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 89M $3.7B 100% Sep 2024
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Evoke Wealth 3.5M $145M 13445% Sep 2024
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ValMark Advisers 3.3M $122M 6% Dec 2024
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Goodman & Company, Investment Counsel 2.6M $109M 31% Sep 2024
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NBT Bank 1.1M $47M -1% Sep 2024
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Moller Financial Services 1.0M $37M 7% Dec 2024
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Hills Bank And Trust Company 802k $33M -1% Sep 2024
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Cullen Frost Bankers 797k $33M -25% Sep 2024
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Connable Office 745k $31M 1% Sep 2024
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Ameriprise Financial 632k $26M 4% Sep 2024
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UBS Group 620k $26M -3% Sep 2024
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Aaron Wealth Advisors 531k $19M -13% Dec 2024
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Versant Capital Management 531k $19M 4% Dec 2024
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VPR Management 528k $22M 0% Sep 2024
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Pure Financial Advisors 483k $18M 8% Dec 2024
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Raymond James Financial Services Advisors 423k $18M -3% Sep 2024
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Colony Family Offices 414k $17M 16% Sep 2024
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Central Trust & Investment 376k $14M -12% Dec 2024
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Envestnet Asset Management 351k $15M -3% Sep 2024
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Bank of America Corporation 350k $15M -1% Sep 2024
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Navalign 329k $14M 2% Sep 2024
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Barry Investment Advisors 316k $12M 0% Dec 2024
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Royal Bank of Canada 312k $13M -7% Sep 2024
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LPL Financial 305k $13M -9% Sep 2024
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Flow Traders US 292k $12M 436% Sep 2024
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Pasadena Private Wealth 271k $11M 8% Sep 2024
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Wealth Enhancement Advisory Services 248k $10M -10% Dec 2024
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Envestnet Portfolio Solutions 237k $9.8M -5% Sep 2024
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Latigo Investments 230k $9.5M 0% Sep 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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Pathway Financial Advisors 209k $7.6M 1% Dec 2024
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Cetera Investment Advisers 198k $8.2M -2% Sep 2024
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Alliancebernstein 197k $8.1M 100% Sep 2024
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Wells Fargo & Company 189k $7.8M 81% Sep 2024
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Boltwood Capital Management 176k $6.4M 6% Dec 2024
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Wealthcare Advisory Partners 167k $6.1M -10% Dec 2024
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IAG Wealth Partners 167k $6.9M 11% Sep 2024
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Brio Consultants 157k $5.7M -4% Dec 2024
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MAI Wealth Advisors 157k $6.5M 2% Sep 2024
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Enterprise Bank & Trust 153k $5.6M -67% Dec 2024
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United Bank 150k $6.2M -7% Sep 2024
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Beacon Pointe Advisors 133k $5.5M -7% Sep 2024
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Austin Wealth Management 128k $5.3M 5% Sep 2024
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Bessemer 124k $5.1M -95% Sep 2024
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Lake Street Advisors Group 122k $5.0M 0% Sep 2024
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CoreCap Advisors 120k $4.9M 5% Sep 2024
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VeraBank 118k $4.3M -48% Dec 2024
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CI Private Wealth 117k $4.8M 1% Sep 2024
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Franklin Resources 112k $4.6M -4% Sep 2024
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Fermata Advisors 111k $4.0M 9% Dec 2024
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S. R. Schill & Associates 95k $3.5M -8% Dec 2024
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Axxcess Wealth Management 90k $3.7M 3% Sep 2024
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Commonwealth Equity Services 87k $3.6M -32% Sep 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 -77% Dec 2024
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Nicolet Advisory Services 79k $3.3M 100% Sep 2024
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Money Design 78k $2.8M -15% Dec 2024
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Walkner Condon Financial Advisors 75k $2.7M -6% Dec 2024
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FDx Advisors 69k $2.9M -2% Sep 2024
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Missouri Trust & Investment 66k $2.4M 6% Dec 2024
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Kestra Advisory Services 64k $2.6M -7% Sep 2024
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Tudor Investment Corporation 62k $2.5M 69% Sep 2024
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CVA Family Office 61k $2.2M -13% Dec 2024
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Wealthfront Advisers 59k $2.4M -6% Sep 2024
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Susquehanna International 59k $2.4M 38% Sep 2024
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Citizens & Northern Corporation 56k $2.0M -89% Dec 2024
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Citadel Advisors 56k $2.3M -56% Sep 2024
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AlTi Global 54k $2.2M 1% Sep 2024
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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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Mml Investors Services 51k $2.1M -32% Sep 2024
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Jane Street 48k $2.0M 100% Sep 2024
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Brian McDonald 48k $2.0M 104% Sep 2024
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Community Bank 40k $1.7M 0% Sep 2024
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Aspen Grove Capital 37k $1.5M 0% Sep 2024
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Fiduciary Financial Group 37k $1.3M 100% Dec 2024
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Park National Corp 35k $1.3M -9% Dec 2024
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Independence Bank of Kentucky 35k $1.3M -18% Dec 2024
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Stelac Advisory Services 34k $1.4M 1% Sep 2024
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Advisory Services Network 33k $1.3M 0% Sep 2024
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Black Point Wealth Management 33k $1.2M 5% Dec 2024
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Cambridge Investment Research Advisors 32k $1.3M -6% Sep 2024
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Insigneo Advisory Services 30k $1.2M 47% Sep 2024
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Rockefeller Capital Management 29k $1.2M 4% Sep 2024
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Stifel Financial 29k $1.2M -30% Sep 2024
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Pnc Financial Services 28k $1.2M 7% Sep 2024
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Studio Investment Management 27k $1.1M 2% Sep 2024
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L.m. Kohn & Company 26k $928k 9% Dec 2024
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Capital Wealth Management 25k $918k -74% Dec 2024
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Keybank National Association 25k $1.0M 0% Sep 2024
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Northwestern Mutual Wealth Management Company 25k $1.0M -15% Sep 2024
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Raymond James & Associates 24k $1000k -19% Sep 2024
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Keeley-Teton Advisors 24k $970k 0% Sep 2024
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Provident Wealth Management 23k $930k -33% Sep 2024
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DiMeo Schneider & Associates 22k $919k 0% Sep 2024
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Cedar Wealth Management 22k $908k 0% Sep 2024
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Gail Mannix 22k $902k 13% Sep 2024
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Pekin, Singer Strauss Asset Management 22k $899k -6% Sep 2024
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Lido Advisors 22k $890k -55% Sep 2024
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LaSalle St. Investment Advisors 22k $887k -6% Sep 2024
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Advisor Group Holdings 21k $860k 100% Sep 2024
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Nicolet Bankshares 21k $859k 16% Sep 2024
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Brown Brothers Harriman & Co. 20k $831k -11% Sep 2024
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HPM Partners 20k $813k 0% Sep 2024
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Wealthcare Capital Partners 20k $715k 100% Dec 2024
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BEAM Asset Management 19k $795k -5% Sep 2024
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Creative Planning 19k $792k 8% Sep 2024
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Kendall Capital Management 19k $781k 0% Sep 2024
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EP Wealth Advisors 19k $778k 0% Sep 2024
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LRI Investments 19k $728k 100% Sep 2024
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Spire Wealth Management 19k $679k 7% Dec 2024
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Garrison Point Advisors 18k $761k 0% Sep 2024
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Fortis Advisors 18k $666k 1% Dec 2024
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Coconut Grove Bank 18k $660k 60% Dec 2024
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Custos Family Office 18k $737k 0% Sep 2024
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M Financial Asset Management 18k $728k -9% Sep 2024
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Busey Trust Company 18k $637k 0% Dec 2024
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Seven Mile Advisory 17k $707k 0% Sep 2024
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HighTower Advisors 17k $696k 12% Sep 2024
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Baird Financial 17k $697k 10% Sep 2024
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FMR 16k $651k -3% Sep 2024
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William Blair $ Company 16k $644k 5% Sep 2024
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Rsm Us Wealth Management 15k $539k -59% Dec 2024
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Valued Retirements 15k $611k 0% Sep 2024
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Hanlon Investment Management 15k $606k -13% Sep 2024
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Resources Investment Advisors 15k $604k -2% Sep 2024
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Equitable Trust 14k $521k -89% Dec 2024
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First Foundation Advisors 14k $573k 6% Sep 2024
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Bank of New York Mellon 13k $538k 99% Sep 2024
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Vista Private Wealth Partners 13k $536k -18% Sep 2024
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Quad-Cities Investment Group 13k $471k -33% Dec 2024
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Td Private Client Wealth 13k $532k -33% Sep 2024
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Herold Advisors 13k $517k -19% Sep 2024
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First PREMIER Bank 12k $451k 0% Dec 2024
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Warren Street Wealth Advisors 12k $432k 100% Dec 2024
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Park Place Capital Corp 12k $431k 0% Dec 2024
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Renasant Bank 12k $489k 0% Sep 2024
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Mirae Asset Global Investments 12k $425k -56% Dec 2024
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Noble Family Wealth 11k $411k -68% Dec 2024
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Forza Wealth Management 11k $409k 0% Dec 2024
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Commerce Bank N A 11k $460k -12% Sep 2024
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First Citizens Bank & Trust 11k $397k -41% Dec 2024
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Madison Wealth Partners 11k $436k 100% Sep 2024
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Mather Group 10k $378k 0% Dec 2024
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Captrust Financial Advisors 10k $425k 55% Sep 2024
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Financeware 9.9k $359k -6% Dec 2024
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Texas Capital Bank Wealth Management Services 8.3k $343k -42% Sep 2024
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Two Sigma Securities 7.4k $307k -30% Sep 2024
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Fft Wealth Management 7.2k $296k -41% Sep 2024
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West Michigan Advisors 7.1k $293k -53% Sep 2024
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Whittier Trust 6.6k $273k -42% Sep 2024
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Trexquant Investment 6.2k $258k -58% Sep 2024
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Branch Banking & Trust Company 5.6k $204k -51% Dec 2024
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Jpmorgan Chase & Co 4.7k $193k -73% Sep 2024
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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
Old Mission Capital Jun 2024 204k $8.2M
International Assets Investment Management Sep 2024 135k $2.0M
Econ Financial Services Corp Sep 2024 99k $4.1M
Zacks Investment Management Jun 2024 28k $1.1M
GSA Capital Partners Jun 2024 24k $981k
Intrepid Financial Planning Group Jun 2024 21k $851k
David J.Sculati Sep 2024 17k $719k
Gts Securities Jun 2024 15k $591k
Cresset Asset Management Jun 2024 12k $467k
Israel Discount Bank of New York Jun 2024 10k $408k