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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
707KNew |
$25.5M - $29.6M
|
707K
$27M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
470KNew |
$17M - $19.7M
|
470K
$17.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
176K+ 5.57% |
$6.37M - $7.38M
|
3.34M
$128M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
164KNew |
$5.95M - $6.89M
|
164K
$6.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
148KNew |
$5.35M - $6.21M
|
148K
$5.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
BUY
|
- |
148K+ 19.83% |
$5.34M - $6.19M
|
892K
$34.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
83.4KNew |
$3.02M - $3.5M
|
83.4K
$3.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
80.5KNew |
$2.91M - $3.37M
|
80.5K
$3.07M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
68.9K+ 7.21% |
$2.49M - $2.89M
|
1.02M
$39.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
65.7K+ 338.85% |
$2.38M - $2.75M
|
85.1K
$3.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
56.8K+ 20.94% |
$2.05M - $2.38M
|
328K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
52.1KNew |
$1.88M - $2.18M
|
52.1K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
41.3KNew |
$1.49M - $1.73M
|
41.3K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
37K+ 8.29% |
$1.34M - $1.55M
|
483K
$18.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
36.6KNew |
$1.32M - $1.53M
|
36.6K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
20.8K+ 64.35% |
$751K - $870K
|
53K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
19.7KNew |
$711K - $824K
|
19.7K
$751K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
19.3K+ 3.78% |
$699K - $810K
|
531K
$20.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
11.9KNew |
$429K - $497K
|
11.9K
$453K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
11KNew |
$399K - $462K
|
11K
$421K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
10.6K+ 6.42% |
$383K - $444K
|
176K
$6.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.08K+ 8.9% |
$328K - $380K
|
111K
$4.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.59KNew |
$274K - $318K
|
7.59K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
6.79K+ 59.74% |
$245K - $284K
|
18.2K
$693K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
6.37KNew |
$230K - $267K
|
6.37K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.22KNew |
$225K - $261K
|
6.22K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.49K+ 1212.14% |
$198K - $230K
|
5.94K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4.48KNew |
$162K - $188K
|
4.48K
$171K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.41K+ 244.59% |
$159K - $185K
|
6.21K
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.34K+ 8.93% |
$157K - $182K
|
53K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.94K+ 6.34% |
$142K - $165K
|
66K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.28KNew |
$119K - $137K
|
3.28K
$125K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.12K+ 9.07% |
$76.7K - $89K
|
25.5K
$975K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
1.68K+ 5.43% |
$60.6K - $70.2K
|
32.5K
$1.24M
|
|
|
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
$59.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.23KNew |
$44.4K - $51.5K
|
1.23K
$46.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.2K+ 0.58% |
$43.2K - $50.1K
|
209K
$7.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.19K+ 6.81% |
$43.1K - $49.9K
|
18.7K
$713K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.13KNew |
$40.7K - $47.1K
|
1.13K
$42.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.12K+ 20.0% |
$40.6K - $47K
|
6.73K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
873New |
$31.6K - $36.6K
|
873
$33.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
670New |
$24.2K - $28.1K
|
670
$25.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
616+ 2053.33% |
$22.3K - $25.8K
|
646
$24.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
611+ 0.25% |
$22.1K - $25.6K
|
247K
$9.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
492+ 11.08% |
$17.8K - $20.6K
|
4.93K
$188K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
360New |
$13K - $15.1K
|
360
$13.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
279+ 5.15% |
$10.1K - $11.7K
|
5.7K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
159+ 0.88% |
$5.75K - $6.66K
|
18.3K
$699K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
154+ 11.98% |
$5.57K - $6.45K
|
1.44K
$54.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
132New |
$4.77K - $5.53K
|
132
$5.04K
|