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 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-765- 11.44% |
$27.7K - $32.1K
|
5.92K
$260K
|
|
| Q3 2024 | |||||||
|
Jul 31, 2025
Q3 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-15.1KClosed |
$580K - $625K
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
150New |
$5.78K - $6.22K
|
150
$6.58K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.1K- 42.34% |
$235K - $253K
|
8.31K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
197KNew |
$7.59M - $8.17M
|
197K
$8.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.77KNew |
$222K - $239K
|
5.77K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.14KNew |
$313K - $337K
|
8.14K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.66K+ 55.06% |
$141K - $152K
|
10.3K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
196New |
$7.55K - $8.13K
|
196
$8.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
14.8KNew |
$570K - $614K
|
14.8K
$649K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
804+ 6.15% |
$31K - $33.3K
|
13.9K
$609K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
20New |
$770 - $830
|
20
$877
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-8.71K- 58.23% |
$335K - $361K
|
6.25K
$274K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.96% |
$116 - $124
|
317
$13.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-640- 8.06% |
$24.6K - $26.5K
|
7.3K
$320K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
33New |
$1.27K - $1.37K
|
33
$1.45K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
4.9KNew |
$189K - $203K
|
4.9K
$215K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-260- 1.75% |
$10K - $10.8K
|
14.6K
$642K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-18.6K- 51.61% |
$716K - $771K
|
17.4K
$765K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-750- 6.26% |
$28.9K - $31.1K
|
11.2K
$493K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.17KNew |
$199K - $214K
|
5.17K
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-870- 9.63% |
$33.5K - $36.1K
|
8.17K
$358K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-14- 0.08% |
$539 - $581
|
17.5K
$768K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-47- 82.46% |
$1.81K - $1.95K
|
10
$439
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
135K+ 69864.25% |
$5.19M - $5.59M
|
135K
$5.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
68New |
$2.62K - $2.82K
|
68
$2.98K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
33New |
$1.27K - $1.37K
|
33
$1.45K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13K- 2.97% |
$499K - $538K
|
423K
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.83K- 19.4% |
$225K - $242K
|
24.2K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
11.1K+ 12.69% |
$429K - $462K
|
99K
$4.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-3.25K- 29.18% |
$125K - $135K
|
7.88K
$346K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-549- 6.56% |
$21.1K - $22.8K
|
7.83K
$343K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
12.4KNew |
$478K - $514K
|
12.4K
$544K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-725- 6.52% |
$27.9K - $30.1K
|
10.4K
$456K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
803+ 182.5% |
$30.9K - $33.3K
|
1.24K
$54.5K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
823New |
$31.7K - $34.1K
|
823
$36.1K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 50.0% |
$39.9 - $43.5
|
1
$43.9
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$464K - $505K
|
11.6K
$510K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
27.5KNew |
$1.1M - $1.2M
|
27.5K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-3.18K- 22.64% |
$127K - $138K
|
10.9K
$477K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
1.84K+ 1.38% |
$73.4K - $80K
|
135K
$5.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3.44K- 71.59% |
$137K - $150K
|
1.37K
$60K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-537- 3.44% |
$21.4K - $23.3K
|
15.1K
$661K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
24+ 300.0% |
$958 - $1.04K
|
32
$1.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-19.8K- 66.1% |
$791K - $862K
|
10.2K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
241KNew |
$9.62M - $10.5M
|
241K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-4.82K- 43.91% |
$192K - $209K
|
6.16K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
530+ 10.63% |
$21.1K - $23K
|
5.52K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.29KNew |
$51.4K - $56K
|
1.29K
$56.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-207- 5.01% |
$8.26K - $9K
|
3.93K
$172K
|
|