Purchases and Sales Made in Q2 2025 in Flexshares Stoxx Global Broad (NFRA)
This table provides information about the institutional ownership of Flexshares Stoxx Global Broad (NFRA) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.26M+ 10.98% |
$175M - $202M
|
33M
$2.1B
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.2K+ 40.58% |
$3.59M - $4.16M
|
233K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
58.3K+ 548.99% |
$3.12M - $3.61M
|
68.9K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.5K+ 49.51% |
$881K - $1.02M
|
49.8K
$3.16M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.8K+ 7.47% |
$845K - $978K
|
227K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2KNew |
$815K - $943K
|
15.2K
$968K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
15.2K+ 0.72% |
$813K - $941K
|
2.12M
$135M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
13.7K+ 46.3% |
$731K - $846K
|
43.2K
$2.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
9.52KNew |
$509K - $589K
|
9.52K
$605K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.04K+ 4.6% |
$323K - $374K
|
137K
$8.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.77KNew |
$255K - $295K
|
4.77K
$303K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
4.29K+ 34.21% |
$229K - $265K
|
16.8K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.19K+ 66.46% |
$224K - $259K
|
10.5K
$667K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.66K+ 11.84% |
$196K - $227K
|
34.6K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.62K+ 954.88% |
$194K - $224K
|
4K
$254K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
3.43KNew |
$183K - $212K
|
3.43K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.24KNew |
$173K - $200K
|
3.24K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.17K+ 2169.18% |
$169K - $196K
|
3.31K
$210K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.81K+ 21.77% |
$150K - $174K
|
15.7K
$999K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.12K+ 26.03% |
$114K - $131K
|
10.3K
$653K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
2.07K+ 5.73% |
$110K - $128K
|
38.1K
$2.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.73KNew |
$92.3K - $107K
|
1.73K
$110K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
1.68K+ 5.43% |
$90.1K - $104K
|
32.7K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.24K+ 45.44% |
$66.1K - $76.5K
|
3.96K
$251K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
1.2K+ 2.18% |
$64.4K - $74.5K
|
56.3K
$3.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.2KNew |
$64.2K - $74.3K
|
1.2K
$76.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
947+ 41.03% |
$50.7K - $58.6K
|
3.26K
$207K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
587+ 7.26% |
$31.4K - $36.3K
|
8.68K
$551K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
567New |
$30.3K - $35.1K
|
567
$36K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
526New |
$28.1K - $32.5K
|
526
$33.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
411+ 0.7% |
$22K - $25.4K
|
58.7K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
348+ 28.98% |
$18.6K - $21.5K
|
1.55K
$98.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
319+ 46.77% |
$17.1K - $19.7K
|
1K
$63.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
296+ 15.09% |
$15.8K - $18.3K
|
2.26K
$143K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
249New |
$13.3K - $15.4K
|
249
$15.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
159New |
$8.5K - $9.84K
|
159
$10.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
139+ 2.77% |
$7.44K - $8.6K
|
5.17K
$328K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
65+ 13.71% |
$3.48K - $4.02K
|
539
$34.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
63+ 0.29% |
$3.37K - $3.9K
|
22K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
59+ 38.82% |
$3.16K - $3.65K
|
211
$13.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
51+ 13.82% |
$2.73K - $3.16K
|
420
$26.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
41New |
$2.19K - $2.54K
|
41
$2.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
23New |
$1.23K - $1.42K
|
23
$1.46K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4New |
$214 - $248
|
4
$254
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4+ 0.83% |
$214 - $248
|
485
$30.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$53.5 - $61.9
|
33.5K
$2.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.49% |
$53.5 - $61.9
|
68
$4.32K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.48% |
$214 - $248
|
823
$52.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 3.47% |
$267 - $309
|
139
$8.83K
|