Purchases and Sales Made in Q4 2024 in Flexshares Quality Dividend In (QDF)
This table provides information about the institutional ownership of Flexshares Quality Dividend In (QDF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
106K+ 146.19% |
$7.45M - $7.82M
|
178K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.4K+ 74.35% |
$3.41M - $3.57M
|
113K
$8.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.3KNew |
$2.28M - $2.39M
|
32.3K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
19K+ 4.62% |
$1.33M - $1.4M
|
429K
$31M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
16.7KNew |
$1.17M - $1.23M
|
16.7K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
15.8K+ 89.27% |
$1.11M - $1.17M
|
33.5K
$2.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
15.3K+ 2.84% |
$1.08M - $1.13M
|
555K
$40.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.9K+ 5.76% |
$1.05M - $1.1M
|
274K
$19.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.2K+ 237.03% |
$1M - $1.05M
|
20.2K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.26K+ 62.92% |
$582K - $610K
|
21.4K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.18K+ 2.6% |
$576K - $605K
|
323K
$23.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.19K+ 331.21% |
$365K - $383K
|
6.76K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.88K+ 47.28% |
$344K - $361K
|
15.2K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.72K+ 8.85% |
$332K - $349K
|
58K
$4.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.78K+ 7.27% |
$266K - $280K
|
55.8K
$4.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.2KNew |
$225K - $236K
|
3.2K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.07KNew |
$216K - $226K
|
3.07K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.81K+ 59.85% |
$198K - $208K
|
7.51K
$542K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.69K+ 2.4% |
$189K - $198K
|
115K
$8.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.18K+ 2.12% |
$153K - $161K
|
105K
$7.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.85K+ 113.66% |
$130K - $136K
|
3.47K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.57K+ 23.32% |
$110K - $116K
|
8.3K
$599K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
922+ 22.94% |
$64.9K - $68.1K
|
4.94K
$357K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
666+ 1.28% |
$46.9K - $49.2K
|
52.6K
$3.8M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
485+ 8.7% |
$34.1K - $35.8K
|
6.06K
$438K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
435New |
$30.6K - $32.1K
|
435
$31.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
405+ 0.63% |
$28.5K - $29.9K
|
64.7K
$4.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
387+ 0.26% |
$27.2K - $28.6K
|
148K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
299+ 48.54% |
$21K - $22.1K
|
915
$66.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
280New |
$19.7K - $20.7K
|
280
$20.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
231New |
$16.3K - $17.1K
|
231
$16.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
200+ 3.45% |
$14.1K - $14.8K
|
5.99K
$433K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
158+ 0.68% |
$11.1K - $11.7K
|
23.5K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
122+ 0.67% |
$8.59K - $9.01K
|
18.3K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
100+ 0.78% |
$7.04K - $7.39K
|
12.9K
$931K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
98New |
$6.9K - $7.24K
|
98
$7.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
88+ 0.22% |
$6.2K - $6.5K
|
39.7K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
65+ 2.17% |
$4.58K - $4.8K
|
3.06K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
42+ 0.91% |
$2.96K - $3.1K
|
4.68K
$338K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
38+ 1.34% |
$2.68K - $2.81K
|
2.87K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
32+ 0.51% |
$2.25K - $2.36K
|
6.29K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23New |
$1.62K - $1.7K
|
23
$1.66K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
12+ 0.3% |
$845 - $886
|
4.02K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.63% |
$704 - $739
|
1.59K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8+ 0.0% |
$563 - $591
|
227K
$16.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.79% |
$211 - $222
|
383
$27.7K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2+ 0.01% |
$141 - $148
|
21.5K
$1.56M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.62% |
$70.4 - $73.9
|
162
$11.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50- 1.53% |
$3.52K - $3.69K
|
3.23K
$233K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.55% |
$3.52K - $3.69K
|
9.1K
$657K
|