Who owns Flexshares Tr discp dur mbs?
- Ticker: MBSD
- CUSIP Number: 33939l779
Tip: Access positions for across all investors
Analyze quarterly positions in Flexshares Tr discp dur mbs with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Flexshares Tr discp dur mbs this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Boltwood Capital Management | 417k | $8.8M | -4% | Sep 2024 |
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Change Path | 296k | $6.2M | 315% | Sep 2024 |
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Cottonwood Capital Advisors | 286k | $6.0M | 27% | Sep 2024 |
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Trivant Custom Portfolio Group | 285k | $6.0M | -1% | Sep 2024 |
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Morgan Stanley | 106k | $2.2M | 811% | Jun 2024 |
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Titleist Asset Management | 65k | $1.3M | -37% | Jun 2024 |
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Sanctuary Advisors | 63k | $1.3M | 100% | Jun 2024 |
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Atria Investments | 50k | $1.0M | 7% | Sep 2024 |
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Citadel Advisors | 42k | $884k | 85% | Sep 2024 |
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Jane Street | 36k | $763k | 180% | Sep 2024 |
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Susquehanna International | 27k | $574k | 100% | Sep 2024 |
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Raymond James & Associates | 27k | $564k | 15% | Sep 2024 |
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CoreCap Advisors | 21k | $441k | 7% | Sep 2024 |
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Simplicity Wealth | 17k | $364k | 100% | Sep 2024 |
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Bank of America Corporation | 17k | $352k | 1% | Sep 2024 |
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NBT Bank | 16k | $335k | -5% | Sep 2024 |
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LPL Financial | 14k | $289k | -17% | Sep 2024 |
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Jones Financial Companies, L.L | 11k | $240k | 353% | Sep 2024 |
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Investors Research Corp | 7.6k | $159k | 5% | Sep 2024 |
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Advisor Group Holdings | 3.4k | $70k | -56% | Sep 2024 |
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PSI Advisors | 1.7k | $35k | 95% | Sep 2024 |
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Creative Financial Designs | 1.5k | $31k | 100% | Sep 2024 |
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EverSource Wealth Advisors | 1.2k | $25k | -64% | Sep 2024 |
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Principal Securities | 850.00 | $18k | 100% | Sep 2024 |
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Royal Bank of Canada | 528.00 | $11k | 0% | Sep 2024 |
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CWM | 377.00 | $8.0k | -28% | Sep 2024 |
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Who sold out of Flexshares Tr discp dur mbs?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Wealth Enhancement Advisory Services | Mar 2024 | 16k | $330k |