Purchases and Sales Made in Q1 2025 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q1 2025. 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 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
446K+ 13.73% |
$16.3M - $17.6M
|
3.69M
$146M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
115K+ 3.44% |
$4.21M - $4.55M
|
3.46M
$137M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
71.6K+ 10.13% |
$2.62M - $2.83M
|
778K
$30.8M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
70.5K+ 7.9% |
$2.58M - $2.79M
|
963K
$38.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
50.9K+ 9.58% |
$1.86M - $2.01M
|
582K
$23M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
48.1K+ 4.7% |
$1.76M - $1.9M
|
1.07M
$42.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
36.1K+ 17.29% |
$1.32M - $1.43M
|
245K
$9.69M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
34.2K+ 6.43% |
$1.25M - $1.35M
|
565K
$22.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
28.9K+ 6.89% |
$1.06M - $1.14M
|
448K
$17.7M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
28.8KNew |
$1.05M - $1.14M
|
28.8K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
28.5KNew |
$1.04M - $1.13M
|
28.5K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.6K+ 12.68% |
$936K - $1.01M
|
227K
$8.99M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.5K+ 476.41% |
$860K - $929K
|
28.4K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
23.2K+ 7.34% |
$849K - $918K
|
339K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23.1K+ 17.47% |
$847K - $916K
|
156K
$6.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.8K+ 13.01% |
$796K - $860K
|
189K
$7.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.9KNew |
$729K - $788K
|
19.9K
$788K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.5K+ 181.24% |
$715K - $773K
|
30.3K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
19.3KNew |
$707K - $764K
|
19.3K
$764K
|
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
18.4K+ 19.4% |
$674K - $729K
|
113K
$4.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
18K+ 3.73% |
$659K - $713K
|
501K
$19.8M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
16.3KNew |
$595K - $644K
|
16.3K
$644K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.6K+ 74.85% |
$498K - $538K
|
31.8K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.6KNew |
$425K - $460K
|
11.6K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.5K+ 8.82% |
$421K - $455K
|
142K
$5.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
11K+ 8.32% |
$402K - $435K
|
143K
$5.67M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.7K+ 369.54% |
$393K - $425K
|
13.6K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10.3K+ 48.26% |
$377K - $408K
|
31.7K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
9.87K+ 3.86% |
$361K - $390K
|
265K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.26KNew |
$302K - $327K
|
8.26K
$327K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.86K+ 41.78% |
$288K - $311K
|
26.7K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
7.27K+ 27.28% |
$266K - $287K
|
33.9K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.1KNew |
$260K - $281K
|
7.1K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.19KNew |
$227K - $245K
|
6.19K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.9KNew |
$216K - $233K
|
5.9K
$233K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
5.58KNew |
$204K - $221K
|
5.58K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.37K+ 4.85% |
$196K - $212K
|
116K
$4.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.36KNew |
$196K - $212K
|
5.36K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.18KNew |
$189K - $205K
|
5.18K
$205K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
4.86K+ 7.36% |
$178K - $192K
|
70.8K
$2.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
4.81K+ 1.38% |
$176K - $190K
|
353K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.49K+ 3.82% |
$164K - $178K
|
122K
$4.82M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.34KNew |
$159K - $172K
|
4.34K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.3K+ 12.71% |
$157K - $170K
|
38.1K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
4.21K+ 2.71% |
$154K - $167K
|
160K
$6.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.93K+ 1.7% |
$144K - $155K
|
235K
$9.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.87K+ 3.49% |
$142K - $153K
|
115K
$4.55M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.62K+ 14.05% |
$132K - $143K
|
29.4K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3.59K+ 13.29% |
$131K - $142K
|
30.6K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.92K+ 43.32% |
$107K - $115K
|
9.65K
$382K
|