Purchases and Sales Made in Q4 2022 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 2022. 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 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
602K+ 36.23% |
$13.9M - $14.7M
|
2.26M
$54.4M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
285K+ 75.37% |
$6.58M - $6.94M
|
662K
$15.9M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
281K+ 47.36% |
$6.49M - $6.85M
|
873K
$21M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
220KNew |
$5.08M - $5.36M
|
220K
$5.28M
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
176K+ 197.97% |
$4.07M - $4.29M
|
265K
$6.36M
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
154KNew |
$3.57M - $3.77M
|
154K
$3.71M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
122KNew |
$2.82M - $2.98M
|
122K
$2.93M
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
95.9K+ 18.67% |
$2.22M - $2.34M
|
610K
$14.7M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
91.2K+ 239.31% |
$2.11M - $2.22M
|
129K
$3.11M
|
|
Feb 01, 2023
Q4 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
77.8KNew |
$1.8M - $1.9M
|
77.8K
$1.87M
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
77.6KNew |
$1.79M - $1.89M
|
77.6K
$1.87M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
70.6KNew |
$1.63M - $1.72M
|
70.6K
$1.7M
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
67.1K+ 84.31% |
$1.55M - $1.64M
|
147K
$3.52M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
63.4KNew |
$1.47M - $1.55M
|
63.4K
$1.52M
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
62KNew |
$1.43M - $1.51M
|
62K
$1.49M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47.1KNew |
$1.09M - $1.15M
|
47.1K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
30.4K+ 126.01% |
$703K - $742K
|
54.5K
$1.31M
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
29.2KNew |
$676K - $713K
|
29.2K
$703K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
22.7K+ 10.73% |
$524K - $553K
|
234K
$5.63M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.2KNew |
$513K - $541K
|
22.2K
$533K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
20.7K+ 96.38% |
$478K - $504K
|
42.1K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20KNew |
$463K - $489K
|
20K
$482K
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
19.6K+ 34.29% |
$452K - $477K
|
76.6K
$1.84M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
18.4KNew |
$425K - $448K
|
18.4K
$442K
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
18.3KNew |
$423K - $446K
|
18.3K
$440K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.9K+ 106.59% |
$391K - $412K
|
32.8K
$788K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.5KNew |
$382K - $403K
|
16.5K
$397K
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
15.5KNew |
$359K - $379K
|
15.5K
$373K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.2K+ 22.81% |
$329K - $347K
|
76.7K
$1.84M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
13.9KNew |
$322K - $340K
|
13.9K
$335K
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
9.53KNew |
$220K - $232K
|
9.53K
$229K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
9.42KNew |
$218K - $230K
|
9.42K
$226K
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9.17K+ 28.26% |
$212K - $224K
|
41.6K
$1M
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
8.5KNew |
$197K - $207K
|
8.5K
$204K
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.73K+ 14.04% |
$156K - $164K
|
54.7K
$1.31M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.07K+ 13.04% |
$140K - $148K
|
52.6K
$1.26M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.85K+ 33.12% |
$112K - $118K
|
19.5K
$469K
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.51K+ 15.4% |
$104K - $110K
|
33.8K
$812K
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.35K+ 22.14% |
$101K - $106K
|
24K
$577K
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2K+ 16.67% |
$46.2K - $48.8K
|
14K
$337K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.65KNew |
$38.1K - $40.2K
|
1.65K
$39.6K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.04KNew |
$23.9K - $25.2K
|
1.04K
$24.9K
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
310+ 0.11% |
$7.17K - $7.56K
|
293K
$7.05M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
212+ 1.16% |
$4.9K - $5.17K
|
18.5K
$444K
|
|
Feb 07, 2023
Q4 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
154+ 0.63% |
$3.56K - $3.76K
|
24.7K
$594K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56+ 0.73% |
$1.29K - $1.37K
|
7.76K
$186K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 1.37% |
$301 - $317
|
963
$23.2K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.26K- 2.71% |
$52.3K - $55.2K
|
81.2K
$1.95M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.41K- 3.15% |
$78.9K - $83.2K
|
105K
$2.52M
|