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 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-39- 0.15% |
$1.43K - $1.54K
|
25.5K
$1.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-46- 8.0% |
$1.68K - $1.82K
|
529
$20.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-46- 2.92% |
$1.68K - $1.82K
|
1.53K
$60.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-48- 64.0% |
$1.76K - $1.9K
|
27
$1.07K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-82- 0.66% |
$3K - $3.24K
|
12.3K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-82- 68.91% |
$3K - $3.24K
|
37
$1.46K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-94- 7.08% |
$3.44K - $3.72K
|
1.23K
$48.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-158- 1.92% |
$5.78K - $6.25K
|
8.07K
$319K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-160- 3.57% |
$5.86K - $6.33K
|
4.32K
$171K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-194- 15.52% |
$7.1K - $7.67K
|
1.06K
$41.8K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-274- 4.3% |
$10K - $10.8K
|
6.1K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-279- 4.89% |
$10.2K - $11K
|
5.42K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-304- 1.63% |
$11.1K - $12K
|
18.4K
$727K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-351- 5.51% |
$12.8K - $13.9K
|
6.02K
$238K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-388- 5.96% |
$14.2K - $15.3K
|
6.12K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-425- 2.23% |
$15.6K - $16.8K
|
18.6K
$736K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-485- 7.8% |
$17.8K - $19.2K
|
5.74K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-579- 9.69% |
$21.2K - $22.9K
|
5.4K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-644- 32.56% |
$23.6K - $25.5K
|
1.33K
$52.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-648- 10.44% |
$23.7K - $25.6K
|
5.56K
$220K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-776- 49.97% |
$28.4K - $30.7K
|
777
$30.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-871- 5.58% |
$31.9K - $34.5K
|
14.7K
$583K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-970- 1.83% |
$35.5K - $38.4K
|
52K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-996- 87.45% |
$36.5K - $39.4K
|
143
$5.66K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.13K- 4.49% |
$41.5K - $44.9K
|
24.1K
$955K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.2K- 16.57% |
$43.9K - $47.4K
|
6.04K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.29K- 14.21% |
$47.3K - $51.1K
|
7.79K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.32K- 18.4% |
$48.3K - $52.2K
|
5.85K
$232K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.33K- 8.99% |
$48.8K - $52.7K
|
13.5K
$534K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.34K- 38.31% |
$48.9K - $52.8K
|
2.15K
$85.1K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.4K- 1.11% |
$51.2K - $55.4K
|
124K
$4.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.69K- 17.9% |
$62K - $67K
|
7.77K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.73K- 10.22% |
$63.2K - $68.3K
|
15.2K
$600K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.85K- 21.0% |
$67.7K - $73.2K
|
6.96K
$276K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.89K- 9.25% |
$69.1K - $74.7K
|
18.5K
$733K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.02K- 7.9% |
$73.9K - $79.8K
|
23.5K
$931K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.06K- 15.86% |
$75.3K - $81.4K
|
10.9K
$432K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.22K- 22.53% |
$81.4K - $88K
|
7.65K
$303K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.3K- 1.93% |
$84.2K - $91K
|
117K
$4.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2.3K- 33.43% |
$84.2K - $91K
|
4.58K
$181K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.4K- 9.1% |
$87.8K - $94.9K
|
24K
$948K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-2.73K- 1.3% |
$99.9K - $108K
|
208K
$8.23M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.87K- 27.55% |
$105K - $113K
|
7.54K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-3.11K- 30.92% |
$114K - $123K
|
6.94K
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.55K- 17.8% |
$130K - $140K
|
16.4K
$649K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-3.61K- 21.1% |
$132K - $143K
|
13.5K
$534K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.81K- 27.48% |
$140K - $151K
|
10.1K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.97K- 8.15% |
$145K - $157K
|
44.7K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4K- 22.75% |
$146K - $158K
|
13.6K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.31K- 14.75% |
$158K - $171K
|
24.9K
$986K
|