $658K
|
45.1K
$1.09M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.1KNew |
$580K - $596K
|
24.1K
$585K
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
23.2KNew |
$559K - $574K
|
23.2K
$563K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.8K+ 19.21% |
$548K - $563K
|
141K
$3.43M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.8K+ 64.08% |
$500K - $513K
|
53.1K
$1.29M
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.2KNew |
$487K - $500K
|
20.2K
$490K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
19.3K+ 8.16% |
$465K - $478K
|
256K
$6.21M
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
19K+ 81.91% |
$456K - $469K
|
42.1K
$1.02M
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
15.4K+ 10.15% |
$371K - $382K
|
167K
$4.06M
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
15.4K+ 10.15% |
$371K - $382K
|
167K
$4.06M
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
15.3K+ 179.24% |
$369K - $380K
|
23.9K
$580K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
14.3K+ 50.95% |
$343K - $353K
|
42.2K
$1.02M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.1K+ 43.08% |
$339K - $348K
|
46.7K
$1.13M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 16.97% |
$302K - $310K
|
86.4K
$2.1M
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
9.58K+ 15.44% |
$231K - $237K
|
71.6K
$1.74M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.65KNew |
$136K - $140K
|
5.65K
$137K
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.08K+ 6.63% |
$122K - $126K
|
81.7K
$1.98M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5KNew |
$120K - $124K
|
5K
$121K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.17K+ 6.69% |
$100K - $103K
|
66.5K
$1.61M
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.65K+ 6.33% |
$88K - $90.4K
|
61.4K
$1.49M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.89K+ 0.94% |
$69.5K - $71.4K
|
312K
$7.56M
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.85K+ 1.15% |
$44.5K - $45.7K
|
163K
$3.95M
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.68K+ 11.96% |
$40.3K - $41.4K
|
15.7K
$380K
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.61K+ 3.21% |
$38.9K - $39.9K
|
51.8K
$1.26M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
927New |
$22.3K - $22.9K
|
927
$22.5K
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
881+ 2.49% |
$21.2K - $21.8K
|
36.3K
$880K
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
615+ 0.66% |
$14.8K - $15.2K
|
93.2K
$2.26M
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
400+ 2.19% |
$9.63K - $9.9K
|
18.7K
$454K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
359+ 0.81% |
$8.64K - $8.88K
|
44.6K
$1.08M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
193+ 10.87% |
$4.65K - $4.77K
|
1.97K
$47.7K
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
102+ 0.87% |
$2.46K - $2.52K
|
11.8K
$286K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
40+ 0.18% |
$963 - $990
|
22.5K
$546K
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
24+ 0.15% |
$578 - $594
|
15.6K
$379K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.93% |
$217 - $223
|
979
$23.8K
|