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 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4+ 0.35% |
$216 - $238
|
1.16K
$65.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 1.46% |
$162 - $179
|
208
$11.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 1.47% |
$54.1 - $59.6
|
69
$3.91K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.52% |
$54.1 - $59.6
|
67
$3.79K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 3.45% |
$54.1 - $59.6
|
30
$1.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 2.86% |
$54.1 - $59.6
|
36
$2.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.97% |
$54.1 - $59.6
|
104
$5.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-12- 0.04% |
$649 - $715
|
27.1K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18- 14.17% |
$974 - $1.07K
|
109
$6.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-19- 10.8% |
$1.03K - $1.13K
|
157
$8.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-20- 0.95% |
$1.08K - $1.19K
|
2.09K
$118K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-42- 21.88% |
$2.27K - $2.5K
|
150
$8.49K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-46- 0.04% |
$2.49K - $2.74K
|
116K
$6.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-67- 7.22% |
$3.63K - $3.99K
|
861
$48.7K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-137- 2.06% |
$7.41K - $8.16K
|
6.51K
$368K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-257- 30.52% |
$13.9K - $15.3K
|
585
$33.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-286- 0.51% |
$15.5K - $17K
|
55.5K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-400- 4.58% |
$21.6K - $23.8K
|
8.33K
$471K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-411- 1.95% |
$22.2K - $24.5K
|
20.7K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-519- 2.24% |
$28.1K - $30.9K
|
22.6K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-557- 77.36% |
$30.1K - $33.2K
|
163
$9.23K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-625- 41.39% |
$33.8K - $37.2K
|
885
$50.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-734- 8.28% |
$39.7K - $43.7K
|
8.14K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.05K- 33.56% |
$56.5K - $62.3K
|
2.07K
$117K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-1.48K- 2.35% |
$80.1K - $88.2K
|
61.6K
$3.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.21K- 28.86% |
$119K - $131K
|
5.44K
$308K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.87K- 2.59% |
$210K - $231K
|
146K
$8.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.9K- 12.56% |
$265K - $292K
|
34.1K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.92K- 58.53% |
$537K - $591K
|
7.02K
$398K
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-10.4K- 0.88% |
$560K - $617K
|
1.17M
$66.1M
|