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 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.8K+ 13.01% |
$796K - $860K
|
189K
$7.64M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.22K- 22.53% |
$81.4K - $88K
|
7.65K
$309K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.71K+ 8.7% |
$62.6K - $67.7K
|
21.4K
$864K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2.3K- 33.43% |
$84.2K - $91K
|
4.58K
$185K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
135New |
$4.94K - $5.34K
|
135
$5.46K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.66K- 27.25% |
$313K - $363K
|
23.1K
$935K
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1KNew |
$36.2K - $41.9K
|
1K
$40.4K
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1- 0.96% |
$36.2 - $41.9
|
103
$4.16K
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
6.68KNew |
$242K - $280K
|
6.68K
$270K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
160KNew |
$5.79M - $6.71M
|
160K
$6.48M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
13New |
$470 - $545
|
13
$526
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
192New |
$6.94K - $8.04K
|
192
$7.76K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.34K+ 17.98% |
$48.5K - $56.2K
|
8.8K
$356K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.16K- 23.91% |
$186K - $216K
|
16.4K
$664K
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
603+ 11.97% |
$21.8K - $25.3K
|
5.64K
$228K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
237New |
$8.57K - $9.93K
|
237
$9.58K
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.69KNew |
$206K - $238K
|
5.69K
$230K
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-56.1K- 91.0% |
$2.03M - $2.35M
|
5.55K
$224K
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.3K- 11.65% |
$47K - $54.5K
|
9.86K
$399K
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-316- 4.19% |
$11.4K - $13.2K
|
7.22K
$292K
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
6.83KNew |
$247K - $286K
|
6.83K
$276K
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-771- 32.84% |
$27.9K - $32.3K
|
1.58K
$63.8K
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
164KNew |
$5.93M - $6.88M
|
164K
$6.63M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.05% |
$36.2 - $41.9
|
1.92K
$77.8K
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-7.7K- 44.92% |
$278K - $322K
|
9.44K
$382K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
300+ 1.49% |
$10.8K - $12.6K
|
20.4K
$827K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
233New |
$8.42K - $9.76K
|
233
$9.42K
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
15.8KNew |
$571K - $662K
|
15.8K
$639K
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
6.23KNew |
$225K - $261K
|
6.23K
$252K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-27- 96.43% |
$976 - $1.13K
|
1
$40.4
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-34.5K- 38.52% |
$1.25M - $1.45M
|
55.1K
$2.23M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
200New |
$7.23K - $8.38K
|
200
$8.09K
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
350New |
$12.7K - $14.7K
|
350
$14.2K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.2K- 42.76% |
$440K - $510K
|
16.3K
$658K
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.09K+ 24.45% |
$75.4K - $87.4K
|
10.6K
$429K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.3K+ 30.23% |
$47K - $54.5K
|
5.6K
$226K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
11KNew |
$399K - $462K
|
11K
$446K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
360New |
$13K - $15.1K
|
360
$14.6K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-73- 0.29% |
$2.64K - $3.06K
|
25K
$1.01M
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.69K+ 8.77% |
$61.1K - $70.8K
|
21K
$848K
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
80.5KNew |
$2.91M - $3.37M
|
80.5K
$3.25M
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
52.1KNew |
$1.88M - $2.18M
|
52.1K
$2.11M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4+ 0.0% |
$145 - $168
|
122K
$4.92M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.09K- 16.45% |
$39.3K - $45.6K
|
5.53K
$223K
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-8.24K- 46.66% |
$298K - $345K
|
9.42K
$381K
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.52K- 5.07% |
$127K - $147K
|
65.9K
$2.66M
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.13KNew |
$40.7K - $47.1K
|
1.13K
$45.5K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-12.7K- 97.94% |
$460K - $533K
|
268
$10.8K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
132New |
$4.77K - $5.53K
|
132
$5.34K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
154+ 11.98% |
$5.57K - $6.45K
|
1.44K
$58.2K
|