Purchases and Sales Made in Q1 2023 in Flexshares Stoxx Global Broad (NFRA)
This table provides information about the institutional ownership of Flexshares Stoxx Global Broad (NFRA) during Q1 2023. The information is specifically focused on institutions that hold shares of FLEXSHARES STOXX GLOBAL BROAD .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
73K+ 6.86% |
$3.64M - $3.9M
|
1.14M
$65.1M
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
63.5KNew |
$3.17M - $3.4M
|
63.5K
$3.64M
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
41.7K+ 149.52% |
$2.08M - $2.23M
|
69.6K
$3.98M
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
22.1K+ 6.46% |
$1.1M - $1.18M
|
365K
$20.9M
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
20.7K+ 3.52% |
$1.03M - $1.11M
|
609K
$34.9M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.5KNew |
$622K - $668K
|
12.5K
$715K
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
10.2KNew |
$507K - $544K
|
10.2K
$583K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
10.1KNew |
$503K - $540K
|
10.1K
$578K
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
8.31KNew |
$414K - $445K
|
8.31K
$476K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.66K+ 158.73% |
$382K - $410K
|
12.5K
$715K
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.2K+ 138.46% |
$359K - $385K
|
12.4K
$710K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
6.45KNew |
$321K - $345K
|
6.45K
$369K
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.33KNew |
$315K - $339K
|
6.33K
$362K
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
4.12KNew |
$205K - $220K
|
4.12K
$236K
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.02KNew |
$200K - $215K
|
4.02K
$230K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.97KNew |
$197K - $212K
|
3.97K
$227K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.51K+ 2855.28% |
$175K - $188K
|
3.64K
$208K
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.55K+ 0.15% |
$127K - $136K
|
1.7M
$97.2M
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
2.4K+ 56.05% |
$120K - $129K
|
6.69K
$383K
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
2.26K+ 4.11% |
$112K - $121K
|
57.2K
$3.28M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.99K+ 46.87% |
$98.9K - $106K
|
6.22K
$356K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.94KNew |
$96.5K - $104K
|
1.94K
$111K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.65KNew |
$82.2K - $88.2K
|
1.65K
$94.5K
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.58K+ 13.84% |
$78.8K - $84.7K
|
13K
$745K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.35K+ 0.55% |
$67.2K - $72.2K
|
245K
$14M
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.16K+ 471.14% |
$57.7K - $62K
|
1.41K
$80.4K
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.06K+ 3.85% |
$52.8K - $56.7K
|
28.6K
$1.64M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.02K+ 16.36% |
$50.9K - $54.6K
|
7.26K
$416K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.02K+ 4.63% |
$50.8K - $54.5K
|
23K
$1.32M
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
995+ 13.58% |
$49.6K - $53.2K
|
8.32K
$477K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
842New |
$41.9K - $45K
|
842
$48.2K
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
726+ 7.19% |
$36.2K - $38.8K
|
10.8K
$619K
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
636New |
$31.7K - $34K
|
636
$36.4K
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
588+ 5.58% |
$29.3K - $31.4K
|
11.1K
$637K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
438New |
$21.8K - $23.4K
|
438
$25.1K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
432+ 2.11% |
$21.5K - $23.1K
|
20.9K
$1.2M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
404+ 351.3% |
$20.1K - $21.6K
|
519
$29.7K
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
373New |
$18.6K - $19.9K
|
373
$21.4K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
371+ 55.54% |
$18.5K - $19.8K
|
1.04K
$59.5K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
338New |
$16.8K - $18.1K
|
338
$19.4K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
242+ 18.42% |
$12.1K - $12.9K
|
1.56K
$89.1K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
225+ 1.54% |
$11.2K - $12K
|
14.8K
$850K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
210New |
$10.5K - $11.2K
|
210
$12K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
175New |
$8.72K - $9.36K
|
175
$10K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
91+ 0.71% |
$4.53K - $4.87K
|
12.9K
$737K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
75New |
$3.74K - $4.01K
|
75
$4.29K
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
27+ 0.28% |
$1.34K - $1.44K
|
9.79K
$561K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
26New |
$1.3K - $1.39K
|
26
$1.49K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
21+ 0.21% |
$1.05K - $1.12K
|
10.2K
$584K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8New |
$398 - $428
|
8
$458
|