Purchases and Sales Made in Q1 2023 in Flexshares Quality Dividend In (QDF)
This table provides information about the institutional ownership of Flexshares Quality Dividend In (QDF) during Q1 2023. The information is specifically focused on institutions that hold shares of FLEXSHARES QUALITY DIVIDEND IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
81.8K+ 86.36% |
$4.24M - $4.64M
|
177K
$12.9M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
32.4K+ 171.8% |
$1.68M - $1.84M
|
51.3K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.2KNew |
$893K - $977K
|
17.2K
$1.26M
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
13K+ 33.62% |
$674K - $738K
|
51.7K
$3.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$630K - $689K
|
12.1K
$887K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$524K - $573K
|
10.1K
$738K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
9.54K+ 24.71% |
$495K - $542K
|
48.2K
$3.52M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.91K+ 2.57% |
$358K - $392K
|
275K
$20.1M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.79KNew |
$352K - $385K
|
6.79K
$496K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.5KNew |
$337K - $369K
|
6.5K
$475K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.04K+ 12.19% |
$313K - $343K
|
55.6K
$4.06M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.41K+ 3.39% |
$281K - $307K
|
165K
$12.1M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.37K+ 17.64% |
$279K - $305K
|
35.8K
$2.62M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.16KNew |
$268K - $293K
|
5.16K
$377K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
5.1K+ 0.91% |
$264K - $289K
|
564K
$41.2M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.75K+ 63.96% |
$246K - $270K
|
12.2K
$890K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.23KNew |
$219K - $240K
|
4.23K
$309K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.88K+ 97.24% |
$201K - $220K
|
7.87K
$575K
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
BUY
|
- |
3.86K+ 31.17% |
$200K - $219K
|
16.3K
$1.19M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.85K+ 7122.22% |
$199K - $218K
|
3.9K
$285K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.56K+ 6.41% |
$184K - $202K
|
59K
$4.31M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.56K+ 6.41% |
$184K - $202K
|
59K
$4.31M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.25K+ 1.3% |
$168K - $184K
|
253K
$18.5M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.42K+ 25.27% |
$125K - $137K
|
12K
$874K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.26K+ 3.19% |
$117K - $128K
|
73.1K
$5.34M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.84K+ 3.9% |
$95.6K - $105K
|
49.2K
$3.59M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.39K+ 15.44% |
$72.2K - $79.1K
|
10.4K
$761K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.01K+ 4.67% |
$52.2K - $57.1K
|
22.5K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
744+ 2.97% |
$38.6K - $42.2K
|
25.8K
$1.88M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
597+ 7.75% |
$31K - $33.9K
|
8.3K
$607K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
570+ 4.28% |
$29.6K - $32.3K
|
13.9K
$1.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
404New |
$21K - $22.9K
|
404
$29.5K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
371+ 11.22% |
$19.2K - $21.1K
|
3.68K
$269K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
229New |
$11.9K - $13K
|
229
$16.7K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
182+ 3.5% |
$9.44K - $10.3K
|
5.39K
$394K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
170+ 0.26% |
$8.82K - $9.65K
|
66K
$4.82M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
156New |
$8.09K - $8.85K
|
156
$11.4K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
52+ 0.39% |
$2.7K - $2.95K
|
13.2K
$966K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
47+ 0.02% |
$2.44K - $2.67K
|
303K
$22.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
30+ 0.4% |
$1.56K - $1.7K
|
7.49K
$547K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
29+ 0.3% |
$1.5K - $1.65K
|
9.81K
$716K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
20New |
$1.04K - $1.14K
|
20
$1.46K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4+ 0.09% |
$207 - $227
|
4.52K
$330K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.02% |
$156 - $170
|
17.6K
$1.29M
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.52% |
$156 - $170
|
575
$42K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$104 - $114
|
2
$146
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.31% |
$51.9 - $56.8
|
319
$23.3K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$51.9 - $56.8
|
6.22K
$454K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-31- 0.43% |
$1.61K - $1.76K
|
7.22K
$527K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-45- 1.82% |
$2.33K - $2.55K
|
2.43K
$177K
|