Purchases and Sales Made in Q3 2025 in Flexshares Tr Disciplined Dura (MBSD)
This table provides information about the institutional ownership of Flexshares Tr Disciplined Dura (MBSD) during Q3 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES TR DISCIPLINED DURA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
54.4K+ 23.33% |
$1.11M - $1.14M
|
287K
$5.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
33.8K+ 4.05% |
$690K - $710K
|
867K
$18.1M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.1K+ 47.86% |
$391K - $402K
|
59.1K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.3K+ 4.87% |
$271K - $279K
|
285K
$5.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.26K+ 22.35% |
$148K - $153K
|
39.7K
$828K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.41K+ 15.43% |
$90.1K - $92.7K
|
33K
$688K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.92K+ 0.83% |
$59.6K - $61.3K
|
352K
$7.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.88K+ 3.96% |
$38.4K - $39.5K
|
49.3K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.07K+ 7.2% |
$21.8K - $22.4K
|
15.9K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
811New |
$16.6K - $17K
|
811
$16.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
464New |
$9.48K - $9.75K
|
464
$9.67K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
347+ 4.28% |
$7.09K - $7.29K
|
8.46K
$176K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
284+ 0.95% |
$5.8K - $5.97K
|
30.1K
$627K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
167+ 0.22% |
$3.41K - $3.51K
|
75.2K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60+ 0.72% |
$1.23K - $1.26K
|
8.44K
$176K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.94% |
$204 - $210
|
1.08K
$22.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$20.4 - $21
|
1
$20.9
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.1K- 8.2% |
$42.9K - $44.1K
|
23.5K
$490K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.1K- 11.71% |
$63.3K - $65.2K
|
23.4K
$488K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.95K- 8.98% |
$80.6K - $82.9K
|
40K
$834K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.42K- 1.48% |
$90.4K - $93K
|
294K
$6.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.32K- 41.02% |
$190K - $196K
|
13.4K
$279K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-22.9K- 6.4% |
$468K - $482K
|
335K
$6.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-61.2K- 65.6% |
$1.25M - $1.29M
|
32.1K
$670K
|
|