Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund inkluderar Vestor Capital, Llc, Global Retirement Partners, LLC, Chicago Partners Investment Group LLC, Bokf, Na, Parallel Advisors, LLC, och Creative Financial Designs Inc /adv .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 404 401 | 15,87 | 33 751 | 29,26 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 3 970 | 0,20 | 297 | 9,19 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 386 | 38 500,00 | 32 | 14,29 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 478 | 0,63 | 40 | 11,43 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 541 | 13,74 | 212 | 26,95 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 11 573 | 4,31 | 966 | 16,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 044 | 338 | ||||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3 614 | 0,19 | 302 | 11,90 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 7 191 | 0,01 | 600 | 11,73 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 870 689 | 2,59 | 323 045 | 14,45 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 14 373 | 1,20 | 1 200 | 12,90 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 129 573 | 1,08 | 10 814 | 12,76 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4 893 | 1,43 | 408 | 13,33 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 882 | 0,11 | 74 | 12,12 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 950 | 0,08 | 914 | 11,61 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7 607 | 23,19 | 635 | 37,53 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 2 644 | 221 | ||||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 7 857 | 1 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 25 | 2 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9 622 | 0,63 | 803 | 12,31 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 8 394 | 7,09 | 701 | 19,45 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 126 813 | 23,23 | 11 | 42,86 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 49 571 | 13,12 | 4 137 | 26,21 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 3 925 | 6,08 | 328 | 18,48 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 11 760 | 23,62 | 981 | 37,97 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 258 | 1,57 | 22 | 10,53 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 18 554 | 415,25 | 1 548 | 475,46 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 360 | 30 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 2 446 | 210 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 23 058 | 17,17 | 1 924 | 30,71 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 47 512 | 3 965 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 497 | 41 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 1 687 | 141 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2 634 | 220 |
