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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
72.6KNew |
$6.01M - $6.48M
|
72.6K
$6.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
33.5K+ 0.87% |
$2.77M - $2.99M
|
3.9M
$351M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
17.2K+ 511.93% |
$1.42M - $1.54M
|
20.6K
$1.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.1K+ 4.24% |
$1.42M - $1.53M
|
422K
$38M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.8K+ 118.03% |
$1.39M - $1.5M
|
31K
$2.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8K+ 55.38% |
$1.06M - $1.14M
|
35.8K
$3.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.09K+ 230.23% |
$752K - $811K
|
13K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.67K+ 6.84% |
$717K - $773K
|
135K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.42KNew |
$614K - $662K
|
7.42K
$668K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.02KNew |
$581K - $626K
|
7.02K
$632K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.49K+ 265.98% |
$371K - $400K
|
6.17K
$556K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.43K+ 23.87% |
$366K - $395K
|
23K
$2.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.6K+ 2.01% |
$215K - $232K
|
132K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.48KNew |
$205K - $221K
|
2.48K
$223K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$116K - $125K
|
1.4K
$126K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.12K+ 0.94% |
$92.9K - $100K
|
120K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
643New |
$53.2K - $57.4K
|
643
$57.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
511+ 21.63% |
$42.3K - $45.6K
|
2.87K
$259K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
444+ 2.35% |
$36.7K - $39.6K
|
19.3K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
404+ 5.31% |
$33.4K - $36K
|
8.01K
$721K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
358+ 14.09% |
$29.6K - $31.9K
|
2.9K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45+ 0.65% |
$3.72K - $4.01K
|
6.98K
$629K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
34+ 1.39% |
$2.81K - $3.03K
|
2.48K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
25+ 0.51% |
$2.07K - $2.23K
|
4.92K
$443K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
22+ 0.56% |
$1.82K - $1.96K
|
3.95K
$355K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 60.0% |
$1.24K - $1.34K
|
40
$3.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3+ 0.08% |
$248 - $268
|
3.62K
$326K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.39% |
$82.7 - $89.2
|
259
$23.3K
|
|
| Q2 2025 | |||||||
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
47.5KNew |
$3.18M - $3.97M
|
47.5K
$4.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.04KNew |
$271K - $338K
|
4.04K
$364K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.64KNew |
$177K - $221K
|
2.64K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.63KNew |
$176K - $220K
|
2.63K
$237K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.25K+ 23.62% |
$151K - $188K
|
11.8K
$1.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
385+ 38500.0% |
$25.8K - $32.1K
|
386
$34.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
360New |
$24.1K - $30K
|
360
$32.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
60+ 0.63% |
$4.02K - $5.01K
|
9.62K
$866K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 0.08% |
$603 - $751
|
11K
$986K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1+ 0.11% |
$67 - $83.5
|
882
$79.4K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
1+ 0.01% |
$67 - $83.5
|
7.19K
$647K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
26.4KNew |
$1.79M - $2.04M
|
26.4K
$2.38M
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
1.16KNew |
$78.8K - $89.8K
|
1.16K
$105K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
443+ 8.67% |
$30.1K - $34.3K
|
5.55K
$500K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
80New |
$5.43K - $6.19K
|
80
$7.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14New |
$950 - $1.08K
|
14
$1.26K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8+ 0.2% |
$543 - $619
|
3.97K
$357K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.71KNew |
$117K - $127K
|
1.71K
$154K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
218New |
$14.9K - $16.2K
|
218
$19.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
103New |
$7.06K - $7.67K
|
103
$9.27K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
22New |
$1.51K - $1.64K
|
22
$1.98K
|
|