Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund includono TRB Wealth Management, LLC, VestGen Advisors, LLC, Calamos Advisors LLC, EP Wealth Advisors, Inc., TD Waterhouse Canada Inc., Western Wealth Management, LLC, Mcguire Capital Advisors Inc, Ubs Asset Management Americas Inc, e Evermay Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.666 | 170 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 3.078 | 197 | ||||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 1.337.142 | 22,44 | 84.748 | 28,51 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 20.497 | 1,20 | 1.334 | 8,29 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 5.601 | 178,80 | 358 | 195,87 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 4.893 | 313 | ||||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 37.809 | 4,37 | 2.418 | 10,26 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 83.619 | 1,62 | 5.347 | 7,39 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 166 | -38,06 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 25.847 | 1,53 | 1.653 | 7,27 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 596 | 0,34 | 38 | 8,57 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 117 | 515,79 | 7 | 600,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.399 | 89 | ||||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 63.688 | 8,48 | 4.073 | 14,64 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 15.628 | 4,63 | 946 | |||||
| 2026-05-06 | 13F | Bessemer Group Inc | 46.432 | 56,56 | 3 | 100,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2.945 | 14,15 | 188 | 20,51 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 7.357 | 481 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 262 | 0,38 | 17 | 6,67 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 405 | 24 | ||||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 16.998 | 1.087 | ||||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 23.639 | 0,78 | 1.512 | 6,48 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1.380 | 88 | ||||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 2.304.218 | 0,62 | 147.355 | 6,34 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 8.584 | 1 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 144.875 | 9.265 | ||||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 171 | 11 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 305 | 20 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 11.992 | 14,30 | 726 | 9,85 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 3.226 | 206 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 5.003 | 320 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 8.393 | 69,59 | 537 | 79,26 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 6.733 | 134,03 | 431 | 147,13 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 4.893 | 313 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 2 | 0 | ||||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 90 | 6 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2.488 | 46,53 | 159 | 55,88 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3.579 | 229 | ||||||
| 2026-05-14 | 13F | Entrewealth, Llc | 38.930 | 4,13 | 2.490 | 4,40 | ||||
| 2026-05-05 | 13F | UBS Group AG | 21.030 | 87,28 | 1.345 | 97,94 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 15.072 | 1,18 | 964 | 6,88 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.422 | 945,59 | 91 | 1.025,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 25.866 | 43,72 | 1.654 | 52,02 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 811.403 | 8,64 | 51.889 | 14,81 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 76.370 | 405,36 | 4.884 | 434,25 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.065 | 68 | ||||||
| 2026-05-01 | 13F | United Bank | 183.778 | 8,42 | 11.753 | 14,58 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 38.405 | 4,30 | 2.456 | 10,19 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 3.828 | 245 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 395 | 507,69 | 25 | 733,33 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 17.943 | 330,60 | 1.147 | 355,16 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.385 | 199,14 | 89 | 214,29 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 895 | 25,17 | 56 | 30,23 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 332.405 | 36,49 | 21.257 | 44,25 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 7.715 | 405,57 | 493 | 435,87 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 113 | 7 |
