Latest Institutional Transactions on Flexshares Stoxx Global Broad (NFRA)
This table provides information on the latest institutional transactions involving Flexshares Stoxx Global Broad (NFRA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
119New |
$6.44K - $7.09K
|
119
$6.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
112+ 1.22% |
$6.06K - $6.67K
|
9.3K
$518K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.92K- 58.53% |
$537K - $591K
|
7.02K
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
32.9KNew |
$1.78M - $1.96M
|
32.9K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
30+ 0.14% |
$1.62K - $1.79K
|
21.6K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4+ 0.35% |
$216 - $238
|
1.16K
$64.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-46- 0.04% |
$2.49K - $2.74K
|
116K
$6.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 1.46% |
$162 - $179
|
208
$11.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-625- 41.39% |
$33.8K - $37.2K
|
885
$49.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.9KNew |
$644K - $709K
|
11.9K
$663K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.43KNew |
$77.1K - $84.9K
|
1.43K
$79.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
532New |
$28.8K - $31.7K
|
532
$29.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
146New |
$7.9K - $8.7K
|
146
$8.13K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
37.4KNew |
$2.02M - $2.23M
|
37.4K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 2.86% |
$54.1 - $59.6
|
36
$2.01K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-734- 8.28% |
$39.7K - $43.7K
|
8.14K
$453K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
92New |
$4.98K - $5.48K
|
92
$5.12K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
85New |
$4.6K - $5.06K
|
85
$4.73K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18- 14.17% |
$974 - $1.07K
|
109
$6.07K
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-10.4K- 0.88% |
$560K - $617K
|
1.17M
$65M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
372+ 0.05% |
$20.1K - $22.2K
|
694K
$38.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 3.45% |
$54.1 - $59.6
|
30
$1.67K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
474New |
$25.6K - $28.2K
|
474
$26.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.52% |
$54.1 - $59.6
|
67
$3.73K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-137- 2.06% |
$7.41K - $8.16K
|
6.51K
$362K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.67K+ 4.92% |
$90.1K - $99.2K
|
35.5K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-519- 2.24% |
$28.1K - $30.9K
|
22.6K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
25.6K+ 44.86% |
$1.38M - $1.52M
|
82.5K
$4.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
5.73K+ 10.49% |
$310K - $341K
|
60.3K
$3.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.23KNew |
$66.3K - $73K
|
1.23K
$68.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.88K+ 4.43% |
$102K - $112K
|
44.4K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-411- 1.95% |
$22.2K - $24.5K
|
20.7K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
4.87K+ 105.39% |
$263K - $290K
|
9.49K
$529K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-1.48K- 2.35% |
$80.1K - $88.2K
|
61.6K
$3.43M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
823+ 0.54% |
$44.5K - $49K
|
155K
$8.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
61New |
$3.3K - $3.63K
|
61
$3.4K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-12- 0.04% |
$649 - $715
|
27.1K
$1.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.27K+ 1.65% |
$68.9K - $75.8K
|
78.5K
$4.37M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-257- 30.52% |
$13.9K - $15.3K
|
585
$32.6K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4- 3.39% |
$212 - $240
|
114
$6.35K
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-251KClosed |
$13.3M - $15.1M
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.98% |
$53 - $60
|
103
$5.74K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.3K+ 91.15% |
$652K - $737K
|
25.8K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.92K- 38.61% |
$314K - $355K
|
9.41K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-929- 21.1% |
$49.3K - $55.7K
|
3.47K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
42+ 31.34% |
$2.23K - $2.52K
|
176
$9.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12.4KNew |
$659K - $745K
|
12.4K
$692K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.09K- 5.06% |
$58K - $65.6K
|
20.5K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.67K- 4.07% |
$407K - $460K
|
181K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
3.11KNew |
$165K - $187K
|
3.11K
$173K
|
|