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, Q1 2023
Institutional positions in Ideanomics, Inc. as of Mar 31, 2023. 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
- 65
- −8 vs. Q4 2022
- Shares held
- 18.5M
- +604.9K (+3.4%) vs. Q4 2022
- Total value
- $2.00M
- −$937.1K (−31.9%) vs. Q4 2022
- New holders
- 11
- 13 more added
- Sold out
- 19
- 15 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Ideanomics, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 8,200 | $0 | 0.00% | −100−1.2% | Reduced |
| Cutler Group LP | 285 | $0 | 0.00% | −6,867−96.0% | Reduced |
| Hantz Financial Services, Inc. | 300 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5 | $1 | 0.00% | −26−83.9% | Reduced |
| WR Wealth Planners, LLC | 5 | $1 | 0.00% | +5 | New |
| Cubist Systematic Strategies, LLC | 14 | $2 | 0.00% | −41,230−100.0% | Reduced |
| Larson Financial Group LLC | 25 | $3 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 125 | $14 | 0.00% | +125 | New |
| National Bank of Canada | 165 | $18 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 225 | $24 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 228 | $25 | 0.00% | −748−76.6% | Reduced |
| Carmel Capital Partners, LLC | 228 | $25 | 0.00% | +228 | New |
| Antonetti Capital Management LLC | 300 | $32 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 500 | $54 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 545 | $59 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 600 | $65 | 0.00% | +500+500.0% | Added |
| FinTrust Capital Advisors, LLC | 500 | $82 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 800 | $86 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 825 | $89 | 0.00% | +55+7.1% | Added |
| Cape Investment Advisory, Inc. | 1,000 | $108 | 0.00% | +1,000 | New |
| Federation des caisses Desjardins du Quebec | 1,300 | $140 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,853 | $308 | 0.00% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 10,001 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 11,151 | $1.00K | 0.00% | +11,151 | New |
| HCR Wealth Advisors | 10,000 | $1.08K | 0.00% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 10,000 | $1.08K | 0.00% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 10,310 | $1.11K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,550 | $1.14K | 0.00% | −535−4.8% | Reduced |
| Ieq Capital, LLC | 10,600 | $1.15K | 0.00% | +10,600 | New |
| Laird Norton Trust Company, LLC | 11,838 | $1.28K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 13,500 | $1.65K | 0.00% | −47,400−77.8% | Reduced |
| Mather Group, LLC. | 16,045 | $1.73K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 16,909 | $1.83K | 0.00% | −2,991−15.0% | Reduced |
| Royal Bank of Canada | 17,610 | $2.00K | 0.00% | +1,629+10.2% | Added |
| Janney Montgomery Scott LLC | 17,700 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 14,100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 20,000 | $2.16K | 0.00% | 00.0% | Unchanged |
| Lake Street Financial LLC | 20,000 | $2.16K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 30,148 | $3.26K | 0.00% | +20,000+197.1% | Added |
| Stratos Wealth Partners, LTD. | 30,650 | $3.31K | 0.00% | +30,650 | New |
| Baader Bank INC | 51,528 | $4.34K | 0.00% | +51,528 | New |
| Advisor Group Holdings, Inc. | 46,236 | $4.71K | 0.00% | −1,350−2.8% | Reduced |
| Virtu Financial LLC | 44,580 | $5.00K | 0.00% | +44,580 | New |
| Perennial Investment Advisors, LLC | 52,000 | $5.62K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55,000 | $5.94K | 0.00% | 00.0% | Unchanged |
| Foster Group, Inc. | 64,090 | $6.92K | 0.00% | +8,500+15.3% | Added |
| Wolverine Trading, LLC | 59,588 | $7.00K | 0.00% | −7,770−11.5% | Reduced |
| Victory Capital Management Inc | 69,665 | $7.52K | 0.00% | +8,899+14.6% | Added |
| Goldman Sachs Group Inc | 77,603 | $8.38K | 0.00% | −93,304−54.6% | Reduced |
| HRT Financial LP | 84,181 | $9.00K | 0.00% | +84,181 | New |
| Point72 Asset Management, L.P. | 88,693 | $9.58K | 0.00% | +88,693 | New |
| UBS Group AG | 135,843 | $14.7K | 0.00% | +66,965+97.2% | Added |
| Creative Planning | 214,945 | $23.2K | 0.00% | +100.0% | Added |
| Citigroup Inc | 226,000 | $24.4K | 0.00% | +111,000+96.5% | Added |
| Geode Capital Management, LLC | 232,089 | $25.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 251,078 | $27.1K | 0.00% | −14,382−5.4% | Reduced |
| Two Sigma Investments, LP | 333,692 | $36.0K | 0.00% | +51,975+18.4% | Added |
| Bank of America Corp | 376,323 | $40.6K | 0.00% | −45,502−10.8% | Reduced |
| Morgan Stanley | 391,616 | $42.3K | 0.00% | −46,380−10.6% | Reduced |
| Susquehanna International Group, LLP | 622,220 | $67.2K | 0.00% | −168,464−21.3% | Reduced |
| Brown Advisory Inc | 656,604 | $70.9K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 707,625 | $76.4K | 0.01% | +653,624+1,210.4% | Added |
| Invesco Ltd. | 2,803,259 | $302.8K | 0.00% | +2,515,841+875.3% | Added |
| State Street Corp | 10,585,829 | $1.14M | 0.00% | +297,955+2.9% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,355,468−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,113,318−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −164,500−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −144,498−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −62,866−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −33,734−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −35,524−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −32,982−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,286−100.0% | Sold out |
| Tamar Securities, LLC | 0 | $0 | 0.00% | −11,351−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −6,903−100.0% | Sold out |
| Selective Wealth Management, Inc. | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |