Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in FlexShares Trust - FlexShares International Quality Dividend Index Fund includono VestGen Advisors, LLC, Gilbert Capital Group, Inc., Meritage Portfolio Management, COFG Advisors, LLC, e O'shaughnessy Asset Management, Llc .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Morgan Stanley | 884.286 | 12,71 | 28.005 | 17,42 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 7.143 | 0,63 | 226 | 5,12 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 34.606 | 37,56 | 1 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 15.967 | 506 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 111.998 | 40,88 | 3.547 | 46,77 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 168.672 | 509,41 | 5.342 | 535,08 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 859.058 | 14,27 | 27.206 | 19,04 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 191.072 | 1.079,46 | 6 | |||||
| 2026-05-12 | 13F | Americana Partners, LLC | 11.284 | 357 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 3.092.929 | 8,14 | 97.953 | 12,65 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 6.403 | 203 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 137.355 | 0,01 | 4.350 | 4,19 | ||||
| 2026-05-05 | 13F | UBS Group AG | 625.552 | 3,62 | 19.811 | 7,94 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 108.847 | 6,02 | 3.447 | 10,48 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2.575 | 82 | ||||||
| 2026-04-21 | 13F | Red Tortoise LLC | 48.919 | 2,69 | 1.549 | 6,98 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 17.499 | 5,85 | 539 | 7,17 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1.171 | 37 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 48.949 | 1,09 | 1.550 | 5,37 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 6.750 | 214 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 5.824 | 10,49 | 184 | 15,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 6.839 | 155,09 | 217 | 166,67 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 16.770.876 | 3,31 | 531.134 | 7,63 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 26.578 | 842 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 17.177 | 111,72 | 544 | 120,73 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2.580 | 0,04 | 82 | 3,85 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 138.909 | 5,59 | 4.399 | 10,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 578.995 | 3,20 | 18.337 | 7,51 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 6.750 | 205 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 58.068 | 1.839 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 56.615 | 11,16 | 1.738 | 12,21 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 108.199 | 3.729 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 529 | 0,19 | 17 | 0,00 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 9.525 | 1,36 | 302 | 5,61 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 192.267 | 95,68 | 6.089 | 103,85 | ||||
| 2026-04-20 | 13F | Holcombe Financial, Inc. | 184.289 | 9,32 | 5.836 | 13,90 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 32.996 | 167,76 | 1.045 | 179,14 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 344.323 | 17,16 | 10.905 | 22,05 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 574 | 0,17 | 18 | 5,88 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 103 | 0,98 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 94.878 | 121,21 | 3 | 200,00 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 137.173 | 45,65 | 4.344 | 51,73 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 35.807 | 134,06 | 1.134 | 143,87 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 207.517 | 1.255,43 | 6.572 | 1.313,12 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 244.397 | 7.740 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 188.830 | 140,62 | 5.980 | 150,73 |
