Purchases and Sales Made in Q4 2025 in Iq Hedge Multi Strategy Compos (QAI)
This table provides information about the institutional ownership of Iq Hedge Multi Strategy Compos (QAI) during Q4 2025. The information is specifically focused on institutions that hold shares of IQ HEDGE MULTI-STRATEGY COMPOS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
30.4K+ 133.78% |
$1.02M - $1.04M
|
53.2K
$1.78M
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
19.9KNew |
$663K - $677K
|
19.9K
$667K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
12.4K+ 7.56% |
$413K - $421K
|
176K
$5.91M
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.51K+ 17.79% |
$83.8K - $85.6K
|
16.6K
$559K
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.43K+ 2.59% |
$47.6K - $48.6K
|
56.5K
$1.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.42K+ 1.48% |
$47.2K - $48.2K
|
96.7K
$3.25M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
248+ 3.13% |
$8.27K - $8.44K
|
8.17K
$274K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-54- 0.26% |
$1.8K - $1.84K
|
21K
$704K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-155- 67.1% |
$5.17K - $5.27K
|
76
$2.55K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.91K- 27.52% |
$97K - $99K
|
7.67K
$257K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-19.1K- 52.47% |
$637K - $649K
|
17.3K
$580K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
SELL
|
- |
-23.5K- 77.07% |
$784K - $800K
|
7K
$235K
|
|