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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
97.7K+ 2.59% |
$6.54M - $8.15M
|
3.87M
$343M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.4K+ 15.87% |
$3.71M - $4.62M
|
404K
$35.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
47.5KNew |
$3.18M - $3.97M
|
47.5K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.9K+ 23.23% |
$1.6M - $2M
|
127K
$11.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
15K+ 415.25% |
$1M - $1.25M
|
18.6K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
7.86KNew |
$526K - $656K
|
7.86K
$697K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.75K+ 13.12% |
$385K - $480K
|
49.6K
$4.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.04KNew |
$271K - $338K
|
4.04K
$359K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.38K+ 17.17% |
$226K - $282K
|
23.1K
$2.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.64KNew |
$177K - $221K
|
2.64K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.63KNew |
$176K - $220K
|
2.63K
$234K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.45KNew |
$164K - $204K
|
2.45K
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.25K+ 23.62% |
$151K - $188K
|
11.8K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.69KNew |
$113K - $141K
|
1.69K
$150K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.43K+ 23.19% |
$95.9K - $120K
|
7.61K
$675K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.38K+ 1.08% |
$92.5K - $115K
|
130K
$11.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
556+ 7.09% |
$37.2K - $46.4K
|
8.39K
$744K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
497New |
$33.3K - $41.5K
|
497
$44.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
478+ 4.31% |
$32K - $39.9K
|
11.6K
$1.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
385+ 38500.0% |
$25.8K - $32.1K
|
386
$34.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
360New |
$24.1K - $30K
|
360
$31.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
307+ 13.74% |
$20.6K - $25.6K
|
2.54K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
225+ 6.08% |
$15.1K - $18.8K
|
3.93K
$348K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
69+ 1.43% |
$4.62K - $5.76K
|
4.89K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
60+ 0.63% |
$4.02K - $5.01K
|
9.62K
$853K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
25New |
$1.67K - $2.09K
|
25
$2.22K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 0.08% |
$603 - $751
|
11K
$971K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.19% |
$469 - $584
|
3.61K
$320K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 1.57% |
$268 - $334
|
258
$22.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
3+ 0.63% |
$201 - $250
|
478
$42.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1+ 0.11% |
$67 - $83.5
|
882
$78.2K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
1+ 0.01% |
$67 - $83.5
|
7.19K
$638K
|
|
|
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
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.9K+ 971.04% |
$874K - $996K
|
14.2K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
1.16KNew |
$78.8K - $89.8K
|
1.16K
$103K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
443+ 8.67% |
$30.1K - $34.3K
|
5.55K
$492K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
80New |
$5.43K - $6.19K
|
80
$7.09K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14New |
$950 - $1.08K
|
14
$1.24K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8+ 0.2% |
$543 - $619
|
3.97K
$352K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.71KNew |
$117K - $127K
|
1.71K
$151K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
218New |
$14.9K - $16.2K
|
218
$19.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
103New |
$7.06K - $7.67K
|
103
$9.13K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
22New |
$1.51K - $1.64K
|
22
$1.95K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$480 - $521
|
7
$621
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.57KNew |
$174K - $194K
|
2.57K
$228K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
740+ 5.8% |
$50.1K - $55.9K
|
13.5K
$1.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
88New |
$5.95K - $6.65K
|
88
$7.8K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
27.1KNew |
$1.86M - $1.99M
|
27.1K
$2.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400New |
$27.5K - $29.3K
|
400
$35.5K
|
|