Purchases and Sales Made in Q4 2024 in Flexshares Stoxx Global Broad (NFRA)
This table provides information about the institutional ownership of Flexshares Stoxx Global Broad (NFRA) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
347K+ 1.12% |
$18.8M - $20.7M
|
31.3M
$1.77B
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
37.4KNew |
$2.02M - $2.23M
|
37.4K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
32.9KNew |
$1.78M - $1.96M
|
32.9K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
28.3KNew |
$1.53M - $1.69M
|
28.3K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
25.6K+ 44.86% |
$1.38M - $1.52M
|
82.5K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
22.1K+ 1.09% |
$1.2M - $1.32M
|
2.06M
$116M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.1K+ 11.65% |
$1.14M - $1.26M
|
202K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
18.2K+ 14.16% |
$983K - $1.08M
|
146K
$8.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.9KNew |
$644K - $709K
|
11.9K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
9.88KNew |
$535K - $589K
|
9.88K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.85KNew |
$370K - $408K
|
6.85K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
5.73K+ 10.49% |
$310K - $341K
|
60.3K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.4KNew |
$292K - $322K
|
5.4K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.39KNew |
$291K - $321K
|
5.39K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.04KNew |
$273K - $300K
|
5.04K
$285K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
4.87K+ 105.39% |
$263K - $290K
|
9.49K
$537K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.51K+ 9.1% |
$244K - $269K
|
54.1K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.24K+ 364.35% |
$229K - $253K
|
5.41K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.54K+ 17.22% |
$191K - $211K
|
24.1K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2.99KNew |
$162K - $178K
|
2.99K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.06K+ 21.85% |
$111K - $122K
|
11.5K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.96K+ 39.24% |
$106K - $117K
|
6.96K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.88K+ 4.43% |
$102K - $112K
|
44.4K
$2.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.82K+ 1.45% |
$98.5K - $108K
|
128K
$7.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.67K+ 4.92% |
$90.1K - $99.2K
|
35.5K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.43KNew |
$77.1K - $84.9K
|
1.43K
$80.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.33K+ 5.15% |
$71.9K - $79.1K
|
27.1K
$1.53M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.27K+ 1.65% |
$68.9K - $75.8K
|
78.5K
$4.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.23KNew |
$66.3K - $73K
|
1.23K
$69.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.18K+ 51.61% |
$64K - $70.5K
|
3.48K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
955+ 208.97% |
$51.7K - $56.9K
|
1.41K
$79.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
823+ 0.54% |
$44.5K - $49K
|
155K
$8.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
754+ 520.0% |
$40.8K - $44.9K
|
899
$50.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
532New |
$28.8K - $31.7K
|
532
$30.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
474New |
$25.6K - $28.2K
|
474
$26.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
372+ 0.05% |
$20.1K - $22.2K
|
694K
$39.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
314+ 32.88% |
$17K - $18.7K
|
1.27K
$71.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
306+ 4.94% |
$16.6K - $18.2K
|
6.5K
$368K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
250New |
$13.5K - $14.9K
|
250
$14.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
146New |
$7.9K - $8.7K
|
146
$8.26K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
119New |
$6.44K - $7.09K
|
119
$6.74K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
112+ 1.22% |
$6.06K - $6.67K
|
9.3K
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
101+ 26.03% |
$5.47K - $6.02K
|
489
$27.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
92New |
$4.98K - $5.48K
|
92
$5.21K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
85New |
$4.6K - $5.06K
|
85
$4.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
84New |
$4.55K - $5K
|
84
$4.75K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
61New |
$3.3K - $3.63K
|
61
$3.45K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33+ 0.29% |
$1.79K - $1.97K
|
11.2K
$636K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
30+ 0.14% |
$1.62K - $1.79K
|
21.6K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7New |
$379 - $417
|
7
$396
|