Free Trial
→ Nvidia warning urgent (From Porter & Company) (Ad) Free MBSD Stock Alerts

FlexShares Disciplined Duration MBS Index Fund (MBSD) Institutional Ownership

$20.38
-0.06 (-0.29%)
(As of 11/1/2024 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)
$11.72M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$4.47M
Get MBSD Insider Trade Alerts

Want to know when executives and insiders are buying or selling FlexShares Disciplined Duration MBS Index Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MBSD Institutional Buying and Selling by Quarter

FlexShares Disciplined Duration MBS Index Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Atria 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%
8/14/2024EverSource Wealth Advisors LLC3,321$69K0.0%N/A0.084%
8/8/2024CoreCap Advisors LLC19,535$396K0.0%N/A0.495%
7/17/2024 Trivant Custom Portfolio Group LLC287,338$5.83M3.6%+10.9%7.274%
7/17/2024Cottonwood 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%
5/14/2024CreativeOne Wealth LLC65,619$1.34M0.1%+22.2%1.661%
4/26/2024Cottonwood 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%
2/9/2024CreativeOne 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%
1/16/2024CoreCap 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%
11/1/2023Investors Research Corp9,991$197K0.1%+8.1%0.278%
10/26/2023NBT Bank N A NY16,790$331K0.0%+5.6%0.466%
10/17/2023CreativeOne Wealth LLC23,494$464K0.0%N/A0.653%
10/10/2023 Boltwood Capital Management374,708$7.39M2.7%-7.7%10.409%
8/14/2023Investors Research Corp9,241$188K0.0%+8.6%0.257%
8/10/2023 US Bancorp DE4,100$84K0.0%-46.1%0.114%
7/31/2023LPL 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%
7/24/2023NBT 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%
5/11/2023Investors Research Corp8,508$176K0.0%+12.9%0.193%
5/10/2023Atria Investments Inc80,560$1.66M0.0%N/A1.831%
5/5/2023Wilbanks Smith & Thomas Asset Management LLC26,624$550K0.0%N/A0.605%
625,000% Gain (Ad)

Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz.

>> Dive into the Workshop Here
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%
3/6/2023OLD Mission Capital LLC1,471$30K0.0%N/A0.031%
2/10/2023CoreCap Advisors LLC8,594$175K0.0%N/A0.183%
2/7/2023LPL Financial LLC37,933$773K0.0%+80.0%0.807%
2/6/2023Investors 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%
11/15/2022Flow Traders U.S. LLC14,987$303K0.0%N/A0.309%
11/10/2022RPg 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%
8/12/2022RPg Family Wealth Advisory LLC115,190$2.45M1.5%+2.2%2.259%
8/11/2022CoreCap 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%
7/21/2022Investors Research Corp5,541$118K0.0%+14.6%0.108%
7/7/2022 Boltwood Capital Management408,645$8.68M3.8%+20.7%8.092%
5/9/2022RPg 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%
5/6/2022Aviance Capital Partners LLC241,911$5.33M1.0%-18.9%4.790%
5/4/2022Advisor 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%
4/13/2022Investors Research Corp4,833$106K0.0%+24.9%0.094%
2/14/2022RPg 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%
2/7/2022Aviance 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%
2/3/2022Advisor 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%
1/27/2022Investors Research Corp3,869$90K0.0%+38.0%0.074%
1/10/2022 Boltwood Capital Management327,151$7.58M2.8%+10.1%6.352%
11/15/2021Flow Traders U.S. LLC9,821$231K0.0%N/A0.207%
11/10/2021 Avidian Wealth Solutions LLC12,634$297K0.0%-4.7%0.266%
11/5/2021Advisor 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%
8/16/2021Bank of America Corp DE111,003$2.62M0.0%-1.8%2.387%
8/16/2021Morgan Stanley309,721$7.31M0.0%+3.1%6.661%
8/16/2021RPg Family Wealth Advisory LLC89,293$2.11M0.9%N/A1.920%
8/13/2021Northern 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%
8/6/2021Aviance Capital Partners LLC236,098$5.57M1.0%+17.0%5.077%
8/4/2021Envestnet Asset Management Inc.16,889$398K0.0%+27.6%0.363%
8/2/2021Advisor Group Holdings Inc.90,408$2.13M0.0%+2.8%1.944%
7/31/2021Investors Research Corp2,653$63K0.0%+43.0%0.056%
True paradigm shift (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
5/18/2021Morgan Stanley300,391$7.17M0.0%+6.6%6.530%
5/18/2021Jane Street Group LLC38,582$921K0.0%+120.3%0.839%
5/12/2021Northern Trust Corp815,145$14.69M0.0%-4.2%17.721%
5/4/2021Envestnet Asset Management Inc.13,231$316K0.0%+13.3%0.294%
4/29/2021Aviance 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%
4/5/2021 Advocacy Wealth Management Services LLC3,302$79K0.0%-78.9%0.075%
2/17/2021Jane Street Group LLC17,513$421K0.0%-71.0%0.412%
2/16/2021Morgan Stanley281,745$6.78M0.0%+20.9%6.629%
(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, 22 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), Trivant Custom Portfolio Group LLC ($5.97M), Cottonwood Capital Advisors LLC ($4.56M), RPg Family Wealth Advisory LLC ($2.45M), CreativeOne Wealth LLC ($1.34M), Sanctuary Advisors LLC ($1.26M), and Atria Investments Inc ($1.04M).Learn more on MBSD's institutional investors.

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

Of the 20 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), Cottonwood Capital Advisors LLC ($224.08K), Boltwood Capital Management ($120.22K), Atria Investments Inc ($83.86K), CreativeOne Wealth LLC ($65.62K), 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 1,203,915 shares in the last 24 months. This purchase volume represents approximately $24.68M 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.


Related Companies

This page (NYSEARCA:MBSD) was last updated on 11/2/2024 by MarketBeat.com Staff
From Our Partners
625,000% Gain
Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...
Crypto Swap Profits | Sponsored
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction
Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… ...
Paradigm Press | Sponsored
Sell NVDA Now?
Guess who's selling NVDA next The most successful hedge fund in history quietly sold 500,000 shares. Here's...
Chaikin Analytics | Sponsored
Market "Famine" Coming
Market Wizard Larry Benedict accurately predicted that all indexes would be negative in 2022... He predicte...
Opportunistic Trader | Sponsored
The centerpiece of Trump’s crypto’s masterplan …
Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin...
Weiss Ratings | Sponsored
Blackrock’s Sending THIS Crypto Higher on Purpose
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
The Final Frontier
And a lot of powerful investors would rather this exposé never saw the light of day. I suspect they’ll attempt...
Porter & Company | Sponsored
Wall St. Legend: Millions of Americans About to Fall Out of the 1%
Wall Street insider reveals the financial tidal wave about to knock millions of Americans out of the One Perce...
InvestorPlace | Sponsored