Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
230K+ 6.74% |
$5.49M - $5.57M
|
3.64M
$87.4M
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
145K+ 12.83% |
$3.47M - $3.52M
|
1.28M
$30.7M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
137K+ 9.1% |
$3.29M - $3.34M
|
1.65M
$39.6M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
115K+ 8.2% |
$2.74M - $2.79M
|
1.52M
$36.4M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
95.5K+ 17.63% |
$2.28M - $2.32M
|
637K
$15.3M
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
48.8K+ 5.43% |
$1.17M - $1.18M
|
949K
$22.8M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.2K+ 1.65% |
$985K - $1M
|
2.54M
$61.1M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.2K+ 1.65% |
$985K - $1M
|
2.54M
$61.1M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
35.2K+ 29.91% |
$841K - $853K
|
153K
$3.67M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
33.7K+ 3.4% |
$807K - $819K
|
1.03M
$24.6M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29.9K+ 18.62% |
$715K - $725K
|
190K
$4.57M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.7KNew |
$590K - $599K
|
24.7K
$593K
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
19.6K+ 5.47% |
$469K - $476K
|
378K
$9.09M
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
18.9K+ 30.83% |
$452K - $458K
|
80.2K
$1.93M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
17.8K+ 6.7% |
$426K - $432K
|
284K
$6.82M
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
16.7K+ 9.01% |
$400K - $406K
|
203K
$4.87M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.7K+ 6.68% |
$376K - $381K
|
251K
$6.03M
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
15.7K+ 127.7% |
$375K - $381K
|
28K
$672K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.4K+ 100.14% |
$369K - $374K
|
30.8K
$740K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.3KNew |
$367K - $372K
|
15.3K
$369K
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14.4K+ 13.5% |
$345K - $350K
|
121K
$2.92M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.3K+ 15.69% |
$343K - $348K
|
106K
$2.54M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.5K+ 31.16% |
$322K - $327K
|
56.7K
$1.36M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.95K+ 2.29% |
$214K - $217K
|
401K
$9.62M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.78K+ 2.27% |
$210K - $213K
|
395K
$9.49M
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
7.69K+ 13.1% |
$184K - $187K
|
66.3K
$1.59M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.35K+ 19.23% |
$128K - $130K
|
33.2K
$797K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4K+ 35.66% |
$95.6K - $97K
|
15.2K
$365K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.99K+ 47.22% |
$95.3K - $96.8K
|
12.4K
$299K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.95K+ 1.61% |
$94.5K - $96K
|
249K
$5.99M
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
3.56K+ 7.15% |
$85.1K - $86.4K
|
53.3K
$1.28M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.95KNew |
$70.5K - $71.6K
|
2.95K
$70.9K
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.77K+ 18.41% |
$66.3K - $67.3K
|
17.8K
$429K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.52KNew |
$60.2K - $61.1K
|
2.52K
$60.5K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.5KNew |
$59.7K - $60.6K
|
2.5K
$60K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.42K+ 1.69% |
$57.9K - $58.7K
|
146K
$3.5M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.28K+ 1.87% |
$54.6K - $55.4K
|
124K
$2.99M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.23K+ 24.86% |
$53.3K - $54.1K
|
11.2K
$269K
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.87K+ 5.25% |
$44.8K - $45.5K
|
37.6K
$903K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.85K+ 1.97% |
$44.1K - $44.8K
|
95.5K
$2.29M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
892+ 8.43% |
$21.3K - $21.6K
|
11.5K
$276K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
883+ 2.07% |
$21.1K - $21.4K
|
43.6K
$1.05M
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
755+ 2.56% |
$18.1K - $18.3K
|
30.3K
$728K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
736New |
$17.6K - $17.9K
|
736
$17.7K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
591+ 4.38% |
$14.1K - $14.3K
|
14.1K
$338K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
536New |
$12.8K - $13K
|
536
$12.9K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
346+ 0.98% |
$8.27K - $8.4K
|
35.7K
$859K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
169+ 1.14% |
$4.04K - $4.1K
|
15K
$360K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
106+ 0.39% |
$2.53K - $2.57K
|
27.1K
$651K
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
51+ 1.0% |
$1.22K - $1.24K
|
5.16K
$124K
|