Purchases and Sales Made in Q2 2023 in Flexshares Stoxx Global Broad (NFRA)
This table provides information about the institutional ownership of Flexshares Stoxx Global Broad (NFRA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
45.6K+ 4.01% |
$2.3M - $2.44M
|
1.18M
$67.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
17.2K+ 2.82% |
$866K - $917K
|
626K
$36M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
17KNew |
$858K - $909K
|
17K
$977K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
15.6K+ 0.92% |
$786K - $833K
|
1.71M
$98.3M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13KNew |
$656K - $695K
|
13K
$747K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
12.2KNew |
$613K - $650K
|
12.2K
$698K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
9.7K+ 96.12% |
$489K - $518K
|
19.8K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
7.9K+ 34.29% |
$398K - $422K
|
30.9K
$1.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.98K+ 2457.39% |
$352K - $373K
|
7.26K
$417K
|
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
6.7KNew |
$338K - $358K
|
6.7K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
6.02KNew |
$304K - $322K
|
6.02K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.29KNew |
$267K - $283K
|
5.29K
$304K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.1K+ 80.56% |
$257K - $273K
|
11.4K
$656K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.58KNew |
$231K - $245K
|
4.58K
$263K
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
3.98K+ 6.26% |
$201K - $213K
|
67.5K
$3.88M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.33KNew |
$168K - $178K
|
3.33K
$191K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.8K+ 22.6% |
$141K - $150K
|
15.2K
$873K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.54K+ 181.0% |
$128K - $136K
|
3.95K
$227K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.41K+ 8.43% |
$122K - $129K
|
31K
$1.78M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
2.08K+ 3.63% |
$105K - $111K
|
59.3K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.07K+ 16.03% |
$104K - $110K
|
14.9K
$858K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.06K+ 7.49% |
$104K - $110K
|
29.5K
$1.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.73K+ 8.23% |
$87K - $92.2K
|
22.7K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.62K+ 83.64% |
$81.7K - $86.6K
|
3.56K
$204K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.48K+ 23.78% |
$74.6K - $79.1K
|
7.7K
$442K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
1.14K+ 6.7% |
$57.4K - $60.9K
|
18.1K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.05KNew |
$53K - $56.2K
|
1.05K
$60.3K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
900+ 6.91% |
$45.4K - $48.1K
|
13.9K
$799K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
856+ 7.91% |
$43.2K - $45.7K
|
11.7K
$670K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
762+ 4.38% |
$38.4K - $40.7K
|
18.2K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
626+ 173.89% |
$31.6K - $33.5K
|
986
$56.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
555+ 4.43% |
$28K - $29.7K
|
13.1K
$751K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
549+ 32.14% |
$27.7K - $29.3K
|
2.26K
$130K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
427+ 5.13% |
$21.5K - $22.8K
|
8.75K
$502K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
404+ 11.56% |
$20.4K - $21.6K
|
3.9K
$224K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
362+ 0.15% |
$18.3K - $19.3K
|
246K
$14.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
324+ 20.82% |
$16.3K - $17.3K
|
1.88K
$108K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
309+ 82.84% |
$15.6K - $16.5K
|
682
$39.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
298+ 57.42% |
$15K - $15.9K
|
817
$46.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
285New |
$14.4K - $15.2K
|
285
$16.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
250New |
$12.6K - $13.4K
|
250
$14.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
214+ 5.89% |
$10.8K - $11.4K
|
3.85K
$221K
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
BUY
|
- |
209+ 0.19% |
$10.5K - $11.2K
|
111K
$6.38M
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
130New |
$6.55K - $6.95K
|
130
$7.46K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
125+ 1.5% |
$6.3K - $6.68K
|
8.44K
$484K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
84+ 0.57% |
$4.24K - $4.49K
|
14.9K
$857K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
65New |
$3.28K - $3.47K
|
65
$3.73K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56+ 0.55% |
$2.82K - $2.99K
|
10.2K
$586K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13+ 0.18% |
$655 - $695
|
7.1K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12New |
$605 - $641
|
12
$689
|