Latest Institutional Purchases of Indexiq ETF Tr Chaikin Us Smal (CSML)
This list provides information on the latest institutional transactions involving Indexiq ETF Tr Chaikin Us Smal (CSML) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.35K+ 17.62% |
$184K - $200K
|
35.7K
$1.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.67K+ 8.18% |
$126K - $137K
|
48.5K
$1.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
740+ 0.81% |
$25.4K - $27.6K
|
92.5K
$3.23M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
600+ 77.92% |
$20.6K - $22.4K
|
1.37K
$47.9K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
594+ 1.44% |
$20.4K - $22.2K
|
41.8K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
325New |
$11.2K - $12.1K
|
325
$11.4K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
177+ 30.94% |
$6.09K - $6.6K
|
749
$26.2K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25+ 0.38% |
$860 - $932
|
6.63K
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.78KNew |
$80.6K - $102K
|
2.78K
$97.2K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.53KNew |
$261K - $304K
|
8.53K
$298K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.87KNew |
$58.9K - $63.7K
|
1.87K
$65.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
278+ 72.77% |
$8.74K - $9.44K
|
660
$23.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
200New |
$6.29K - $6.79K
|
200
$6.99K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
40New |
$1.26K - $1.36K
|
40
$1.4K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
285New |
$8.32K - $9.92K
|
285
$9.96K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
739New |
$21.6K - $26K
|
739
$25.8K
|
|
| Q3 2020 | |||||||
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
93+ 22.68% |
$1.93K - $2.22K
|
503
$17.6K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
92.1KNew |
$2.6M - $2.73M
|
92.1K
$3.22M
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
494New |
$13.9K - $14.6K
|
494
$17.3K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30KNew |
N/A
|
30K
$1.05M
|
|