Latest Institutional Transactions on Iq Merger Arbitrage ETF (MNA)
This table provides information on the latest institutional transactions involving Iq Merger Arbitrage ETF (MNA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-2.88K- 2.21% |
$89.2K - $91.9K
|
128K
$4.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-54.2K- 32.33% |
$1.68M - $1.73M
|
113K
$4.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24.8KNew |
$768K - $791K
|
24.8K
$884K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-14.7K- 37.16% |
$454K - $468K
|
24.8K
$884K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-201K- 93.84% |
$6.24M - $6.43M
|
13.2K
$471K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
245+ 13.88% |
$7.59K - $7.82K
|
2.01K
$71.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-31.5K- 36.92% |
$976K - $1.01M
|
53.8K
$1.92M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
34New |
$1.05K - $1.09K
|
34
$1.21K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 4.0% |
$31 - $31.9
|
26
$927
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-18Closed |
$555 - $573
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.1K- 52.8% |
$434K - $448K
|
12.6K
$448K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-13.6KClosed |
$419K - $433K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.02K+ 0.7% |
$31.5K - $32.5K
|
147K
$5.23M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-367- 4.29% |
$11.3K - $11.7K
|
8.18K
$292K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.78KNew |
$271K - $280K
|
8.78K
$313K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-13.3K- 56.49% |
$410K - $424K
|
10.2K
$365K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.62K- 52.89% |
$266K - $275K
|
7.68K
$274K
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
25.5KNew |
$792K - $813K
|
25.5K
$911K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
13.8KNew |
$428K - $439K
|
13.8K
$492K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-140Closed |
$4.34K - $4.45K
|
0
$0
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
585New |
$18.1K - $18.6K
|
585
$20.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1KNew |
$31K - $31.8K
|
1K
$35.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
372New |
$11.5K - $11.8K
|
372
$13.3K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.72K- 4.84% |
$53.2K - $54.6K
|
33.8K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-33.3K- 44.64% |
$1.03M - $1.06M
|
41.3K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
7.93KNew |
$246K - $252K
|
7.93K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-49.8K- 80.06% |
$1.54M - $1.58M
|
12.4K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
133+ 100.0% |
$4.12K - $4.23K
|
266
$9.48K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-127- 20.85% |
$3.94K - $4.04K
|
482
$17.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-33.3K- 44.64% |
$1.03M - $1.06M
|
41.3K
$1.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1- 0.01% |
$31 - $31.8
|
8.59K
$306K
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-9.84K- 22.37% |
$305K - $313K
|
34.1K
$1.22M
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-11.1K- 7.2% |
$343K - $352K
|
142K
$5.08M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
29+ 0.44% |
$899 - $923
|
6.6K
$235K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.93K- 84.01% |
$59.9K - $61.5K
|
368
$13.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
138New |
$4.26K - $4.43K
|
138
$4.92K
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
16.5KNew |
$510K - $531K
|
16.5K
$589K
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-116- 13.5% |
$3.58K - $3.73K
|
743
$26.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-5.77K- 7.7% |
$178K - $186K
|
69.2K
$2.47M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-30.7KClosed |
$927K - $989K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-95Closed |
$2.87K - $3.06K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-39.4KClosed |
$1.19M - $1.27M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7- 0.02% |
$211 - $225
|
44.9K
$1.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.73KClosed |
$203K - $217K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.85KClosed |
$207K - $220K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
463New |
$14K - $14.9K
|
463
$16.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-19.2KClosed |
$579K - $618K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-33.9KClosed |
$1.02M - $1.09M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.54KClosed |
$167K - $178K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
41+ 43.62% |
$1.24K - $1.32K
|
135
$4.81K
|
|