Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund inkluderar Plancorp, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., Avalon Trust Co, Harbor Asset Planning, Inc., Financial Network Wealth Management LLC, Rothschild Investment Llc, Beacon Capital Management, LLC, Salem Investment Counselors Inc, och Trust Co Of Vermont .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | West Paces Advisors Inc. | 526 | 33 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 232 812 | 40,58 | 14 406 | 50,93 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 211 | 38,82 | 13 | 62,50 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 567 | 35 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4 | 0 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10 495 | 66,46 | 649 | 78,79 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 41 | 3 | ||||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 8 677 | 7,26 | 537 | 15,02 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 3 237 | 200 | ||||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 16 821 | 34,21 | 1 041 | 44,04 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 43 186 | 46,30 | 2 672 | 57,08 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 2 124 810 | 0,72 | 131 483 | 8,13 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1 201 | 74 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 255 | 41,03 | 201 | 51,13 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 1 001 | 46,77 | 62 | 56,41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 68 877 | 548,99 | 4 262 | 597,55 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 21 984 | 0,29 | 1 360 | 7,68 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 68 | 1,49 | 4 | 33,33 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 33 521 | 0,00 | 2 074 | 7,35 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15 235 | 943 | ||||||
| 2025-08-26 | NP | BBALX - Northern Global Tactical Asset Allocation Fund | 38 712 | 176,59 | 2 395 | 197,15 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 34 582 | 11,84 | 2 140 | 20,03 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 4 769 | 295 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 23 | 1 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 227 280 | 7,47 | 14 064 | 15,38 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 420 | 13,82 | 26 | 19,05 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 58 713 | 0,70 | 3 633 | 8,13 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 258 | 15,09 | 140 | 23,01 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 725 | 107 | ||||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 56 308 | 2,18 | 3 484 | 9,70 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 4 867 | 16,52 | 264 | 18,39 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 284 | −12,35 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 38 082 | 5,73 | 2 356 | 13,49 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 32 989 804 | 10,98 | 2 041 409 | 19,14 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 549 | 28,98 | 96 | 37,68 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 539 | 13,71 | 33 | 22,22 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 3 430 | 212 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 137 263 | 4,60 | 8 320 | 8,26 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 159 | 10 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 313 | 2 169,18 | 203 | 2 425,00 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 32 679 | 5,43 | 2 022 | 13,21 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 856 | 41,76 | 239 | 52,56 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 49 756 | 49,51 | 3 | 200,00 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 15 736 | 21,77 | 974 | 30,78 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 998 | 954,88 | 247 | 1 076,19 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 5 165 | 2,77 | 320 | 10,38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 10 275 | 26,03 | 636 | 35,39 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 485 | 0,83 | 30 | 11,11 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 249 | 15 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 420 | 0 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 9 523 | 589 |
