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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.86KNew |
$104K - $113K
|
2.86K
$113K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.56K+ 6.2% |
$93.8K - $101K
|
43.9K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
2.56K+ 13.67% |
$93.7K - $101K
|
21.3K
$842K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.38K+ 1.5% |
$87.2K - $94.2K
|
161K
$6.39M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.32K+ 25.72% |
$84.9K - $91.7K
|
11.3K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.92K+ 7.82% |
$70.2K - $75.9K
|
26.5K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
1.77KNew |
$64.9K - $70.1K
|
1.77K
$70.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.71K+ 8.7% |
$62.6K - $67.7K
|
21.4K
$846K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.55KNew |
$56.8K - $61.4K
|
1.55K
$61.5K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.47K+ 8.35% |
$53.8K - $58.2K
|
19.1K
$755K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.44K+ 2.71% |
$52.7K - $56.9K
|
54.5K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.36KNew |
$49.8K - $53.8K
|
1.36K
$53.8K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.03K+ 243.03% |
$37.6K - $40.7K
|
1.45K
$57.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
790+ 2.6% |
$28.9K - $31.3K
|
31.2K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
763+ 0.98% |
$27.9K - $30.2K
|
78.3K
$3.1M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
607New |
$22.2K - $24K
|
607
$24K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
603New |
$22.1K - $23.9K
|
603
$23.9K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
566+ 7.83% |
$20.7K - $22.4K
|
7.8K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
558+ 26.06% |
$20.4K - $22.1K
|
2.7K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
406+ 4.95% |
$14.9K - $16.1K
|
8.61K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
371+ 0.67% |
$13.6K - $14.7K
|
55.6K
$2.2M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
314New |
$11.5K - $12.4K
|
314
$12.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
249New |
$9.11K - $9.85K
|
249
$9.85K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
237New |
$8.67K - $9.38K
|
237
$9.38K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
230+ 6.6% |
$8.42K - $9.1K
|
3.72K
$147K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
174New |
$6.37K - $6.88K
|
174
$6.89K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
137New |
$5.01K - $5.42K
|
137
$5.42K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
135+ 0.77% |
$4.94K - $5.34K
|
17.7K
$700K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
135New |
$4.94K - $5.34K
|
135
$5.34K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
133+ 0.12% |
$4.87K - $5.26K
|
114K
$4.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
96+ 1.69% |
$3.51K - $3.8K
|
5.79K
$229K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
82+ 51.57% |
$3K - $3.24K
|
241
$9.54K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
68New |
$2.49K - $2.69K
|
68
$2.69K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
63+ 225.0% |
$2.31K - $2.49K
|
91
$3.6K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
44+ 0.69% |
$1.61K - $1.74K
|
6.4K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
26+ 0.42% |
$952 - $1.03K
|
6.25K
$247K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
15+ 0.04% |
$549 - $593
|
40.5K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 2.96% |
$366 - $396
|
348
$13.8K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9+ 0.11% |
$329 - $356
|
8.55K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
8+ 0.04% |
$293 - $316
|
18.3K
$725K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
$183 - $198
|
11.9K
$470K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.44% |
$146 - $158
|
904
$35.8K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.56% |
$36.6 - $39.6
|
181
$7.16K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.66% |
$36.6 - $39.6
|
153
$6.05K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4- 0.06% |
$146 - $158
|
6.74K
$267K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-5- 0.23% |
$183 - $198
|
2.19K
$86.6K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-12- 0.66% |
$439 - $475
|
1.8K
$71K
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-12- 7.55% |
$439 - $475
|
147
$5.82K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-25- 62.5% |
$915 - $989
|
15
$594
|