Latest Institutional Purchases of Flexshares Tr Disciplined Dura (MBSD)
This list provides information on the latest institutional transactions involving Flexshares Tr Disciplined Dura (MBSD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
28.2K+ 10.89% |
$562K - $576K
|
287K
$5.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
17.5K+ 8.46% |
$348K - $357K
|
224K
$4.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.88K+ 8.78% |
$37.5K - $38.4K
|
23.3K
$478K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
858New |
$17.1K - $17.5K
|
858
$17.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
166+ 45.98% |
$3.3K - $3.39K
|
527
$10.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.5K+ 30.44% |
$575K - $587K
|
122K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.6KNew |
$395K - $404K
|
19.6K
$402K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.2KNew |
$326K - $333K
|
16.2K
$332K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14.7KNew |
$297K - $303K
|
14.7K
$302K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.5KNew |
$272K - $278K
|
13.5K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.9K+ 22.22% |
$241K - $246K
|
65.6K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
11.6K+ 12.7% |
$234K - $238K
|
103K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.97K+ 31.56% |
$80K - $81.7K
|
16.5K
$339K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.94K+ 108.09% |
$79.5K - $81.2K
|
7.59K
$156K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.52KNew |
$50.8K - $51.8K
|
2.52K
$51.6K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
585+ 6.1% |
$11.8K - $12.1K
|
10.2K
$209K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.85K+ 24.04% |
$55.2K - $58.9K
|
14.7K
$302K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$19.4 - $20.6
|
1
$20.5
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
885+ 5.56% |
$17.4K - $18.1K
|
16.8K
$345K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
80.6KNew |
$1.62M - $1.68M
|
80.6K
$1.65M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.8KNew |
$700K - $727K
|
34.8K
$714K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.47KNew |
$29.3K - $30.5K
|
1.47K
$30.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
752New |
$15K - $15.6K
|
752
$15.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13New |
$259 - $270
|
13
$267
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8+ 1.1% |
$160 - $166
|
735
$15.1K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.4K+ 1.21% |
$28.3K - $30.1K
|
117K
$2.39M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
670New |
$13.6K - $14.5K
|
670
$13.7K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12.4KNew |
$297K - $300K
|
12.4K
$254K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
495+ 0.6% |
$11.6K - $11.7K
|
83.6K
$1.72M
|
|