Latest Institutional Purchases of Flexshares Morningstar Dev Mkt (TLTD)
This list provides information on the latest institutional transactions involving Flexshares Morningstar Dev Mkt (TLTD) 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 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
182K+ 2959.26% |
$12.5M - $13.6M
|
188K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.3K+ 422.31% |
$3.24M - $3.52M
|
58.4K
$4.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.5KNew |
$1.13M - $1.23M
|
16.5K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.4KNew |
$916K - $995K
|
13.4K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
3.03K+ 2.37% |
$207K - $225K
|
131K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.2K+ 1.77% |
$151K - $164K
|
126K
$9.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.89K+ 36.19% |
$130K - $141K
|
7.13K
$546K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.71KNew |
$117K - $127K
|
1.71K
$131K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.25K+ 13.04% |
$85.3K - $92.7K
|
10.8K
$826K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
993+ 79.06% |
$68.1K - $74K
|
2.25K
$172K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
974+ 12.41% |
$66.8K - $72.5K
|
8.82K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
552+ 28.93% |
$37.8K - $41.1K
|
2.46K
$188K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
528+ 3.05% |
$36.2K - $39.3K
|
17.8K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
512+ 6.14% |
$35.1K - $38.1K
|
8.85K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
489New |
$33.5K - $36.4K
|
489
$37.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
455+ 52.24% |
$31.2K - $33.9K
|
1.33K
$102K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
425New |
$29.1K - $31.7K
|
425
$32.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
409New |
$28K - $30.5K
|
409
$31.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
218New |
$14.9K - $16.2K
|
218
$16.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
214New |
$14.7K - $15.9K
|
214
$16.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
115+ 4.12% |
$7.88K - $8.57K
|
2.91K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
103New |
$7.06K - $7.67K
|
103
$7.89K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
47+ 0.95% |
$3.22K - $3.5K
|
5.01K
$383K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
38+ 0.97% |
$2.6K - $2.83K
|
3.96K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
22New |
$1.51K - $1.64K
|
22
$1.68K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$480 - $521
|
7
$536
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.79% |
$68.6 - $74.5
|
127
$9.72K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.57KNew |
$174K - $194K
|
2.57K
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
740+ 5.8% |
$50.1K - $55.9K
|
13.5K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
160+ 6.77% |
$10.8K - $12.1K
|
2.52K
$193K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
88New |
$5.95K - $6.65K
|
88
$6.74K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
27.1KNew |
$1.86M - $1.99M
|
27.1K
$2.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400New |
$27.5K - $29.3K
|
400
$30.6K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.66KNew |
$637K - $693K
|
9.66K
$740K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
450+ 2.41% |
$29.7K - $32.3K
|
19.2K
$1.47M
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.49KNew |
$267K - $307K
|
4.49K
$344K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.2KNew |
$250K - $287K
|
4.2K
$322K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
53New |
$3.15K - $3.63K
|
53
$4.06K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.17KNew |
$385K - $417K
|
6.17K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
210New |
$13.1K - $14.2K
|
210
$16.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
73New |
$4.56K - $4.93K
|
73
$5.59K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
49+ 0.59% |
$3.06K - $3.31K
|
8.35K
$639K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
17+ 0.48% |
$1.06K - $1.15K
|
3.59K
$275K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.4KNew |
$783K - $831K
|
12.4K
$950K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.08KNew |
$257K - $273K
|
4.08K
$312K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
1.36KNew |
$85.6K - $90.9K
|
1.36K
$104K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
679New |
$42.8K - $45.5K
|
679
$52K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.3KNew |
$200K - $218K
|
3.3K
$252K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2K+ 34.03% |
$103K - $123K
|
7.88K
$603K
|
|