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 2023
Institutional positions in Ideanomics, Inc. as of Jun 30, 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
- 66
- +1 vs. Q1 2023
- Shares held
- 11.6M
- −6.91M (−37.3%) vs. Q1 2023
- Total value
- $866.0K
- −$1.13M (−56.7%) vs. Q1 2023
- New holders
- 11
- 14 more added
- Sold out
- 10
- 14 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Ideanomics, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 2,789,303 | $207.8K | 0.00% | −13,956−0.5% | Reduced |
| Susquehanna International Group, LLP | 1,411,521 | $105.2K | 0.00% | +789,301+126.9% | Added |
| State Street Corp | 871,899 | $65.0K | 0.00% | −9,713,930−91.8% | Reduced |
| Harvest Fund Management Co., Ltd | 826,761 | $62.0K | 0.01% | +826,761 | New |
| Geode Capital Management, LLC | 800,106 | $59.6K | 0.00% | +568,017+244.7% | Added |
| Brown Advisory Inc | 656,604 | $48.9K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 644,754 | $48.0K | 0.01% | +644,754 | New |
| Morgan Stanley | 580,638 | $43.3K | 0.00% | +189,022+48.3% | Added |
| Group One Trading, L.P. | 501,763 | $37.4K | 0.00% | +250,685+99.8% | Added |
| Bank of America Corp | 502,789 | $37.2K | 0.00% | +126,466+33.6% | Added |
| Citigroup Inc | 326,000 | $24.3K | 0.00% | +100,000+44.2% | Added |
| Jane Street Group, LLC | 311,710 | $23.2K | 0.00% | +311,710 | New |
| Creative Planning | 206,451 | $15.4K | 0.00% | −8,494−4.0% | Reduced |
| HRT Financial LP | 189,075 | $14.0K | 0.00% | +104,894+124.6% | Added |
| Financial Advocates Investment Management | 120,148 | $8.95K | 0.00% | +90,000+298.5% | Added |
| Bank of Montreal | 65,046 | $5.77K | 0.00% | +51,546+381.8% | Added |
| Wolverine Trading, LLC | 80,327 | $5.74K | 0.00% | +20,739+34.8% | Added |
| Victory Capital Management Inc | 68,076 | $5.07K | 0.00% | −1,589−2.3% | Reduced |
| Foster Group, Inc. | 60,390 | $4.50K | 0.00% | −3,700−5.8% | Reduced |
| Goldman Sachs Group Inc | 52,781 | $3.93K | 0.00% | −24,822−32.0% | Reduced |
| Perennial Investment Advisors, LLC | 52,000 | $3.87K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 42,794 | $3.57K | 0.00% | −3,442−7.4% | Reduced |
| Tamar Securities, LLC | 41,751 | $3.11K | 0.00% | +41,751 | New |
| Simplex Trading, LLC | 40,306 | $3.00K | 0.00% | +32,106+391.5% | Added |
| Baader Bank INC | 38,670 | $2.24K | 0.00% | −12,858−25.0% | Reduced |
| Two Sigma Securities, LLC | 25,774 | $1.92K | 0.00% | −681,851−96.4% | Reduced |
| RFG Advisory, LLC | 21,215 | $1.58K | 0.00% | +21,215 | New |
| Savant Capital, LLC | 20,000 | $1.49K | 0.00% | 00.0% | Unchanged |
| Lake Street Financial LLC | 20,000 | $1.49K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 20,000 | $1.49K | 0.00% | +20,000 | New |
| LPL Financial LLC | 17,385 | $1.29K | 0.00% | +476+2.8% | Added |
| Ground Swell Capital, LLC | 17,342 | $1.29K | 0.00% | +17,342 | New |
| UBS Group AG | 16,163 | $1.20K | 0.00% | −119,680−88.1% | Reduced |
| Mather Group, LLC. | 16,045 | $1.20K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 16,510 | $1.00K | 0.00% | −1,100−6.2% | Reduced |
| Janney Montgomery Scott LLC | 16,700 | $1.00K | 0.00% | −1,000−5.6% | Reduced |
| Delta Financial Group, Inc. | 14,100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 11,429 | $1.00K | 0.00% | +278+2.5% | Added |
| Laird Norton Trust Company, LLC | 11,838 | $882 | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,103 | $827 | 0.00% | +11,103 | New |
| Ieq Capital, LLC | 10,600 | $790 | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,550 | $786 | 0.00% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 10,310 | $768 | 0.00% | 00.0% | Unchanged |
| HCR Wealth Advisors | 10,000 | $745 | 0.00% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 10,000 | $745 | 0.00% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 10,001 | $745 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 9,302 | $693 | 0.00% | +9,302 | New |
| Lindbrook Capital, LLC | 5,700 | $425 | 0.00% | −49,300−89.6% | Reduced |
| Farther Finance Advisors, LLC | 2,853 | $213 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,300 | $96 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 500 | $82 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,000 | $75 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 819 | $61 | 0.00% | −6−0.7% | Reduced |
| Wells Fargo & Company | 600 | $44 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 545 | $41 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 500 | $37 | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 300 | $22 | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 228 | $17 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 225 | $17 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 125 | $10 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $2 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 20 | $1 | 0.00% | +20 | New |
| FMR LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,000 | $0 | 0.00% | +700+233.3% | Added |
| Gradient Investments LLC | 4 | $0 | 0.00% | +4 | New |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −333,692−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −88,693−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −44,580−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −30,650−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |