Purchases and Sales Made in Q1 2025 in Flexshares Morningstar Dev Mkt (TLTD)
This table provides information about the institutional ownership of Flexshares Morningstar Dev Mkt (TLTD) during Q1 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES MORNINGSTAR DEV MKT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
121K+ 206.28% |
$8.18M - $9.32M
|
179K
$14.4M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
26.4KNew |
$1.79M - $2.04M
|
26.4K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.9K+ 971.04% |
$874K - $996K
|
14.2K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.84KNew |
$532K - $606K
|
7.84K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.3K+ 6.52% |
$427K - $487K
|
103K
$8.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.37KNew |
$229K - $261K
|
3.37K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.11K+ 16.36% |
$143K - $163K
|
15K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.93K+ 78.25% |
$131K - $149K
|
4.39K
$353K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.86K+ 10.42% |
$126K - $144K
|
19.7K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.67K+ 21.11% |
$113K - $129K
|
9.56K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
1.59K+ 28.95% |
$108K - $123K
|
7.09K
$570K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.34K+ 0.38% |
$90.8K - $103K
|
349K
$28.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.26K+ 2.97% |
$85.6K - $97.6K
|
43.8K
$3.52M
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
1.16KNew |
$78.8K - $89.8K
|
1.16K
$93.5K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.13K+ 126.79% |
$76.7K - $87.4K
|
2.02K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
478+ 3.58% |
$32.4K - $37K
|
13.8K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
443+ 8.67% |
$30.1K - $34.3K
|
5.55K
$447K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
345+ 1.84% |
$23.4K - $26.7K
|
19.1K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
299+ 6.61% |
$20.3K - $23.1K
|
4.82K
$388K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
127+ 100.0% |
$8.62K - $9.82K
|
254
$20.4K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
108+ 1.67% |
$7.33K - $8.35K
|
6.56K
$528K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
92+ 2.62% |
$6.24K - $7.11K
|
3.61K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
80New |
$5.43K - $6.19K
|
80
$6.43K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14New |
$950 - $1.08K
|
14
$1.13K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8+ 0.2% |
$543 - $619
|
3.97K
$319K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4+ 0.04% |
$271 - $309
|
10.9K
$880K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1+ 0.11% |
$67.9 - $77.3
|
881
$70.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-14- 1.26% |
$950 - $1.08K
|
1.1K
$88.4K
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-14- 2.86% |
$950 - $1.08K
|
475
$38.2K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-15- 0.67% |
$1.02K - $1.16K
|
2.23K
$180K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-27- 12.62% |
$1.83K - $2.09K
|
187
$15K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-48- 11.29% |
$3.26K - $3.71K
|
377
$30.3K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-84- 1.13% |
$5.7K - $6.49K
|
7.35K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-160- 6.34% |
$10.9K - $12.4K
|
2.36K
$190K
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-174- 5.99% |
$11.8K - $13.5K
|
2.73K
$220K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-237- 3.19% |
$16.1K - $18.3K
|
7.19K
$578K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-394- 4.45% |
$26.7K - $30.5K
|
8.46K
$680K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-408- 99.76% |
$27.7K - $31.5K
|
1
$80.4
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-500- 11.9% |
$33.9K - $38.7K
|
3.7K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-740- 8.39% |
$50.2K - $57.2K
|
8.08K
$650K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-952- 13.36% |
$64.6K - $73.6K
|
6.18K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.28K- 11.85% |
$86.8K - $98.9K
|
9.51K
$765K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-1.41K- 28.08% |
$95.4K - $109K
|
3.6K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.84K- 25.1% |
$125K - $143K
|
5.5K
$442K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.02K- 1.6% |
$137K - $156K
|
124K
$10M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.1K- 0.45% |
$143K - $162K
|
465K
$37.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2.73K- 2.09% |
$185K - $211K
|
128K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.54K- 21.49% |
$240K - $274K
|
12.9K
$1.04M
|