Purchases and Sales Made in Q3 2025 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
4.4MNew |
$176M - $193M
|
4.4M
$196M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
295K+ 49.27% |
$11.9M - $12.9M
|
894K
$39.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
234K+ 5.89% |
$9.39M - $10.3M
|
4.21M
$187M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
145K+ 47.91% |
$5.82M - $6.35M
|
447K
$19.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
63K+ 50.14% |
$2.53M - $2.76M
|
189K
$8.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
62.5K+ 15.8% |
$2.51M - $2.74M
|
458K
$20.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
49.6K+ 9.69% |
$1.99M - $2.18M
|
562K
$25M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
47.3K+ 1.35% |
$1.9M - $2.07M
|
3.54M
$158M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
42.5K+ 12.99% |
$1.71M - $1.86M
|
370K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.3K+ 2.31% |
$1.66M - $1.81M
|
1.83M
$81.5M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
38.1K+ 2.68% |
$1.53M - $1.67M
|
1.46M
$65M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.3K+ 12.84% |
$1.38M - $1.5M
|
301K
$13.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.7KNew |
$1.35M - $1.48M
|
33.7K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.3K+ 143.6% |
$1.26M - $1.37M
|
53.1K
$2.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
30K+ 127.85% |
$1.2M - $1.31M
|
53.4K
$2.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
24.9K+ 742.88% |
$1M - $1.09M
|
28.3K
$1.26M
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
BUY
|
- |
24.5K+ 1648.48% |
$983K - $1.07M
|
26K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
21.4K+ 1812.27% |
$860K - $940K
|
22.6K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
20.3K+ 13.61% |
$814K - $889K
|
169K
$7.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
19.4K+ 13.94% |
$777K - $849K
|
158K
$7.05M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.3K+ 181.59% |
$736K - $804K
|
28.4K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18K+ 104.18% |
$723K - $790K
|
35.3K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
17.1K+ 12.91% |
$686K - $750K
|
149K
$6.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.3KNew |
$654K - $715K
|
16.3K
$726K
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$626K - $684K
|
15.6K
$695K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
13K+ 58.15% |
$522K - $570K
|
35.3K
$1.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
11.7K+ 7.24% |
$469K - $513K
|
173K
$7.71M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
10.8K+ 48.76% |
$434K - $474K
|
33K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
10.2K+ 4.87% |
$408K - $445K
|
218K
$9.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.58K+ 29.34% |
$385K - $420K
|
42.2K
$1.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.41KNew |
$378K - $413K
|
9.41K
$419K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.84K+ 1.89% |
$315K - $344K
|
421K
$18.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
7.78KNew |
$312K - $341K
|
7.78K
$347K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
7.41KNew |
$298K - $325K
|
7.41K
$330K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.99K+ 1.9% |
$281K - $307K
|
375K
$16.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.91K+ 117.98% |
$277K - $303K
|
12.8K
$569K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
5.46K+ 3.24% |
$219K - $240K
|
174K
$7.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.32KNew |
$214K - $233K
|
5.32K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.15K+ 11.83% |
$207K - $226K
|
48.6K
$2.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.11K+ 3.4% |
$205K - $224K
|
155K
$6.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.03K+ 2.8% |
$202K - $221K
|
185K
$8.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
4.96K+ 0.91% |
$199K - $217K
|
547K
$24.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.82K+ 3.69% |
$193K - $211K
|
135K
$6.02M
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
BUY
|
- |
4.79K+ 2.78% |
$192K - $210K
|
177K
$7.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.68KNew |
$188K - $205K
|
4.68K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
4.67KNew |
$187K - $205K
|
4.67K
$208K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.52K+ 21.23% |
$182K - $198K
|
25.8K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.48K+ 82.63% |
$180K - $196K
|
9.9K
$441K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
BUY
|
- |
3.18K+ 1.78% |
$128K - $140K
|
182K
$8.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.16K+ 8.2% |
$127K - $139K
|
41.8K
$1.86M
|
|