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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.79K- 50.83% |
$209K - $243K
|
5.6K
$226K
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-470K- 89.3% |
$17M - $19.7M
|
56.3K
$2.28M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.49K+ 1212.14% |
$198K - $230K
|
5.94K
$240K
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
670New |
$24.2K - $28.1K
|
670
$27.1K
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-119K- 89.24% |
$4.3M - $4.98M
|
14.3K
$580K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
616+ 2053.33% |
$22.3K - $25.8K
|
646
$26.1K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
83.4KNew |
$3.02M - $3.5M
|
83.4K
$3.37M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.28KNew |
$119K - $137K
|
3.28K
$133K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.9K- 56.02% |
$539K - $624K
|
11.7K
$473K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
148KNew |
$5.35M - $6.21M
|
148K
$5.99M
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
65.7K+ 338.85% |
$2.38M - $2.75M
|
85.1K
$3.44M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
873New |
$31.6K - $36.6K
|
873
$35.3K
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
1.68K+ 5.43% |
$60.6K - $70.2K
|
32.5K
$1.31M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.41K+ 977.78% |
$50.9K - $59K
|
1.55K
$62.7K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.23KNew |
$44.4K - $51.5K
|
1.23K
$49.6K
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
21+ 0.34% |
$759 - $880
|
6.25K
$252K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-71- 9.87% |
$2.57K - $2.97K
|
648
$26.2K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 4.0% |
$36.2 - $41.9
|
26
$1.05K
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-310K- 66.93% |
$11.2M - $13M
|
153K
$6.2M
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-24.7K- 68.46% |
$892K - $1.03M
|
11.4K
$460K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
63New |
$2.28K - $2.64K
|
63
$2.55K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-765- 11.44% |
$27.7K - $32.1K
|
5.92K
$239K
|
|
Q3 2024 | |||||||
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.47% |
$38.5 - $41.5
|
69
$2.79K
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
150New |
$5.78K - $6.22K
|
150
$6.06K
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
14.8KNew |
$570K - $614K
|
14.8K
$598K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
196New |
$7.55K - $8.13K
|
196
$7.92K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.66K+ 55.06% |
$141K - $152K
|
10.3K
$416K
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.14KNew |
$313K - $337K
|
8.14K
$329K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.77KNew |
$222K - $239K
|
5.77K
$233K
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
197KNew |
$7.59M - $8.17M
|
197K
$7.97M
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.1K- 42.34% |
$235K - $253K
|
8.31K
$336K
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
804+ 6.15% |
$31K - $33.3K
|
13.9K
$561K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
20New |
$770 - $830
|
20
$809
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-8.71K- 58.23% |
$335K - $361K
|
6.25K
$253K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
33New |
$1.27K - $1.37K
|
33
$1.33K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-640- 8.06% |
$24.6K - $26.5K
|
7.3K
$295K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.96% |
$116 - $124
|
317
$12.8K
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
4.9KNew |
$189K - $203K
|
4.9K
$198K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-260- 1.75% |
$10K - $10.8K
|
14.6K
$592K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-7.58K- 64.91% |
$292K - $314K
|
4.1K
$166K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
67New |
$2.58K - $2.78K
|
67
$2.71K
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-18.6K- 51.61% |
$716K - $771K
|
17.4K
$705K
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-750- 6.26% |
$28.9K - $31.1K
|
11.2K
$454K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.17KNew |
$199K - $214K
|
5.17K
$209K
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-870- 9.63% |
$33.5K - $36.1K
|
8.17K
$330K
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-14- 0.08% |
$539 - $581
|
17.5K
$708K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-47- 82.46% |
$1.81K - $1.95K
|
10
$404
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
135K+ 69864.25% |
$5.19M - $5.59M
|
135K
$5.46M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
68New |
$2.62K - $2.82K
|
68
$2.75K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.9K- 42.49% |
$189K - $203K
|
6.63K
$268K
|