Latest Institutional Transactions on Flexshares Cr Scored Us Long C (LKOR)
This table provides information on the latest institutional transactions involving Flexshares Cr Scored Us Long C (LKOR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.3KNew |
$1.14M - $1.26M
|
27.3K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.68KNew |
$196K - $216K
|
4.68K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.44K+ 70.76% |
$102K - $112K
|
5.88K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$41.9 - $46.1
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
126+ 6.92% |
$5.28K - $5.81K
|
1.95K
$82K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.58K+ 46.22% |
$234K - $258K
|
17.7K
$745K
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
843+ 6.77% |
$35.3K - $38.9K
|
13.3K
$560K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
27.3K+ 12.26% |
$1.15M - $1.26M
|
250K
$10.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
15+ 100.0% |
$629 - $692
|
30
$1.26K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 19.09% |
$106K - $117K
|
15.8K
$667K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
4.7KNew |
$197K - $217K
|
4.7K
$198K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.1K+ 6.62% |
$169K - $178K
|
66K
$2.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.5K+ 207.91% |
$476K - $500K
|
17K
$718K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
871New |
$36K - $37.8K
|
871
$36.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
344New |
$14.2K - $14.9K
|
344
$14.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 3.7% |
$41.3 - $43.4
|
28
$1.18K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.3K- 46.87% |
$797K - $838K
|
21.9K
$921K
|
|
| Q1 2024 | |||||||
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
533New |
$22.7K - $23.9K
|
533
$22.5K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.08K+ 148.94% |
$174K - $183K
|
6.83K
$288K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.05KNew |
$301K - $316K
|
7.05K
$297K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
205New |
$7.74K - $9.27K
|
205
$8.64K
|
|
| Q2 2023 | |||||||
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-1.03K- 15.53% |
$43.1K - $45.8K
|
5.58K
$235K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
884New |
$0 - $40.5K
|
884
$37.3K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
20KNew |
$0 - $917K
|
20K
$843K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
788New |
$0 - $36.1K
|
788
$33.2K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
25New |
$960 - $1.13K
|
25
$1.05K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
550New |
$21.1K - $24.8K
|
550
$23.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
28New |
$1.07K - $1.27K
|
28
$1.18K
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-62- 1.98% |
$2.48K - $2.93K
|
3.07K
$129K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13.4K- 49.87% |
$537K - $634K
|
13.5K
$568K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.19KNew |
$208K - $246K
|
5.19K
$219K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.55K+ 14.35% |
$142K - $168K
|
28.3K
$1.19M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.78K+ 24.86% |
$71.4K - $84.4K
|
8.96K
$378K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
413New |
$16.5K - $19.5K
|
413
$17.4K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-6.41KClosed |
$280K - $336K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-247Closed |
$12.3K - $14.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.25KClosed |
$212K - $247K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50New |
$2.94K - $3.09K
|
50
$2.11K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200New |
$12K - $12.5K
|
200
$8.43K
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-31Closed |
$1.91K - $2.03K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-5Closed |
$272 - $310
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.64KClosed |
$315K - $325K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.87KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 27, 2018
Q2 2018
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.72KClosed |
N/A
|
0
$0
|
|