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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-733- 9.08% |
$28.2K - $30.4K
|
7.34K
$291K
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
55.7K+ 15.54% |
$2.15M - $2.31M
|
414K
$16.4M
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-62.9K- 77.61% |
$2.42M - $2.61M
|
18.2K
$720K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-260K- 24.57% |
$10M - $10.8M
|
797K
$31.6M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-260- 1.75% |
$10K - $10.8K
|
14.6K
$581K
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
4.9KNew |
$189K - $203K
|
4.9K
$194K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.3K- 3.38% |
$472K - $508K
|
351K
$13.9M
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
8.58K+ 1.17% |
$330K - $356K
|
745K
$29.5M
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6.03K+ 10.77% |
$232K - $250K
|
62.1K
$2.46M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 1.35% |
$38.5 - $41.5
|
75
$2.98K
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
340+ 1.02% |
$13.1K - $14.1K
|
33.8K
$1.34M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.41K+ 2.76% |
$92.7K - $99.9K
|
89.6K
$3.55M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.58K- 19.64% |
$99.2K - $107K
|
10.5K
$418K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-27.4K- 12.81% |
$1.05M - $1.13M
|
186K
$7.39M
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-28.4K- 11.13% |
$1.09M - $1.18M
|
227K
$8.99M
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
27.9K+ 5.6% |
$1.08M - $1.16M
|
527K
$20.9M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-426- 29.65% |
$16.4K - $17.7K
|
1.01K
$40.1K
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-14.5K- 28.71% |
$559K - $602K
|
36.1K
$1.43M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.08K- 1.54% |
$41.7K - $44.9K
|
69.4K
$2.75M
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.06K- 5.19% |
$40.7K - $43.8K
|
19.3K
$765K
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
48+ 0.77% |
$1.85K - $1.99K
|
6.3K
$250K
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-63.4K- 32.24% |
$2.44M - $2.63M
|
133K
$5.29M
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-10.9K- 6.77% |
$420K - $452K
|
150K
$5.96M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.5K- 5.41% |
$522K - $562K
|
237K
$9.39M
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-48K- 37.54% |
$1.85M - $1.99M
|
79.9K
$3.17M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-7.58K- 64.91% |
$292K - $314K
|
4.1K
$163K
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
4.88K+ 1.51% |
$188K - $202K
|
329K
$13M
|
|
Oct 30, 2024
Q3 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-1.8K- 9.24% |
$69.2K - $74.5K
|
17.7K
$700K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
67New |
$2.58K - $2.78K
|
67
$2.66K
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.24K- 13.21% |
$86.1K - $92.8K
|
14.7K
$583K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
16.9K+ 11.27% |
$650K - $701K
|
167K
$6.62M
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-18.6K- 51.61% |
$716K - $771K
|
17.4K
$692K
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
31K+ 7.46% |
$1.19M - $1.28M
|
446K
$17.7M
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.47K+ 5.32% |
$249K - $269K
|
128K
$5.08M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.91K- 5.66% |
$73.5K - $79.2K
|
31.8K
$1.26M
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-750- 6.26% |
$28.9K - $31.1K
|
11.2K
$446K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.46K- 30.44% |
$94.5K - $102K
|
5.61K
$223K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3- 0.66% |
$116 - $124
|
453
$18K
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-7.71K- 0.95% |
$297K - $320K
|
802K
$31.8M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.49K+ 12.76% |
$95.9K - $103K
|
22K
$873K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.17KNew |
$199K - $214K
|
5.17K
$205K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-37.3K- 1.16% |
$1.44M - $1.55M
|
3.16M
$126M
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
10.6KNew |
$407K - $438K
|
10.6K
$419K
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-870- 9.63% |
$33.5K - $36.1K
|
8.17K
$324K
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
230K+ 261.08% |
$8.84M - $9.53M
|
318K
$12.6M
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-14- 0.08% |
$539 - $581
|
17.5K
$695K
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-8.05K- 53.15% |
$310K - $334K
|
7.09K
$281K
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
305+ 4.61% |
$11.7K - $12.7K
|
6.92K
$275K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
977+ 29.23% |
$37.6K - $40.5K
|
4.32K
$171K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2+ 0.0% |
$77 - $83
|
122K
$4.83M
|