Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i FlexShares Trust - FlexShares Ultra-Short Income Fund, omfatter Creative Planning, Nicholas Hoffman & Company, LLC., F/M Investments LLC, Legacy Wealth Managment, LLC/ID, Legacy Investment Solutions, LLC, Raymond James Financial Inc, EverSource Wealth Advisors, LLC, og Marquette Associates, Inc. .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 4.223 | 319 | ||||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 133 | 10 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2.965 | 224 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 143.200 | 123,70 | 10.813 | 123,50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 19.890 | 31,47 | 1.502 | 31,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 67 | 5 | ||||||
| 2025-08-13 | 13F | F/M Investments LLC | 3.007 | 227 | ||||||
| 2025-07-31 | 13F | Auour Investments LLC | 14.839 | 0,45 | 1.121 | 0,54 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 4.565 | 34,34 | 345 | 34,38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 31 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 4.905 | 370 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 118.264 | 4,87 | 8.930 | 4,78 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3.736 | 282 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.073 | 141,67 | 81 | 145,45 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 14.832.735 | 3,23 | 1.120.020 | 3,13 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 134 | 3,08 | 10 | 11,11 | ||||
| 2025-06-24 | NP | BNDC - FlexShares Core Select Bond Fund | 224.580 | 140,19 | 16.940 | 139,98 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 166.901 | 108,27 | 12.603 | 108,44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 103.839 | 42,31 | 8 | 40,00 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 783 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 4.850 | 0,08 | 366 | 0,55 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1.121 | 85 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-19 | 13F | Cim, Llc | 73.496 | 2,07 | 5.550 | 1,98 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 52.930 | 623,29 | 3.997 | 622,60 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.334 | 101 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 4.618 | 34,40 | 349 | 34,36 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 1.343 | 101 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8.161 | 196,55 | 616 | 197,58 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 22.152 | 100,09 | 1.674 | 99,76 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 125.406 | 903,33 | 9.469 | 903,07 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1.343 | 101 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1.004 | 97,64 | 76 | 97,37 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 15.556 | 1 |
