Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund, to m.in Clear Point Advisors Inc., WealthPlan Investment Management, LLC, Tiaa-cref Individual & Institutional Services, Llc, Sentinus, LLC, Baer Investment Advisory LLC, VestGen Advisors, LLC, Emerald Investment Advisers, LLC, Envision Financial Transparency, LLC, Seacrest Wealth Management, Llc, Vestmark Advisory Solutions, Inc., IFG Advisory, LLC, Gill Capital Partners, Llc, Ubs Asset Management Americas Inc, i Highline Wealth Partners Llc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 2 149 | 1 | ||||||
| 2026-05-12 | 13F | Awm Capital, Llc | 1 963 | 0,20 | 474 | -2,87 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4 243 | 1 024 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1 883 | 0,11 | 455 | -2,78 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 1 053 | 0,19 | 254 | -2,68 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 154 | 0,65 | 41 | 2,56 | ||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 33 264 | 1 918 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 28 837 | 1,55 | 6 960 | -1,43 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 3 685 | 17,88 | 889 | 14,41 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 136 341 | 4,01 | 32 908 | 0,95 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1 194 | 288 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 14 743 | 1,48 | 3 558 | -1,50 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 7 268 | 272,34 | 1 754 | 261,65 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 577 | 139 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 587 | 142 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 3 770 | 910 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 4 393 | 18,12 | 1 060 | 14,72 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 10 858 | 11,08 | 2 621 | 7,82 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 4 539 | 1 096 | ||||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 1 352 | 326 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 5 711 879 | 3,31 | 1 378 659 | 0,27 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 257 | 62 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 818 | 381,18 | 197 | 369,05 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 2 771 | 744 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1 337 | 323 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 181 409 | 0,11 | 43 786 | -2,84 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1 933 | 8,60 | 467 | 5,43 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 1 644 | 0 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 3 685 | 889 | ||||||
| 2026-05-12 | 13F | Creative Planning | 64 851 | 3 801,99 | 15 653 | 3 689,83 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 732 | 10,08 | 177 | 6,67 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 440 | 5,01 | 106 | 1,92 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 186 | 45 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 112 | 27 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 836 | 202 | ||||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 2 000 | 481 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 7 992 | 19,30 | 1 929 | 15,86 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 125 | 30 |
