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 $4.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
134,965
shares
|
$5.29 Million
3.3% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
133,368
shares
|
$5.23 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
133,271
shares
|
$5.22 Million
0.37% of portfolio
|
Q3 2024
Reduced 32.24%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
128,091
shares
|
$5.02 Million
1.17% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
124,213
shares
|
$4.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 95.18%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
121,697
shares
|
$4.77 Million
0.24% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
119,782
shares
|
$4.7 Million
0.24% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
116,989
shares
|
$4.59 Million
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
112,170
shares
|
$4.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
103,771
shares
|
$4.07 Million
3.04% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
101,934
shares
|
$4 Million
0.87% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
99,001
shares
|
$3.88 Million
2.32% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
96,711
shares
|
$3.79 Million
1.85% of portfolio
|
Q3 2024
Reduced 72.19%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 18, 2024 Q3 2024 |
95,591
shares
|
$3.75 Million
1.69% of portfolio
|
Q3 2024
Reduced 24.05%
|
|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
90,922
shares
|
$3.56 Million
0.19% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
89,579
shares
|
$3.51 Million
0.09% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
86,550
shares
|
$3.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 32.05%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
79,943
shares
|
$3.13 Million
0.68% of portfolio
|
Q3 2024
Reduced 37.54%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
78,746
shares
|
$3.09 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
70,632
shares
|
$2.77 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
69,429
shares
|
$2.72 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
63,699
shares
|
$2.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
62,054
shares
|
$2.43 Million
0.9% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
61,640
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2024
Added 68.79%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
59,454
shares
|
$2.33 Million
2.53% of portfolio
|
Q2 2022
Added 21.81%
|