Latest Institutional Purchases of Flexshares Quality Div Defensi (QDEF)
This list provides information on the latest institutional transactions involving Flexshares Quality Div Defensi (QDEF) 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
16.9KNew |
$1.03M - $1.12M
|
16.9K
$1.2M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.21KNew |
$195K - $213K
|
3.21K
$228K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.89K+ 7.28% |
$176K - $192K
|
42.5K
$3.03M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.85K+ 7.73% |
$174K - $190K
|
39.8K
$2.83M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.39K+ 8.68% |
$146K - $159K
|
30K
$2.13M
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.14K+ 18.74% |
$69.4K - $75.8K
|
7.23K
$514K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.06K+ 22.95% |
$64.7K - $70.6K
|
5.69K
$405K
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
814+ 7.5% |
$49.5K - $54K
|
11.7K
$831K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
656+ 364.44% |
$39.9K - $43.6K
|
836
$59.5K
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
360+ 3.64% |
$21.9K - $23.9K
|
10.3K
$730K
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
259+ 1.04% |
$15.8K - $17.2K
|
25.1K
$1.79M
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
BUY
|
- |
199+ 1.57% |
$12.1K - $13.2K
|
12.9K
$915K
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
145+ 0.52% |
$8.82K - $9.63K
|
27.9K
$1.99M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
71+ 0.39% |
$4.32K - $4.71K
|
18.2K
$1.3M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
56+ 0.49% |
$3.41K - $3.72K
|
11.5K
$816K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.09% |
$243 - $266
|
4.68K
$333K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4+ 0.05% |
$243 - $266
|
7.39K
$526K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.67% |
$243 - $266
|
603
$42.9K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3+ 0.09% |
$182 - $199
|
3.38K
$240K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.33KNew |
$546K - $599K
|
9.33K
$664K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.24KNew |
$541K - $593K
|
9.24K
$657K
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.9KNew |
$346K - $379K
|
5.9K
$420K
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.9KNew |
$228K - $250K
|
3.9K
$278K
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
3.74KNew |
$219K - $240K
|
3.74K
$266K
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.21KNew |
$188K - $206K
|
3.21K
$228K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
100+ 4.91% |
$5.85K - $6.42K
|
2.14K
$152K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22New |
$1.29K - $1.41K
|
22
$1.57K
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.1% |
$585 - $642
|
9.58K
$682K
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
18.8KNew |
$985K - $1.11M
|
18.8K
$1.34M
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
12K+ 61.94% |
$630K - $713K
|
31.4K
$2.24M
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
3.5KNew |
$184K - $208K
|
3.5K
$249K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
403+ 98.77% |
$21.1K - $23.9K
|
811
$57.7K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
323New |
$16.9K - $19.2K
|
323
$23K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
271New |
$14.2K - $16.1K
|
271
$19.3K
|
|
Q3 2023 | |||||||
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.65KNew |
$143K - $154K
|
2.65K
$189K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.25K+ 33.78% |
$67.5K - $72.4K
|
4.95K
$352K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
534New |
$28.8K - $30.9K
|
534
$38K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$216 - $232
|
4
$285
|
|
Q2 2023 | |||||||
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
300New |
$15.8K - $16.8K
|
300
$21.4K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
63.5KNew |
$3.19M - $3.44M
|
63.5K
$4.52M
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
2.28KNew |
$115K - $123K
|
2.28K
$162K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
605New |
$30.4K - $32.8K
|
605
$43.1K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
186New |
$9.36K - $10.1K
|
186
$13.2K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
89+ 10.97% |
$4.48K - $4.82K
|
900
$64.1K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2+ 0.31% |
$101 - $108
|
642
$45.7K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
280+ 2.5% |
$12.9K - $15.1K
|
11.5K
$818K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
100New |
$4.62K - $5.38K
|
100
$7.12K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
2.86KNew |
$131K - $157K
|
2.86K
$203K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
534New |
$24.5K - $29.3K
|
534
$38K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 6.67% |
$45.9 - $54.9
|
16
$1.14K
|