Purchases and Sales Made in Q4 2024 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
148KNew |
$5.35M - $6.21M
|
148K
$5.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
83.4KNew |
$3.02M - $3.5M
|
83.4K
$3.16M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
68.9K+ 7.21% |
$2.49M - $2.89M
|
1.02M
$38.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
65.7K+ 338.85% |
$2.38M - $2.75M
|
85.1K
$3.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
37K+ 8.29% |
$1.34M - $1.55M
|
483K
$18.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
36.6KNew |
$1.32M - $1.53M
|
36.6K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
20.8K+ 64.35% |
$751K - $870K
|
53K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
19.7KNew |
$711K - $824K
|
19.7K
$746K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
19.3K+ 3.78% |
$699K - $810K
|
531K
$20.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
11.9KNew |
$429K - $497K
|
11.9K
$450K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
10.6K+ 6.42% |
$383K - $444K
|
176K
$6.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.08K+ 8.9% |
$328K - $380K
|
111K
$4.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.59KNew |
$274K - $318K
|
7.59K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
6.79K+ 59.74% |
$245K - $284K
|
18.2K
$688K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
6.37KNew |
$230K - $267K
|
6.37K
$241K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.22KNew |
$225K - $261K
|
6.22K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4.48KNew |
$162K - $188K
|
4.48K
$170K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.34K+ 8.93% |
$157K - $182K
|
53K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.94K+ 6.34% |
$142K - $165K
|
66K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.28KNew |
$119K - $137K
|
3.28K
$124K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
1.68K+ 5.43% |
$60.6K - $70.2K
|
32.5K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.41K+ 977.78% |
$50.9K - $59K
|
1.55K
$58.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.23KNew |
$44.4K - $51.5K
|
1.23K
$46.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.19K+ 6.81% |
$43.1K - $49.9K
|
18.7K
$708K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
873New |
$31.6K - $36.6K
|
873
$33.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
670New |
$24.2K - $28.1K
|
670
$25.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
616+ 2053.33% |
$22.3K - $25.8K
|
646
$24.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
611+ 0.25% |
$22.1K - $25.6K
|
247K
$9.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
279+ 5.15% |
$10.1K - $11.7K
|
5.7K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
159+ 0.88% |
$5.75K - $6.66K
|
18.3K
$694K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
63New |
$2.28K - $2.64K
|
63
$2.39K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
55+ 0.87% |
$1.99K - $2.3K
|
6.35K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
21+ 0.34% |
$759 - $880
|
6.25K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2+ 1.12% |
$72.3 - $83.8
|
180
$6.82K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 1.27% |
$72.3 - $83.8
|
159
$6.03K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 4.0% |
$36.2 - $41.9
|
26
$985
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-25- 0.71% |
$904 - $1.05K
|
3.49K
$132K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-71- 9.87% |
$2.57K - $2.97K
|
648
$24.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-104- 1.09% |
$3.76K - $4.36K
|
9.47K
$359K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-174- 2.51% |
$6.29K - $7.29K
|
6.75K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-676- 6.41% |
$24.4K - $28.3K
|
9.87K
$374K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-765- 11.44% |
$27.7K - $32.1K
|
5.92K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.26K- 14.85% |
$45.6K - $52.9K
|
7.24K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.42K- 0.45% |
$51.3K - $59.5K
|
316K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.97K- 0.87% |
$71.2K - $82.5K
|
225K
$8.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.97K- 0.92% |
$71.3K - $82.6K
|
213K
$8.06M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-3.32K- 8.63% |
$120K - $139K
|
35.2K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.66K- 5.83% |
$168K - $195K
|
75.3K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-6.28K- 3.84% |
$227K - $263K
|
157K
$5.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.53K- 33.49% |
$236K - $274K
|
13K
$491K
|