Purchases and Sales Made in Q3 2024 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
3K+ 1.95% |
$116K - $125K
|
157K
$5.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.84K+ 15.81% |
$109K - $118K
|
20.8K
$794K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.49K+ 12.76% |
$95.9K - $103K
|
22K
$840K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.41K+ 2.76% |
$92.7K - $99.9K
|
89.6K
$3.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.35KNew |
$90.4K - $97.4K
|
2.35K
$89.6K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 12.15% |
$70.6K - $76K
|
16.9K
$646K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.82K+ 6.82% |
$69.9K - $75.3K
|
28.4K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.62K+ 20.43% |
$62.5K - $67.3K
|
9.57K
$365K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.51K+ 9.85% |
$58.3K - $62.8K
|
16.9K
$644K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.49K+ 8.42% |
$57.5K - $61.9K
|
19.2K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 18.29% |
$51.1K - $55K
|
8.58K
$328K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.21K+ 2.54% |
$46.4K - $50K
|
48.6K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.15K+ 4.1% |
$44.2K - $47.6K
|
29.1K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
990+ 82.64% |
$38.1K - $41.1K
|
2.19K
$83.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
977+ 29.23% |
$37.6K - $40.5K
|
4.32K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
831+ 0.72% |
$32K - $34.5K
|
117K
$4.47M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
823New |
$31.7K - $34.1K
|
823
$31.4K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
804+ 6.15% |
$31K - $33.3K
|
13.9K
$530K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
803+ 182.5% |
$30.9K - $33.3K
|
1.24K
$47.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
802+ 5.41% |
$30.9K - $33.3K
|
15.6K
$596K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
679+ 0.42% |
$26.1K - $28.2K
|
163K
$6.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
677+ 2.24% |
$26.1K - $28.1K
|
30.8K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
675+ 2.97% |
$26K - $28K
|
23.4K
$894K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
583+ 7.33% |
$22.5K - $24.2K
|
8.54K
$326K
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
559+ 1.76% |
$21.5K - $23.2K
|
32.3K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
463+ 1.74% |
$17.8K - $19.2K
|
27K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
446+ 2.62% |
$17.2K - $18.5K
|
17.5K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
421+ 0.79% |
$16.2K - $17.5K
|
54K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
411+ 13.74% |
$15.8K - $17K
|
3.4K
$130K
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
340+ 1.02% |
$13.1K - $14.1K
|
33.8K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
305+ 4.61% |
$11.7K - $12.7K
|
6.92K
$264K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
227+ 1.18% |
$8.74K - $9.42K
|
19.5K
$744K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
215+ 8.36% |
$8.28K - $8.92K
|
2.79K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
196New |
$7.55K - $8.13K
|
196
$7.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
150+ 0.37% |
$5.78K - $6.22K
|
40.4K
$1.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
150New |
$5.78K - $6.22K
|
150
$5.73K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
68New |
$2.62K - $2.82K
|
68
$2.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
67New |
$2.58K - $2.78K
|
67
$2.56K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
48+ 0.77% |
$1.85K - $1.99K
|
6.3K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
35+ 0.19% |
$1.35K - $1.45K
|
18.9K
$723K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
33New |
$1.27K - $1.37K
|
33
$1.26K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
33New |
$1.27K - $1.37K
|
33
$1.26K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
30New |
$1.16K - $1.24K
|
30
$1.15K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28New |
$1.08K - $1.16K
|
28
$1.07K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24+ 0.26% |
$924 - $996
|
9.42K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
20New |
$770 - $830
|
20
$763
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
14+ 0.06% |
$539 - $581
|
23.5K
$898K
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
7+ 4.09% |
$270 - $290
|
178
$6.79K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 0.57% |
$270 - $290
|
1.24K
$47.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6+ 0.03% |
$231 - $249
|
18.9K
$720K
|