Institutional Ownership Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR). We have compiled data on the 284 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $5.86 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
May 02, 2024 Q1 2024 |
419
shares
|
$16,818
0.01% of portfolio
|
Q1 2024
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
412
shares
|
$16,537
0.01% of portfolio
|
Q1 2024
New holding
|
|
Webster Bank, N. A.
|
Apr 16, 2024 Q1 2024 |
393
shares
|
$15,775
0.0% of portfolio
|
Q4 2021
New holding
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
352
shares
|
$14,129
0.01% of portfolio
|
Q4 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
350
shares
|
$14,049
0.0% of portfolio
|
Q1 2024
Reduced 41.28%
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
338
shares
|
$13,567
0.0% of portfolio
|
Q1 2024
Reduced 90.6%
|
|
Atlantic Private Wealth, LLC
|
May 13, 2024 Q1 2024 |
324
shares
|
$13,005
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
320
shares
|
$12,844
0.0% of portfolio
|
Q3 2023
New holding
|
|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
311
shares
|
$12,483
0.01% of portfolio
|
Q1 2024
Added 0.32%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
232
shares
|
$9,312
0.0% of portfolio
|
Q4 2022
Added 0.43%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Apr 30, 2024 Q1 2024 |
184
shares
|
$7,385
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
178
shares
|
$7,144
0.0% of portfolio
|
Q4 2023
Reduced 28.23%
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
154
shares
|
$6,181
0.0% of portfolio
|
Q4 2023
New holding
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
151
shares
|
$6,061
0.0% of portfolio
|
Q4 2022
Reduced 33.19%
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
147
shares
|
$5,900
0.0% of portfolio
|
Q4 2023
New holding
|
|
Avion Wealth
The Woodlands, TX |
May 03, 2024 Q1 2024 |
144
shares
|
$5,780
0.0% of portfolio
|
Q1 2020
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
144
shares
|
$5,780
0.0% of portfolio
|
Q2 2023
Reduced 40.98%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
135
shares
|
$5,418
0.0% of portfolio
|
Q3 2023
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
121
shares
|
$4,856
0.0% of portfolio
|
Q4 2020
New holding
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
117
shares
|
$4,696
0.0% of portfolio
|
Q3 2022
Reduced 81.19%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
105
shares
|
$4,214
0.0% of portfolio
|
Q3 2023
New holding
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
95
shares
|
$3,813
0.0% of portfolio
|
Q4 2023
New holding
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
68
shares
|
$2,729
0.0% of portfolio
|
Q4 2022
New holding
|
|
Mv Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
67
shares
|
$2,689
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
67
shares
|
$2,689
0.0% of portfolio
|
Q4 2023
Added 1.52%
|