Purchases and Sales Made in Q2 2025 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
56+ 0.88% |
$1.89K - $2.3K
|
6.45K
$283K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
55+ 0.79% |
$1.86K - $2.26K
|
7K
$307K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
34+ 5.65% |
$1.15K - $1.4K
|
636
$27.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
34+ 0.54% |
$1.15K - $1.4K
|
6.29K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
25+ 166.67% |
$844 - $1.03K
|
40
$1.75K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21+ 0.26% |
$709 - $864
|
8.09K
$355K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
19+ 0.51% |
$642 - $782
|
3.74K
$164K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 0.76% |
$270 - $329
|
1.06K
$46.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7+ 0.9% |
$236 - $288
|
784
$34.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 4.58% |
$236 - $288
|
160
$7.02K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7New |
$236 - $288
|
7
$307
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.55% |
$169 - $206
|
909
$39.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3+ 0.05% |
$101 - $123
|
5.9K
$259K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
2+ 1.1% |
$67.5 - $82.3
|
183
$8.03K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 3.7% |
$33.8 - $41.2
|
28
$1.23K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-7- 7.69% |
$236 - $288
|
84
$3.68K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-9- 0.15% |
$304 - $370
|
6.01K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-19- 12.93% |
$642 - $782
|
128
$5.61K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36- 2.36% |
$1.22K - $1.48K
|
1.49K
$65.4K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-50- 4.05% |
$1.69K - $2.06K
|
1.18K
$51.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-51- 35.66% |
$1.72K - $2.1K
|
92
$4.04K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-79- 0.15% |
$2.67K - $3.25K
|
53.6K
$2.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-83- 0.44% |
$2.8K - $3.42K
|
19K
$833K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-84- 0.33% |
$2.84K - $3.46K
|
25.4K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-91- 1.57% |
$3.07K - $3.75K
|
5.7K
$250K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-100- 16.58% |
$3.38K - $4.12K
|
503
$22.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-119- 18.42% |
$4.02K - $4.9K
|
527
$23.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-124- 2.45% |
$4.19K - $5.1K
|
4.93K
$216K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-136- 6.21% |
$4.59K - $5.6K
|
2.05K
$90K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-147- 2.72% |
$4.96K - $6.05K
|
5.25K
$230K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-235- 3.37% |
$7.94K - $9.67K
|
6.73K
$295K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-243- 16.89% |
$8.21K - $10K
|
1.2K
$52.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-261- 0.47% |
$8.81K - $10.7K
|
55.3K
$2.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-279- 1.71% |
$9.42K - $11.5K
|
16K
$701K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-285- 2.4% |
$9.62K - $11.7K
|
11.6K
$508K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-300- 4.92% |
$10.1K - $12.3K
|
5.8K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-373- 20.78% |
$12.6K - $15.4K
|
1.42K
$62.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-432- 2.26% |
$14.6K - $17.8K
|
18.7K
$820K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-506- 2.23% |
$17.1K - $20.8K
|
22.2K
$973K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-514- 97.16% |
$17.4K - $21.2K
|
15
$658
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-537- 1.87% |
$18.1K - $22.1K
|
28.2K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-542- 37.35% |
$18.3K - $22.3K
|
909
$39.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-575- 3.51% |
$19.4K - $23.7K
|
15.8K
$694K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-625- 5.99% |
$21.1K - $25.7K
|
9.81K
$430K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-697- 5.17% |
$23.5K - $28.7K
|
12.8K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-702- 15.32% |
$23.7K - $28.9K
|
3.88K
$170K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-721- 9.43% |
$24.3K - $29.7K
|
6.93K
$304K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-721- 5.31% |
$24.3K - $29.7K
|
12.9K
$564K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-805- 11.35% |
$27.2K - $33.1K
|
6.29K
$276K
|