Latest Institutional Sells of Flexshares Morningstar Dev Mkt (TLTD)
This list provides information on the latest institutional transactions involving Flexshares Morningstar Dev Mkt (TLTD) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-281- 25.57% |
$18.8K - $23.5K
|
818
$68K
|
|
Q1 2025 | |||||||
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-123K- 65.3% |
$8.33M - $9.5M
|
65.3K
$5.42M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-67.4K- 43.87% |
$4.57M - $5.21M
|
86.3K
$7.17M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-28.4K- 0.75% |
$1.92M - $2.19M
|
3.77M
$314M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-23K- 25.22% |
$1.56M - $1.78M
|
68.2K
$5.67M
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.71K- 25.07% |
$252K - $287K
|
11.1K
$922K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.54K- 21.49% |
$240K - $274K
|
12.9K
$1.08M
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2.73K- 2.09% |
$185K - $211K
|
128K
$10.7M
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.1K- 0.45% |
$143K - $162K
|
465K
$38.6M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.02K- 1.6% |
$137K - $156K
|
124K
$10.3M
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.28K- 11.85% |
$86.8K - $98.9K
|
9.51K
$790K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-952- 13.36% |
$64.6K - $73.6K
|
6.18K
$513K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-740- 8.39% |
$50.2K - $57.2K
|
8.08K
$671K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-408- 99.76% |
$27.7K - $31.5K
|
1
$83.1
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-394- 4.45% |
$26.7K - $30.5K
|
8.46K
$703K
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-174- 5.99% |
$11.8K - $13.5K
|
2.73K
$227K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-160- 6.34% |
$10.9K - $12.4K
|
2.36K
$196K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-84- 1.13% |
$5.7K - $6.49K
|
7.35K
$611K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-48- 11.29% |
$3.26K - $3.71K
|
377
$31.3K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-27- 12.62% |
$1.83K - $2.09K
|
187
$15.5K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-15- 0.67% |
$1.02K - $1.16K
|
2.23K
$186K
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-14- 2.86% |
$950 - $1.08K
|
475
$39.5K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.02K- 21.57% |
$344K - $374K
|
18.3K
$1.52M
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-488- 18.46% |
$33.5K - $36.3K
|
2.16K
$179K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-467- 1.85% |
$32K - $34.8K
|
24.7K
$2.06M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-281- 5.0% |
$19.3K - $20.9K
|
5.34K
$444K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-147- 5.81% |
$10.1K - $10.9K
|
2.38K
$198K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-133- 2.03% |
$9.12K - $9.91K
|
6.43K
$534K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-110- 3.12% |
$7.54K - $8.19K
|
3.41K
$283K
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-110- 3.12% |
$7.54K - $8.19K
|
3.41K
$283K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8- 0.18% |
$548 - $596
|
4.51K
$374K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7- 0.1% |
$480 - $521
|
6.94K
$576K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1- 0.02% |
$68.6 - $74.5
|
4.25K
$353K
|
|
Q3 2024 | |||||||
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.56K- 7.99% |
$106K - $118K
|
18K
$1.49M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.54K- 36.1% |
$104K - $117K
|
2.73K
$227K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-208- 5.67% |
$14.1K - $15.7K
|
3.46K
$288K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-163- 32.21% |
$11K - $12.3K
|
343
$28.5K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-4.64K- 58.46% |
$306K - $332K
|
3.29K
$274K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54Closed |
$3.56K - $3.87K
|
0
$0
|
|
Q4 2023 | |||||||
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-68- 68.69% |
$4.04K - $4.65K
|
31
$2.58K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.99K- 57.6% |
$312K - $337K
|
3.68K
$305K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-150- 4.27% |
$9.36K - $10.1K
|
3.36K
$279K
|
|
Q2 2023 | |||||||
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.1K- 52.41% |
$511K - $542K
|
7.35K
$611K
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.45K- 63.59% |
$344K - $365K
|
3.12K
$259K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45- 0.55% |
$2.84K - $3.01K
|
8.17K
$679K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-84- 4.29% |
$5.09K - $5.56K
|
1.87K
$156K
|
|
Q4 2022 | |||||||
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-10.4K- 93.92% |
$534K - $642K
|
674
$56K
|
|
Q2 2022 | |||||||
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
SELL
|
- |
-141KClosed |
$8.1M - $9.75M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.44KClosed |
$254K - $306K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-2.97KClosed |
$170K - $204K
|
0
$0
|