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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.6KClosed |
$575K - $613K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-5.5KClosed |
$299K - $319K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-300Closed |
$16.3K - $17.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.28KClosed |
$233K - $248K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8New |
$435 - $464
|
8
$496
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 5.0% |
$54.4 - $58
|
21
$1.3K
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-379Closed |
$20.6K - $22K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-25Closed |
$1.36K - $1.45K
|
0
$0
|
|
Q4 2021 | |||||||
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.9KNew |
$104K - $111K
|
1.9K
$118K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.4KClosed |
$572K - $606K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.03KClosed |
$111K - $118K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-55.4KClosed |
$3.04M - $3.23M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-5.61KClosed |
$309K - $327K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.09KClosed |
$280K - $297K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-4.06KClosed |
$223K - $236K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.56% |
$55 - $58.3
|
65
$4.03K
|
|
Q3 2021 | |||||||
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
3.74KNew |
$209K - $223K
|
3.74K
$232K
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.23KClosed |
$68.4K - $73.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-200Closed |
$11.2K - $11.9K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-70.3KClosed |
$3.92M - $4.2M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-35.4KClosed |
$1.98M - $2.12M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-103Closed |
$5.75K - $6.15K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-109Closed |
$6.16K - $6.51K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
16.7K+ 138.02% |
$944K - $998K
|
28.8K
$1.79M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.48KClosed |
$253K - $268K
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Bailard, Inc.
|
SELL
|
- |
-5.17KClosed |
$274K - $292K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.36KClosed |
$210K - $237K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-12.1KClosed |
$585K - $660K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-129KClosed |
$6.21M - $7M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-17Closed |
$820 - $925
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-4.39KClosed |
$212K - $239K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-213Closed |
$10.3K - $11.6K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.83KClosed |
$231K - $249K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.65KClosed |
$78.8K - $84.9K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-170Closed |
$8.14K - $8.77K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-89Closed |
$4.26K - $4.59K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-92Closed |
$4.41K - $4.74K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.42% |
$41.1 - $51.3
|
240
$14.9K
|
|
Aug 13, 2020
Q2 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.73KNew |
$318K - $396K
|
7.73K
$480K
|
|
Aug 11, 2020
Q2 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-203Closed |
$8.34K - $10.4K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-373Closed |
$15.3K - $19.1K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.4KClosed |
$52.6K - $78.4K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.65KClosed |
$137K - $205K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-556Closed |
$20.9K - $31.1K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.53KClosed |
$283K - $421K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-7.53KClosed |
$283K - $421K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-755- 53.06% |
$28.4K - $42.3K
|
668
$41.4K
|
|
Apr 06, 2020
Q1 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-306Closed |
$11.5K - $17.1K
|
0
$0
|
|
Q4 2019 | |||||||
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 0.18% |
$152 - $162
|
1.64K
$102K
|
|
Feb 18, 2020
Q4 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-930Closed |
$47K - $50.2K
|
0
$0
|