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FlexShares STOXX US ESG Select Index Fund (ESG) Institutional Ownership

FlexShares STOXX US ESG Select Index Fund logo
$133.82
+0.40 (+0.30%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for FlexShares STOXX US ESG Select Index Fund (BATS:ESG)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$7.25M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.35M
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ESG Institutional Buying and Selling by Quarter

FlexShares STOXX US ESG Select Index Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/21/2024 Roof Eidam Maycock Peralta LLC10,175$1.38M0.4%-17.8%0.636%
10/15/2024 First United Bank & Trust38,121$5.18M1.9%-5.7%2.383%
10/8/2024 Dynamic Advisor Solutions LLC1,511$205K0.0%N/A0.094%
8/7/2024Ashton Thomas Private Wealth LLC680$87K0.0%N/A0.043%
8/5/2024 Synergy Asset Management LLC1,792$230K0.0%N/A0.112%
7/31/2024Commonwealth Equity Services LLC6,745$865K0.0%+3.4%0.422%
7/31/2024Citizens & Northern Corp2,520$323K0.1%+8.6%0.158%
7/9/2024 Mather Group LLC.1,200$152K0.0%N/A0.075%
5/8/2024Avantax Advisory Services Inc.2,046$259K0.0%N/A0.128%
5/7/2024 Roof Eidam Maycock Peralta LLC12,385$1.57M0.4%+4.0%0.774%
5/2/2024 Better Money Decisions LLC3,000$380K0.3%N/A0.188%
4/30/2024Commonwealth Equity Services LLC6,521$826K0.0%-21.9%0.408%
4/8/2024 RVW Wealth LLC16,870$2.14M0.2%-0.7%1.022%
2/15/2024Forefront Analytics LLC39,972$4.64M2.3%N/A2.423%
2/9/2024Citizens & Northern Corp2,206$256K0.1%N/A0.134%
2/8/2024 First United Bank & Trust42,710$4.96M2.0%+5.8%2.588%
2/6/2024First Horizon Advisors Inc.1,212$141K0.0%N/A0.073%
2/1/2024Monument Group Wealth Advisors LLC2,378$276K0.2%N/A0.144%
1/19/2024 Synergy Asset Management LLC1,806$210K0.0%N/A0.109%
1/16/2024 CVA Family Office LLC225$26K0.0%N/A0.014%
1/10/2024Financial Network Wealth Management LLC88,175$10.23M4.4%-0.6%5.344%
11/13/2023Northern Trust Corp836,023$88.10M0.0%-0.3%50.668%
11/13/2023LPL Financial LLC42,186$4.45M0.0%-3.4%2.557%
11/8/2023HighTower Advisors LLC3,278$346K0.0%-10.7%0.199%
10/27/2023TIAA Trust National Association2,224$234K0.0%N/A0.135%
10/26/2023 Interactive Financial Advisors Inc.34,943$3.68M2.5%-11.1%2.118%
10/24/2023 First United Bank & Trust40,353$4.25M2.0%-1.0%2.446%
10/24/2023 Cambridge Investment Research Advisors Inc.4,650$490K0.0%+4.6%0.282%
10/23/2023Sheets Smith Wealth Management1,000$105K0.0%N/A0.061%
10/23/2023Commonwealth Equity Services LLC8,314$876K0.0%-19.2%0.504%
10/18/2023 Capital Advisory Group Advisory Services LLC2,500$263K0.1%N/A0.152%
10/12/2023 RVW Wealth LLC16,963$1.79M0.2%+0.9%1.028%
10/11/2023AE Wealth Management LLC2,866$302K0.0%N/A0.174%
8/11/2023Citizens & Northern Corp1,982$214K0.1%-14.0%0.120%
8/11/2023Northern Trust Corp838,245$90.60M0.0%-2.9%50.803%
8/9/2023Flow Traders U.S. LLC2,079$225K0.0%N/A0.126%
8/4/2023Parallel Advisors LLC4,477$484K0.0%+4.6%0.263%
8/2/2023 Milestone Investment Advisors LLC1,883$204K0.1%-11.7%0.111%
8/1/2023 Interactive Financial Advisors Inc.39,317$4.25M2.9%-2.9%2.313%
8/1/2023 Roof Eidam Maycock Peralta LLC11,965$1.29M0.4%-18.8%0.704%
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7/31/2023LPL Financial LLC43,685$4.72M0.0%+3.5%2.570%
7/31/2023Financial Network Wealth Management LLC89,337$9.96M4.6%+9.9%5.255%
7/17/2023Wealthcare Advisory Partners LLC1,910$206K0.0%N/A0.112%
7/13/2023 Cambridge Investment Research Advisors Inc.4,444$480K0.0%+10.0%0.261%
7/10/2023 Buttonwood Financial Advisors Inc.2,687$290K0.2%N/A0.158%
7/7/2023 RVW Wealth LLC16,818$1.82M0.2%+12.9%0.989%
5/10/2023LPL Financial LLC42,227$4.19M0.0%-0.6%2.484%
5/5/2023Capital Analysts LLC3,735$371K0.0%-56.1%0.220%
5/5/2023Kalos Management Inc.250$25K0.1%N/A0.015%
5/4/2023Financial Network Wealth Management LLC81,321$8.08M4.0%-0.4%4.784%
4/27/2023 Interactive Financial Advisors Inc.40,485$4.02M2.6%-2.9%2.381%
4/24/2023NovaPoint Capital LLC2,073$206K0.1%N/A0.122%
4/20/2023Empire Financial Management Company LLC2,158$214K0.1%N/A0.127%
4/20/2023 Capital Advisory Group Advisory Services LLC2,500$248K0.1%N/A0.147%
4/18/2023 First United Bank & Trust40,649$4.04M1.9%-16.7%2.391%
3/15/2023 Milestone Investment Advisors LLC2,400$220K0.1%N/A0.141%
2/10/2023Financial Network Wealth Management LLC81,629$7.50M4.1%+15.4%0.000%
2/9/2023HighTower Advisors LLC3,761$345K0.0%-7.0%0.000%
2/8/2023 Interactive Financial Advisors41,694$3.83M2.3%+11.6%0.000%
2/8/2023Capital Analysts LLC8,503$781K0.0%+33.9%0.000%
2/7/2023Commonwealth Equity Services LLC16,592$1.52M0.0%-1.9%0.000%
2/7/2023LPL Financial LLC42,471$3.90M0.0%+3.0%0.000%
1/19/2023 First United Bank & Trust48,793$4.48M2.2%-7.4%0.000%
1/18/2023 Romano Brothers AND Company500$46K0.0%N/A0.000%
1/13/2023 RVW Wealth LLC14,810$1.36M0.2%+0.8%0.000%
(Data available from 1/1/2016 forward)

ESG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESG shares?

During the previous two years, 36 institutional investors and hedge funds held shares of FlexShares STOXX US ESG Select Index Fund. The most heavily invested institutionals were Northern Trust Corp ($88.10M), Financial Network Wealth Management LLC ($10.23M), First United Bank & Trust ($5.18M), Forefront Analytics LLC ($4.64M), LPL Financial LLC ($4.45M), Interactive Financial Advisors ($3.83M), and Interactive Financial Advisors Inc. ($3.68M).Learn more on ESG's institutional investors.

Which institutional investors have been buying FlexShares STOXX US ESG Select Index Fund stock?

Of the 33 institutional investors that purchased FlexShares STOXX US ESG Select Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Forefront Analytics LLC ($39.97K), Financial Network Wealth Management LLC ($18.93K), Capital Advisory Group Advisory Services LLC ($5K), Interactive Financial Advisors ($4.33K), Synergy Asset Management LLC ($3.60K), Better Money Decisions LLC ($3K), and AE Wealth Management LLC ($2.87K).

How much institutional buying is happening at FlexShares STOXX US ESG Select Index Fund?

Institutional investors have bought a total of 117,537 shares in the last 24 months. This purchase volume represents approximately $12.86M in transactions.

Which FlexShares STOXX US ESG Select Index Fund major shareholders have been selling company stock?

Of the 12 institutional investors that sold FlexShares STOXX US ESG Select Index Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northern Trust Corp ($27.38K), First United Bank & Trust ($14.72K), Interactive Financial Advisors Inc. ($6.75K), Roof Eidam Maycock Peralta LLC ($4.98K), Capital Analysts LLC ($4.77K), Commonwealth Equity Services LLC ($4.12K), and LPL Financial LLC ($1.74K).

How much institutional selling is happening at FlexShares STOXX US ESG Select Index Fund?

Institutional investors have sold a total of 66,662 shares in the last 24 months. This volume of shares sold represents approximately $7.10M in transactions.



This page (BATS:ESG) was last updated on 11/2/2024 by MarketBeat.com Staff
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