Purchases and Sales Made in Q1 2023 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q1 2023. 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 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100+ 69.44% |
$3.99K - $4.66K
|
244
$9.25K
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
100+ 0.44% |
$3.99K - $4.66K
|
23K
$872K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
99+ 22.5% |
$3.95K - $4.61K
|
539
$20.4K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
93+ 31.31% |
$3.71K - $4.33K
|
390
$14.8K
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
89+ 0.15% |
$3.55K - $4.15K
|
59.1K
$2.24M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
83+ 0.67% |
$3.31K - $3.87K
|
12.5K
$473K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
70New |
$2.8K - $3.26K
|
70
$2.65K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
65+ 0.12% |
$2.6K - $3.03K
|
52.8K
$2M
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
59New |
$2.36K - $2.75K
|
59
$2.24K
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
55+ 0.88% |
$2.2K - $2.56K
|
6.28K
$238K
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
55+ 0.41% |
$2.2K - $2.56K
|
13.3K
$504K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
40+ 0.59% |
$1.6K - $1.86K
|
6.85K
$260K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
33+ 0.48% |
$1.32K - $1.54K
|
6.98K
$265K
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
32+ 0.16% |
$1.28K - $1.49K
|
20.4K
$772K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29+ 1.4% |
$1.16K - $1.35K
|
2.11K
$79.8K
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
27+ 0.14% |
$1.08K - $1.26K
|
19.8K
$750K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 208.33% |
$998 - $1.17K
|
37
$1.4K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 40.0% |
$799 - $932
|
70
$2.65K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
19+ 0.24% |
$759 - $886
|
8.04K
$305K
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
15+ 0.06% |
$599 - $699
|
23.4K
$886K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13+ 0.08% |
$519 - $606
|
16.6K
$628K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.38% |
$359 - $419
|
2.37K
$89.8K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
7New |
$280 - $326
|
7
$265
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$280 - $326
|
9.34K
$354K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.23% |
$200 - $233
|
2.19K
$83.2K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-35- 0.16% |
$1.4K - $1.63K
|
22.4K
$851K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-52- 4.39% |
$2.08K - $2.42K
|
1.13K
$42.9K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-60- 10.02% |
$2.4K - $2.8K
|
539
$20.4K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-95- 1.37% |
$3.79K - $4.43K
|
6.83K
$259K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-121- 0.49% |
$4.83K - $5.64K
|
24.6K
$931K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-126- 2.3% |
$5.03K - $5.87K
|
5.36K
$203K
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-149- 2.31% |
$5.95K - $6.94K
|
6.29K
$239K
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-167- 0.64% |
$6.67K - $7.78K
|
25.8K
$978K
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-184Closed |
$7.35K - $8.58K
|
0
$0
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-203- 0.68% |
$8.11K - $9.46K
|
29.8K
$1.13M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-304- 14.94% |
$12.1K - $14.2K
|
1.73K
$65.6K
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-342Closed |
$13.7K - $15.9K
|
0
$0
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-355- 0.5% |
$14.2K - $16.5K
|
71.1K
$2.69M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-409- 4.45% |
$16.3K - $19.1K
|
8.78K
$333K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-447- 19.38% |
$17.8K - $20.8K
|
1.86K
$70.5K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-470- 91.8% |
$18.8K - $21.9K
|
42
$1.59K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-503- 9.76% |
$20.1K - $23.4K
|
4.65K
$176K
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-511- 0.25% |
$20.4K - $23.8K
|
207K
$7.83M
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-515- 4.36% |
$20.6K - $24K
|
11.3K
$428K
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-551- 0.68% |
$22K - $25.7K
|
80.3K
$3.04M
|
|
May 09, 2023
Q1 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-600- 0.86% |
$24K - $28K
|
69K
$2.62M
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-608- 10.9% |
$24.3K - $28.3K
|
4.97K
$188K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-618- 4.21% |
$24.7K - $28.8K
|
14.1K
$533K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-651- 2.52% |
$26K - $30.3K
|
25.2K
$954K
|