Purchases and Sales Made in Q4 2022 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q4 2022. 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 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-102- 1.56% |
$3.92K - $4.62K
|
6.44K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-117- 0.33% |
$4.49K - $5.3K
|
35.2K
$1.33M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-230- 1.44% |
$8.83K - $10.4K
|
15.8K
$599K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-268- 1.52% |
$10.3K - $12.1K
|
17.4K
$658K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-280- 1.47% |
$10.8K - $12.7K
|
18.7K
$709K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-317- 4.45% |
$12.2K - $14.4K
|
6.81K
$258K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-362- 3.46% |
$13.9K - $16.4K
|
10.1K
$382K
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
SELL
|
- |
-362- 1.74% |
$13.9K - $16.4K
|
20.5K
$777K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-366- 14.99% |
$14.1K - $16.6K
|
2.08K
$78.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-441- 0.8% |
$16.9K - $20K
|
54.8K
$2.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-461- 2.22% |
$17.7K - $20.9K
|
20.3K
$770K
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-473- 1.03% |
$18.2K - $21.4K
|
45.5K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-494- 0.93% |
$19K - $22.4K
|
52.8K
$2M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-542- 4.95% |
$20.8K - $24.5K
|
10.4K
$394K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-583- 2.29% |
$22.4K - $26.4K
|
24.9K
$944K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-600- 16.22% |
$23K - $27.2K
|
3.1K
$117K
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-613- 0.39% |
$23.5K - $27.8K
|
157K
$5.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-624- 2.69% |
$24K - $28.3K
|
22.6K
$855K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-639- 3.75% |
$24.5K - $28.9K
|
16.4K
$621K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-706- 9.35% |
$27.1K - $32K
|
6.84K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-749- 2.16% |
$28.8K - $33.9K
|
33.9K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-757- 4.53% |
$29.1K - $34.3K
|
16K
$605K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-775- 12.15% |
$29.8K - $35.1K
|
5.61K
$212K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-794- 9.52% |
$30.5K - $36K
|
7.55K
$286K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-838- 5.07% |
$32.2K - $37.9K
|
15.7K
$594K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-870- 89.69% |
$33.4K - $39.4K
|
100
$3.79K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1K- 82.03% |
$38.4K - $45.3K
|
219
$8.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.01K- 1.95% |
$38.6K - $45.6K
|
50.5K
$1.91M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-1.05K- 5.36% |
$40.4K - $47.7K
|
18.6K
$704K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.08K- 13.51% |
$41.4K - $48.9K
|
6.91K
$262K
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.09K- 1.27% |
$41.7K - $49.2K
|
84.2K
$3.19M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.21K- 9.28% |
$46.3K - $54.7K
|
11.8K
$447K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.23K- 5.89% |
$47.2K - $55.6K
|
19.6K
$744K
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-1.4K- 5.28% |
$53.8K - $63.4K
|
25.1K
$952K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.51K- 20.16% |
$58.1K - $68.5K
|
5.99K
$227K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.55K- 10.67% |
$59.7K - $70.4K
|
13K
$493K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-1.68K- 21.97% |
$64.3K - $75.8K
|
5.95K
$226K
|
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.92K- 2.59% |
$73.9K - $87.1K
|
72.5K
$2.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.98K- 9.17% |
$76.1K - $89.7K
|
19.6K
$744K
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
SELL
|
- |
-2.18K- 3.25% |
$83.5K - $98.5K
|
64.7K
$2.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-2.19K- 20.73% |
$84.1K - $99.2K
|
8.38K
$317K
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.33K- 21.41% |
$89.4K - $105K
|
8.54K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-3.11K- 9.4% |
$120K - $141K
|
30K
$1.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-3.28K- 27.88% |
$126K - $149K
|
8.49K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.15K- 22.92% |
$159K - $188K
|
14K
$529K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.37K- 6.29% |
$168K - $198K
|
65K
$2.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.66K- 19.42% |
$179K - $211K
|
19.3K
$732K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.35K- 10.38% |
$206K - $242K
|
46.2K
$1.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.85K- 2.76% |
$225K - $265K
|
206K
$7.8M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.11K- 5.77% |
$235K - $277K
|
99.8K
$3.78M
|