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 |
---|---|---|---|---|---|---|---|
May 06, 2020
Q1 2020
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-7.77KClosed |
$149K - $262K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-8KClosed |
$153K - $269K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Kendall Capital Management
|
SELL
|
- |
-8.04KClosed |
$154K - $271K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.36KClosed |
$179K - $315K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.49KClosed |
$182K - $319K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10KClosed |
$192K - $338K
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-10.6KClosed |
$202K - $356K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.8KClosed |
$208K - $365K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-11K- 18.6% |
$211K - $370K
|
48.1K
$1.82M
|
|
May 15, 2020
Q1 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-11.7K- 32.34% |
$224K - $393K
|
24.4K
$926K
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.1KClosed |
$252K - $443K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Wesbanco Bank Inc
|
SELL
|
- |
-15.8K- 37.92% |
$302K - $531K
|
25.8K
$978K
|
|
May 01, 2020
Q1 2020
|
Ubs Group Ag
|
SELL
|
- |
-16.6K- 16.98% |
$317K - $558K
|
81K
$3.07M
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.2K- 27.07% |
$330K - $580K
|
46.4K
$1.76M
|
|
May 07, 2020
Q1 2020
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-18.1KClosed |
$347K - $609K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-19.1KClosed |
$366K - $643K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-23.2K- 44.07% |
$444K - $780K
|
29.4K
$1.11M
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.1K- 38.15% |
$462K - $812K
|
39.1K
$1.48M
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
SELL
|
- |
-26.7KClosed |
$512K - $900K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.3K- 34.87% |
$600K - $1.05M
|
58.5K
$2.22M
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-31.8KClosed |
$609K - $1.07M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-32.7KClosed |
$627K - $1.1M
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-38.4K- 7.02% |
$737K - $1.29M
|
509K
$19.3M
|
|
May 14, 2020
Q1 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-38.9KClosed |
$745K - $1.31M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-41.7K- 76.31% |
$799K - $1.4M
|
13K
$491K
|
|
Apr 14, 2020
Q1 2020
|
Steph & CO
|
SELL
|
- |
-41.8KClosed |
$801K - $1.41M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Simmons Bank
|
SELL
|
- |
-53K- 49.4% |
$1.02M - $1.78M
|
54.3K
$2.06M
|
|
May 11, 2020
Q1 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-56.8KClosed |
$1.09M - $1.91M
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-58.2K- 44.57% |
$1.12M - $1.96M
|
72.4K
$2.74M
|
|
May 12, 2020
Q1 2020
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-75.1KClosed |
$1.44M - $2.53M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-77K- 29.31% |
$1.48M - $2.59M
|
186K
$7.04M
|
|
May 08, 2020
Q1 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-95.6K- 92.09% |
$1.83M - $3.22M
|
8.21K
$311K
|
|
Apr 09, 2020
Q1 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-97.1K- 24.29% |
$1.86M - $3.27M
|
303K
$11.5M
|
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-117K- 88.19% |
$2.24M - $3.94M
|
15.7K
$593K
|
|
May 08, 2020
Q1 2020
|
Connable Office Inc
|
SELL
|
- |
-130K- 11.79% |
$2.48M - $4.36M
|
969K
$36.7M
|
|
May 21, 2020
Q1 2020
|
Capital Advisors Inc
|
SELL
|
- |
-154KClosed |
$2.95M - $5.19M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-202K- 93.0% |
$3.86M - $6.79M
|
15.2K
$575K
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-218K- 44.17% |
$4.18M - $7.35M
|
276K
$10.5M
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-240K- 50.5% |
$4.6M - $8.08M
|
235K
$8.92M
|
|
Apr 17, 2020
Q1 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
-263K- 55.14% |
$5.04M - $8.86M
|
214K
$8.12M
|
|
May 04, 2020
Q1 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-308K- 80.58% |
$5.9M - $10.4M
|
74.3K
$2.81M
|
|
Apr 27, 2020
Q1 2020
|
Meritage Portfolio Management
|
SELL
|
- |
-326KClosed |
$6.25M - $11M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-613K- 54.44% |
$11.7M - $20.6M
|
513K
$19.4M
|
|
May 01, 2020
Q1 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-885K- 14.76% |
$17M - $29.8M
|
5.11M
$194M
|
|
May 12, 2020
Q1 2020
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-1.16MClosed |
$22.3M - $39.1M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.5M- 13.69% |
$297M - $521M
|
97.6M
$3.7B
|