Who owns FLEXSHARES TR MORNSTAR usmkt?
- Ticker: TILT
- CUSIP Number: 33939L100
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Analyze quarterly positions in FLEXSHARES TR MORNSTAR usmkt with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold FLEXSHARES TR MORNSTAR usmkt this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Northern Trust | 6.1M | $1.3B | 3% | Sep 2024 |
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Capstone Financial Advisors | 163k | $35M | -1% | Sep 2024 |
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SageView Advisory Group | 149k | $32M | -7% | Sep 2024 |
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Morgan Stanley | 140k | $28M | 4% | Jun 2024 |
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Commonwealth Equity Services | 123k | $26M | -2% | Sep 2024 |
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Envestnet Asset Management | 112k | $24M | -5% | Sep 2024 |
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RVW Wealth | 80k | $17M | -2% | Sep 2024 |
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Efficient Advisors | 50k | $11M | -54% | Sep 2024 |
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LPL Financial | 31k | $6.5M | 0% | Sep 2024 |
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_Sentinel Trust Company, LBA______________ | 30k | $6.3M | -2% | Sep 2024 |
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Mml Investors Services | 25k | $5.3M | -3% | Sep 2024 |
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Strategic Blueprint | 21k | $4.5M | -2% | Sep 2024 |
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Cambridge Investment Research Advisors | 19k | $4.1M | -7% | Sep 2024 |
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CI Private Wealth | 19k | $4.0M | 0% | Sep 2024 |
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Wealthstream Advisors | 19k | $4.0M | -1% | Sep 2024 |
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Susquehanna International | 15k | $3.2M | 82% | Sep 2024 |
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Goldstein Advisors | 14k | $3.0M | 3% | Sep 2024 |
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Ballentine Capital Advisors | 14k | $3.0M | -2% | Sep 2024 |
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Sontag Advisory | 13k | $2.8M | 100% | Sep 2024 |
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Wells Fargo & Company | 12k | $2.6M | -1% | Sep 2024 |
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Amg National Trust Bank | 11k | $2.3M | 0% | Sep 2024 |
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Bridges Investment Management | 11k | $2.2M | 0% | Sep 2024 |
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Royal Bank of Canada | 9.1k | $1.9M | -64% | Sep 2024 |
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Raymond James Financial Services Advisors | 8.5k | $1.8M | 0% | Sep 2024 |
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Flow Traders US | 7.3k | $1.6M | 588% | Sep 2024 |
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Brian McDonald | 7.1k | $1.5M | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 6.8k | $1.4M | 2% | Sep 2024 |
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Bank of America Corporation | 6.7k | $1.4M | 0% | Sep 2024 |
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Private Ocean | 6.6k | $1.3M | 0% | Jun 2024 |
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Goldman Sachs Group | 6.5k | $1.3M | 0% | Jun 2024 |
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Cetera Investment Advisers | 6.1k | $1.2M | 24% | Jun 2024 |
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Kestra Advisory Services | 6.0k | $1.3M | -20% | Sep 2024 |
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Wealth Enhancement Advisory Services | 5.8k | $1.2M | 0% | Jun 2024 |
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Advisor Group Holdings | 5.6k | $1.2M | -5% | Sep 2024 |
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Greenfield Savings Bank | 5.5k | $1.2M | 0% | Sep 2024 |
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Integrated Wealth Concepts | 5.4k | $1.1M | -1% | Sep 2024 |
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Captrust Financial Advisors | 5.1k | $1.1M | 20% | Sep 2024 |
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Texas Capital Bank Wealth Management Services | 5.1k | $1.0M | 0% | Jun 2024 |
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Jane Street | 5.0k | $1.1M | 359% | Sep 2024 |
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Hanlon Investment Management | 4.9k | $1.1M | 6% | Sep 2024 |
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Park National Corp | 4.3k | $910k | 1% | Sep 2024 |
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Tiaa Trust, National Association | 4.2k | $848k | 0% | Jun 2024 |
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Plante Moran Financial Advisors | 3.5k | $753k | 0% | Sep 2024 |
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Keybank National Association | 3.3k | $700k | 0% | Sep 2024 |
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Hanson McClain Advisors | 3.1k | $650k | 0% | Sep 2024 |
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HTLF Bank | 3.0k | $645k | 0% | Sep 2024 |
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Zacks Investment Management | 2.9k | $617k | -45% | Sep 2024 |
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Kings Path Partners | 2.9k | $614k | -2% | Sep 2024 |
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Raymond James & Associates | 2.8k | $601k | 0% | Sep 2024 |
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Bank of New York Mellon | 2.8k | $591k | -59% | Sep 2024 |
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Sageworth Trust Company | 2.5k | $535k | 0% | Sep 2024 |
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Discipline Wealth Solutions | 2.4k | $508k | 0% | Sep 2024 |
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Eqis Capital Management | 2.3k | $493k | 3% | Sep 2024 |
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Choate Investment Advisors | 2.1k | $450k | 0% | Sep 2024 |
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Orca Investment Management | 1.9k | $408k | 0% | Sep 2024 |
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Lido Advisors | 1.9k | $370k | 0% | Jun 2024 |
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Citadel Advisors | 1.8k | $387k | -33% | Sep 2024 |
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Jpmorgan Chase & Co | 1.8k | $384k | 199% | Sep 2024 |
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Atlantic Trust | 1.8k | $383k | 0% | Sep 2024 |
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Wealth Architects | 1.7k | $360k | 0% | Sep 2024 |
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Bank Of Oklahoma National Association / | 1.5k | $316k | 0% | Sep 2024 |
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Creative Planning | 1.5k | $311k | 0% | Sep 2024 |
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Empire Financial Management Company | 1.4k | $304k | -14% | Sep 2024 |
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M^T Bank Corporation | 1.4k | $295k | -16% | Sep 2024 |
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U.S. Capital Wealth Advisors | 1.4k | $291k | -18% | Sep 2024 |
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L & S Advisors | 1.3k | $274k | 0% | Sep 2024 |
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Colonial River Wealth Management | 1.2k | $250k | -10% | Sep 2024 |
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Axxcess Wealth Management | 1.2k | $250k | -10% | Sep 2024 |
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Tower Research Capital | 1.0k | $207k | -51% | Jun 2024 |
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William Blair $ Company | 949.00 | $202k | 0% | Sep 2024 |
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Trifecta Capital Advisors | 823.00 | $175k | 0% | Sep 2024 |
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Garde Capital | 739.00 | $148k | 0% | Jun 2024 |
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Pnc Financial Services | 732.00 | $156k | 0% | Sep 2024 |
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CNB Bank | 644.00 | $137k | 0% | Sep 2024 |
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Versant Capital Management | 600.00 | $128k | 0% | Sep 2024 |
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Us Bancorp | 505.00 | $108k | 0% | Sep 2024 |
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PSI Advisors | 337.00 | $72k | 0% | Sep 2024 |
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CoreCap Advisors | 333.00 | $71k | -29% | Sep 2024 |
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West Paces Advisors | 243.00 | $52k | 0% | Sep 2024 |
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Qube Research & Technologies | 223.00 | $45k | -87% | Jun 2024 |
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CWM | 200.00 | $43k | 0% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 61.00 | $13k | 0% | Sep 2024 |
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GPS Wealth Strategies Group | 41.00 | $8.7k | 0% | Sep 2024 |
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Harbour Investments | 32.00 | $6.8k | 100% | Sep 2024 |
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Cornerstone Planning Group | 30.00 | $6.5k | 100% | Sep 2024 |
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Cherry Tree Wealth Management | 26.00 | $5.5k | 0% | Sep 2024 |
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Who sold out of FLEXSHARES TR MORNSTAR usmkt?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Bessemer | Jun 2024 | 3.6k | $720k |
Savant Capital Management | Jun 2024 | 1.6k | $319k |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Jun 2024 | 1.1k | $223k |
Pin Oak Investment Advisors | Mar 2024 | 150.00 | $30k |