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 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.97K- 0.87% |
$71.2K - $82.5K
|
225K
$8.56M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.97K- 0.92% |
$71.3K - $82.6K
|
213K
$8.08M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.67K- 12.8% |
$96.5K - $112K
|
18.2K
$691K
|
|
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
$2.51M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.66K- 5.83% |
$168K - $195K
|
75.3K
$2.86M
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.46K- 24.19% |
$197K - $229K
|
17.1K
$650K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.79K- 50.83% |
$209K - $243K
|
5.6K
$213K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.04K- 2.55% |
$218K - $253K
|
231K
$8.77M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.14K- 36.29% |
$222K - $257K
|
10.8K
$410K
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-6.28K- 3.84% |
$227K - $263K
|
157K
$5.97M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.35K- 2.08% |
$230K - $266K
|
298K
$11.3M
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.53K- 33.49% |
$236K - $274K
|
13K
$493K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.72K- 10.56% |
$243K - $282K
|
57K
$2.17M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.61K- 41.06% |
$275K - $319K
|
10.9K
$415K
|
|
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
$358K
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-8.8K- 8.48% |
$318K - $369K
|
95K
$3.61M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-9.48K- 13.43% |
$343K - $397K
|
61.1K
$2.32M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.2K- 42.76% |
$440K - $510K
|
16.3K
$619K
|
|
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
$2.95M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.9K- 56.02% |
$539K - $624K
|
11.7K
$445K
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-15.9K- 16.48% |
$576K - $668K
|
80.8K
$3.07M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-19.1K- 10.24% |
$689K - $799K
|
167K
$6.35M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21.6K- 59.26% |
$779K - $903K
|
14.8K
$563K
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-24.7K- 68.46% |
$892K - $1.03M
|
11.4K
$432K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-34.5K- 38.52% |
$1.25M - $1.45M
|
55.1K
$2.09M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.8K- 43.72% |
$1.37M - $1.59M
|
48.7K
$1.85M
|
|
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
$960K
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-76.8K- 12.63% |
$2.78M - $3.22M
|
531K
$20.2M
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-98.7K- 31.92% |
$3.57M - $4.14M
|
211K
$8.01M
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-109K- 48.13% |
$3.94M - $4.57M
|
117K
$4.47M
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-119K- 89.24% |
$4.3M - $4.98M
|
14.3K
$545K
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-167K- 20.79% |
$6.03M - $6.99M
|
635K
$24.2M
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-276K- 7.83% |
$9.96M - $11.5M
|
3.25M
$123M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-281K- 35.2% |
$10.1M - $11.8M
|
517K
$19.6M
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-310K- 66.93% |
$11.2M - $13M
|
153K
$5.83M
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-470K- 89.3% |
$17M - $19.7M
|
56.3K
$2.14M
|