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 281 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $4.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
184
shares
|
$7,295
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
178
shares
|
$7,057
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
178
shares
|
$7,057
0.01% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
157
shares
|
$6,225
0.0% of portfolio
|
Q3 2024
Reduced 68.91%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
155
shares
|
$6,145
0.0% of portfolio
|
Q3 2024
Reduced 45.42%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
151
shares
|
$5,987
0.0% of portfolio
|
Q4 2022
Reduced 33.19%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
150
shares
|
$5,947
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
149
shares
|
$5,907
0.0% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
144
shares
|
$5,709
0.0% of portfolio
|
Q2 2023
Reduced 40.98%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
144
shares
|
$5,709
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
135
shares
|
$5,352
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
121
shares
|
$4,797
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
117
shares
|
$4,639
0.0% of portfolio
|
Q3 2022
Reduced 81.19%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
105
shares
|
$4,163
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
75
shares
|
$2,973
0.0% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
69
shares
|
$2,735
0.0% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
68
shares
|
$2,696
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
68
shares
|
$2,696
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
67
shares
|
$2,656
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
67
shares
|
$2,656
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
64
shares
|
$2,537
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
33
shares
|
$1,308
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
33
shares
|
$1,308
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
28
shares
|
$1,110
0.0% of portfolio
|
Q3 2024
Reduced 84.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
28
shares
|
$1,110
0.0% of portfolio
|
Q3 2024
New holding
|