Purchases and Sales Made in Q4 2025 in Flexshares Morningstar Dev Mkt (TLTD)
This table provides information about the institutional ownership of Flexshares Morningstar Dev Mkt (TLTD) during Q4 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES MORNINGSTAR DEV MKT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2026
Q4 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
17.2KNew |
$1.5M - $1.56M
|
17.2K
$1.55M
|
|
|
Jan 28, 2026
Q4 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
5.61K+ 4.24% |
$489K - $510K
|
138K
$12.4M
|
|
|
Jan 29, 2026
Q4 2025
|
Cornerstone National Bank & Trust CO
Palatine, IL |
BUY
|
- |
3.18K+ 2.91% |
$277K - $289K
|
112K
$10.1M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.26KNew |
$197K - $205K
|
2.26K
$203K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.13K+ 16.08% |
$98.4K - $103K
|
8.15K
$734K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
929New |
$81K - $84.5K
|
929
$83.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
258New |
$22.5K - $23.5K
|
258
$23.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
48New |
$4.18K - $4.36K
|
48
$4.32K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
36+ 1.45% |
$3.14K - $3.27K
|
2.52K
$227K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
28+ 3.8% |
$2.44K - $2.55K
|
765
$68.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-18- 0.22% |
$1.57K - $1.64K
|
8.35K
$752K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-144- 4.97% |
$12.6K - $13.1K
|
2.76K
$248K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-877- 12.2% |
$76.4K - $79.7K
|
6.31K
$568K
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.16K- 4.23% |
$101K - $105K
|
26.1K
$2.35M
|
|
|
Jan 26, 2026
Q4 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-1.54K- 6.68% |
$134K - $140K
|
21.4K
$1.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-17.2K- 83.67% |
$1.5M - $1.56M
|
3.36K
$302K
|
|