Ideanomics, Inc.
IDEXDelisted Sep 6, 2024- Industry
- Motor Vehicles & Passenger Car Bodies
- SEC CIK
- 0000837852
Ideanomics, Inc. was delisted on Sep 6, 2024; its insiders filed their last Form 4 on Feb 8, 2024; 28 institutions reported holding it in 13F filings for Q2 2024, worth $308.2K in total; no superinvestor held it.
13F holders, Q2 2021
Institutional positions in Ideanomics, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 128
- +40 vs. Q1 2021
- Shares held
- 73.3M
- +52.9M (+258.0%) vs. Q1 2021
- Total value
- $208.1M
- +$148.2M (+247.6%) vs. Q1 2021
- New holders
- 66
- 28 more added
- Sold out
- 26
- 17 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IDEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 3 | $63 |
| Q2 2025 | 2 | $315 |
| Q1 2025 | 2 | $126 |
| Q4 2024 | 2 | $56 |
| Q3 2024 | 6 | $3.97K |
| Q2 2024 | 28 | $308.2K |
| Q1 2024 | 31 | $412.5K |
| Q4 2023 | 30 | $1.05M |
| Q3 2023 | 33 | $697.5K |
| Q2 2023 | 66 | $866.0K |
| Q1 2023 | 65 | $2.00M |
| Q4 2022 | 75 | $2.94M |
| Q3 2022 | 90 | $6.88M |
| Q2 2022 | 103 | $25.3M |
| Q1 2022 | 118 | $84.3M |
| Q4 2021 | 122 | $86.4M |
| Q3 2021 | 125 | $129.7M |
| Q2 2021 | 128 | $208.1M |
| Q1 2021 | 89 | $59.9M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Ideanomics, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 9,456 | $27.0K | 0.00% | +9,456 | New |
| Federation des caisses Desjardins du Quebec | 5,300 | $15.1K | 0.00% | −1,000−15.9% | Reduced |
| American Portfolios Advisors | 5,000 | $14.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,000 | $14.0K | 0.00% | +5,000 | New |
| UBS Group AG | 4,435 | $13.0K | 0.00% | −56,004−92.7% | Reduced |
| Credit Agricole S A | 3,700 | $11.0K | 0.00% | +3,700 | New |
| Wells Fargo & Company | 2,785 | $8.00K | 0.00% | +2,771+19,792.9% | Added |
| Retirement Group, LLC | 2,500 | $7.00K | 0.00% | +2,500 | New |
| Global Retirement Partners, LLC | 1,750 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,348 | $4.00K | 0.00% | +1,348 | New |
| The PNC Financial Services Group, Inc. | 1,000 | $3.00K | 0.00% | −6,000−85.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,208 | $3.00K | 0.00% | +100+9.0% | Added |
| Concord Wealth Partners | 1,000 | $3.00K | 0.00% | +1,000 | New |
| Geneos Wealth Management Inc. | 1,000 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 350 | $1.00K | 0.00% | −2,000−85.1% | Reduced |
| Hantz Financial Services, Inc. | 200 | $1.00K | 0.00% | −125−38.5% | Reduced |
| TCI Wealth Advisors, Inc. | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 500 | $1.00K | 0.00% | +370+284.6% | Added |
| Eaton Vance Management | 300 | $1.00K | 0.00% | +300 | New |
| Ancora Advisors, LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 32 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 8 | $0 | 0.00% | +8 | New |
| Joseph P. Lucia & Associates, LLC | 172 | $0 | 0.00% | +172 | New |
| Newbridge Financial Services Group, Inc. | 137 | $0 | 0.00% | +137 | New |
| Harel Insurance Investments & Financial Services Ltd. | 77,000 | – | – | +77,000 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −996,148−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −498,709−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −434,700−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −314,929−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −273,800−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −212,772−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −69,819−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −68,961−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −27,321−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −16,580−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,033−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −12,802−100.0% | Sold out |
| AllSquare Wealth Management LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −10,199−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Your Advocates Ltd., LLP | 0 | $0 | 0.00% | −10,001−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Regal Wealth Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| First National Bank | – | – | – | – | Not filed |