Purchases and Sales Made in Q4 2024 in Flexshares Quality Div Defensi (QDEF)
This table provides information about the institutional ownership of Flexshares Quality Div Defensi (QDEF) during Q4 2024. The information is specifically focused on institutions that hold shares of FLEXSHARES QUALITY DIV DEFENSI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49.9KNew |
$3.5M - $3.68M
|
49.9K
$3.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
20.5KNew |
$1.44M - $1.51M
|
20.5K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
4.35K+ 100.0% |
$306K - $321K
|
8.7K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.13K+ 29.2% |
$290K - $304K
|
18.3K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.73K+ 12.17% |
$262K - $275K
|
34.4K
$2.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.38KNew |
$237K - $249K
|
3.38K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$225K - $236K
|
3.2K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.41K+ 3.9% |
$169K - $177K
|
64.1K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.9K+ 5.6% |
$133K - $140K
|
35.8K
$2.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.58K+ 1.05% |
$111K - $116K
|
152K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.42KNew |
$99.9K - $105K
|
1.42K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.37K+ 22.07% |
$96.1K - $101K
|
7.57K
$548K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.23K+ 49.0% |
$86.4K - $90.7K
|
3.74K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
885+ 10.43% |
$62.1K - $65.3K
|
9.37K
$679K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
776New |
$54.5K - $57.2K
|
776
$56.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
708+ 4.48% |
$49.7K - $52.2K
|
16.5K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
700New |
$49.2K - $51.6K
|
700
$50.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
387+ 4.67% |
$27.2K - $28.5K
|
8.67K
$628K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
386+ 16.07% |
$27.1K - $28.5K
|
2.79K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
342+ 1.02% |
$24K - $25.2K
|
34K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
324+ 4.91% |
$22.8K - $23.9K
|
6.93K
$501K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
234+ 1.82% |
$16.4K - $17.3K
|
13.1K
$949K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
176+ 0.63% |
$12.4K - $13K
|
28.2K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
86+ 0.47% |
$6.04K - $6.34K
|
18.4K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
43+ 0.18% |
$3.02K - $3.17K
|
24K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
38+ 1.3% |
$2.67K - $2.8K
|
2.96K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
30+ 0.26% |
$2.11K - $2.21K
|
11.7K
$847K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
25+ 0.21% |
$1.76K - $1.84K
|
12K
$870K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17+ 0.21% |
$1.19K - $1.25K
|
8.25K
$597K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
12+ 0.57% |
$843 - $885
|
2.11K
$153K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11+ 0.1% |
$772 - $811
|
11.5K
$833K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5+ 0.11% |
$351 - $369
|
4.69K
$339K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.66% |
$281 - $295
|
610
$44.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$70.2 - $73.7
|
6.68K
$484K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7- 0.08% |
$492 - $516
|
8.43K
$611K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-110- 0.71% |
$7.72K - $8.11K
|
15.3K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-126- 99.21% |
$8.85K - $9.29K
|
1
$72.4
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-150- 2.0% |
$10.5K - $11.1K
|
7.37K
$533K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-205- 1.5% |
$14.4K - $15.1K
|
13.4K
$973K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-300- 21.79% |
$21.1K - $22.1K
|
1.08K
$78K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-353- 4.88% |
$24.8K - $26K
|
6.87K
$498K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-385- 11.16% |
$27K - $28.4K
|
3.07K
$222K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-500- 7.6% |
$35.1K - $36.9K
|
6.08K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-580- 4.59% |
$40.7K - $42.8K
|
12.1K
$874K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-708- 2.48% |
$49.7K - $52.2K
|
27.8K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-746- 4.53% |
$52.4K - $55K
|
15.7K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-833- 15.54% |
$58.5K - $61.4K
|
4.53K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.1K- 21.11% |
$76.9K - $80.7K
|
4.09K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.12K- 9.05% |
$78.3K - $82.2K
|
11.2K
$811K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.18K- 28.16% |
$82.9K - $87K
|
3.01K
$218K
|