Institutional Ownership Flexshares Quality Div Defensi (QDEF)
This table provides information about the institutional ownership of Flexshares Quality Div Defensi (QDEF). We have compiled data on the 85 institutions that hold shares in the stock, with a total of 4.42 Million shares, which have been reported (via 13F filing form) to have a value of $325 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$73,710
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
735
shares
|
$54,176
0.0% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
606
shares
|
$44,668
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
605
shares
|
$44,594
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
329
shares
|
$24,250
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
186
shares
|
$13,710
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
127
shares
|
$9,361
0.0% of portfolio
|
Q3 2024
Reduced 98.37%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
119
shares
|
$8,771
0.01% of portfolio
|
Q3 2022
Added 0.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
100
shares
|
$7,370
0.0% of portfolio
|
Q4 2022
Reduced 54.34%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
4
shares
|
$294
0.0% of portfolio
|
Q3 2023
New holding
|