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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
152KNew |
$3.05M - $3.14M
|
152K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.7K+ 54.91% |
$1.78M - $1.83M
|
250K
$5.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
45.5K+ 17.25% |
$911K - $941K
|
309K
$6.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
33K+ 11.09% |
$661K - $683K
|
331K
$6.73M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
23K+ 422.87% |
$460K - $475K
|
28.4K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.8K+ 123.69% |
$357K - $369K
|
32.2K
$657K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.7KNew |
$355K - $367K
|
17.7K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.6K+ 84.74% |
$332K - $342K
|
36.1K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10K+ 3.44% |
$201K - $207K
|
302K
$6.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.53K+ 11.42% |
$191K - $197K
|
93K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5.91K+ 8.56% |
$118K - $122K
|
75K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.76K+ 6.97% |
$35.2K - $36.4K
|
27K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.23KNew |
$24.6K - $25.4K
|
1.23K
$25K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
52+ 3.45% |
$1.04K - $1.08K
|
1.56K
$31.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
33+ 0.43% |
$661 - $682
|
7.73K
$157K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.63K+ 2.32% |
$32.9K - $34.3K
|
71.9K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$20.2 - $21
|
1
$20.4
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.57K+ 15.31% |
$71.8K - $75.4K
|
26.9K
$547K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
850New |
$17.1K - $17.9K
|
850
$17.3K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
166New |
$3.3K - $3.39K
|
166
$3.38K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.6KNew |
$395K - $404K
|
19.6K
$399K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14.7KNew |
$297K - $303K
|
14.7K
$299K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.8KNew |
$700K - $727K
|
34.8K
$709K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.47KNew |
$29.1K - $30.5K
|
1.47K
$29.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
752New |
$14.9K - $15.6K
|
752
$15.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13New |
$257 - $270
|
13
$265
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8+ 1.1% |
$158 - $166
|
735
$15K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.4K+ 1.21% |
$27.9K - $30.1K
|
117K
$2.37M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
670New |
$13.4K - $14.5K
|
670
$13.6K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12.4KNew |
$297K - $300K
|
12.4K
$252K
|
|
| 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
$1.7M
|
|