Institutional Ownership Flexshares Quality Div Defensi (QDEF)
This table provides information about the institutional ownership of Flexshares Quality Div Defensi (QDEF). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 4.46 Million shares, which have been reported (via 13F filing form) to have a value of $309 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
1,077
shares
|
$74,603
0.01% of portfolio
|
Q4 2024
Reduced 21.79%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$69,270
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
776
shares
|
$53,753
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
735
shares
|
$50,913
0.0% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
700
shares
|
$48,489
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
610
shares
|
$42,254
0.01% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
605
shares
|
$41,908
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
329
shares
|
$22,789
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
235
shares
|
$16,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
119
shares
|
$8,243
0.01% of portfolio
|
Q3 2022
Added 0.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
100
shares
|
$6,927
0.0% of portfolio
|
Q4 2022
Reduced 54.34%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
4
shares
|
$277
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$69
0.0% of portfolio
|
Q4 2024
Reduced 99.21%
|