Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund inkluderar WT Wealth Management, Schmidt P J Investment Management Inc, Stark Wealth Management LLC, Bank Of America Corp /de/, och Pinnacle Bancorp, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 14 832 | 12,12 | 1 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 930 | 217 | ||||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 2 970 | 220 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 105 | 8 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13 142 | 1,80 | 973 | 7,87 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 461 | 106,73 | 34 | 126,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 12 226 | 1,39 | 905 | 7,48 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 826 | 6,44 | 61 | 12,96 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 407 | 0,47 | 252 | 6,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 164 500 | 8,63 | 12 181 | 15,10 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 17 983 | 0,36 | 1 332 | 6,31 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 378 805 | 4,43 | 250 203 | 10,65 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3 397 | 0,89 | 252 | 6,81 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 49 672 | 20,64 | 3 678 | 27,84 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 10 153 | 4,04 | 752 | 10,12 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 11 359 | 0,07 | 841 | 6,05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13 351 | 58,64 | 989 | 68,03 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 67 630 | 1,91 | 5 008 | 8,00 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 19 796 | 1 384 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 475 | 28,98 | 405 | 36,82 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 16 187 | 5,35 | 1 199 | 11,65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 37 359 | 4,98 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 54 703 | 6,54 | 4 051 | 12,88 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 7 368 | 546 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 88 323 | 0,35 | 6 540 | 6,32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 25 555 | 5,26 | 1 893 | 11,55 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 5 177 | 383 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 50 133 | 4 554,87 | 1 | −100,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2 913 | 4,48 | 216 | 10,82 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 10 830 | 0,01 | 802 | 5,95 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 492 | 0,09 | 333 | 6,07 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 3 076 | 3,67 | 228 | 9,66 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 23 590 | 7,12 | 1 747 | 13,45 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 700 | 52 | |||||
| 2025-08-12 | 13F | Virtu Financial LLC | 9 144 | 17,40 | 1 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 70 638 | 551,52 | 5 231 | 590,89 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5 106 | 7,56 | 378 | 14,20 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29 467 | 4,50 | 2 182 | 10,76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8 278 | 10,91 | 613 | 17,66 |
