Latest Institutional Purchases of Flexshares Stoxx Global Broad (NFRA)
This list provides information on the latest institutional transactions involving Flexshares Stoxx Global Broad (NFRA) 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
907New |
$42.6K - $48.6K
|
907
$53.9K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72New |
$3.38K - $3.86K
|
72
$4.28K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
48New |
$2.25K - $2.57K
|
48
$2.85K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.27KNew |
$207K - $227K
|
4.27K
$254K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.2K+ 60.55% |
$155K - $170K
|
8.49K
$505K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.5KNew |
$121K - $133K
|
2.5K
$148K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.98KNew |
$95.9K - $105K
|
1.98K
$118K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
524+ 53.14% |
$25.4K - $27.8K
|
1.51K
$89.8K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
313New |
$15.2K - $16.6K
|
313
$18.6K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
163New |
$7.89K - $8.66K
|
163
$9.69K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
100+ 0.67% |
$4.84K - $5.31K
|
15K
$894K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.68% |
$96.9 - $106
|
296
$17.6K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13KNew |
$656K - $695K
|
13K
$774K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
12.2KNew |
$613K - $650K
|
12.2K
$723K
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
6.7KNew |
$338K - $358K
|
6.7K
$398K
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
6.02KNew |
$304K - $322K
|
6.02K
$358K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.62K+ 83.64% |
$81.7K - $86.6K
|
3.56K
$212K
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
309+ 82.84% |
$15.6K - $16.5K
|
682
$40.6K
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
250New |
$12.6K - $13.4K
|
250
$14.9K
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
130New |
$6.55K - $6.95K
|
130
$7.73K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
65New |
$3.28K - $3.47K
|
65
$3.87K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13+ 0.18% |
$655 - $695
|
7.1K
$422K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.5KNew |
$622K - $668K
|
12.5K
$743K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
6.45KNew |
$321K - $345K
|
6.45K
$384K
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
4.12KNew |
$205K - $220K
|
4.12K
$245K
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.02KNew |
$200K - $215K
|
4.02K
$239K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
842New |
$41.9K - $45K
|
842
$50.1K
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
636New |
$31.7K - $34K
|
636
$37.8K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
438New |
$21.8K - $23.4K
|
438
$26K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
371+ 55.54% |
$18.5K - $19.8K
|
1.04K
$61.8K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
338New |
$16.8K - $18.1K
|
338
$20.1K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
210New |
$10.5K - $11.2K
|
210
$12.5K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
175New |
$8.72K - $9.36K
|
175
$10.4K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
75New |
$3.74K - $4.01K
|
75
$4.46K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
7.47KNew |
$333K - $392K
|
7.47K
$444K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.12KNew |
$183K - $216K
|
4.12K
$245K
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
4.06KNew |
$181K - $213K
|
4.06K
$241K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
1.57K+ 86.16% |
$69.9K - $82.4K
|
3.39K
$202K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
236+ 114.56% |
$10.5K - $12.4K
|
442
$26.3K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
88New |
$3.92K - $4.62K
|
88
$5.23K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.07KNew |
$232K - $280K
|
5.07K
$302K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.71K+ 250.23% |
$124K - $149K
|
3.79K
$225K
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.65KNew |
$75.3K - $91K
|
1.65K
$98K
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
729New |
$33.3K - $40.2K
|
729
$43.4K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
498+ 200.81% |
$22.7K - $27.5K
|
746
$44.4K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
470New |
$21.5K - $25.9K
|
470
$28K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
350+ 8.03% |
$16K - $19.3K
|
4.71K
$280K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
345New |
$15.8K - $19K
|
345
$20.5K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
270New |
$12.3K - $14.9K
|
270
$16.1K
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
67New |
$3.06K - $3.7K
|
67
$3.98K
|