Who owns Flexshares Tr mornstar upstr?

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

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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 81M $2.9B -9% Dec 2024
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ValMark Advisers 3.3M $122M 6% Dec 2024
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Evoke Wealth 3.2M $118M -8% Dec 2024
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Goodman & Company, Investment Counsel 2.8M $101M 5% Dec 2024
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Morgan Stanley 2.0M $73M -3% Dec 2024
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Moller Financial Services 1.1M $42M 5% Mar 2025
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NBT Bank 1.0M $39M -14% Mar 2025
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Connable Office 892k $32M 20% Dec 2024
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Jane Street 828k $30M 1613% Dec 2024
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First Interstate Bank 707k $26M 100% Dec 2024
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Ameriprise Financial 700k $25M 11% Dec 2024
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Hills Bank And Trust Company 635k $23M -21% Dec 2024
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Old Mission Capital 581k $21M 100% Dec 2024
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Versant Capital Management 565k $22M 6% Mar 2025
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Aaron Wealth Advisors 531k $19M -13% Dec 2024
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VPR Management 528k $19M 0% Dec 2024
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Cullen Frost Bankers 517k $19M -35% Dec 2024
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Pure Financial Advisors 483k $18M 8% Dec 2024
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Raymond James Financial 470k $17M 100% Dec 2024
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Colony Family Offices 419k $15M 1% Dec 2024
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UBS Group 397k $14M -36% Dec 2024
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Central Trust & Investment 376k $14M -12% Dec 2024
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Envestnet Asset Management 372k $14M 6% Dec 2024
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Navalign 348k $13M 6% Dec 2024
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Bank of America Corporation 343k $13M -2% Dec 2024
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Pasadena Private Wealth 328k $12M 21% Dec 2024
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Barry Investment Advisors 316k $12M 0% Dec 2024
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LPL Financial 298k $11M -2% Dec 2024
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Flow Traders US 278k $10M -5% Dec 2024
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Pathway Financial Advisors 245k $9.5M 17% Mar 2025
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Envestnet Portfolio Solutions 231k $8.4M -3% Dec 2024
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Latigo Investments 230k $8.4M 0% Dec 2024
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Arkansas Financial 225k $8.2M -1% Dec 2024
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Greenleaf Trust 213k $7.7M -1% Dec 2024
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Stephenson National Bank & Trust 211k $7.7M -32% Dec 2024
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Royal Bank of Canada 202k $7.4M -35% Dec 2024
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Alliancebernstein 197k $7.2M 0% Dec 2024
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Cetera Investment Advisers 196k $7.1M -1% Dec 2024
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Wells Fargo & Company 190k $6.9M 1% Dec 2024
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Wealthcare Advisory Partners 189k $7.3M 13% Mar 2025
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Citadel Advisors 186k $6.8M 235% Dec 2024
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Bp Wealth Management 165k $6.0M 100% Dec 2024
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Quadrature Capital 164k $6.0M 100% Dec 2024
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Gts Securities 160k $5.8M 100% Dec 2024
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MAI Wealth Advisors 159k $5.8M 1% Dec 2024
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Brio Consultants 157k $5.7M -4% Dec 2024
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United Bank 156k $5.7M 4% Dec 2024
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CoreCap Advisors 133k $4.8M 11% Dec 2024
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Austin Wealth Management 132k $5.1M 3% Dec 2024
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Boltwood Capital Management 132k $5.1M -25% Mar 2025
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Mercer Global Advisors 131k $4.7M 100% Dec 2024
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Beacon Pointe Advisors 126k $4.6M -6% Dec 2024
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Lake Street Advisors Group 122k $4.4M 0% Dec 2024
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Bessemer 119k $4.4M -4% Dec 2024
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VeraBank 118k $4.3M -48% Dec 2024
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CI Private Wealth 117k $4.3M 0% Dec 2024
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Fermata Advisors 115k $4.5M 3% Mar 2025
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Franklin Resources 114k $4.1M 1% Dec 2024
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Clark Capital Management Group 111k $4.0M 100% Dec 2024
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Wealth Enhancement Advisory Services 107k $4.1M -41% Mar 2025
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Nicolet Advisory Services 106k $3.9M 34% Dec 2024
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Renaissance Technologies 103k $3.7M 100% Dec 2024
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IAG Wealth Partners 102k $3.9M -44% Mar 2025
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S. R. Schill & Associates 95k $3.5M -8% Dec 2024
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Columbus Macro 85k $3.1M 339% Dec 2024
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Kingsview Wealth Management 83k $3.0M 100% Dec 2024
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Horizon Bancorp 81k $2.9M 100% Dec 2024
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Money Design 78k $2.8M -15% Dec 2024
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Susquehanna International 76k $2.8M 30% Dec 2024
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Walkner Condon Financial Advisors 75k $2.7M -6% Dec 2024
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Missouri Trust & Investment 66k $2.4M 6% Dec 2024
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FDx Advisors 66k $2.4M -5% Dec 2024
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Kestra Advisory Services 57k $2.1M -11% Dec 2024
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Citizens & Northern Corporation 56k $2.0M -89% Dec 2024
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AlTi Global 55k $2.1M 2% Dec 2024
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Axxcess Wealth Management 55k $2.0M -39% Dec 2024
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CVA Family Office 54k $2.1M -12% Mar 2025
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Smallwood Wealth Investment Management 53k $1.9M 64% Dec 2024
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Etesian Wealth Advisors 53k $1.9M 9% Dec 2024
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Purkiss Capital Advisors 52k $1.9M 100% Dec 2024
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Commonwealth Equity Services 49k $1.8M -44% Dec 2024
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Mml Investors Services 47k $1.7M -8% Dec 2024
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Nicolet Bankshares 42k $1.5M 101% Dec 2024
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MONECO Advisors 41k $1.5M 100% Dec 2024
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Stifel Financial 41k $1.5M 41% Dec 2024
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Community Bank 41k $1.5M 0% Dec 2024
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Aspen Grove Capital 37k $1.4M 0% Dec 2024
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Jpmorgan Chase & Co 37k $1.3M 681% Dec 2024
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Park National Corp 35k $1.3M -9% Dec 2024
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Stelac Advisory Services 34k $1.2M 0% Dec 2024
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Cambridge Investment Research Advisors 30k $1.1M -5% Dec 2024
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Brian McDonald 29k $1.1M -39% Dec 2024
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Entrewealth 27k $1.1M 100% Dec 2024
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Northwestern Mutual Wealth Management Company 26k $959k 7% Dec 2024
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Studio Investment Management 26k $936k -5% Dec 2024
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Insigneo Advisory Services 26k $929k -15% Dec 2024
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L.m. Kohn & Company 26k $928k 9% Dec 2024
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Creative Planning 25k $922k 32% Dec 2024
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Capital Wealth Management 25k $918k -74% Dec 2024
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Keybank National Association 25k $911k 0% Dec 2024
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Rockefeller Capital Management 25k $893k -16% Dec 2024
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EP Wealth Advisors 24k $866k 26% Dec 2024
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DiMeo Schneider & Associates 22k $810k 0% Dec 2024
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Cedar Wealth Management 22k $801k 0% Dec 2024
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Wealthcare Capital Partners 21k $830k 9% Mar 2025
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Advisory Services Network 21k $776k -36% Dec 2024
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BEAM Asset Management 21k $762k 9% Dec 2024
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Brown Brothers Harriman & Co. 20k $743k 1% Dec 2024
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LaSalle St. Investment Advisors 20k $742k -5% Dec 2024
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Independence Bank of Kentucky 20k $781k -42% Mar 2025
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Pekin, Singer Strauss Asset Management 20k $725k -8% Dec 2024
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Keeley-Teton Advisors 19k $691k -19% Dec 2024
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LRI Investments 19k $684k 0% Dec 2024
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Kendall Capital Management 19k $680k -1% Dec 2024
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Spire Wealth Management 19k $679k 7% Dec 2024
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Bank Of Montreal 19k $677k 118% Dec 2024
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Fortis Advisors 18k $666k 1% Dec 2024
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Advisor Group Holdings 18k $726k -13% Dec 2024
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Custos Family Office 18k $650k 0% Dec 2024
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Garrison Point Advisors 18k $640k -5% Dec 2024
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Baird Financial 18k $639k 4% Dec 2024
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Clune & Associates 18k $638k 100% Dec 2024
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Busey Trust Company 18k $637k 100% Dec 2024
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Provident Wealth Management 17k $622k -24% Dec 2024
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Lido Advisors 16k $597k -24% Dec 2024
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Pnc Financial Services 16k $592k -43% Dec 2024
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Napatree Capital 16k $575k 100% Dec 2024
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HPM Partners 16k $567k -21% Dec 2024
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FMR 16k $566k -1% Dec 2024
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Rsm Us Wealth Management 15k $539k -59% Dec 2024
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Valued Retirements 15k $538k 0% Dec 2024
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Resources Investment Advisors 15k $532k 0% Dec 2024
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Hanlon Investment Management 14k $523k -2% Dec 2024
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Equitable Trust 14k $521k -89% Dec 2024
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First Foundation Advisors 14k $505k 0% Dec 2024
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Td Private Client Wealth 14k $504k 8% Dec 2024
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William Blair $ Company 13k $463k -18% Dec 2024
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Townsquare Capital 12k $452k 100% Dec 2024
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First PREMIER Bank 12k $451k 0% Dec 2024
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Warren Street Wealth Advisors 12k $461k 0% Mar 2025
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Park Place Capital Corp 12k $431k 0% Dec 2024
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Renasant Bank 12k $431k 0% Dec 2024
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Mirae Asset Global Investments 12k $425k -56% Dec 2024
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Forza Wealth Management 11k $409k 0% Dec 2024
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M^T Bank Corporation 11k $401k 100% Dec 2024
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Quad-Cities Investment Group 11k $423k -16% Mar 2025
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HighTower Advisors 11k $392k -36% Dec 2024
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Dorsey & Whitney Trust Company 11k $386k 24% Dec 2024
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Two Sigma Securities 10k $379k 40% Dec 2024
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Madison Wealth Partners 10k $365k -5% Dec 2024
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Commerce Bank N A 9.9k $359k -12% Dec 2024
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Coconut Grove Bank 9.5k $369k -48% Mar 2025
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Seven Mile Advisory 9.4k $343k -45% Dec 2024
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M Financial Asset Management 9.4k $383k -47% Dec 2024
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Gail Mannix 8.8k $321k -60% Dec 2024
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Bank of New York Mellon 6.3k $228k -52% Dec 2024
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First Citizens Bank & Trust 6.1k $235k -45% Mar 2025
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Herold Advisors 6.0k $217k -52% Dec 2024
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Branch Banking & Trust Company 5.6k $204k -51% Dec 2024
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Tudor Investment Corporation 5.5k $202k -91% Dec 2024
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Vista Private Wealth Partners 268.00 $9.8k -98% Dec 2024
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Who sold out of Flexshares Tr mornstar upstr?

Fund or Company Name
Date Sold
Shares Held
Valued At
Enterprise Bank & Trust Dec 2024 153k $5.6M
International Assets Investment Management Sep 2024 135k $2.0M
Econ Financial Services Corp Sep 2024 99k $4.1M
Wealthfront Advisers Sep 2024 59k $2.4M
Fiduciary Financial Group Dec 2024 37k $1.3M
Black Point Wealth Management Dec 2024 33k $1.2M
David J.Sculati Sep 2024 17k $719k
Noble Family Wealth Dec 2024 11k $411k