Latest Institutional Purchases of Flexshares Quality Dividend In (QDF)
This list provides information on the latest institutional transactions involving Flexshares Quality Dividend In (QDF) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.89KNew |
$254K - $279K
|
3.89K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.36KNew |
$220K - $241K
|
3.36K
$236K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.17KNew |
$207K - $228K
|
3.17K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3KNew |
$196K - $215K
|
3K
$210K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3KNew |
$196K - $215K
|
3K
$210K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.88KNew |
$188K - $206K
|
2.88K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.3KNew |
$150K - $165K
|
2.3K
$161K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.04K+ 9.07% |
$67.7K - $74.3K
|
12.5K
$874K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
100+ 2.12% |
$6.54K - $7.17K
|
4.81K
$337K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.94% |
$65.4 - $71.7
|
107
$7.5K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.07KNew |
$315K - $342K
|
5.07K
$355K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3KNew |
$186K - $202K
|
3K
$210K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
972New |
$60.4K - $65.6K
|
972
$68.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
301+ 0.41% |
$18.7K - $20.3K
|
73.8K
$5.18M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
255New |
$15.8K - $17.2K
|
255
$17.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
106New |
$6.58K - $7.15K
|
106
$7.43K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
37New |
$2.3K - $2.5K
|
37
$2.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
31+ 0.51% |
$1.93K - $2.09K
|
6.15K
$432K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.36KNew |
$264K - $287K
|
4.36K
$306K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.25KNew |
$196K - $214K
|
3.25K
$228K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.24KNew |
$196K - $213K
|
3.24K
$227K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.16KNew |
$191K - $208K
|
3.16K
$222K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.13KNew |
$189K - $206K
|
3.13K
$219K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.59K+ 376.05% |
$157K - $171K
|
3.28K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
685New |
$41.4K - $45.1K
|
685
$48K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
325+ 49.54% |
$19.6K - $21.4K
|
981
$68.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
314+ 12.94% |
$19K - $20.7K
|
2.74K
$192K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
235New |
$14.2K - $15.5K
|
235
$16.5K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
22+ 0.22% |
$1.33K - $1.45K
|
9.97K
$699K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4+ 0.6% |
$242 - $264
|
667
$46.8K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 0.07% |
$181 - $198
|
4.51K
$317K
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.26KNew |
$282K - $326K
|
5.26K
$369K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
4.17KNew |
$223K - $258K
|
4.17K
$293K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
4.15K+ 6.8% |
$222K - $257K
|
65.1K
$4.57M
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
4.06KNew |
$217K - $251K
|
4.06K
$285K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.83KNew |
$205K - $237K
|
3.83K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.68KNew |
$197K - $228K
|
3.68K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.29KNew |
$176K - $204K
|
3.29K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
700New |
$37.5K - $43.4K
|
700
$49.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
86New |
$4.6K - $5.33K
|
86
$6.03K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.86% |
$268 - $310
|
586
$41.1K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
10.5KNew |
$582K - $631K
|
10.5K
$736K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.23KNew |
$345K - $374K
|
6.23K
$437K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4.26KNew |
$236K - $256K
|
4.26K
$299K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
3.72KNew |
$206K - $224K
|
3.72K
$261K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
945New |
$52.4K - $56.8K
|
945
$66.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
330New |
$18.3K - $19.8K
|
330
$23.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
300New |
$16.6K - $18K
|
300
$21K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
111New |
$6.16K - $6.67K
|
111
$7.79K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.64KNew |
$195K - $210K
|
3.64K
$255K
|
|