Latest Institutional Purchases of Flexshares Quality Div Defensi (QDEF)
This list provides information on the latest institutional transactions involving Flexshares Quality Div Defensi (QDEF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
23.3KNew |
$1.6M - $1.7M
|
23.3K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
14.8KNew |
$1.02M - $1.08M
|
14.8K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.8KNew |
$953K - $1.01M
|
13.8K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.2KNew |
$564K - $598K
|
8.2K
$656K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5KNew |
$344K - $364K
|
5K
$400K
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.36KNew |
$231K - $245K
|
3.36K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
527New |
$36.3K - $38.4K
|
527
$42.1K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$225K - $236K
|
3.2K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
700New |
$49.2K - $51.6K
|
700
$56K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.66% |
$281 - $295
|
610
$48.8K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.37K+ 12.63% |
$350K - $384K
|
47.9K
$3.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.01KNew |
$261K - $287K
|
4.01K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.88KNew |
$187K - $206K
|
2.88K
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.82KNew |
$184K - $202K
|
2.82K
$225K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
329New |
$21.4K - $23.5K
|
329
$26.3K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
235New |
$15.3K - $16.8K
|
235
$18.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.06% |
$130 - $143
|
3.38K
$270K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.78KNew |
$169K - $185K
|
2.78K
$222K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.33KNew |
$546K - $599K
|
9.33K
$746K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.24KNew |
$541K - $593K
|
9.24K
$739K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.9KNew |
$346K - $379K
|
5.9K
$472K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.9KNew |
$228K - $250K
|
3.9K
$312K
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
3.74KNew |
$219K - $240K
|
3.74K
$299K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.21KNew |
$188K - $206K
|
3.21K
$257K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.1% |
$585 - $642
|
9.58K
$766K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
3.5KNew |
$184K - $208K
|
3.5K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
403+ 98.77% |
$21.1K - $23.9K
|
811
$64.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
323New |
$16.9K - $19.2K
|
323
$25.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
271New |
$14.2K - $16.1K
|
271
$21.7K
|
|
| Q3 2023 | |||||||
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.65KNew |
$143K - $154K
|
2.65K
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
534New |
$28.8K - $30.9K
|
534
$42.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$216 - $232
|
4
$320
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
300New |
$15.8K - $16.8K
|
300
$24K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
63.5KNew |
$3.19M - $3.44M
|
63.5K
$5.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
605New |
$30.4K - $32.8K
|
605
$48.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
186New |
$9.36K - $10.1K
|
186
$14.9K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
100New |
$4.62K - $5.38K
|
100
$8K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
2.86KNew |
$131K - $157K
|
2.86K
$228K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
534New |
$24.5K - $29.3K
|
534
$42.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.85% |
$45.9 - $54.9
|
119
$9.52K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
887New |
$42.6K - $50.6K
|
887
$70.9K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
24.4KNew |
$1.3M - $1.45M
|
24.4K
$1.95M
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.16KNew |
$61.7K - $68.6K
|
1.16K
$92.7K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
500New |
$26.6K - $29.7K
|
500
$40K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
257New |
$13.6K - $15.3K
|
257
$20.6K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
1New |
$47.3 - $51.2
|
1
$80
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$80
|
|