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 |
|---|---|---|---|---|---|
| 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 |
| City Holding Co | 20 | $1 | 0.00% | +20 | New |
| Larson Financial Group LLC | 25 | $2 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 125 | $10 | 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 |
| Antonetti Capital Management LLC | 300 | $22 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 500 | $37 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 545 | $41 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 600 | $44 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 819 | $61 | 0.00% | −6−0.7% | Reduced |
| Cape Investment Advisory, Inc. | 1,000 | $75 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 500 | $82 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,300 | $96 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,853 | $213 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,700 | $425 | 0.00% | −49,300−89.6% | Reduced |
| Buck Wealth Strategies, LLC | 9,302 | $693 | 0.00% | +9,302 | New |
| 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 |
| MONECO Advisors, LLC | 10,310 | $768 | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,550 | $786 | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,600 | $790 | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,103 | $827 | 0.00% | +11,103 | New |
| Laird Norton Trust Company, LLC | 11,838 | $882 | 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 |
| Mather Group, LLC. | 16,045 | $1.20K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 16,163 | $1.20K | 0.00% | −119,680−88.1% | Reduced |
| Ground Swell Capital, LLC | 17,342 | $1.29K | 0.00% | +17,342 | New |
| LPL Financial LLC | 17,385 | $1.29K | 0.00% | +476+2.8% | Added |
| 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 |
| RFG Advisory, LLC | 21,215 | $1.58K | 0.00% | +21,215 | New |
| Two Sigma Securities, LLC | 25,774 | $1.92K | 0.00% | −681,851−96.4% | Reduced |
| Baader Bank INC | 38,670 | $2.24K | 0.00% | −12,858−25.0% | Reduced |
| Simplex Trading, LLC | 40,306 | $3.00K | 0.00% | +32,106+391.5% | Added |
| Tamar Securities, LLC | 41,751 | $3.11K | 0.00% | +41,751 | New |
| Advisor Group Holdings, Inc. | 42,794 | $3.57K | 0.00% | −3,442−7.4% | Reduced |
| Perennial Investment Advisors, LLC | 52,000 | $3.87K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 52,781 | $3.93K | 0.00% | −24,822−32.0% | Reduced |
| Foster Group, Inc. | 60,390 | $4.50K | 0.00% | −3,700−5.8% | Reduced |
| Victory Capital Management Inc | 68,076 | $5.07K | 0.00% | −1,589−2.3% | Reduced |
| Wolverine Trading, LLC | 80,327 | $5.74K | 0.00% | +20,739+34.8% | Added |
| Bank of Montreal | 65,046 | $5.77K | 0.00% | +51,546+381.8% | Added |
| Financial Advocates Investment Management | 120,148 | $8.95K | 0.00% | +90,000+298.5% | Added |
| HRT Financial LP | 189,075 | $14.0K | 0.00% | +104,894+124.6% | Added |
| Creative Planning | 206,451 | $15.4K | 0.00% | −8,494−4.0% | Reduced |
| Jane Street Group, LLC | 311,710 | $23.2K | 0.00% | +311,710 | New |
| Citigroup Inc | 326,000 | $24.3K | 0.00% | +100,000+44.2% | Added |
| Bank of America Corp | 502,789 | $37.2K | 0.00% | +126,466+33.6% | Added |
| Group One Trading, L.P. | 501,763 | $37.4K | 0.00% | +250,685+99.8% | Added |
| Morgan Stanley | 580,638 | $43.3K | 0.00% | +189,022+48.3% | Added |
| XTX Topco Ltd | 644,754 | $48.0K | 0.01% | +644,754 | New |
| Brown Advisory Inc | 656,604 | $48.9K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 800,106 | $59.6K | 0.00% | +568,017+244.7% | Added |
| Harvest Fund Management Co., Ltd | 826,761 | $62.0K | 0.01% | +826,761 | New |
| State Street Corp | 871,899 | $65.0K | 0.00% | −9,713,930−91.8% | Reduced |
| Susquehanna International Group, LLP | 1,411,521 | $105.2K | 0.00% | +789,301+126.9% | Added |
| Invesco Ltd. | 2,789,303 | $207.8K | 0.00% | −13,956−0.5% | Reduced |
| 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 |