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
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$236K - $250K
|
10.1K
$247K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10K+ 19.46% |
$233K - $247K
|
61.6K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.97KNew |
$209K - $221K
|
8.97K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.37KNew |
$195K - $206K
|
8.37K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
8.29KNew |
$193K - $204K
|
8.29K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.54K+ 5.5% |
$175K - $186K
|
145K
$3.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.6K+ 23.95% |
$130K - $138K
|
29K
$705K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5.06KNew |
$118K - $125K
|
5.06K
$123K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.81K+ 4.26% |
$112K - $119K
|
118K
$2.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.51K+ 5.11% |
$105K - $111K
|
92.8K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.5K+ 29.22% |
$81.4K - $86.3K
|
15.5K
$377K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.95K+ 14.01% |
$68.6K - $72.8K
|
24K
$584K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.86K+ 6.27% |
$66.5K - $70.6K
|
48.5K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.57KNew |
$59.8K - $63.4K
|
2.57K
$62.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.69K+ 11.49% |
$39.2K - $41.6K
|
16.4K
$398K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
808+ 2.23% |
$18.8K - $19.9K
|
37.1K
$903K
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
528+ 0.87% |
$12.3K - $13K
|
61.1K
$1.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
500+ 0.61% |
$11.6K - $12.3K
|
82.2K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
490+ 0.87% |
$11.4K - $12.1K
|
57.1K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
79+ 0.91% |
$1.84K - $1.95K
|
8.79K
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78+ 0.87% |
$1.81K - $1.92K
|
9.08K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
10+ 0.53% |
$233 - $247
|
1.9K
$46.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-167- 1.08% |
$3.88K - $4.12K
|
15.3K
$372K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-313- 1.93% |
$7.28K - $7.72K
|
15.9K
$388K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.62K- 3.45% |
$37.7K - $40K
|
45.3K
$1.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.63K- 1.79% |
$37.9K - $40.2K
|
89.3K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.7K- 14.26% |
$39.5K - $41.9K
|
10.2K
$248K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.01K- 11.79% |
$46.8K - $49.7K
|
15.1K
$367K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.14K- 1.96% |
$49.8K - $52.9K
|
107K
$2.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-3.1K- 6.99% |
$72.1K - $76.6K
|
41.3K
$1M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-3.31K- 7.32% |
$76.9K - $81.6K
|
41.9K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.46K- 19.12% |
$127K - $135K
|
23.1K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.04K- 39.93% |
$164K - $174K
|
10.6K
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9.46K- 7.62% |
$220K - $233K
|
115K
$2.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-13.8K- 36.28% |
$321K - $340K
|
24.2K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-15.7K- 53.96% |
$365K - $388K
|
13.4K
$326K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-19.8K- 7.31% |
$460K - $488K
|
251K
$6.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24K- 17.76% |
$558K - $592K
|
111K
$2.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30.3K- 12.33% |
$705K - $748K
|
216K
$5.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-164K- 15.0% |
$3.81M - $4.05M
|
930K
$22.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-216K- 8.49% |
$5.02M - $5.33M
|
2.33M
$56.7M
|