Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.58M+ 57.83% |
$36.7M - $38.9M
|
4.3M
$105M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.1M+ 7596.12% |
$25.6M - $27.2M
|
1.12M
$27.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
637K+ 441.03% |
$14.8M - $15.7M
|
781K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
433K+ 600.04% |
$10.1M - $10.7M
|
505K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
379K+ 58.67% |
$8.8M - $9.34M
|
1.02M
$24.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
220K+ 23.76% |
$5.11M - $5.42M
|
1.14M
$27.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
181K+ 15.35% |
$4.21M - $4.46M
|
1.36M
$33.1M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
157K+ 110.24% |
$3.65M - $3.87M
|
299K
$7.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
153K+ 326.03% |
$3.56M - $3.77M
|
200K
$4.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
140K+ 59.6% |
$3.26M - $3.46M
|
375K
$9.13M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
126KNew |
$2.93M - $3.11M
|
126K
$3.06M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
112K+ 47.18% |
$2.6M - $2.76M
|
349K
$8.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
94.2K+ 10.94% |
$2.19M - $2.32M
|
955K
$23.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
86.4K+ 92.08% |
$2.01M - $2.13M
|
180K
$4.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
82.5K+ 742.22% |
$1.92M - $2.03M
|
93.6K
$2.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
82.2K+ 365.46% |
$1.91M - $2.03M
|
105K
$2.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
75.5K+ 10.28% |
$1.76M - $1.86M
|
810K
$19.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
61.9KNew |
$1.44M - $1.53M
|
61.9K
$1.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
58.2K+ 12.12% |
$1.35M - $1.44M
|
539K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
52.6KNew |
$1.22M - $1.3M
|
52.6K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
45.7KNew |
$1.06M - $1.13M
|
45.7K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
44.7K+ 149.31% |
$1.04M - $1.1M
|
74.7K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.7K+ 14.97% |
$876K - $929K
|
289K
$7.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
35.3K+ 292.67% |
$821K - $871K
|
47.4K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
BUY
|
- |
34.4KNew |
$801K - $850K
|
34.4K
$838K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
34.2KNew |
$794K - $843K
|
34.2K
$832K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
29.7KNew |
$691K - $733K
|
29.7K
$723K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
29.2K+ 17.96% |
$678K - $719K
|
191K
$4.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
29.2K+ 17.96% |
$678K - $719K
|
191K
$4.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
29K+ 14.05% |
$675K - $716K
|
236K
$5.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
26.9K+ 179.74% |
$625K - $664K
|
41.9K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.5KNew |
$570K - $604K
|
24.5K
$596K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.1K+ 44.38% |
$538K - $570K
|
75.2K
$1.83M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
22.4KNew |
$521K - $553K
|
22.4K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.9K+ 40.32% |
$510K - $541K
|
76.3K
$1.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
19.4K+ 11.14% |
$451K - $478K
|
193K
$4.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.1K+ 5.42% |
$444K - $471K
|
371K
$9.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
17.3KNew |
$403K - $428K
|
17.3K
$422K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.4KNew |
$358K - $380K
|
15.4K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 0.65% |
$348K - $369K
|
2.33M
$56.7M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 73.69% |
$340K - $360K
|
34.4K
$838K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.5KNew |
$313K - $333K
|
13.5K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.1KNew |
$304K - $323K
|
13.1K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.7K+ 8.75% |
$296K - $314K
|
158K
$3.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11.9KNew |
$276K - $293K
|
11.9K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
11.4K+ 61.29% |
$265K - $281K
|
30K
$730K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.3KNew |
$263K - $279K
|
11.3K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.8KNew |
$251K - $267K
|
10.8K
$263K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
10.2K+ 18.73% |
$236K - $251K
|
64.4K
$1.57M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10.1KNew |
$236K - $250K
|
10.1K
$247K
|