Latest Institutional Transactions on Flexshares Stoxx Global Broad (NFRA)
This table provides information on the latest institutional transactions involving Flexshares Stoxx Global Broad (NFRA) 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.9KNew |
$644K - $709K
|
11.9K
$670K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-625- 41.39% |
$33.8K - $37.2K
|
885
$49.8K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.43KNew |
$77.1K - $84.9K
|
1.43K
$80.2K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
532New |
$28.8K - $31.7K
|
532
$30K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
146New |
$7.9K - $8.7K
|
146
$8.22K
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
37.4KNew |
$2.02M - $2.23M
|
37.4K
$2.11M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 2.86% |
$54.1 - $59.6
|
36
$2.03K
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-734- 8.28% |
$39.7K - $43.7K
|
8.14K
$458K
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
92New |
$4.98K - $5.48K
|
92
$5.18K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
85New |
$4.6K - $5.06K
|
85
$4.79K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18- 14.17% |
$974 - $1.07K
|
109
$6.14K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 3.45% |
$54.1 - $59.6
|
30
$1.69K
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
372+ 0.05% |
$20.1K - $22.2K
|
694K
$39.1M
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-10.4K- 0.88% |
$560K - $617K
|
1.17M
$65.7M
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.52% |
$54.1 - $59.6
|
67
$3.77K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
474New |
$25.6K - $28.2K
|
474
$26.7K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-137- 2.06% |
$7.41K - $8.16K
|
6.51K
$366K
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.67K+ 4.92% |
$90.1K - $99.2K
|
35.5K
$2M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-519- 2.24% |
$28.1K - $30.9K
|
22.6K
$1.27M
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
25.6K+ 44.86% |
$1.38M - $1.52M
|
82.5K
$4.65M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
5.73K+ 10.49% |
$310K - $341K
|
60.3K
$3.4M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.23KNew |
$66.3K - $73K
|
1.23K
$69K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.88K+ 4.43% |
$102K - $112K
|
44.4K
$2.5M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-411- 1.95% |
$22.2K - $24.5K
|
20.7K
$1.17M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
4.87K+ 105.39% |
$263K - $290K
|
9.49K
$534K
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-1.48K- 2.35% |
$80.1K - $88.2K
|
61.6K
$3.47M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
823+ 0.54% |
$44.5K - $49K
|
155K
$8.7M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
61New |
$3.3K - $3.63K
|
61
$3.43K
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-12- 0.04% |
$649 - $715
|
27.1K
$1.53M
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.27K+ 1.65% |
$68.9K - $75.8K
|
78.5K
$4.42M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-257- 30.52% |
$13.9K - $15.3K
|
585
$32.9K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4- 3.39% |
$212 - $240
|
114
$6.42K
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-251KClosed |
$13.3M - $15.1M
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-929- 21.1% |
$49.3K - $55.7K
|
3.47K
$196K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12.4KNew |
$659K - $745K
|
12.4K
$699K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.13KNew |
$484K - $547K
|
9.13K
$514K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
36.7K+ 272.76% |
$1.95M - $2.2M
|
50.2K
$2.83M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40.9K- 63.48% |
$2.17M - $2.45M
|
23.5K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
10.4KNew |
$553K - $624K
|
10.4K
$586K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
48+ 0.5% |
$2.55K - $2.88K
|
9.57K
$539K
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
271KNew |
$14.4M - $16.3M
|
271K
$15.3M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.49K- 95.34% |
$132K - $150K
|
122
$6.87K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.43KNew |
$182K - $206K
|
3.43K
$193K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
67New |
$3.55K - $4.02K
|
67
$3.77K
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
18New |
$955 - $1.08K
|
18
$1.01K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.42KNew |
$446K - $505K
|
8.42K
$474K
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
205New |
$10.9K - $12.3K
|
205
$11.5K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-650- 8.95% |
$34.5K - $39K
|
6.62K
$372K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
3.67KNew |
$194K - $220K
|
3.67K
$206K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.18K- 93.25% |
$275K - $310K
|
375
$21.1K
|