Purchases and Sales Made in Q1 2022 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.18K+ 117.58% |
$126K - $152K
|
5.88K
$230K
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.02K+ 37.04% |
$120K - $144K
|
11.2K
$437K
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.84K+ 15.7% |
$113K - $136K
|
20.9K
$820K
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2.74K+ 1.74% |
$109K - $131K
|
160K
$6.25M
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.66K+ 24.03% |
$106K - $127K
|
13.7K
$538K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.57KNew |
$102K - $123K
|
2.57K
$101K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.51K+ 1292.78% |
$99.6K - $120K
|
2.7K
$106K
|
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.36K+ 10.21% |
$93.7K - $113K
|
25.4K
$996K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.23K+ 20.34% |
$88.8K - $107K
|
13.2K
$517K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.04K+ 10.81% |
$81K - $97.4K
|
20.9K
$818K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.01K+ 6.88% |
$79.8K - $95.9K
|
31.2K
$1.22M
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.85K+ 95.21% |
$73.4K - $88.3K
|
3.79K
$148K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.85K+ 12.56% |
$73.4K - $88.2K
|
16.5K
$648K
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
1.59KNew |
$63.2K - $76K
|
1.59K
$62.3K
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
1.58KNew |
$62.8K - $75.5K
|
1.58K
$61.8K
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
BUY
|
- |
1.56K+ 1.63% |
$62.1K - $74.7K
|
97.3K
$3.81M
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.41KNew |
$55.9K - $67.2K
|
1.41K
$55K
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.4K+ 3.71% |
$55.8K - $67.1K
|
39.2K
$1.53M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.34K+ 17.33% |
$53.1K - $63.9K
|
9.05K
$354K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.22KNew |
$48.4K - $58.2K
|
1.22K
$47.7K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 1888.33% |
$45K - $54.1K
|
1.19K
$46.7K
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.08K+ 6.88% |
$42.9K - $51.5K
|
16.8K
$656K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 84.3% |
$42.9K - $51.5K
|
2.36K
$92.3K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
892+ 3.81% |
$35.4K - $42.6K
|
24.3K
$950K
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
854New |
$33.9K - $40.8K
|
854
$33.4K
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
835+ 2.35% |
$33.2K - $39.9K
|
36.3K
$1.42M
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
680+ 0.58% |
$27K - $32.5K
|
117K
$4.58M
|
|
May 06, 2022
Q1 2022
|
Kendall Capital Management
|
BUY
|
- |
542+ 1.78% |
$21.5K - $25.9K
|
31K
$1.21M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
508+ 39.35% |
$20.2K - $24.3K
|
1.8K
$70.4K
|
|
May 13, 2022
Q1 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
500+ 1.75% |
$19.9K - $23.9K
|
29K
$1.13M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
496+ 6.92% |
$19.7K - $23.7K
|
7.66K
$300K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
488New |
$19.4K - $23.3K
|
488
$19.1K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
480+ 489.8% |
$19.1K - $22.9K
|
578
$22.6K
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
369+ 0.76% |
$14.7K - $17.6K
|
49.2K
$1.92M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
360New |
$14.3K - $17.2K
|
360
$14.1K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
304+ 17.56% |
$12.1K - $14.5K
|
2.04K
$79.6K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300+ 85.71% |
$11.9K - $14.3K
|
650
$25.4K
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
294+ 4.89% |
$11.7K - $14K
|
6.31K
$247K
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
250+ 15.63% |
$9.93K - $11.9K
|
1.85K
$72.4K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
226New |
$8.98K - $10.8K
|
226
$8.84K
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
217+ 1.32% |
$8.62K - $10.4K
|
16.6K
$650K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
216New |
$8.58K - $10.3K
|
216
$8.45K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
151+ 1.54% |
$6K - $7.21K
|
9.96K
$390K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
129+ 3.42% |
$5.13K - $6.16K
|
3.9K
$153K
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
89New |
$3.54K - $4.25K
|
89
$3.48K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
47+ 0.26% |
$1.87K - $2.24K
|
17.9K
$702K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
45New |
$1.79K - $2.15K
|
45
$1.76K
|
|
May 18, 2022
Q1 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
28+ 0.12% |
$1.11K - $1.34K
|
22.9K
$897K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26+ 5.73% |
$1.03K - $1.24K
|
480
$18.8K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15+ 0.53% |
$596 - $716
|
2.84K
$111K
|