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 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
63New |
$2.28K - $2.64K
|
63
$2.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
55+ 0.87% |
$1.99K - $2.3K
|
6.35K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21+ 1.61% |
$759 - $880
|
1.33K
$50.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
21+ 0.34% |
$759 - $880
|
6.25K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 0.73% |
$325 - $377
|
1.25K
$47.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4+ 0.0% |
$145 - $168
|
122K
$4.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 1.27% |
$72.3 - $83.8
|
159
$6.07K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2+ 1.12% |
$72.3 - $83.8
|
180
$6.87K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 4.0% |
$36.2 - $41.9
|
26
$992
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.66% |
$36.2 - $41.9
|
152
$5.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-25- 0.71% |
$904 - $1.05K
|
3.49K
$133K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-71- 9.87% |
$2.57K - $2.97K
|
648
$24.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-73- 0.29% |
$2.64K - $3.06K
|
25K
$956K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-104- 1.09% |
$3.76K - $4.36K
|
9.47K
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-174- 2.51% |
$6.29K - $7.29K
|
6.75K
$257K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-676- 6.41% |
$24.4K - $28.3K
|
9.87K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-722- 10.18% |
$26.1K - $30.3K
|
6.37K
$243K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-765- 11.44% |
$27.7K - $32.1K
|
5.92K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-834- 19.31% |
$30.1K - $34.9K
|
3.49K
$133K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.09K- 16.45% |
$39.3K - $45.6K
|
5.53K
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.26K- 14.85% |
$45.6K - $52.9K
|
7.24K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.42K- 0.45% |
$51.3K - $59.5K
|
316K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.84K- 8.45% |
$66.5K - $77.1K
|
19.9K
$761K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.97K- 0.87% |
$71.2K - $82.5K
|
225K
$8.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.97K- 0.92% |
$71.3K - $82.6K
|
213K
$8.11M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-3.32K- 8.63% |
$120K - $139K
|
35.2K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.52K- 5.07% |
$127K - $147K
|
65.9K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.66K- 5.83% |
$168K - $195K
|
75.3K
$2.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.46K- 24.19% |
$197K - $229K
|
17.1K
$653K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.79K- 50.83% |
$209K - $243K
|
5.6K
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-6.28K- 3.84% |
$227K - $263K
|
157K
$6M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.53K- 33.49% |
$236K - $274K
|
13K
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.61K- 41.06% |
$275K - $319K
|
10.9K
$417K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-7.73K- 18.24% |
$279K - $324K
|
34.7K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-8.24K- 46.66% |
$298K - $345K
|
9.42K
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-8.8K- 8.48% |
$318K - $369K
|
95K
$3.63M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-9.48K- 13.43% |
$343K - $397K
|
61.1K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-12.7K- 97.94% |
$460K - $533K
|
268
$10.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-13.4K- 14.73% |
$484K - $561K
|
77.5K
$2.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.9K- 56.02% |
$539K - $624K
|
11.7K
$447K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-15.9K- 16.48% |
$576K - $668K
|
80.8K
$3.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-19.1K- 10.24% |
$689K - $799K
|
167K
$6.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21.6K- 59.26% |
$779K - $903K
|
14.8K
$565K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-24.7K- 68.46% |
$892K - $1.03M
|
11.4K
$434K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-51.9K- 12.13% |
$1.88M - $2.17M
|
376K
$14.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-70.3K- 73.58% |
$2.54M - $2.95M
|
25.3K
$964K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-76.8K- 12.63% |
$2.78M - $3.22M
|
531K
$20.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-98.7K- 31.92% |
$3.57M - $4.14M
|
211K
$8.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-109K- 48.13% |
$3.94M - $4.57M
|
117K
$4.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-119K- 89.24% |
$4.3M - $4.98M
|
14.3K
$547K
|