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FlexShares Disciplined Duration MBS Index Fund (MBSD) Institutional Ownership

$20.40 +0.01 (+0.05%)
(As of 02:30 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for FlexShares Disciplined Duration MBS Index Fund (NYSEARCA:MBSD)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$17.82M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$4.47M
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MBSD Institutional Buying and Selling by Quarter

FlexShares Disciplined Duration MBS Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Jane Street Group LLC36,367$763K0.0%+180.2%0.921%
11/14/2024 CreativeOne Wealth LLC296,195$6.21M0.2%+314.6%7.499%
11/4/2024 Cottonwood Capital Advisors LLC285,472$5.99M4.4%+27.4%7.227%
11/1/2024 Atria Investments Inc49,706$1.04M0.0%+7.1%1.258%
10/28/2024 Creative Financial Designs Inc. ADV1,486$31K0.0%N/A0.038%
10/24/2024 Wealth Enhancement Advisory Services LLC45,502$955K0.0%N/A1.152%
10/23/2024 PSI Advisors LLC1,673$35K0.0%+95.0%0.042%
10/10/2024 Simplicity Wealth LLC17,345$364K0.0%N/A0.439%
10/5/2024 Trivant Custom Portfolio Group LLC284,740$5.97M3.4%-0.9%7.209%
10/2/2024 Boltwood Capital Management417,069$8.75M2.6%-4.5%10.559%
9/5/2024Sanctuary Advisors LLC63,135$1.26M0.0%N/A1.598%
8/14/2024 EverSource Wealth Advisors LLC3,321$69K0.0%N/A0.084%
8/8/2024 CoreCap Advisors LLC19,535$396K0.0%N/A0.495%
7/17/2024 Trivant Custom Portfolio Group LLC287,338$5.83M3.6%+10.9%7.274%
7/17/2024 Cottonwood Capital Advisors LLC224,075$4.56M3.6%+8.5%5.673%
7/8/2024 Boltwood Capital Management436,685$8.86M2.8%-1.1%11.055%
5/14/2024 CreativeOne Wealth LLC65,619$1.34M0.1%+22.2%1.661%
4/26/2024 Cottonwood Capital Advisors LLC206,590$4.12M3.2%N/A5.230%
4/17/2024 Trivant Custom Portfolio Group LLC259,121$5.28M3.4%+10.4%6.560%
4/4/2024 Boltwood Capital Management441,413$8.99M2.8%-0.8%12.261%
2/9/2024 CreativeOne Wealth LLC53,690$1.10M0.1%+128.5%1.491%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC16,813$346K0.0%-42.8%0.467%
1/25/2024 Trivant Custom Portfolio Group LLC234,758$4.83M3.2%-42.6%6.521%
1/16/2024Raymond James & Associates18,141$373K0.0%+66.1%0.504%
1/16/2024 CoreCap Advisors LLC14,715$303K0.0%+24.0%0.409%
1/5/2024 Boltwood Capital Management444,918$9.15M3.0%+18.7%12.359%
11/6/2023Wilbanks Smith & Thomas Asset Management LLC29,417$580K0.0%+10.2%0.817%
11/2/2023 Trivant Custom Portfolio Group LLC408,837$8.07M5.9%+4.4%11.357%
11/1/2023 Investors Research Corp9,991$197K0.1%+8.1%0.278%
10/26/2023 NBT Bank N A NY16,790$331K0.0%+5.6%0.466%
10/17/2023 CreativeOne Wealth LLC23,494$464K0.0%N/A0.653%
10/10/2023 Boltwood Capital Management374,708$7.39M2.7%-7.7%10.409%
8/14/2023 Investors Research Corp9,241$188K0.0%+8.6%0.257%
8/10/2023 US Bancorp DE4,100$84K0.0%-46.1%0.114%
7/31/2023 LPL Financial LLC48,558$990K0.0%+28.2%1.349%
7/26/2023 Trivant Custom Portfolio Group LLC391,440$7.98M5.6%+4.6%10.579%
7/25/2023Raymond James & Associates10,431$213K0.0%-31.1%0.282%
7/24/2023 NBT Bank N A NY15,905$324K0.0%-62.2%0.430%
7/6/2023 Boltwood Capital Management406,065$8.28M3.0%-12.2%10.975%
5/19/2023 Trivant Custom Portfolio Group LLC374,331$7.73M5.5%N/A8.508%
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5/11/2023 Investors Research Corp8,508$176K0.0%+12.9%0.193%
5/10/2023 Atria Investments Inc80,560$1.66M0.0%N/A1.831%
5/5/2023Wilbanks Smith & Thomas Asset Management LLC26,624$550K0.0%N/A0.605%
4/14/2023Raymond James & Associates15,136$313K0.0%-7.6%0.344%
4/4/2023 Boltwood Capital Management462,441$9.55M3.6%-12.5%9.839%
3/6/2023 OLD Mission Capital LLC1,471$30K0.0%N/A0.031%
2/10/2023 CoreCap Advisors LLC8,594$175K0.0%N/A0.183%
2/7/2023 LPL Financial LLC37,933$773K0.0%+80.0%0.807%
2/6/2023 Investors Research Corp7,538$154K0.0%+12.6%0.160%
1/13/2023 3EDGE Asset Management LP37,958$773K0.1%-27.5%0.808%
1/6/2023 Boltwood Capital Management528,345$10.76M4.4%+10.5%11.007%
11/15/2022 Flow Traders U.S. LLC14,987$303K0.0%N/A0.309%
11/10/2022 RPg Family Wealth Advisory LLC116,585$2.45M1.3%+1.2%2.404%
10/25/2022 Pinnacle Bancorp Inc.3,311$67K0.0%-25.9%0.068%
10/25/2022Raymond James & Associates15,301$309K0.0%+11.8%0.315%
10/17/2022 3EDGE Asset Management LP52,349$1.06M0.1%+18.9%1.058%
10/4/2022 Boltwood Capital Management478,333$9.67M4.4%+17.1%9.379%
8/12/2022 RPg Family Wealth Advisory LLC115,190$2.45M1.5%+2.2%2.259%
8/11/2022 CoreCap Advisors LLC8,925$190K0.0%N/A0.175%
7/28/2022 CWM LLC1,227$26K0.0%N/A0.024%
7/28/2022 3EDGE Asset Management LP44,034$935K0.1%-21.2%0.863%
7/21/2022 Investors Research Corp5,541$118K0.0%+14.6%0.108%
7/7/2022 Boltwood Capital Management408,645$8.68M3.8%+20.7%8.092%
5/9/2022 RPg Family Wealth Advisory LLC112,685$2.48M1.1%+9.1%2.231%
5/6/2022 3EDGE Asset Management LP55,892$1.23M0.1%-8.8%1.107%
5/6/2022 Aviance Capital Partners LLC241,911$5.33M1.0%-18.9%4.790%
5/4/2022 Advisor Group Holdings Inc.78,278$3.65M0.0%-6.6%1.550%
4/20/2022 Boltwood Capital Management338,503$7.45M2.9%+3.5%6.510%
4/13/2022 Investors Research Corp4,833$106K0.0%+24.9%0.094%
2/14/2022 RPg Family Wealth Advisory LLC103,297$2.39M0.9%+5.4%1.949%
2/10/2022B. Riley Wealth Management Inc.24,244$562K0.0%-22.1%0.462%
2/8/2022Raymond James & Associates84,923$1.97M0.0%+32.9%1.618%
2/7/2022 Aviance Capital Partners LLC298,387$6.91M1.2%-4.1%5.684%
2/3/2022 Cambridge Investment Research Advisors Inc.28,636$663K0.0%N/A0.545%
2/3/2022 Advisor Group Holdings Inc.83,784$1.94M0.0%-4.4%1.596%
2/1/2022 3EDGE Asset Management LP61,311$1.42M0.1%+7.1%1.168%
1/27/2022 Investors Research Corp3,869$90K0.0%+38.0%0.074%
1/10/2022 Boltwood Capital Management327,151$7.58M2.8%+10.1%6.352%
11/15/2021 Flow Traders U.S. LLC9,821$231K0.0%N/A0.207%
11/10/2021 Avidian Wealth Solutions LLC12,634$297K0.0%-4.7%0.266%
11/5/2021 Advisor Group Holdings Inc.87,669$2.06M0.0%-3.0%1.846%
11/2/2021Raymond James & Associates63,895$1.50M0.0%N/A1.345%
10/8/2021 Boltwood Capital Management297,199$6.98M2.8%+12.6%6.323%
8/16/2021 Bank of America Corp DE111,003$2.62M0.0%-1.8%2.387%
8/16/2021 Morgan Stanley309,721$7.31M0.0%+3.1%6.661%
8/16/2021 RPg Family Wealth Advisory LLC89,293$2.11M0.9%N/A1.920%
8/13/2021 Northern Trust Corp783,284$13.76M0.0%-3.9%16.845%
8/12/2021B. Riley Wealth Management Inc.31,040$732K0.1%+2.5%0.668%
8/9/2021 Avidian Wealth Solutions LLC13,264$313K0.0%N/A0.285%
8/6/2021 Aviance Capital Partners LLC236,098$5.57M1.0%+17.0%5.077%
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8/4/2021 Envestnet Asset Management Inc.16,889$398K0.0%+27.6%0.363%
8/2/2021 Advisor Group Holdings Inc.90,408$2.13M0.0%+2.8%1.944%
7/31/2021 Investors Research Corp2,653$63K0.0%+43.0%0.056%
5/18/2021 Morgan Stanley300,391$7.17M0.0%+6.6%6.530%
5/18/2021 Jane Street Group LLC38,582$921K0.0%+120.3%0.839%
5/12/2021 Northern Trust Corp815,145$14.69M0.0%-4.2%17.721%
5/4/2021 Envestnet Asset Management Inc.13,231$316K0.0%+13.3%0.294%
4/29/2021 Aviance Capital Partners LLC201,798$4.82M0.9%+24.0%4.484%
4/27/2021 3EDGE Asset Management LP41,276$986K0.1%+56.8%0.917%
4/5/2021 Boltwood Capital Management234,340$5.60M2.5%+64.8%5.326%
(Data available from 1/1/2016 forward)

MBSD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MBSD shares?

During the previous two years, 21 institutional investors and hedge funds held shares of FlexShares Disciplined Duration MBS Index Fund. The most heavily invested institutionals were Boltwood Capital Management ($8.75M), CreativeOne Wealth LLC ($6.21M), Cottonwood Capital Advisors LLC ($5.99M), Trivant Custom Portfolio Group LLC ($5.97M), Sanctuary Advisors LLC ($1.26M), Atria Investments Inc ($1.04M), and LPL Financial LLC ($990K).Learn more on MBSD's institutional investors.

Which institutional investors have been buying FlexShares Disciplined Duration MBS Index Fund stock?

Of the 19 institutional investors that purchased FlexShares Disciplined Duration MBS Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Trivant Custom Portfolio Group LLC ($461.42K), CreativeOne Wealth LLC ($290.37K), Cottonwood Capital Advisors LLC ($285.47K), Boltwood Capital Management ($120.22K), Atria Investments Inc ($83.86K), Sanctuary Advisors LLC ($63.14K), and Wealth Enhancement Advisory Services LLC ($45.50K).

How much institutional buying is happening at FlexShares Disciplined Duration MBS Index Fund?

Institutional investors have bought a total of 1,497,067 shares in the last 24 months. This purchase volume represents approximately $30.84M in transactions.

Which FlexShares Disciplined Duration MBS Index Fund major shareholders have been selling company stock?

The following institutional investors have sold FlexShares Disciplined Duration MBS Index Fund stock in the last 24 months: Boltwood Capital Management ($181.49K), Trivant Custom Portfolio Group LLC ($176.68K), NBT Bank N A NY ($26.16K), 3EDGE Asset Management LP ($14.39K), Wilbanks Smith & Thomas Asset Management LLC ($12.60K), Raymond James & Associates ($5.95K), and US Bancorp DE ($3.50K).

How much institutional selling is happening at FlexShares Disciplined Duration MBS Index Fund?

Institutional investors have sold a total of 420,764 shares in the last 24 months. This volume of shares sold represents approximately $8.62M in transactions.


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This page (NYSEARCA:MBSD) was last updated on 11/21/2024 by MarketBeat.com Staff
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