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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
25.2KNew |
$1.71M - $1.9M
|
25.2K
$1.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
8.09K+ 6.75% |
$547K - $611K
|
128K
$8.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.72K+ 186.07% |
$522K - $583K
|
11.9K
$817K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
4.25KNew |
$287K - $321K
|
4.25K
$293K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.79KNew |
$189K - $211K
|
2.79K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.61K+ 9.09% |
$109K - $122K
|
19.3K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
936+ 120.0% |
$63.3K - $70.7K
|
1.72K
$118K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
740+ 5.8% |
$50.1K - $55.9K
|
13.5K
$929K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
169+ 1.8% |
$11.4K - $12.8K
|
9.55K
$658K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
162+ 1.98% |
$11K - $12.2K
|
8.34K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
160+ 6.77% |
$10.8K - $12.1K
|
2.52K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
124+ 1.94% |
$8.39K - $9.37K
|
6.53K
$450K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
88New |
$5.95K - $6.65K
|
88
$6.06K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
31+ 0.42% |
$2.1K - $2.34K
|
7.38K
$508K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23+ 0.51% |
$1.56K - $1.74K
|
4.51K
$311K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18+ 0.34% |
$1.22K - $1.36K
|
5.34K
$368K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
15+ 0.13% |
$1.01K - $1.13K
|
11.9K
$821K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
12+ 0.31% |
$812 - $906
|
3.92K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 0.08% |
$609 - $680
|
11.8K
$810K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.19% |
$474 - $529
|
3.64K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$67.7 - $75.5
|
1
$68.9
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.8% |
$67.7 - $75.5
|
126
$8.68K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
27.1KNew |
$1.86M - $1.99M
|
27.1K
$1.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400New |
$27.5K - $29.3K
|
400
$27.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
262New |
$18K - $19.2K
|
262
$18K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.66KNew |
$637K - $693K
|
9.66K
$665K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
450+ 2.41% |
$29.7K - $32.3K
|
19.2K
$1.32M
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.6KNew |
$689K - $793K
|
11.6K
$798K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.49KNew |
$267K - $307K
|
4.49K
$309K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.2KNew |
$250K - $287K
|
4.2K
$289K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
53New |
$3.15K - $3.63K
|
53
$3.65K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.17KNew |
$385K - $417K
|
6.17K
$425K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
210New |
$13.1K - $14.2K
|
210
$14.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
73New |
$4.56K - $4.93K
|
73
$5.03K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
49+ 0.59% |
$3.06K - $3.31K
|
8.35K
$575K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
17+ 0.48% |
$1.06K - $1.15K
|
3.59K
$248K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.4KNew |
$783K - $831K
|
12.4K
$855K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.08KNew |
$257K - $273K
|
4.08K
$281K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
1.36KNew |
$85.6K - $90.9K
|
1.36K
$93.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
679New |
$42.8K - $45.5K
|
679
$46.8K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.3KNew |
$200K - $218K
|
3.3K
$227K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2K+ 34.03% |
$103K - $123K
|
7.88K
$543K
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
860New |
$44.1K - $53.2K
|
860
$59.2K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
84+ 3.53% |
$4.81K - $5.79K
|
2.46K
$170K
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.64KNew |
$187K - $201K
|
2.64K
$182K
|
|
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
68+ 0.73% |
$4.82K - $5.16K
|
9.4K
$648K
|
|
| Q1 2020 | |||||||
|
Apr 17, 2020
Q1 2020
|
Allworth Financial LP
|
BUY
|
- |
1.09KNew |
$44.5K - $71.4K
|
1.09K
$75.1K
|
|
| Q2 2019 | |||||||
|
Jan 27, 2020
Q2 2019
|
Tsfg, LLC
|
BUY
|
- |
1.21KNew |
N/A
|
1.21K
$83.2K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$68.9
|
|