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, Q4 2023
Institutional positions in Ideanomics, Inc. as of Dec 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
- 30
- −2 vs. Q3 2023
- Shares held
- 527.8K
- +240.4K (+83.6%) vs. Q3 2023
- Total value
- $1.05M
- +$352.1K (+50.5%) vs. Q3 2023
- New holders
- 6
- 8 more added
- Sold out
- 8
- 3 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Ideanomics, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 163 | $0 | 0.00% | −2,907−94.7% | Reduced |
| Hantz Financial Services, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1 | $2 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1 | $3 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4 | $8 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4 | $8 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 4 | $8 | 0.00% | +4 | New |
| GWM Advisors LLC | 8 | $16 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 8 | $16 | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 10 | $20 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 23 | $45 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 40 | $80 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 40 | $80 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 100 | $199 | 0.00% | +19+23.5% | Added |
| Advisor Group Holdings, Inc. | 145 | $283 | 0.00% | +39+36.8% | Added |
| UBS Group AG | 391 | $778 | 0.00% | −3,350−89.5% | Reduced |
| Citigroup Inc | 2,208 | $4.39K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,762 | $5.50K | 0.00% | +2,593+1,534.3% | Added |
| Harvest Fund Management Co., Ltd | 6,614 | $13.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,727 | $15.0K | 0.00% | +6,621+598.6% | Added |
| Morgan Stanley | 7,853 | $15.6K | 0.00% | −30,020−79.3% | Reduced |
| XTX Topco Ltd | 13,497 | $26.9K | 0.01% | +13,497 | New |
| Jane Street Group, LLC | 21,866 | $43.5K | 0.00% | +21,866 | New |
| Invesco Ltd. | 22,782 | $45.3K | 0.00% | +272+1.2% | Added |
| Northern Trust Corp | 24,820 | $49.4K | 0.00% | +24,820 | New |
| State Street Corp | 33,711 | $67.1K | 0.00% | +33,711 | New |
| Susquehanna International Group, LLP | 74,302 | $147.9K | 0.00% | +46,162+164.0% | Added |
| Vanguard Group Inc | 89,726 | $178.6K | 0.00% | +89,726 | New |
| Citadel Advisors LLC | 103,583 | $206.1K | 0.00% | +91,657+768.5% | Added |
| Geode Capital Management, LLC | 115,417 | $229.7K | 0.00% | +12,741+12.4% | Added |
| Virtu Financial LLC | 0 | $0 | 0.00% | −32,847−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −3,516−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Antonetti Capital Management LLC | – | – | – | – | Not filed |