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 2024
Institutional positions in Ideanomics, Inc. as of Mar 31, 2024. 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
- 31
- +1 vs. Q4 2023
- Shares held
- 434.9K
- −92.9K (−17.6%) vs. Q4 2023
- Total value
- $412.5K
- −$637.1K (−60.7%) vs. Q4 2023
- New holders
- 6
- 7 more added
- Sold out
- 5
- 6 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Ideanomics, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 128 | $0 | 0.00% | −35−21.5% | Reduced |
| ZRC Wealth Management, LLC | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1 | $1 | 0.00% | +1 | New |
| North Star Investment Management Corp. | 4 | $4 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4 | $4 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 4 | $4 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $8 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 8 | $8 | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 10 | $10 | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 12 | $11 | 0.00% | +12 | New |
| Northwestern Mutual Wealth Management Co | 12 | $11 | 0.00% | +12 | New |
| Farther Finance Advisors, LLC | 23 | $24 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 40 | $38 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 40 | $38 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 94 | $89 | 0.00% | −6−6.0% | Reduced |
| Advisor Group Holdings, Inc. | 136 | $127 | 0.00% | −9−6.2% | Reduced |
| JPMorgan Chase & Co | 171 | $162 | 0.00% | +171 | New |
| Mather Group, LLC. | 128 | $255 | 0.00% | +128 | New |
| Citigroup Inc | 2,608 | $2.48K | 0.00% | +400+18.1% | Added |
| Morgan Stanley | 5,527 | $5.25K | 0.00% | −2,326−29.6% | Reduced |
| Harvest Fund Management Co., Ltd | 6,614 | $6.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 8,034 | $7.63K | 0.00% | +7,643+1,954.7% | Added |
| Group One Trading, L.P. | 8,091 | $7.69K | 0.00% | +8,091 | New |
| Tower Research Capital LLC (TRC) | 8,797 | $8.36K | 0.00% | +6,035+218.5% | Added |
| Northern Trust Corp | 15,474 | $14.7K | 0.00% | −9,346−37.7% | Reduced |
| XTX Topco Ltd | 17,237 | $16.4K | 0.00% | +3,740+27.7% | Added |
| Simplex Trading, LLC | 29,941 | $28.0K | 0.00% | +22,214+287.5% | Added |
| State Street Corp | 33,711 | $32.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 51,568 | $49.0K | 0.00% | −22,734−30.6% | Reduced |
| Vanguard Group Inc | 116,534 | $110.7K | 0.00% | +26,808+29.9% | Added |
| Geode Capital Management, LLC | 129,933 | $123.5K | 0.00% | +14,516+12.6% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −103,583−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −22,782−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,866−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |