Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund meliputi Vestor Capital, Llc, Global Retirement Partners, LLC, Chicago Partners Investment Group LLC, Bokf, Na, Parallel Advisors, LLC, dan Creative Financial Designs Inc /adv .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
