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 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-722- 10.18% |
$26.1K - $30.3K
|
6.37K
$245K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-765- 11.44% |
$27.7K - $32.1K
|
5.92K
$227K
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-771- 32.84% |
$27.9K - $32.3K
|
1.58K
$60.5K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-834- 19.31% |
$30.1K - $34.9K
|
3.49K
$134K
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-845- 4.58% |
$30.5K - $35.4K
|
17.6K
$676K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.09K- 16.45% |
$39.3K - $45.6K
|
5.53K
$212K
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.11K- 5.18% |
$40.3K - $46.7K
|
20.4K
$784K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 12.66% |
$43.1K - $49.9K
|
8.23K
$316K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.26K- 14.85% |
$45.6K - $52.9K
|
7.24K
$278K
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.3K- 11.65% |
$47K - $54.5K
|
9.86K
$379K
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.3K- 4.82% |
$47.1K - $54.6K
|
25.7K
$988K
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.42K- 0.45% |
$51.3K - $59.5K
|
316K
$12.1M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.45K- 4.55% |
$52.3K - $60.6K
|
30.4K
$1.17M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.83K- 0.93% |
$66.3K - $76.8K
|
196K
$7.52M
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.84K- 8.45% |
$66.5K - $77.1K
|
19.9K
$766K
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.97K- 0.87% |
$71.2K - $82.5K
|
225K
$8.64M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.97K- 0.92% |
$71.3K - $82.6K
|
213K
$8.16M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.67K- 12.8% |
$96.5K - $112K
|
18.2K
$698K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.89K- 18.49% |
$104K - $121K
|
12.7K
$489K
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-3.32K- 8.63% |
$120K - $139K
|
35.2K
$1.35M
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.52K- 5.07% |
$127K - $147K
|
65.9K
$2.53M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.96K- 7.83% |
$143K - $166K
|
46.6K
$1.79M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.12K- 20.89% |
$149K - $173K
|
15.6K
$599K
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.46K- 14.87% |
$161K - $187K
|
25.6K
$981K
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.5K- 19.14% |
$163K - $189K
|
19K
$730K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.58K- 15.71% |
$165K - $192K
|
24.5K
$942K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.66K- 5.83% |
$168K - $195K
|
75.3K
$2.89M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.88K- 3.93% |
$176K - $205K
|
119K
$4.58M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.16K- 23.91% |
$186K - $216K
|
16.4K
$630K
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.46K- 24.19% |
$197K - $229K
|
17.1K
$656K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.79K- 50.83% |
$209K - $243K
|
5.6K
$215K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.04K- 2.55% |
$218K - $253K
|
231K
$8.86M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.14K- 36.29% |
$222K - $257K
|
10.8K
$414K
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-6.28K- 3.84% |
$227K - $263K
|
157K
$6.03M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.35K- 2.08% |
$230K - $266K
|
298K
$11.5M
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.53K- 33.49% |
$236K - $274K
|
13K
$498K
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-6.56K- 52.33% |
$237K - $275K
|
5.98K
$229K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.72K- 10.56% |
$243K - $282K
|
57K
$2.19M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.36K- 2.1% |
$266K - $308K
|
343K
$13.2M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.61K- 41.06% |
$275K - $319K
|
10.9K
$419K
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-7.7K- 44.92% |
$278K - $322K
|
9.44K
$362K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.72K- 5.79% |
$279K - $323K
|
126K
$4.82M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-7.73K- 18.24% |
$279K - $324K
|
34.7K
$1.33M
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-8.24K- 46.66% |
$298K - $345K
|
9.42K
$361K
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-8.8K- 8.48% |
$318K - $369K
|
95K
$3.65M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-9.48K- 13.43% |
$343K - $397K
|
61.1K
$2.35M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-12K- 36.01% |
$434K - $503K
|
21.3K
$820K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.2K- 42.76% |
$440K - $510K
|
16.3K
$625K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-12.7K- 97.94% |
$460K - $533K
|
268
$10.3K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-13.2K- 59.97% |
$477K - $553K
|
8.81K
$338K
|