Purchases and Sales Made in Q3 2025 in Flexshares Morningstar Dev Mkt (TLTD)
This table provides information about the institutional ownership of Flexshares Morningstar Dev Mkt (TLTD) during Q3 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES MORNINGSTAR DEV MKT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
72.6KNew |
$6.01M - $6.48M
|
72.6K
$6.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
33.5K+ 0.87% |
$2.77M - $2.99M
|
3.9M
$351M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
17.2K+ 511.93% |
$1.42M - $1.54M
|
20.6K
$1.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.1K+ 4.24% |
$1.42M - $1.53M
|
422K
$38M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.8K+ 118.03% |
$1.39M - $1.5M
|
31K
$2.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8K+ 55.38% |
$1.06M - $1.14M
|
35.8K
$3.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.09K+ 230.23% |
$752K - $811K
|
13K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.67K+ 6.84% |
$717K - $773K
|
135K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.42KNew |
$614K - $662K
|
7.42K
$668K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.02KNew |
$581K - $626K
|
7.02K
$632K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.49K+ 265.98% |
$371K - $400K
|
6.17K
$556K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.43K+ 23.87% |
$366K - $395K
|
23K
$2.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.6K+ 2.01% |
$215K - $232K
|
132K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.48KNew |
$205K - $221K
|
2.48K
$223K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$116K - $125K
|
1.4K
$126K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.12K+ 0.94% |
$92.9K - $100K
|
120K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
643New |
$53.2K - $57.4K
|
643
$57.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
511+ 21.63% |
$42.3K - $45.6K
|
2.87K
$259K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
444+ 2.35% |
$36.7K - $39.6K
|
19.3K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
404+ 5.31% |
$33.4K - $36K
|
8.01K
$721K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
358+ 14.09% |
$29.6K - $31.9K
|
2.9K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45+ 0.65% |
$3.72K - $4.01K
|
6.98K
$629K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
34+ 1.39% |
$2.81K - $3.03K
|
2.48K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
25+ 0.51% |
$2.07K - $2.23K
|
4.92K
$443K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
22+ 0.56% |
$1.82K - $1.96K
|
3.95K
$355K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 60.0% |
$1.24K - $1.34K
|
40
$3.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3+ 0.08% |
$248 - $268
|
3.62K
$326K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1+ 0.11% |
$82.7 - $89.2
|
883
$79.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.39% |
$82.7 - $89.2
|
259
$23.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-25- 0.3% |
$2.07K - $2.23K
|
8.37K
$753K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29- 0.5% |
$2.4K - $2.59K
|
5.82K
$524K
|
|
|
Nov 14, 2025
Q3 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-54- 11.3% |
$4.47K - $4.82K
|
424
$38.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-173- 2.78% |
$14.3K - $15.4K
|
6.05K
$545K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-324- 0.65% |
$26.8K - $28.9K
|
49.2K
$4.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-325- 30.6% |
$26.9K - $29K
|
737
$66.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-389- 3.36% |
$32.2K - $34.7K
|
11.2K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-496- 99.8% |
$41K - $44.3K
|
1
$90
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-574- 0.84% |
$47.5K - $51.2K
|
68K
$6.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-648- 0.14% |
$53.6K - $57.8K
|
461K
$41.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-943- 11.16% |
$78K - $84.1K
|
7.51K
$676K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.55K- 12.13% |
$128K - $138K
|
11.2K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.98K- 38.12% |
$163K - $176K
|
3.21K
$289K
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-7.37K- 93.8% |
$610K - $658K
|
487
$43.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-8.95K- 24.69% |
$740K - $799K
|
27.3K
$2.46M
|
|