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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
225K+ 314.57% |
$4.52M - $4.74M
|
296K
$6M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
70.3KNew |
$1.41M - $1.48M
|
70.3K
$1.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
61.4K+ 27.4% |
$1.24M - $1.3M
|
285K
$5.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
45.5KNew |
$916K - $961K
|
45.5K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.9K+ 34.78% |
$742K - $779K
|
143K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.3KNew |
$550K - $577K
|
27.3K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.4K+ 180.2% |
$471K - $494K
|
36.4K
$736K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.4K+ 85.08% |
$389K - $409K
|
42.1K
$853K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.3KNew |
$349K - $366K
|
17.3K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.88K+ 353.2% |
$179K - $188K
|
11.4K
$231K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.57K+ 15.31% |
$71.8K - $75.4K
|
26.9K
$544K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.3K+ 7.11% |
$66.4K - $69.6K
|
49.7K
$1.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.49KNew |
$29.9K - $31.4K
|
1.49K
$30.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.46K+ 7.47% |
$29.4K - $30.8K
|
21K
$425K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
850New |
$17.1K - $17.9K
|
850
$17.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
815+ 94.99% |
$16.4K - $17.2K
|
1.67K
$33.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
357+ 4.96% |
$7.18K - $7.54K
|
7.55K
$153K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
95+ 0.57% |
$1.91K - $2.01K
|
16.8K
$340K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
166New |
$3.3K - $3.39K
|
166
$3.36K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.6KNew |
$395K - $404K
|
19.6K
$397K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14.7KNew |
$297K - $303K
|
14.7K
$298K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.8KNew |
$700K - $727K
|
34.8K
$705K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.47KNew |
$29.1K - $30.5K
|
1.47K
$29.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
752New |
$14.9K - $15.6K
|
752
$15.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13New |
$257 - $270
|
13
$263
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8+ 1.1% |
$158 - $166
|
735
$14.9K
|
|
| 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
$2.36M
|
|
|
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
$251K
|
|
| 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
$1.69M
|
|