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 89M $3.7B -18% Sep 2024
 View chart
Evoke Wealth 3.5M $145M 13445% Sep 2024
 View chart
ValMark Advisers 3.2M $131M -1% Sep 2024
 View chart
Goodman & Company, Investment Counsel 2.6M $109M 31% Sep 2024
 View chart
Morgan Stanley 2.1M $85M 1% Jun 2024
 View chart
NBT Bank 1.1M $47M -1% Sep 2024
 View chart
Moller Financial Services 956k $39M 2% Sep 2024
 View chart
Hills Bank And Trust Company 802k $33M -1% Sep 2024
 View chart
Cullen Frost Bankers 797k $33M -25% Sep 2024
 View chart
Connable Office 745k $31M 1% Sep 2024
 View chart
Aaron Wealth Advisors 608k $25M 7% Sep 2024
 View chart
VPR Management 528k $22M 0% Sep 2024
 View chart
Citizens & Northern Corporation 527k $22M 6% Sep 2024
 View chart
Versant Capital Management 512k $21M 4% Sep 2024
 View chart
Enterprise Bank & Trust 464k $19M 1% Sep 2024
 View chart
Pure Financial Advisors 446k $18M 7% Sep 2024
 View chart
Central Trust & Investment 428k $18M 0% Sep 2024
 View chart
Raymond James Financial Services Advisors 423k $18M -3% Sep 2024
 View chart
Colony Family Offices 414k $17M 16% Sep 2024
 View chart
Envestnet Asset Management 351k $15M -3% Sep 2024
 View chart
Bank of America Corporation 350k $15M -1% Sep 2024
 View chart
Horizon Bancorp 348k $14M 53% Jun 2024
 View chart
Navalign 329k $14M 2% Sep 2024
 View chart
Barry Investment Advisors 318k $13M 261% Sep 2024
 View chart
Royal Bank of Canada 312k $13M -7% Sep 2024
 View chart
Stephenson National Bank & Trust 309k $13M 1% Sep 2024
 View chart
LPL Financial 305k $13M -9% Sep 2024
 View chart
Flow Traders US 292k $12M 436% Sep 2024
 View chart
Wealth Enhancement Advisory Services 274k $11M -42% Jun 2024
 View chart
Pasadena Private Wealth 271k $11M 8% Sep 2024
 View chart
Farmers National Bank 266k $11M -4% Jun 2024
 View chart
Envestnet Portfolio Solutions 237k $9.8M -5% Sep 2024
 View chart
Latigo Investments 230k $9.5M 0% Sep 2024
 View chart
Arkansas Financial 227k $9.4M 2% Sep 2024
 View chart
VeraBank 227k $9.3M -11% Sep 2024
 View chart
Greenleaf Trust 215k $8.9M 0% Sep 2024
 View chart
Pathway Financial Advisors 208k $8.6M 3% Sep 2024
 View chart
Old Mission Capital 204k $8.2M 60% Jun 2024
 View chart
Cetera Investment Advisers 201k $8.1M 2% Jun 2024
 View chart
Wells Fargo & Company 189k $7.8M 81% Sep 2024
 View chart
Wealthcare Advisory Partners 186k $7.7M -13% Sep 2024
 View chart
IAG Wealth Partners 167k $6.9M 11% Sep 2024
 View chart
Boltwood Capital Management 165k $6.8M 5% Sep 2024
 View chart
Brio Consultants 164k $6.7M 0% Sep 2024
 View chart
MAI Wealth Advisors 157k $6.5M 2% Sep 2024
 View chart
United Bank 150k $6.2M -7% Sep 2024
 View chart
International Assets Investment Management 135k $2.0M 69864% Sep 2024
 View chart
Regis Acquisition 135k $5.4M 1% Jun 2024
 View chart
Beacon Pointe Advisors 133k $5.5M -7% Sep 2024
 View chart
Equitable Trust 133k $5.5M -32% Sep 2024
 View chart
Austin Wealth Management 128k $5.3M 5% Sep 2024
 View chart
Bessemer 124k $5.1M -95% Sep 2024
 View chart
Lake Street Advisors Group 122k $5.0M 0% Sep 2024
 View chart
CoreCap Advisors 120k $4.9M 5% Sep 2024
 View chart
CI Private Wealth 117k $4.8M 1% Sep 2024
 View chart
Franklin Resources 112k $4.6M -4% Sep 2024
 View chart
S. R. Schill & Associates 112k $4.5M 3% Jun 2024
 View chart
Fermata Advisors 102k $4.2M 9% Sep 2024
 View chart
Econ Financial Services Corp 99k $4.1M 13% Sep 2024
 View chart
Capital Wealth Management 96k $3.9M -24% Sep 2024
 View chart
Money Design 91k $3.8M -9% Sep 2024
 View chart
Axxcess Wealth Management 90k $3.7M 3% Sep 2024
 View chart
Commonwealth Equity Services 87k $3.6M -32% Sep 2024
 View chart
Walkner Condon Financial Advisors 80k $3.3M -38% Sep 2024
 View chart
Nicolet Advisory Services 79k $3.3M -6% Sep 2024
 View chart
CVA Family Office 71k $2.9M -5% Sep 2024
 View chart
FDx Advisors 69k $2.9M -2% Sep 2024
 View chart
Kestra Advisory Services 64k $2.6M -7% Sep 2024
 View chart
Missouri Trust & Investment 62k $2.6M 11% Sep 2024
 View chart
Wealthfront Advisers 59k $2.4M -6% Sep 2024
 View chart
Susquehanna International 59k $2.4M 38% Sep 2024
 View chart
Citadel Advisors 56k $2.3M -56% Sep 2024
 View chart
AlTi Global 54k $2.2M 1% Sep 2024
 View chart
Mml Investors Services 51k $2.1M -32% Sep 2024
 View chart
Etesian Wealth Advisors 49k $2.0M 3% Sep 2024
 View chart
Jane Street 48k $2.0M 100% Sep 2024
 View chart
Brian McDonald 48k $2.0M 104% Sep 2024
 View chart
Lido Advisors 48k $1.9M 30% Jun 2024
 View chart
Independence Bank of Kentucky 42k $1.7M -10% Sep 2024
 View chart
Stifel Financial 41k $1.7M -2% Jun 2024
 View chart
Community Bank 40k $1.6M 3% Jun 2024
 View chart
Park National Corp 39k $1.6M -29% Sep 2024
 View chart
Aspen Grove Capital 37k $1.5M 0% Sep 2024
 View chart
Rsm Us Wealth Management 36k $1.5M 33% Sep 2024
 View chart
Noble Family Wealth 36k $1.5M -29% Sep 2024
 View chart
Stelac Advisory Services 34k $1.4M 1% Sep 2024
 View chart
Advisory Services Network 33k $1.3M 0% Sep 2024
 View chart
Smallwood Wealth Investment Management 32k $1.3M 2% Sep 2024
 View chart
Cambridge Investment Research Advisors 32k $1.3M -6% Sep 2024
 View chart
Black Point Wealth Management 31k $1.3M 2% Sep 2024
 View chart
Insigneo Advisory Services 30k $1.2M 47% Sep 2024
 View chart
Pnc Financial Services 28k $1.2M 7% Sep 2024
 View chart
Rockefeller Capital Management 28k $1.1M 7% Jun 2024
 View chart
Studio Investment Management 27k $1.1M 2% Sep 2024
 View chart
Mirae Asset Global Investments 27k $1.1M 0% Sep 2024
 View chart
Branch Banking & Trust Company 26k $1.0M 100% Jun 2024
 View chart
Keybank National Association 25k $1.0M 0% Sep 2024
 View chart
Northwestern Mutual Wealth Management Company 25k $1.0M -15% Sep 2024
 View chart
Raymond James & Associates 24k $1000k -19% Sep 2024
 View chart
Keeley-Teton Advisors 24k $970k 0% Sep 2024
 View chart
L.m. Kohn & Company 23k $966k 3% Sep 2024
 View chart
Brown Brothers Harriman & Co. 23k $906k -5% Jun 2024
 View chart
Provident Wealth Management 23k $930k -33% Sep 2024
 View chart
DiMeo Schneider & Associates 22k $919k 0% Sep 2024
 View chart
Cedar Wealth Management 22k $908k 0% Sep 2024
 View chart
Gail Mannix 22k $902k 13% Sep 2024
 View chart
Pekin, Singer Strauss Asset Management 22k $899k -6% Sep 2024
 View chart
LaSalle St. Investment Advisors 22k $887k -6% Sep 2024
 View chart
Advisor Group Holdings 21k $860k -36% Sep 2024
 View chart
Nicolet Bankshares 21k $859k 16% Sep 2024
 View chart
HPM Partners 20k $813k 0% Sep 2024
 View chart
Quad-Cities Investment Group 20k $804k 1% Sep 2024
 View chart
Columbus Macro 19k $801k -1% Sep 2024
 View chart
BEAM Asset Management 19k $795k -5% Sep 2024
 View chart
Creative Planning 19k $792k 8% Sep 2024
 View chart
Kendall Capital Management 19k $781k 0% Sep 2024
 View chart
EP Wealth Advisors 19k $778k 0% Sep 2024
 View chart
LRI Investments 19k $728k 100% Sep 2024
 View chart
First Citizens Bank & Trust 19k $764k -53% Sep 2024
 View chart
Garrison Point Advisors 19k $741k -1% Jun 2024
 View chart
Fortis Advisors 18k $749k -78% Sep 2024
 View chart
Custos Family Office 18k $737k 0% Sep 2024
 View chart
M Financial Asset Management 18k $728k -9% Sep 2024
 View chart
Busey Trust Company 18k $703k 0% Jun 2024
 View chart
Spire Wealth Management 18k $722k 3% Sep 2024
 View chart
David J.Sculati 17k $719k -52% Sep 2024
 View chart
Seven Mile Advisory 17k $688k 0% Jun 2024
 View chart
William Blair $ Company 16k $644k 5% Sep 2024
 View chart
HighTower Advisors 15k $604k 0% Jun 2024
 View chart
Valued Retirements 15k $611k 0% Sep 2024
 View chart
Hanlon Investment Management 15k $606k -13% Sep 2024
 View chart
Resources Investment Advisors 15k $604k -2% Sep 2024
 View chart
Texas Capital Bank Wealth Management Services 14k $578k 73% Jun 2024
 View chart
First Foundation Advisors 13k $525k -19% Jun 2024
 View chart
Bank of New York Mellon 13k $538k 99% Sep 2024
 View chart
Vista Private Wealth Partners 13k $536k -18% Sep 2024
 View chart
Td Private Client Wealth 13k $532k -33% Sep 2024
 View chart
Herold Advisors 13k $517k -19% Sep 2024
 View chart
First PREMIER Bank 12k $512k 100% Sep 2024
 View chart
Park Place Capital Corp 12k $489k 0% Sep 2024
 View chart
Renasant Bank 12k $489k 0% Sep 2024
 View chart
Coconut Grove Bank 11k $469k 100% Sep 2024
 View chart
Forza Wealth Management 11k $464k -6% Sep 2024
 View chart
Commerce Bank N A 11k $460k -12% Sep 2024
 View chart
Rain Capital Management 11k $462k -23% Jun 2024
 View chart
Two Sigma Securities 11k $425k -54% Jun 2024
 View chart
Madison Wealth Partners 11k $436k 100% Sep 2024
 View chart
Financeware 11k $435k -20% Sep 2024
 View chart
Mather Group 10k $429k -7% Sep 2024
 View chart
VanderPol Investments 7.9k $325k -29% Sep 2024
 View chart
Fft Wealth Management 7.2k $296k -41% Sep 2024
 View chart
West Michigan Advisors 7.1k $293k -53% Sep 2024
 View chart
Whittier Trust 6.6k $273k -42% Sep 2024
 View chart
Trexquant Investment 6.2k $258k -58% Sep 2024
 View chart
Hancock Bank Trust Department 6.2k $247k -44% Jun 2024
 View chart
Jpmorgan Chase & Co 4.7k $193k -73% Sep 2024
 View chart
Hollencrest Securities 4.1k $169k -65% Sep 2024
 View chart

Who sold out of Flexshares Tr mornstar upstr?

Fund or Company Name Date Sold Shares Held Valued At
Frank. Day Jun 2024 241k $9.7M
Bp Wealth Management Jun 2024 233k $9.4M
Paragon Capital Management Jun 2024 165k $6.6M
Strategic Financial Concepts Jun 2024 164k $20M
Qube Research & Technologies Mar 2024 112k $4.6M
Zacks Investment Management Jun 2024 28k $1.1M
GSA Capital Partners Jun 2024 24k $981k
Intrepid Financial Planning Group Jun 2024 21k $851k
Orion Portfolio Solutions Mar 2024 16k $641k
Opus Capital Group Jun 2024 14k $554k
Squarepoint Ops Mar 2024 13k $523k
Financial Partners Group Jun 2024 12k $463k