Who owns Flexshares Tr mornstar upstr?

Tip: Access positions for across all investors

Analyze quarterly positions in Flexshares Tr mornstar upstr with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Flexshares Tr mornstar upstr stock

Who bought or sold Flexshares Tr mornstar upstr this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Northern Trust 108M $4.4B -15% Mar 2024
 View chart
Evoke Wealth 3.4M $141M -2% Mar 2024
 View chart
ValMark Advisers 3.1M $126M 5% Mar 2024
 View chart
Bessemer 2.6M $108M 3% Dec 2023
 View chart
Morgan Stanley 2.1M $86M -8% Mar 2024
 View chart
Cullen Frost Bankers 1.9M $80M -2% Mar 2024
 View chart
NBT Bank 1.2M $48M 3% Mar 2024
 View chart
Moller Financial Services 934k $38M 8% Mar 2024
 View chart
Hills Bank And Trust Company 839k $35M -19% Mar 2024
 View chart
Connable Office 731k $30M 6% Mar 2024
 View chart
Jane Street 714k $29M 53% Mar 2024
 View chart
UBS Group 644k $26M 1% Mar 2024
 View chart
Ameriprise Financial 616k $25M 270% Mar 2024
 View chart
Aaron Wealth Advisors 575k $24M 22% Mar 2024
 View chart
Citizens & Northern Corporation 569k $23M 5% Mar 2024
 View chart
VPR Management 528k $22M 5% Mar 2024
 View chart
Envestnet Asset Management 523k $22M -34% Mar 2024
 View chart
Wealth Enhancement Advisory Services 470k $19M 4505% Mar 2024
 View chart
Raymond James Financial Services Advisors 469k $19M -8% Mar 2024
 View chart
Versant Capital Management 454k $19M -4% Mar 2024
 View chart
Enterprise Bank & Trust 432k $18M 11% Mar 2024
 View chart
Pure Financial Advisors 419k $17M 4% Mar 2024
 View chart
Bank of America Corporation 412k $17M -17% Mar 2024
 View chart
Central Trust & Investment 395k $16M 3% Mar 2024
 View chart
LPL Financial 363k $15M 11% Mar 2024
 View chart
Colony Family Offices 359k $15M 6% Mar 2024
 View chart
Royal Bank of Canada 340k $14M -27% Mar 2024
 View chart
Navalign 316k $13M -3% Mar 2024
 View chart
Stephenson National Bank & Trust 308k $13M 5% Mar 2024
 View chart
Bp Wealth Management 289k $12M -23% Mar 2024
 View chart
Equitable Trust 275k $11M -28% Mar 2024
 View chart
Envestnet Portfolio Solutions 256k $11M 7% Mar 2024
 View chart
VeraBank 255k $11M 0% Mar 2024
 View chart
Pasadena Private Wealth 238k $9.8M 8% Mar 2024
 View chart
Latigo Investments 230k $9.4M 0% Mar 2024
 View chart
Horizon Bancorp 227k $9.3M 9% Mar 2024
 View chart
United Bank 221k $9.1M -21% Mar 2024
 View chart
Greenleaf Trust 216k $8.8M 1% Mar 2024
 View chart
D. E. Shaw & Co 214k $8.8M 301% Mar 2024
 View chart
Arkansas Financial 204k $8.4M 12% Mar 2024
 View chart
Wealthcare Advisory Partners 201k $8.2M 14% Mar 2024
 View chart
Pathway Financial Advisors 198k $8.1M 1% Mar 2024
 View chart
Capital Wealth Management 192k $7.9M -19% Mar 2024
 View chart
Beacon Pointe Advisors 187k $7.7M -30% Dec 2023
 View chart
Paragon Capital Management 167k $6.9M -3% Mar 2024
 View chart
Brio Consultants 162k $6.6M 3% Mar 2024
 View chart
Boltwood Capital Management 156k $6.4M 0% Mar 2024
 View chart
MAI Wealth Advisors 153k $6.3M 100% Mar 2024
 View chart
Traverso Chambers Private Wealth Management 151k $6.2M 1% Dec 2023
 View chart
Walkner Condon Financial Advisors 126k $5.2M 19% Mar 2024
 View chart
IAG Wealth Partners 124k $5.1M 14% Mar 2024
 View chart
Commonwealth Equity Services 119k $4.9M 0% Mar 2024
 View chart
Regis Acquisition 118k $4.8M 53% Dec 2023
 View chart
Austin Wealth Management 115k $4.4M 7% Dec 2023
 View chart
Franklin Resources 114k $4.7M -21% Mar 2024
 View chart
Qube Research & Technologies 112k $4.6M 30% Mar 2024
 View chart
S. R. Schill & Associates 109k $4.5M 8% Mar 2024
 View chart
Park National Corp 107k $4.4M -2% Dec 2023
 View chart
CoreCap Advisors 107k $4.4M 2% Dec 2023
 View chart
Fermata Advisors 101k $4.1M -9% Mar 2024
 View chart
Clark Capital Management Group 98k $4.0M -26% Mar 2024
 View chart
Susquehanna International 93k $3.8M 53% Mar 2024
 View chart
Wells Fargo & Company 92k $3.8M -51% Mar 2024
 View chart
Econ Financial Services Corp 88k $3.6M 100% Mar 2024
 View chart
Axxcess Wealth Management 84k $3.4M -1% Dec 2023
 View chart
Nicolet Advisory Services 84k $3.6M -1% Mar 2024
 View chart
Money Design 83k $3.4M 8% Mar 2024
 View chart
Kestra Advisory Services 81k $3.3M 210% Dec 2023
 View chart
CVA Family Office 81k $3.3M -3% Dec 2023
 View chart
Fortis Advisors 81k $3.3M -1% Mar 2024
 View chart
FDx Advisors 73k $3.0M -9% Mar 2024
 View chart
Independence Bank of Kentucky 64k $2.6M -1% Mar 2024
 View chart
Missouri Trust & Investment 56k $2.3M 0% Mar 2024
 View chart
AlTi Global 54k $2.2M 2% Mar 2024
 View chart
Noble Family Wealth 53k $2.2M -28% Mar 2024
 View chart
Wealthfront Advisers 50k $2.1M 67% Mar 2024
 View chart
Provident Wealth Management 48k $2.0M -1% Mar 2024
 View chart
Barry Investment Advisors 48k $1.9M 25% Mar 2024
 View chart
First Citizens Bank & Trust 46k $1.9M 100% Mar 2024
 View chart
Citadel Advisors 45k $1.9M -73% Mar 2024
 View chart
Etesian Wealth Advisors 44k $1.8M 13% Mar 2024
 View chart
CI Private Wealth 42k $1.7M -2% Mar 2024
 View chart
Stifel Financial 42k $1.7M -13% Mar 2024
 View chart
Raymond James & Associates 41k $1.7M -17% Mar 2024
 View chart
Centerpoint Advisors 41k $1.7M -87% Mar 2024
 View chart
Gts Securities 40k $1.6M 100% Mar 2024
 View chart
Community Bank 39k $1.6M 2% Mar 2024
 View chart
Capital Analysts 39k $1.6M -93% Mar 2024
 View chart
Aspen Grove Capital 37k $1.5M 0% Mar 2024
 View chart
Lido Advisors 37k $1.5M 100% Mar 2024
 View chart
David J.Sculati 35k $1.4M 8% Mar 2024
 View chart
Advisor Group Holdings 33k $1.3M -65% Mar 2024
 View chart
Cambridge Investment Research Advisors 32k $1.3M -11% Mar 2024
 View chart
Smallwood Wealth Investment Management 31k $1.3M 2% Mar 2024
 View chart
Israel Discount Bank of New York 30k $1.2M -58% Mar 2024
 View chart
Advisory Services Network 28k $1.2M 11% Mar 2024
 View chart
Mirae Asset Global Investments 28k $1.1M 0% Mar 2024
 View chart
Northwestern Mutual Wealth Management Company 28k $1.1M -24% Mar 2024
 View chart
LaSalle St. Investment Advisors 26k $1.0M -81% Mar 2024
 View chart
Keybank National Association 25k $1.0M 100% Mar 2024
 View chart
Brown Brothers Harriman & Co. 24k $971k -9% Mar 2024
 View chart
Pekin, Singer Strauss Asset Management 23k $962k -11% Mar 2024
 View chart
Benedetti & Gucer 23k $951k -16% Mar 2024
 View chart
Studio Investment Management 23k $947k 15% Mar 2024
 View chart
Two Sigma Securities 23k $936k 75% Mar 2024
 View chart
Rockefeller Capital Management 23k $922k 5% Dec 2023
 View chart
DiMeo Schneider & Associates 22k $915k -18% Mar 2024
 View chart
L.m. Kohn & Company 22k $914k 64% Mar 2024
 View chart
M Financial Asset Management 22k $910k -5% Mar 2024
 View chart
Cedar Wealth Management 22k $904k 0% Mar 2024
 View chart
Kendall Capital Management 21k $875k 2% Mar 2024
 View chart
Intrepid Financial Planning Group 21k $872k -8% Mar 2024
 View chart
Quad-Cities Investment Group 20k $834k -23% Mar 2024
 View chart
Columbus Macro 20k $827k 7% Mar 2024
 View chart
HPM Partners 20k $825k -35% Mar 2024
 View chart
Brian McDonald 20k $821k 152% Mar 2024
 View chart
Gail Mannix 20k $819k -9% Mar 2024
 View chart
Jpmorgan Chase & Co 20k $802k -6% Mar 2024
 View chart
Hanlon Investment Management 20k $802k -1% Mar 2024
 View chart
Herold Advisors 19k $784k -24% Mar 2024
 View chart
EP Wealth Advisors 19k $772k 0% Dec 2023
 View chart
Garrison Point Advisors 19k $762k 4% Mar 2024
 View chart
Nicolet Bankshares 18k $748k 70% Mar 2024
 View chart
Custos Family Office 18k $734k 0% Mar 2024
 View chart
Baird Financial 18k $728k -7% Dec 2023
 View chart
Busey Trust Company 18k $720k 10% Mar 2024
 View chart
Financeware 17k $714k -26% Mar 2024
 View chart
Seven Mile Advisory 17k $704k -1% Mar 2024
 View chart
Rsm Us Wealth Management 17k $701k -80% Mar 2024
 View chart
Spire Wealth Management 17k $676k 2% Mar 2024
 View chart
First Foundation Advisors 16k $660k 0% Mar 2024
 View chart
Orion Portfolio Solutions 16k $641k -95% Mar 2024
 View chart
Creative Planning 15k $634k 4% Mar 2024
 View chart
HighTower Advisors 15k $620k 1% Mar 2024
 View chart
Resources Investment Advisors 15k $601k 0% Mar 2024
 View chart
FMR 15k $595k -9% Mar 2024
 View chart
Rain Capital Management 14k $577k -26% Mar 2024
 View chart
Opus Capital Group 14k $560k 10% Mar 2024
 View chart
Trexquant Investment 13k $534k 16% Dec 2023
 View chart
VanderPol Investments 13k $530k -22% Mar 2024
 View chart
Financial Partners Group 13k $530k -14% Mar 2024
 View chart
Squarepoint Ops 13k $523k -40% Mar 2024
 View chart
Sageworth Trust Co of South Dakota 13k $515k -5% Mar 2024
 View chart
Fft Wealth Management 12k $498k -27% Mar 2024
 View chart
Forza Wealth Management 12k $492k 0% Mar 2024
 View chart
Park Place Capital Corp 12k $487k 0% Mar 2024
 View chart
Renasant Bank 12k $487k 0% Mar 2024
 View chart
Hollencrest Securities 12k $480k 0% Mar 2024
 View chart
Y-Intercept 12k $472k 100% Mar 2024
 View chart
Commerce Bank N A 11k $455k 5% Mar 2024
 View chart
Hancock Bank Trust Department 11k $451k -66% Mar 2024
 View chart
Pnc Financial Services 11k $448k -12% Mar 2024
 View chart
Advance Capital Management 11k $444k -14% Mar 2024
 View chart
Mather Group 11k $440k -6% Mar 2024
 View chart
Bank of New York Mellon 11k $433k -51% Mar 2024
 View chart
Dorsey & Whitney Trust Company 11k $432k -11% Mar 2024
 View chart
Bank Of Montreal 10k $424k -16% Mar 2024
 View chart
GSA Capital Partners 5.0k $205k -90% Mar 2024
 View chart
Tower Research Capital 1.3k $52k -90% Mar 2024
 View chart
Bnp Paribas Arbitrage, Snc 700.00 $29k -95% Mar 2024
 View chart

Who sold out of Flexshares Tr mornstar upstr?

Fund or Company Name Date Sold Shares Held Valued At
Vista Private Wealth Partners Sep 2023 75k $3.0M
Stapp Wealth Management, P Dec 2023 70k $2.9M
Choate Investment Advisors Sep 2023 51k $2.1M
Visionary Wealth Advisors Dec 2023 49k $2.0M
Tudor Investment Corporation Dec 2023 44k $1.8M
Advanced Research Investment Solutions Sep 2023 44k $1.8M
Stelac Advisory Services Dec 2023 35k $1.4M
Putnam Fl Investment Management Dec 2023 28k $1.1M
Laird Norton Tyee Trust Sep 2023 23k $937k
CoreFirst Bank & Trust Dec 2023 20k $837k
Hudson Value Partners Dec 2023 16k $662k
Sowell Financial Services Dec 2023 14k $582k