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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.48KNew |
$186K - $201K
|
3.48K
$244K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.28KNew |
$68.3K - $73.7K
|
1.28K
$89.4K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.79KNew |
$352K - $385K
|
6.79K
$476K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.23KNew |
$219K - $240K
|
4.23K
$297K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$104 - $114
|
2
$140
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
10.6KNew |
$506K - $590K
|
10.6K
$744K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.91KNew |
$234K - $273K
|
4.91K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.48KNew |
$214K - $250K
|
4.48K
$315K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.18KNew |
$200K - $233K
|
4.18K
$293K
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.09KNew |
$195K - $228K
|
4.09K
$287K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.31KNew |
$62.3K - $72.7K
|
1.31K
$91.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.12KNew |
$53.4K - $62.3K
|
1.12K
$78.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
581+ 192.38% |
$27.7K - $32.4K
|
883
$61.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
429New |
$20.5K - $23.9K
|
429
$30.1K
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
BUY
|
- |
400+ 44.44% |
$19.1K - $22.3K
|
1.3K
$91.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
175+ 1.97% |
$8.36K - $9.74K
|
9.04K
$634K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.75% |
$430 - $501
|
1.2K
$84.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.12K+ 27.15% |
$100K - $120K
|
9.92K
$696K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
375New |
$17.7K - $21.3K
|
375
$26.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.63% |
$47.3 - $56.8
|
160
$11.2K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
8.74K+ 14.77% |
$433K - $522K
|
68K
$4.77M
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
6.65KNew |
$329K - $397K
|
6.65K
$466K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
3.92KNew |
$194K - $234K
|
3.92K
$275K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.66KNew |
$132K - $159K
|
2.66K
$187K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.57% |
$247 - $298
|
877
$61.5K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.9KNew |
$663K - $731K
|
11.9K
$832K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
122New |
$6.83K - $7.52K
|
122
$8.56K
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
953New |
$53.2K - $58.7K
|
953
$66.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
810+ 729.73% |
$45.2K - $49.9K
|
921
$64.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
567New |
$31.6K - $34.9K
|
567
$39.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
202New |
$11.3K - $12.4K
|
202
$14.2K
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
24.7KNew |
$1.33M - $1.4M
|
24.7K
$1.73M
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
1.61K+ 84.94% |
$86.5K - $91.2K
|
3.5K
$246K
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.31KNew |
$113K - $124K
|
2.31K
$162K
|
|
| Q4 2020 | |||||||
|
Jan 20, 2021
Q4 2020
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$72.7K - $82.9K
|
1.68K
$117K
|
|
| Q3 2020 | |||||||
|
Oct 21, 2020
Q3 2020
|
Regis Management CO LLC
|
BUY
|
- |
57.8KNew |
$2.44M - $2.75M
|
57.8K
$4.06M
|
|
| Q2 2020 | |||||||
|
Aug 18, 2020
Q2 2020
|
Equitable Trust CO
|
BUY
|
- |
5.5KNew |
$189K - $249K
|
5.5K
$386K
|
|
| Q1 2020 | |||||||
|
Apr 20, 2020
Q1 2020
|
Firestone Capital Management
|
BUY
|
- |
1.36K+ 20.0% |
$42.2K - $67.1K
|
8.16K
$572K
|
|
| Q4 2019 | |||||||
|
Jan 30, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.13KNew |
$402K - $445K
|
9.13K
$640K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
97+ 2.24% |
$3.63K - $4.61K
|
4.42K
$310K
|
|
| Q2 2018 | |||||||
|
Jul 12, 2018
Q2 2018
|
First Financial Corp
|
BUY
|
- |
2.2KNew |
$94.3K - $103K
|
2.2K
$154K
|
|
|
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
274New |
$11.7K - $12.8K
|
274
$19.2K
|
|
| Q4 2017 | |||||||
|
Feb 02, 2018
Q4 2017
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
46.9KNew |
$2M - $2.14M
|
46.9K
$3.29M
|
|
| Q3 2017 | |||||||
|
Oct 24, 2017
Q3 2017
|
Saratoga Research & Investment Management
|
BUY
|
- |
46.9KNew |
$1.98M - $1.99M
|
46.9K
$3.29M
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$42.2 - $42.4
|
1
$70.1
|
|