Latest Institutional Transactions on Flexshares Tr Morningstar Glob (GUNR)
This table provides information on the latest institutional transactions involving Flexshares Tr Morningstar Glob (GUNR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18.7KClosed |
$728K - $917K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.7KClosed |
$182K - $230K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
10.6K+ 21.81% |
$413K - $521K
|
59.5K
$2.33M
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-286Closed |
$11.1K - $14K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-9.86K- 63.12% |
$383K - $482K
|
5.76K
$225K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.57KClosed |
$99.9K - $126K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
24.4KNew |
$946K - $1.19M
|
24.4K
$954K
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-128KClosed |
$4.97M - $6.26M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-4.13KClosed |
$160K - $202K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-846- 1.92% |
$32.8K - $41.4K
|
43.3K
$1.69M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
130New |
$5.05K - $6.36K
|
130
$5.09K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 0.49% |
$543 - $685
|
2.85K
$112K
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-4.11K- 39.72% |
$159K - $201K
|
6.23K
$244K
|
|
|
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-5.75K- 22.59% |
$223K - $281K
|
19.7K
$771K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-13.4KClosed |
$519K - $655K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-1.13KClosed |
$43.7K - $55K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-162KClosed |
$6.27M - $7.9M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
725New |
$28.1K - $35.5K
|
725
$28.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.37KClosed |
$169K - $214K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
70New |
$2.72K - $3.43K
|
70
$2.74K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.33K+ 24.22% |
$246K - $310K
|
32.5K
$1.27M
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
7.09KNew |
$275K - $347K
|
7.09K
$277K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2.63KClosed |
$102K - $129K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-488Closed |
$18.9K - $23.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
215+ 34.96% |
$8.35K - $10.5K
|
830
$32.5K
|
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.73K- 8.73% |
$67.2K - $84.7K
|
18.1K
$708K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-910- 75.21% |
$35.3K - $44.5K
|
300
$11.7K
|
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
SELL
|
- |
-130KClosed |
$5.04M - $6.35M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
36.5KNew |
$1.45M - $1.74M
|
36.5K
$1.43M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
45.9KNew |
$1.83M - $2.19M
|
45.9K
$1.8M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-595Closed |
$23.6K - $28.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
73.2KNew |
$2.91M - $3.5M
|
73.2K
$2.86M
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
11.9KNew |
$471K - $566K
|
11.9K
$464K
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-400KClosed |
$15.9M - $19.1M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-288K- 72.49% |
$11.4M - $13.7M
|
109K
$4.27M
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-5.3KClosed |
$210K - $253K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
217+ 1.32% |
$8.62K - $10.4K
|
16.6K
$650K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-114Closed |
$4.53K - $5.44K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.04KClosed |
$41.2K - $49.6K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-4Closed |
$159 - $191
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1KClosed |
$39.8K - $47.8K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
1.58KNew |
$62.8K - $75.5K
|
1.58K
$61.8K
|
|
| Q4 2021 | |||||||
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-133Closed |
$4.91K - $5.29K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-7KClosed |
$259K - $278K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.01KClosed |
$37.3K - $40.1K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-26.9K- 76.9% |
$994K - $1.07M
|
8.09K
$316K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-562Closed |
$20.8K - $22.3K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-9.96KClosed |
$368K - $396K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-11.2KClosed |
$413K - $444K
|
0
$0
|
|