Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-81- 4.12% |
$1.9K - $1.98K
|
1.89K
$45.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-394- 1.36% |
$9.25K - $9.63K
|
28.6K
$686K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-436- 2.75% |
$10.2K - $10.7K
|
15.4K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-651- 2.13% |
$15.3K - $15.9K
|
30K
$719K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-780- 8.22% |
$18.3K - $19.1K
|
8.71K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.03K- 1.95% |
$24.3K - $25.3K
|
52.1K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.05K- 3.47% |
$24.6K - $25.6K
|
29.1K
$699K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.41K- 5.91% |
$33.2K - $34.5K
|
22.5K
$540K
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.25K- 2.41% |
$52.8K - $54.9K
|
90.9K
$2.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-2.39K- 5.1% |
$56K - $58.3K
|
44.4K
$1.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.27K- 3.02% |
$100K - $104K
|
137K
$3.29M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5.08K- 3.04% |
$119K - $124K
|
162K
$3.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5.08K- 3.04% |
$119K - $124K
|
162K
$3.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-7.12K- 11.6% |
$167K - $174K
|
54.3K
$1.3M
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
SELL
|
- |
-8K- 17.63% |
$188K - $195K
|
37.4K
$897K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-8.55K- 36.81% |
$201K - $209K
|
14.7K
$352K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14.9K- 22.47% |
$351K - $365K
|
51.5K
$1.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.4K- 67.59% |
$361K - $375K
|
7.36K
$177K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-20.7K- 14.26% |
$485K - $505K
|
124K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32K- 37.02% |
$751K - $781K
|
54.4K
$1.31M
|
|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-34.2KClosed |
$803K - $835K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-49K- 71.19% |
$1.15M - $1.2M
|
19.8K
$476K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-55.9K- 38.76% |
$1.31M - $1.36M
|
88.3K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-95K- 27.4% |
$2.23M - $2.32M
|
252K
$6.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-134K- 47.93% |
$3.15M - $3.28M
|
146K
$3.5M
|