Purchases and Sales Made in Q1 2020 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q1 2020. The information is specifically focused on institutions that hold shares of FLEXSHARES TR MORNINGSTAR GLOB.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-51- 36.17% |
$977 - $1.72K
|
90
$3.44K
|
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-88Closed |
$1.69K - $2.96K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-102Closed |
$1.95K - $3.43K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-123Closed |
$2.36K - $4.14K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Ellevest, Inc.
|
SELL
|
- |
-275Closed |
$5.27K - $9.26K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-293- 77.93% |
$5.61K - $9.87K
|
83
$3.17K
|
|
|
May 15, 2020
Q1 2020
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-305Closed |
$5.84K - $10.3K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Motco
|
SELL
|
- |
-322Closed |
$6.17K - $10.8K
|
0
$0
|
|
|
Sep 15, 2021
Q1 2020
|
Cwm, LLC
|
SELL
|
- |
-389- 17.64% |
$7.45K - $13.1K
|
1.82K
$69.3K
|
|
|
Apr 28, 2020
Q1 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-405- 0.43% |
$7.76K - $13.6K
|
93.3K
$3.56M
|
|
|
May 18, 2020
Q1 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-408- 9.35% |
$7.82K - $13.7K
|
3.96K
$151K
|
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-529- 62.98% |
$10.1K - $17.8K
|
311
$11.9K
|
|
|
May 15, 2020
Q1 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-566- 65.36% |
$10.8K - $19.1K
|
300
$11.5K
|
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-604- 21.25% |
$11.6K - $20.3K
|
2.24K
$85.5K
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-611- 63.58% |
$11.7K - $20.6K
|
350
$13.4K
|
|
|
May 12, 2020
Q1 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-769- 46.86% |
$14.7K - $25.9K
|
872
$33.3K
|
|
|
May 12, 2020
Q1 2020
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-826Closed |
$15.8K - $27.8K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-961Closed |
$18.4K - $32.4K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.04K- 3.58% |
$20K - $35.1K
|
28.1K
$1.07M
|
|
|
May 15, 2020
Q1 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.22K- 5.24% |
$23.5K - $41.2K
|
22.1K
$844K
|
|
|
May 06, 2020
Q1 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.26K- 69.26% |
$24.2K - $42.6K
|
561
$21.4K
|
|
|
Apr 06, 2020
Q1 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.4KClosed |
$26.8K - $47K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.5KClosed |
$28.8K - $50.5K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.79K- 14.71% |
$34.3K - $60.3K
|
10.4K
$397K
|
|
|
Dec 20, 2023
Q1 2020
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.8K- 27.09% |
$34.6K - $60.7K
|
4.86K
$185K
|
|
|
May 28, 2020
Q1 2020
|
Cva Family Office, LLC
|
SELL
|
- |
-1.97K- 12.75% |
$37.7K - $66.3K
|
13.5K
$514K
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.98K- 11.87% |
$37.8K - $66.5K
|
14.7K
$560K
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.1K- 40.42% |
$40.3K - $70.8K
|
3.1K
$118K
|
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.28KClosed |
$43.7K - $76.9K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.29K- 8.98% |
$43.8K - $77K
|
23.2K
$884K
|
|
|
May 15, 2020
Q1 2020
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.7K- 8.76% |
$51.8K - $91K
|
28.1K
$1.07M
|
|
|
Apr 23, 2020
Q1 2020
|
Independence Bank Of Kentucky
|
SELL
|
- |
-2.72K- 13.21% |
$52K - $91.4K
|
17.8K
$681K
|
|
|
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.11K- 6.51% |
$59.5K - $105K
|
44.6K
$1.7M
|
|
|
Apr 13, 2020
Q1 2020
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.23K- 15.55% |
$61.9K - $109K
|
17.5K
$669K
|
|
|
May 04, 2020
Q1 2020
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-3.37K- 21.06% |
$64.5K - $113K
|
12.6K
$482K
|
|
|
May 14, 2020
Q1 2020
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.49K- 20.08% |
$66.9K - $118K
|
13.9K
$530K
|
|
|
Apr 16, 2020
Q1 2020
|
Well Done, LLC
|
SELL
|
- |
-3.55K- 26.35% |
$68.1K - $120K
|
9.93K
$379K
|
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.61K- 25.03% |
$69.2K - $122K
|
10.8K
$413K
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.3KClosed |
$82.3K - $145K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.36K- 30.07% |
$83.5K - $147K
|
10.1K
$387K
|
|
|
Apr 21, 2020
Q1 2020
|
Vera Bank, N.A.
|
SELL
|
- |
-4.52K- 2.74% |
$86.5K - $152K
|
160K
$6.12M
|
|
|
May 07, 2020
Q1 2020
|
Washington Trust CO
|
SELL
|
- |
-4.64K- 28.38% |
$88.8K - $156K
|
11.7K
$447K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.88K- 94.21% |
$93.6K - $164K
|
300
$11.5K
|
|
|
May 11, 2020
Q1 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.92K- 33.86% |
$94.3K - $166K
|
9.61K
$367K
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-4.95KClosed |
$94.8K - $167K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.02KClosed |
$96.2K - $169K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-5.18K- 57.59% |
$99.2K - $174K
|
3.81K
$146K
|
|
|
May 15, 2020
Q1 2020
|
Cooper Financial Group
|
SELL
|
- |
-6.18KClosed |
$118K - $208K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.76KClosed |
$129K - $228K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.94KClosed |
$133K - $234K
|
0
$0
|