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 282 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 $4.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
317,596
shares
|
$12.6 Million
4.07% of portfolio
|
Q3 2024
Added 261.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
311,607
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
309,355
shares
|
$12.2 Million
4.63% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
304,669
shares
|
$12 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
291,698
shares
|
$11.5 Million
0.61% of portfolio
|
Q3 2024
Added 436.08%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
271,206
shares
|
$10.7 Million
2.52% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
266,217
shares
|
$10.5 Million
3.22% of portfolio
|
Q4 2020
Reduced 75.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
246,843
shares
|
$9.76 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
236,828
shares
|
$9.36 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Latigo Investments, LLC
|
Nov 13, 2024 Q3 2024 |
230,000
shares
|
$9.09 Million
4.68% of portfolio
|
Q4 2022
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
227,048
shares
|
$8.98 Million
1.45% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
226,527
shares
|
$8.96 Million
2.84% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
214,555
shares
|
$8.48 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
207,647
shares
|
$8.21 Million
2.26% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
197,635
shares
|
$7.81 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
197,080
shares
|
$7.79 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
188,924
shares
|
$7.47 Million
0.0% of portfolio
|
Q3 2024
Added 80.96%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
186,215
shares
|
$7.36 Million
0.22% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
166,801
shares
|
$6.6 Million
1.29% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
165,296
shares
|
$6.54 Million
2.03% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
163,457
shares
|
$6.46 Million
1.08% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
156,785
shares
|
$6.2 Million
0.06% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
150,707
shares
|
$5.96 Million
1.5% of portfolio
|
Q4 2023
Added 1.06%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
150,287
shares
|
$5.94 Million
2.88% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
135,031
shares
|
$5.34 Million
0.01% of portfolio
|
Q3 2024
Added 69864.25%
|