Purchases and Sales Made in Q4 2019 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q4 2019. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2021
Q4 2019
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
1.03M+ 750.16% |
$30.8M - $34.4M
|
1.16M
$44.1M
|
|
|
Jan 27, 2020
Q4 2019
|
Meritage Portfolio Management
|
BUY
|
- |
326KNew |
$9.8M - $10.9M
|
326K
$12.4M
|
|
|
Jan 27, 2020
Q4 2019
|
Columbus Macro, LLC
|
BUY
|
- |
182K+ 91.1% |
$5.48M - $6.11M
|
382K
$14.5M
|
|
|
Feb 10, 2020
Q4 2019
|
Esl Trust Services, LLC
|
BUY
|
- |
157KNew |
$4.72M - $5.26M
|
157K
$5.95M
|
|
|
Feb 14, 2020
Q4 2019
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.1K+ 41.48% |
$2.32M - $2.58M
|
263K
$9.96M
|
|
|
Jan 31, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
56.8KNew |
$1.71M - $1.9M
|
56.8K
$2.15M
|
|
|
Jan 13, 2020
Q4 2019
|
Moller Financial Services
|
BUY
|
- |
52.9K+ 9.37% |
$1.59M - $1.77M
|
617K
$23.4M
|
|
|
Jan 22, 2020
Q4 2019
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
51.1K+ 148.23% |
$1.53M - $1.71M
|
85.5K
$3.24M
|
|
|
Feb 14, 2020
Q4 2019
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.8K+ 582.68% |
$1.47M - $1.64M
|
57.2K
$2.17M
|
|
|
Feb 24, 2020
Q4 2019
|
Steph & CO
|
BUY
|
- |
41.8KNew |
$1.26M - $1.4M
|
41.8K
$1.58M
|
|
|
Feb 13, 2020
Q4 2019
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
38.9KNew |
$1.17M - $1.3M
|
38.9K
$1.47M
|
|
|
Feb 04, 2020
Q4 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.2K+ 61.58% |
$1.03M - $1.15M
|
89.8K
$3.4M
|
|
|
Feb 14, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
- |
26.7KNew |
$803K - $896K
|
26.7K
$1.01M
|
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
25.5K+ 351.51% |
$766K - $854K
|
32.7K
$1.24M
|
|
|
Feb 11, 2020
Q4 2019
|
Citizens & Northern Corp
|
BUY
|
- |
20.4K+ 5.3% |
$612K - $683K
|
405K
$15.3M
|
|
|
Feb 12, 2020
Q4 2019
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
18.1KNew |
$544K - $607K
|
18.1K
$686K
|
|
|
Feb 14, 2020
Q4 2019
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.4KNew |
$522K - $583K
|
17.4K
$659K
|
|
|
Feb 12, 2020
Q4 2019
|
Washington Trust CO
|
BUY
|
- |
16.3KNew |
$491K - $548K
|
16.3K
$619K
|
|
|
Feb 18, 2020
Q4 2019
|
Cva Family Office, LLC
|
BUY
|
- |
15.4KNew |
$464K - $518K
|
15.4K
$585K
|
|
|
Sep 07, 2021
Q4 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.2K+ 15.79% |
$456K - $509K
|
111K
$4.22M
|
|
|
Feb 12, 2020
Q4 2019
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11K+ 0.99% |
$332K - $370K
|
1.13M
$42.6M
|
|
|
Sep 08, 2022
Q4 2019
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
11K+ 3.45% |
$331K - $369K
|
330K
$12.5M
|
|
|
Jan 23, 2020
Q4 2019
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8.95K+ 36.8% |
$269K - $300K
|
33.3K
$1.26M
|
|
|
Feb 13, 2020
Q4 2019
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.84K+ 155.02% |
$266K - $296K
|
14.5K
$551K
|
|
|
Feb 03, 2020
Q4 2019
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.54K+ 41.53% |
$257K - $286K
|
29.1K
$1.1M
|
|
|
Feb 14, 2020
Q4 2019
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
7.75K+ 33.58% |
$233K - $260K
|
30.8K
$1.17M
|
|
|
Feb 14, 2020
Q4 2019
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.05KNew |
$212K - $236K
|
7.05K
$267K
|
|
|
Jan 07, 2020
Q4 2019
|
Cooper Financial Group
|
BUY
|
- |
6.18KNew |
$186K - $207K
|
6.18K
$234K
|
|
|
Feb 14, 2020
Q4 2019
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.2KNew |
$156K - $174K
|
5.2K
$197K
|
|
|
Jan 27, 2020
Q4 2019
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
4.95KNew |
$149K - $166K
|
4.95K
$188K
|
|
|
Feb 27, 2020
Q4 2019
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.3KNew |
$129K - $144K
|
4.3K
$163K
|
|
|
Feb 07, 2020
Q4 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.17K+ 9.57% |
$125K - $140K
|
47.7K
$1.81M
|
|
|
Feb 14, 2020
Q4 2019
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.73K+ 3.51% |
$112K - $125K
|
110K
$4.16M
|
|
|
Jan 27, 2020
Q4 2019
|
Vera Bank, N.A.
|
BUY
|
- |
3.45K+ 2.13% |
$104K - $116K
|
165K
$6.25M
|
|
|
Feb 12, 2020
Q4 2019
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.33K+ 4.64% |
$100K - $112K
|
75.1K
$2.84M
|
|
|
Feb 13, 2020
Q4 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.95K+ 25.67% |
$88.6K - $98.8K
|
14.4K
$547K
|
|
|
Feb 24, 2020
Q4 2019
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.72K+ 8.16% |
$81.9K - $91.3K
|
36.1K
$1.37M
|
|
|
Feb 05, 2020
Q4 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.61K+ 4.3% |
$78.3K - $87.4K
|
63.3K
$2.4M
|
|
|
Feb 11, 2020
Q4 2019
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.29K+ 18.78% |
$68.9K - $76.8K
|
14.5K
$549K
|
|
|
Jan 13, 2020
Q4 2019
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.28KNew |
$68.6K - $76.5K
|
2.28K
$86.5K
|
|
|
Feb 13, 2020
Q4 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.19K+ 2.16% |
$66K - $73.6K
|
104K
$3.94M
|
|
|
Feb 04, 2020
Q4 2019
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.84K+ 3.3% |
$55.4K - $61.8K
|
57.7K
$2.19M
|
|
|
Feb 06, 2020
Q4 2019
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.83KNew |
$54.9K - $61.2K
|
1.83K
$69.2K
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Group Ag
|
BUY
|
- |
1.81K+ 1.89% |
$54.4K - $60.7K
|
97.6K
$3.7M
|
|
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.73KNew |
$51.9K - $57.8K
|
1.73K
$65.4K
|
|
|
Feb 07, 2020
Q4 2019
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.64KNew |
$49.3K - $55K
|
1.64K
$62.2K
|
|
|
Jan 30, 2020
Q4 2019
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.5K+ 1.62% |
$45K - $50.2K
|
93.7K
$3.55M
|
|
|
Feb 06, 2020
Q4 2019
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.4K+ 21.21% |
$42.1K - $46.9K
|
8K
$303K
|
|
|
Sep 14, 2021
Q4 2019
|
Cwm, LLC
|
BUY
|
- |
1.18K+ 186.44% |
$35.5K - $39.6K
|
1.82K
$68.8K
|
|
|
Feb 07, 2020
Q4 2019
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
914+ 13.34% |
$27.5K - $30.6K
|
7.77K
$294K
|