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 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
955+ 208.97% |
$51.7K - $56.9K
|
1.41K
$87.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
250New |
$13.5K - $14.9K
|
250
$15.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
32.9KNew |
$1.78M - $1.96M
|
32.9K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
119New |
$6.44K - $7.09K
|
119
$7.38K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.43KNew |
$77.1K - $84.9K
|
1.43K
$88.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
146New |
$7.9K - $8.7K
|
146
$9.06K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
37.4KNew |
$2.02M - $2.23M
|
37.4K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-734- 8.28% |
$39.7K - $43.7K
|
8.14K
$505K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 2.86% |
$54.1 - $59.6
|
36
$2.23K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
92New |
$4.98K - $5.48K
|
92
$5.71K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18- 14.17% |
$974 - $1.07K
|
109
$6.76K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
85New |
$4.6K - $5.06K
|
85
$5.27K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.52% |
$54.1 - $59.6
|
67
$4.16K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
474New |
$25.6K - $28.2K
|
474
$29.4K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-137- 2.06% |
$7.41K - $8.16K
|
6.51K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.23KNew |
$66.3K - $73K
|
1.23K
$76K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
61New |
$3.3K - $3.63K
|
61
$3.78K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-257- 30.52% |
$13.9K - $15.3K
|
585
$36.3K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4- 3.39% |
$212 - $240
|
114
$7.07K
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-251KClosed |
$13.3M - $15.1M
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12.4KNew |
$659K - $745K
|
12.4K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.13KNew |
$484K - $547K
|
9.13K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40.9K- 63.48% |
$2.17M - $2.45M
|
23.5K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
10.4KNew |
$553K - $624K
|
10.4K
$646K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
48+ 0.5% |
$2.55K - $2.88K
|
9.57K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.49K- 95.34% |
$132K - $150K
|
122
$7.57K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
271KNew |
$14.4M - $16.3M
|
271K
$16.8M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.43KNew |
$182K - $206K
|
3.43K
$213K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
67New |
$3.55K - $4.02K
|
67
$4.16K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
18New |
$955 - $1.08K
|
18
$1.12K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.42KNew |
$446K - $505K
|
8.42K
$522K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
205New |
$10.9K - $12.3K
|
205
$12.7K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
3.67KNew |
$194K - $220K
|
3.67K
$227K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
17+ 35.42% |
$902 - $1.02K
|
65
$4.03K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
633New |
$33.6K - $37.9K
|
633
$39.3K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
9.46KNew |
$486K - $520K
|
9.46K
$586K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-256- 9.73% |
$13.2K - $14.1K
|
2.37K
$147K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.58K- 52.06% |
$81.3K - $87K
|
1.46K
$90.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
91New |
$4.68K - $5K
|
91
$5.64K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
175New |
$9K - $9.62K
|
175
$10.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
2.26KNew |
$116K - $124K
|
2.26K
$140K
|
|
| Q1 2024 | |||||||
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
406New |
$21.1K - $22.2K
|
406
$25.2K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-25Closed |
$1.3K - $1.36K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.46K- 26.09% |
$76.1K - $79.7K
|
4.14K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-460- 3.52% |
$24K - $25.1K
|
12.6K
$782K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
29New |
$1.51K - $1.58K
|
29
$1.8K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
122New |
$6.35K - $6.66K
|
122
$7.57K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
10+ 0.26% |
$521 - $546
|
3.87K
$240K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-7.61K- 45.37% |
$396K - $415K
|
9.17K
$569K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-369- 8.06% |
$19.2K - $20.1K
|
4.21K
$261K
|
|