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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
5.34KNew |
$213K - $249K
|
5.34K
$216K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-608- 10.9% |
$24.3K - $28.3K
|
4.97K
$201K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.58K- 8.48% |
$62.9K - $73.5K
|
17K
$688K
|
|
| Q4 2022 | |||||||
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
8.49KNew |
$326K - $385K
|
8.49K
$343K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1.18KNew |
$45.4K - $53.5K
|
1.18K
$47.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
6.21KNew |
$238K - $281K
|
6.21K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.86KNew |
$187K - $220K
|
4.86K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
11.9KNew |
$455K - $537K
|
11.9K
$479K
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
314KNew |
$12M - $14.2M
|
314K
$12.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-14.4K- 58.93% |
$553K - $652K
|
10K
$406K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-1.68K- 21.97% |
$64.3K - $75.8K
|
5.95K
$241K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-95.2K- 94.43% |
$3.65M - $4.31M
|
5.62K
$227K
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
341KNew |
$13.1M - $15.4M
|
341K
$13.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-23.6K- 65.26% |
$905K - $1.07M
|
12.5K
$507K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
68New |
$2.61K - $3.08K
|
68
$2.75K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-56K- 9.33% |
$2.15M - $2.54M
|
544K
$22M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1K- 82.03% |
$38.4K - $45.3K
|
219
$8.85K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.98K- 9.17% |
$76.1K - $89.7K
|
19.6K
$793K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2KNew |
$76.8K - $90.6K
|
2K
$80.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
540New |
$20.7K - $24.5K
|
540
$21.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.94KNew |
$190K - $224K
|
4.94K
$200K
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
SELL
|
- |
-2.18K- 3.25% |
$83.5K - $98.5K
|
64.7K
$2.62M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
4.67KNew |
$179K - $211K
|
4.67K
$189K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.43% |
$38.4 - $45.3
|
232
$9.38K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
67New |
$2.57K - $3.03K
|
67
$2.71K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
818+ 10.99% |
$31.4K - $37K
|
8.26K
$334K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
999New |
$38.4K - $45.2K
|
999
$40.4K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.01KNew |
$328K - $395K
|
9.01K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-505- 81.19% |
$18.4K - $22.1K
|
117
$4.73K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 1.56% |
$146 - $175
|
260
$10.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
16.2KNew |
$590K - $710K
|
16.2K
$655K
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
19.1KNew |
$697K - $839K
|
19.1K
$774K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.52KNew |
$128K - $154K
|
3.52K
$142K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.48K+ 161.99% |
$53.9K - $64.8K
|
2.39K
$96.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
368New |
$13.4K - $16.1K
|
368
$14.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
10KNew |
$364K - $438K
|
10K
$404K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10.6K- 94.6% |
$385K - $463K
|
603
$24.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
4.56KNew |
$166K - $200K
|
4.56K
$184K
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.23K+ 71.34% |
$118K - $141K
|
7.75K
$313K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-8.6K- 95.85% |
$313K - $377K
|
372
$15K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 1.34% |
$72.9 - $87.7
|
151
$6.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
10.7KNew |
$391K - $470K
|
10.7K
$434K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
790New |
$28.8K - $34.6K
|
790
$31.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
39New |
$1.42K - $1.71K
|
39
$1.58K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
364+ 6.3% |
$13.3K - $16K
|
6.14K
$248K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
100+ 1.87% |
$3.64K - $4.38K
|
5.46K
$221K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.54KNew |
$56K - $67.4K
|
1.54K
$62.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
164New |
$5.98K - $7.19K
|
164
$6.63K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-80- 87.91% |
$2.92K - $3.51K
|
11
$445
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
520+ 0.33% |
$18.9K - $22.8K
|
159K
$6.43M
|
|