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 127M $5.1B 2% Sep 2023
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Evoke Wealth 3.5M $144M 36% Dec 2023
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ValMark Advisers 2.9M $120M 3% Dec 2023
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Bessemer 2.6M $108M 3% Dec 2023
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Morgan Stanley 2.3M $92M -8% Sep 2023
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Cullen Frost Bankers 2.0M $81M -4% Dec 2023
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Goodman & Company, Investment Counsel 1.7M $69M -4% Sep 2023
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NBT Bank 1.1M $47M 1% Dec 2023
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Hills Bank And Trust Company 1.0M $42M 2% Dec 2023
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Moller Financial Services 863k $35M 6% Dec 2023
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Envestnet Asset Management 796k $32M -34% Sep 2023
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Connable Office 693k $28M -2% Dec 2023
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UBS Group 635k $26M -17% Dec 2023
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Capital Analysts 560k $23M -4% Dec 2023
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Landmark Financial Advisors 546k $22M 6% Sep 2023
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Citizens & Northern Corporation 541k $22M -2% Dec 2023
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Raymond James Financial Services Advisors 510k $21M 1% Dec 2023
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VPR Management 502k $21M 0% Dec 2023
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Bank of America Corporation 494k $20M 14% Dec 2023
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Versant Capital Management 474k $19M 2% Dec 2023
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Aaron Wealth Advisors 473k $19M 6% Dec 2023
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Jane Street 468k $19M 212% Dec 2023
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Royal Bank of Canada 465k $19M 43% Dec 2023
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Pure Financial Advisors 402k $16M -1% Dec 2023
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Enterprise Bank & Trust 389k $16M 2% Dec 2023
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Central Trust & Investment 385k $16M -4% Dec 2023
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Equitable Trust 385k $16M -57% Dec 2023
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Bp Wealth Management 375k $15M -30% Dec 2023
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Colony Family Offices 340k $14M 2% Dec 2023
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LPL Financial 327k $13M 2% Sep 2023
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Navalign 325k $13M 7% Dec 2023
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Orion Portfolio Solutions 312k $13M 926% Dec 2023
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Centerpoint Advisors 309k $13M 1% Dec 2023
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Stephenson National Bank & Trust 295k $12M -10% Dec 2023
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United Bank 280k $11M 11% Sep 2023
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VeraBank 255k $10M 4% Dec 2023
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Capital Wealth Management 238k $9.8M -12% Dec 2023
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Envestnet Portfolio Solutions 238k $9.8M 100% Dec 2023
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Latigo Investments 230k $9.3M 0% Sep 2023
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Pasadena Private Wealth 220k $9.0M 5% Dec 2023
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Greenleaf Trust 213k $8.7M 4% Dec 2023
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Horizon Bancorp 209k $8.5M 428% Dec 2023
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Pathway Financial Advisors 196k $8.0M -4% Dec 2023
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Wells Fargo & Company 189k $7.7M -3% Dec 2023
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Beacon Pointe Advisors 187k $7.7M -30% Dec 2023
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Wealthcare Advisory Partners 176k $7.2M 5% Dec 2023
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Paragon Capital Management 171k $7.0M 2% Dec 2023
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Citadel Advisors 167k $6.9M 332% Dec 2023
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Ameriprise Financial 166k $6.7M 6% Sep 2023
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Brio Consultants 157k $6.4M 3% Dec 2023
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Boltwood Capital Management 157k $6.4M 11% Dec 2023
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Traverso Chambers Private Wealth Management 151k $6.2M 1% Dec 2023
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Franklin Resources 145k $5.9M 53% Dec 2023
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LaSalle St. Investment Advisors 138k $5.6M -36% Sep 2023
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Mml Investors Services 136k $5.5M 45% Sep 2023
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Clark Capital Management Group 131k $5.3M 52% Sep 2023
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Arkansas Financial 123k $5.0M 6% Sep 2023
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Lake Street Advisors Group 120k $4.9M -2% Sep 2023
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Commonwealth Equity Services 119k $4.9M -8% Dec 2023
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Austin Wealth Management 115k $4.4M 7% Dec 2023
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Fermata Advisors 111k $4.5M -2% Dec 2023
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IAG Wealth Partners 108k $4.4M 28887% Dec 2023
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Walkner Condon Financial Advisors 107k $4.4M -29% Dec 2023
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Park National Corp 107k $4.4M -2% Dec 2023
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CoreCap Advisors 107k $4.4M 2% Dec 2023
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S. R. Schill & Associates 101k $4.2M 7% Dec 2023
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Cetera Investment Advisers 100k $4.1M 10% Sep 2023
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Advisor Group Holdings 93k $3.8M -52% Dec 2023
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West Michigan Advisors 89k $3.6M 4% Sep 2023
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Qube Research & Technologies 86k $3.5M 8991% Sep 2023
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Rsm Us Wealth Management 85k $3.5M 47% Dec 2023
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Nicolet Advisory Services 85k $3.3M -4% Sep 2023
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Axxcess Wealth Management 84k $3.4M -1% Dec 2023
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Kestra Advisory Services 81k $3.3M 210% Dec 2023
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Fortis Advisors 81k $3.3M -37% Sep 2023
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CVA Family Office 81k $3.3M -3% Dec 2023
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FDx Advisors 80k $3.2M -9% Sep 2023
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Regis Acquisition 77k $3.1M -36% Sep 2023
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Money Design 77k $3.1M 12% Dec 2023
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Vista Private Wealth Partners 75k $3.0M -3% Sep 2023
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Noble Family Wealth 74k $3.0M -12% Dec 2023
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Israel Discount Bank of New York 72k $2.9M -22% Dec 2023
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Stapp Wealth Management, P 70k $2.9M -3% Dec 2023
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Financial Network Investment Corporation 68k $2.8M 16% Sep 2023
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Independence Bank of Kentucky 64k $2.6M -5% Dec 2023
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Susquehanna International 61k $2.4M 367% Sep 2023
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Missouri Trust & Investment 56k $2.3M 35% Dec 2023
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D. E. Shaw & Co 53k $2.2M 100% Dec 2023
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AlTi Global 53k $2.2M 100% Dec 2023
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Tiedemann Wealth Management 52k $2.1M 1% Sep 2023
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Choate Investment Advisors 51k $2.1M 0% Sep 2023
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Raymond James & Associates 50k $2.1M 26% Dec 2023
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GSA Capital Partners 50k $2.0M 100% Dec 2023
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Visionary Wealth Advisors 49k $2.0M 12% Dec 2023
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Provident Wealth Management 49k $2.0M -1% Dec 2023
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Stifel Financial 48k $2.0M -2% Dec 2023
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Tudor Investment Corporation 44k $1.8M 572% Dec 2023
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Advanced Research Investment Solutions 44k $1.8M -11% Sep 2023
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CI Private Wealth 43k $1.8M 1% Dec 2023
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Etesian Wealth Advisors 39k $1.6M 5% Dec 2023
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Barry Investment Advisors 38k $1.6M 277% Dec 2023
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Community Bank 38k $1.6M 2% Dec 2023
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Aspen Grove Capital 37k $1.5M 0% Dec 2023
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Northwestern Mutual Wealth Management Company 37k $1.5M 3% Sep 2023
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Cambridge Investment Research Advisors 36k $1.5M 8% Dec 2023
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Stelac Advisory Services 35k $1.4M -7% Dec 2023
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Hancock Bank Trust Department 33k $1.3M 0% Dec 2023
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Multi-Financial Securities 32k $1.3M -56% Sep 2023
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David J.Sculati 32k $1.3M 9% Dec 2023
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Smallwood Wealth Investment Management 31k $1.3M 3% Dec 2023
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HPM Partners 31k $1.3M 9% Dec 2023
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Wealthfront Advisers 30k $1.2M -29% Dec 2023
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Putnam Fl Investment Management 28k $1.1M -43% Dec 2023
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Mirae Asset Global Investments 28k $1.1M 1% Dec 2023
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Benedetti & Gucer 28k $1.1M -4% Dec 2023
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DiMeo Schneider & Associates 27k $1.1M -64% Dec 2023
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Quad-Cities Investment Group 26k $1.1M -19% Dec 2023
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Pekin, Singer Strauss Asset Management 26k $1.1M -5% Dec 2023
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Brown Brothers Harriman & Co. 26k $1.1M 0% Dec 2023
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Advisory Services Network 25k $1.0M -6% Dec 2023
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Herold Advisors 25k $1.0M -7% Dec 2023
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Financeware 24k $964k -16% Dec 2023
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Keeley-Teton Advisors 24k $949k 0% Sep 2023
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M Financial Asset Management 23k $954k 15% Dec 2023
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Laird Norton Tyee Trust 23k $937k -6% Sep 2023
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Intrepid Financial Planning Group 23k $929k 1% Sep 2023
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Rockefeller Capital Management 23k $922k 5% Dec 2023
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Cedar Wealth Management 22k $890k 0% Sep 2023
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Gail Mannix 22k $902k -12% Dec 2023
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Bank of New York Mellon 21k $874k -40% Dec 2023
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Squarepoint Ops 21k $868k 100% Dec 2023
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Kendall Capital Management 21k $859k -3% Dec 2023
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Jpmorgan Chase & Co 21k $852k 123% Dec 2023
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Studio Investment Management 20k $820k 60% Dec 2023
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Hanlon Investment Management 20k $807k -34% Dec 2023
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Rain Capital Management 19k $766k -3% Sep 2023
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Columbus Macro 19k $766k -2% Dec 2023
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EP Wealth Advisors 19k $762k 8% Sep 2023
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First Republic Investment Management 19k $749k -35% Sep 2023
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CoreFirst Bank & Trust 18k $733k 7% Sep 2023
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Custos Family Office 18k $732k 0% Dec 2023
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Garrison Point Advisors 18k $729k -1% Dec 2023
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Baird Financial 18k $728k -7% Dec 2023
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Seven Mile Advisory 17k $709k 0% Dec 2023
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Prudential Financial 17k $693k -37% Sep 2023
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Fft Wealth Management 17k $682k 0% Dec 2023
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Hudson Value Partners 16k $662k 11% Dec 2023
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Spire Wealth Management 16k $616k -1% Dec 2023
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First Foundation Advisors 16k $658k 0% Dec 2023
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FMR 16k $643k 6% Sep 2023
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HighTower Advisors 15k $613k -35% Dec 2023
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Resources Investment Advisors 15k $593k -11% Sep 2023
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Sowell Financial Services 14k $582k -72% Dec 2023
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Advance Capital Management 13k $516k -54% Dec 2023
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Altfest L J & Co 10k $425k -35% Dec 2023
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Colonial River Wealth Management 7.6k $310k -78% Dec 2023
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Barometer Capital Management 7.5k $307k -62% Dec 2023
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Mariner Wealth Advisors 5.0k $204k -78% Dec 2023
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Oliver Lagore Vanvalin Investment Group 313.00 $13k -99% Dec 2023
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Geneos Wealth Management 25.00 $1.0k -100% Dec 2023
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Who sold out of Flexshares Tr mornstar upstr?

Fund or Company Name Date Sold Shares Held Valued At
AE Wealth Management Sep 2023 31k $1.2M
BlueCrest Capital Management Sep 2023 30k $1.2M
Brighton Jones Sep 2023 21k $851k