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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-166K- 4.19% |
$11.4M - $12.4M
|
3.8M
$280M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.7K- 6.38% |
$1.62M - $1.76M
|
348K
$25.6M
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-10.5K- 10.29% |
$717K - $779K
|
91.2K
$6.72M
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-9.23K- 1.94% |
$633K - $687K
|
467K
$34.4M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.41K- 5.3% |
$371K - $403K
|
96.6K
$7.12M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.02K- 21.57% |
$344K - $374K
|
18.3K
$1.35M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-4.49K- 37.68% |
$308K - $334K
|
7.43K
$547K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.97K- 33.47% |
$272K - $296K
|
7.9K
$582K
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.46K- 2.2% |
$237K - $258K
|
154K
$11.3M
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.42K- 18.76% |
$234K - $255K
|
14.8K
$1.09M
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.42K- 21.72% |
$97.2K - $106K
|
5.11K
$377K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.19K- 8.43% |
$81.4K - $88.4K
|
12.9K
$950K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-836- 48.72% |
$57.3K - $62.3K
|
880
$64.9K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-826- 7.02% |
$56.6K - $61.5K
|
10.9K
$806K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-818- 15.31% |
$56.1K - $60.9K
|
4.53K
$333K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-618- 3.2% |
$42.4K - $46K
|
18.7K
$1.38M
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-467- 1.85% |
$32K - $34.8K
|
24.7K
$1.82M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-299- 4.43% |
$20.5K - $22.3K
|
6.45K
$476K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-281- 5.0% |
$19.3K - $20.9K
|
5.34K
$393K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-244- 0.57% |
$16.7K - $18.2K
|
42.6K
$3.14M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-147- 5.81% |
$10.1K - $10.9K
|
2.38K
$176K
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-126- 3.46% |
$8.64K - $9.38K
|
3.52K
$259K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-110- 3.12% |
$7.54K - $8.19K
|
3.41K
$251K
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-110- 3.12% |
$7.54K - $8.19K
|
3.41K
$251K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-73- 7.56% |
$5K - $5.44K
|
892
$65.7K
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-36- 0.49% |
$2.47K - $2.68K
|
7.34K
$541K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8- 0.18% |
$548 - $596
|
4.51K
$332K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7- 0.1% |
$480 - $521
|
6.94K
$511K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1- 0.02% |
$68.6 - $74.5
|
4.25K
$313K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$68.6 - $74.5
|
0
$0
|
|
Q3 2024 | |||||||
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.56K- 7.99% |
$106K - $118K
|
18K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.54K- 36.1% |
$104K - $117K
|
2.73K
$201K
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-333- 6.29% |
$22.5K - $25.2K
|
4.96K
$366K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-208- 5.67% |
$14.1K - $15.7K
|
3.46K
$255K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-163- 32.21% |
$11K - $12.3K
|
343
$25.3K
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-129- 10.39% |
$8.73K - $9.74K
|
1.11K
$82K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4- 0.05% |
$271 - $302
|
7.44K
$548K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-4.64K- 58.46% |
$306K - $332K
|
3.29K
$243K
|
|
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
$2.28K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.99K- 57.6% |
$312K - $337K
|
3.68K
$271K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-150- 4.27% |
$9.36K - $10.1K
|
3.36K
$248K
|
|
Q2 2023 | |||||||
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.1K- 52.41% |
$511K - $542K
|
7.35K
$542K
|
|
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
$230K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45- 0.55% |
$2.84K - $3.01K
|
8.17K
$602K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-84- 4.29% |
$5.09K - $5.56K
|
1.87K
$138K
|
|
Q4 2022 | |||||||
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-10.4K- 93.92% |
$534K - $642K
|
674
$49.7K
|
|
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
|