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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
11,363
shares
|
$445,429
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
11,238
shares
|
$440,529
0.21% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
11,161
shares
|
$437,511
0.0% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
10,867
shares
|
$425,986
0.31% of portfolio
|
Q2 2024
Reduced 22.64%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
10,563
shares
|
$414,069
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
10,546
shares
|
$413,403
0.04% of portfolio
|
Q3 2024
Reduced 19.64%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
10,400
shares
|
$407,680
0.01% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
10,296
shares
|
$403,603
0.0% of portfolio
|
Q3 2024
Added 55.06%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
9,810
shares
|
$384,552
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
9,569
shares
|
$375,104
0.01% of portfolio
|
Q3 2024
Added 20.43%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
9,430
shares
|
$369,656
0.07% of portfolio
|
Q2 2020
Reduced 5.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,417
shares
|
$369,146
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
9,025
shares
|
$353,780
0.03% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,582
shares
|
$336,414
0.04% of portfolio
|
Q3 2024
Added 18.29%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,555
shares
|
$335,356
0.05% of portfolio
|
Q4 2023
Added 3.51%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
8,542
shares
|
$334,846
0.0% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
8,528
shares
|
$334,297
0.02% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
8,497
shares
|
$333,082
0.02% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,467
shares
|
$331,906
0.03% of portfolio
|
Q4 2023
Reduced 4.51%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
8,305
shares
|
$325,556
0.03% of portfolio
|
Q3 2024
Reduced 42.34%
|
|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
8,168
shares
|
$320,185
0.46% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
8,136
shares
|
$318,931
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
7,885
shares
|
$309,092
0.01% of portfolio
|
Q2 2024
Reduced 16.02%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
7,883
shares
|
$309,013
0.72% of portfolio
|
Q3 2024
Reduced 29.18%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
7,826
shares
|
$306,779
0.01% of portfolio
|
Q3 2024
Reduced 6.56%
|