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 |
---|---|---|---|---|---|---|---|
Jan 24, 2020
Q4 2019
|
Kendall Capital Management
|
BUY
|
- |
881+ 12.3% |
$26.5K - $29.5K
|
8.04K
$318K
|
|
Feb 07, 2020
Q4 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
866New |
$26K - $29K
|
866
$34.3K
|
|
Feb 14, 2020
Q4 2019
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
840New |
$25.3K - $28.2K
|
840
$33.2K
|
|
Jan 28, 2020
Q4 2019
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
828+ 25.05% |
$24.9K - $27.8K
|
4.13K
$164K
|
|
Feb 14, 2020
Q4 2019
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
758+ 8.17% |
$22.8K - $25.4K
|
10K
$397K
|
|
Jan 31, 2020
Q4 2019
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
700+ 9.86% |
$21K - $23.5K
|
7.8K
$309K
|
|
Feb 13, 2020
Q4 2019
|
Jacobsen Capital Management
|
BUY
|
- |
686+ 3.28% |
$20.6K - $23K
|
21.6K
$854K
|
|
Jan 16, 2020
Q4 2019
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
531+ 1.53% |
$16K - $17.8K
|
35.2K
$1.39M
|
|
Feb 07, 2020
Q4 2019
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
522+ 171.71% |
$15.7K - $17.5K
|
826
$32.7K
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
BUY
|
- |
374+ 3.86% |
$11.2K - $12.5K
|
10.1K
$398K
|
|
Feb 06, 2020
Q4 2019
|
Motco
|
BUY
|
- |
322New |
$9.68K - $10.8K
|
322
$12.7K
|
|
Feb 12, 2020
Q4 2019
|
Advisor Net Financial, Inc
|
BUY
|
- |
293+ 353.01% |
$8.81K - $9.82K
|
376
$14.9K
|
|
May 19, 2020
Q4 2019
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
175New |
$5.26K - $5.87K
|
175
$6.92K
|
|
Feb 13, 2020
Q4 2019
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
145+ 1.2% |
$4.36K - $4.86K
|
12.2K
$482K
|
|
Feb 13, 2020
Q4 2019
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
129+ 73.3% |
$3.88K - $4.33K
|
305
$12.1K
|
|
Feb 04, 2020
Q4 2019
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
123New |
$3.7K - $4.12K
|
123
$4.87K
|
|
Jan 29, 2020
Q4 2019
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
102New |
$3.07K - $3.42K
|
102
$4.04K
|
|
Feb 13, 2020
Q4 2019
|
Psi Advisors, LLC
|
BUY
|
- |
88New |
$2.65K - $2.95K
|
88
$3.48K
|
|
Feb 05, 2020
Q4 2019
|
Ellevest, Inc.
|
BUY
|
- |
50+ 22.22% |
$1.5K - $1.68K
|
275
$10.9K
|
|
Jan 30, 2020
Q4 2019
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
46New |
$1.38K - $1.54K
|
46
$1.82K
|
|
Mar 12, 2020
Q4 2019
|
Engrave Wealth Partners LLC
|
BUY
|
- |
37New |
$1.11K - $1.24K
|
37
$1.46K
|
|
Sep 14, 2021
Q4 2019
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.49% |
$30.1 - $33.5
|
207
$8.19K
|
|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15- 0.14% |
$451 - $503
|
10.8K
$429K
|
|
Feb 05, 2020
Q4 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-37- 1.28% |
$1.11K - $1.24K
|
2.84K
$112K
|
|
Feb 06, 2020
Q4 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-45- 0.01% |
$1.35K - $1.51K
|
475K
$18.8M
|
|
Feb 14, 2020
Q4 2019
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-120Closed |
$3.61K - $4.02K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Well Done, LLC
|
SELL
|
- |
-168- 1.23% |
$5.05K - $5.63K
|
13.5K
$533K
|
|
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-173- 1.79% |
$5.2K - $5.8K
|
9.49K
$375K
|
|
Feb 13, 2020
Q4 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-185- 11.69% |
$5.56K - $6.2K
|
1.4K
$55.3K
|
|
Jan 17, 2020
Q4 2019
|
Gemmer Asset Management LLC
|
SELL
|
- |
-239Closed |
$7.18K - $8.01K
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-308Closed |
$9.26K - $10.3K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-380- 7.03% |
$11.4K - $12.7K
|
5.02K
$199K
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-641Closed |
$19.3K - $21.5K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-855- 36.29% |
$25.7K - $28.7K
|
1.5K
$59.4K
|
|
Feb 14, 2020
Q4 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-995- 0.75% |
$29.9K - $33.4K
|
133K
$5.24M
|
|
Jan 27, 2020
Q4 2019
|
Cwm, LLC
|
SELL
|
- |
-1.18K- 65.09% |
$35.5K - $39.6K
|
634
$25.1K
|
|
Jan 21, 2020
Q4 2019
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 5.45% |
$36K - $40.1K
|
20.8K
$821K
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-1.25K- 50.79% |
$37.5K - $41.9K
|
1.21K
$47.9K
|
|
Feb 03, 2020
Q4 2019
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.39K- 5.72% |
$41.6K - $46.4K
|
22.8K
$903K
|
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.63K- 26.1% |
$49K - $54.7K
|
4.62K
$183K
|
|
Jan 24, 2020
Q4 2019
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.81KClosed |
$54.4K - $60.7K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.92K- 1.48% |
$57.6K - $64.2K
|
127K
$5.03M
|
|
Jan 27, 2020
Q4 2019
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-2K- 11.12% |
$60.1K - $67.1K
|
16K
$632K
|
|
Jan 27, 2020
Q4 2019
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.1K- 0.88% |
$63.2K - $70.5K
|
236K
$9.34M
|
|
Feb 18, 2020
Q4 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.28K- 10.68% |
$68.6K - $76.5K
|
19.1K
$755K
|
|
Feb 14, 2020
Q4 2019
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.3K- 25.37% |
$69K - $77K
|
6.76K
$267K
|
|
Jan 29, 2020
Q4 2019
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2.57K- 10.84% |
$77.2K - $86.1K
|
21.1K
$836K
|
|
Jan 24, 2020
Q4 2019
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.79K- 20.9% |
$83.9K - $93.5K
|
10.6K
$418K
|
|
Feb 14, 2020
Q4 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-3.55K- 28.33% |
$107K - $119K
|
8.99K
$356K
|