Purchases and Sales Made in Q1 2024 in Iq Merger Arbitrage ETF (MNA)
This table provides information about the institutional ownership of Iq Merger Arbitrage ETF (MNA) during Q1 2024. The information is specifically focused on institutions that hold shares of IQ MERGER ARBITRAGE ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
194K+ 69.52% |
$6.02M - $6.15M
|
474K
$15.5M
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
80.1K+ 8.65% |
$2.48M - $2.53M
|
1.01M
$33M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
74.1K+ 58.01% |
$2.3M - $2.34M
|
202K
$6.62M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.2K+ 23.27% |
$1.83M - $1.87M
|
314K
$10.3M
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
19KNew |
$589K - $602K
|
19K
$624K
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18.5KNew |
$574K - $586K
|
18.5K
$607K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.41KNew |
$260K - $266K
|
8.41K
$276K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
8.04KNew |
$249K - $254K
|
8.04K
$264K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.12K+ 0.93% |
$189K - $193K
|
665K
$21.8M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.27K+ 4.02% |
$132K - $135K
|
110K
$3.62M
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.57K+ 0.78% |
$110K - $113K
|
458K
$15M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.31K+ 8.51% |
$71.5K - $73K
|
29.4K
$965K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.93K+ 5.76% |
$59.9K - $61.1K
|
35.5K
$1.16M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.76K+ 9.51% |
$54.6K - $55.7K
|
20.3K
$666K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.67K+ 3.96% |
$51.6K - $52.6K
|
43.7K
$1.43M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.61K+ 1562.14% |
$49.8K - $50.9K
|
1.71K
$56.1K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.55K+ 13.24% |
$48.1K - $49.1K
|
13.3K
$435K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.4KNew |
$43.4K - $44.3K
|
1.4K
$45.9K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.36K+ 1.16% |
$42.2K - $43.1K
|
119K
$3.92M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.22K+ 115.36% |
$37.7K - $38.5K
|
2.27K
$74.5K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
731+ 2.1% |
$22.6K - $23.1K
|
35.5K
$1.16M
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
722+ 9.17% |
$22.4K - $22.8K
|
8.6K
$282K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
587+ 3.37% |
$18.2K - $18.6K
|
18K
$590K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
458+ 28.13% |
$14.2K - $14.5K
|
2.09K
$68.4K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
347+ 3.24% |
$10.7K - $11K
|
11.1K
$363K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
314New |
$9.72K - $9.93K
|
314
$10.3K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
309+ 1.9% |
$9.57K - $9.77K
|
16.5K
$542K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
91New |
$2.82K - $2.88K
|
91
$2.98K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21+ 0.22% |
$650 - $664
|
9.37K
$307K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-18- 0.79% |
$557 - $569
|
2.25K
$73.7K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-35- 0.34% |
$1.08K - $1.11K
|
10.2K
$334K
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-106- 0.71% |
$3.28K - $3.35K
|
14.9K
$487K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-298- 38.55% |
$9.23K - $9.42K
|
475
$15.6K
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-467- 0.95% |
$14.5K - $14.8K
|
48.7K
$1.6M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-519- 54.63% |
$16.1K - $16.4K
|
431
$14.1K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-586- 2.88% |
$18.1K - $18.5K
|
19.8K
$648K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-706- 4.73% |
$21.9K - $22.3K
|
14.2K
$466K
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-862- 8.95% |
$26.7K - $27.3K
|
8.77K
$288K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.31K- 73.51% |
$40.5K - $41.3K
|
471
$15.4K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.56KClosed |
$48.2K - $49.2K
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-1.57K- 15.97% |
$48.7K - $49.7K
|
8.27K
$271K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.55K- 5.0% |
$141K - $144K
|
86.4K
$2.83M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.63K- 67.43% |
$143K - $146K
|
2.24K
$73.3K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.12K- 4.12% |
$159K - $162K
|
119K
$3.91M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.33K- 77.4% |
$165K - $169K
|
1.56K
$51.1K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-6.62K- 78.82% |
$205K - $209K
|
1.78K
$58.3K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.39K- 14.18% |
$260K - $265K
|
50.8K
$1.67M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.85K- 23.51% |
$274K - $280K
|
28.8K
$944K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-10.9K- 9.35% |
$338K - $345K
|
106K
$3.47M
|