Latest Institutional Purchases of Iq Merger Arbitrage ETF (MNA)
This list provides information on the latest institutional transactions involving Iq Merger Arbitrage ETF (MNA) 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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
650New |
$20.1K - $20.7K
|
650
$21.4K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
400+ 44.2% |
$12.4K - $12.7K
|
1.31K
$42.9K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
23New |
$713 - $732
|
23
$756
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3New |
$92.9 - $95.5
|
3
$98.7
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
3New |
$92.9 - $95.5
|
3
$98.7
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
158K+ 1601.99% |
$4.89M - $5.03M
|
168K
$5.51M
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24.8KNew |
$768K - $791K
|
24.8K
$816K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
531+ 3.42% |
$16.5K - $16.9K
|
16K
$528K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
245+ 13.88% |
$7.59K - $7.82K
|
2.01K
$66.1K
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
60New |
$1.86K - $1.92K
|
60
$1.97K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
34New |
$1.05K - $1.09K
|
34
$1.12K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 4.0% |
$31 - $31.9
|
26
$855
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.78KNew |
$271K - $280K
|
8.78K
$289K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.59KNew |
$49K - $50.6K
|
1.59K
$52.2K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.02K+ 0.7% |
$31.5K - $32.5K
|
147K
$4.82M
|
|
Q4 2022 | |||||||
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
25.5KNew |
$792K - $813K
|
25.5K
$840K
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
13.8KNew |
$428K - $439K
|
13.8K
$454K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
7.93KNew |
$246K - $252K
|
7.93K
$261K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1KNew |
$31K - $31.8K
|
1K
$32.9K
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
585New |
$18.1K - $18.6K
|
585
$19.2K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
372New |
$11.5K - $11.8K
|
372
$12.2K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
133+ 100.0% |
$4.12K - $4.23K
|
266
$8.75K
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
29+ 0.44% |
$899 - $923
|
6.6K
$217K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
16.5KNew |
$510K - $531K
|
16.5K
$544K
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
138New |
$4.26K - $4.43K
|
138
$4.54K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
7.66KNew |
$231K - $246K
|
7.66K
$252K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.25KNew |
$67.9K - $72.4K
|
2.25K
$74K
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.11K+ 651.23% |
$63.6K - $67.9K
|
2.43K
$80.1K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$33.8K - $36.1K
|
1.12K
$36.9K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
463New |
$14K - $14.9K
|
463
$15.2K
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
41+ 43.62% |
$1.24K - $1.32K
|
135
$4.44K
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
8+ 0.07% |
$241 - $257
|
12.2K
$400K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.4KNew |
$1.4M - $1.43M
|
44.4K
$1.46M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
668New |
$21K - $21.5K
|
668
$22K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2KNew |
$63.7K - $66.1K
|
2K
$65.8K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.43KNew |
$113K - $115K
|
3.43K
$113K
|
|
Q1 2021 | |||||||
May 28, 2021
Q1 2021
|
Sierra Capital LLC
|
BUY
|
- |
1.13KNew |
$36.4K - $37.9K
|
1.13K
$37K
|
|
Q4 2020 | |||||||
Jan 28, 2021
Q4 2020
|
Bank Of Stockton
|
BUY
|
- |
10KNew |
$332K - $344K
|
10K
$329K
|
|
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.46KNew |
$48.4K - $50.2K
|
1.46K
$48K
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
13New |
$432 - $447
|
13
$428
|
|
Q4 2019 | |||||||
Jan 13, 2020
Q4 2019
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4.2KNew |
$134K - $139K
|
4.2K
$138K
|
|
Q2 2019 | |||||||
Aug 16, 2021
Q2 2019
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.13KNew |
$35.4K - $36.2K
|
1.13K
$37.2K
|
|
Jan 02, 2024
Q2 2019
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3New |
$94 - $96.1
|
3
$98.7
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
66KNew |
$2.03M - $2.1M
|
66K
$2.17M
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
63New |
$1.94K - $2K
|
63
$2.07K
|
|
Q1 2018 | |||||||
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.8K+ 119.18% |
$332K - $344K
|
19.8K
$652K
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$30.8 - $30.9
|
1
$32.9
|