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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.79KNew |
$107K - $115K
|
2.79K
$109K
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.61K+ 11.09% |
$61.9K - $66.7K
|
16.2K
$632K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.11K- 32.79% |
$119K - $128K
|
6.37K
$249K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
245+ 3.1% |
$9.41K - $10.1K
|
8.14K
$319K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
95New |
$3.65K - $3.93K
|
95
$3.72K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-400- 4.51% |
$15.4K - $16.5K
|
8.47K
$331K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
352New |
$13.5K - $14.6K
|
352
$13.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-21.6K- 43.47% |
$828K - $892K
|
28K
$1.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24.4K- 99.9% |
$938K - $1.01M
|
25
$978
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-354- 4.15% |
$13.6K - $14.6K
|
8.18K
$320K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
154New |
$5.91K - $6.37K
|
154
$6.03K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-36.7K- 72.1% |
$1.41M - $1.52M
|
14.2K
$556K
|
|
|
Jan 23, 2024
Q4 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-1.87K- 2.6% |
$71.8K - $77.3K
|
69.9K
$2.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-540- 91.53% |
$20.7K - $22.3K
|
50
$1.96K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
35New |
$1.34K - $1.45K
|
35
$1.37K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
8.88KNew |
$341K - $367K
|
8.88K
$347K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.58K+ 1.06% |
$60.8K - $65.5K
|
151K
$5.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
66New |
$2.53K - $2.73K
|
66
$2.58K
|
|
| Q3 2023 | |||||||
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-59Closed |
$2.32K - $2.52K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.57K- 6.35% |
$61.7K - $67.1K
|
23.2K
$907K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
369+ 0.71% |
$14.5K - $15.8K
|
52.2K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.08K- 26.94% |
$81.7K - $88.8K
|
5.64K
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
320New |
$12.6K - $13.7K
|
320
$12.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
392+ 6.42% |
$15.4K - $16.7K
|
6.5K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-381K- 92.59% |
$15M - $16.3M
|
30.4K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-48.2K- 85.57% |
$1.89M - $2.06M
|
8.14K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.33KNew |
$52.3K - $56.9K
|
1.33K
$52.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-200Closed |
$7.85K - $8.54K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.1K- 35.41% |
$399K - $433K
|
18.5K
$724K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.66K- 73.38% |
$144K - $156K
|
1.33K
$52K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.2K- 76.4% |
$637K - $692K
|
5.01K
$196K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
135New |
$5.3K - $5.76K
|
135
$5.28K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-145- 12.26% |
$5.69K - $6.19K
|
1.04K
$40.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
700+ 19.44% |
$27.5K - $29.9K
|
4.3K
$168K
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.7KNew |
$224K - $244K
|
5.7K
$223K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.07K- 88.78% |
$81.1K - $88.2K
|
261
$10.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
10.2KNew |
$399K - $434K
|
10.2K
$398K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-336- 5.5% |
$13.2K - $14.3K
|
5.77K
$226K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
74+ 0.95% |
$2.91K - $3.16K
|
7.84K
$307K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
797New |
$31.3K - $34K
|
797
$31.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.45KNew |
$214K - $233K
|
5.45K
$213K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.2K- 48.95% |
$1.15M - $1.25M
|
30.5K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-83- 10.94% |
$3.26K - $3.54K
|
676
$26.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
105New |
$4.12K - $4.48K
|
105
$4.11K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.91K- 14.59% |
$75.1K - $81.6K
|
11.2K
$438K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.9KNew |
$459K - $526K
|
11.9K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8- 0.41% |
$308 - $353
|
1.92K
$75.1K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.7K+ 117.22% |
$450K - $515K
|
21.7K
$848K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
21.1KNew |
$813K - $930K
|
21.1K
$825K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-700- 36.86% |
$27K - $30.9K
|
1.2K
$46.9K
|
|