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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
11.1K+ 12.69% |
$429K - $462K
|
99K
$4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.83K- 19.4% |
$225K - $242K
|
24.2K
$980K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
33New |
$1.27K - $1.37K
|
33
$1.33K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13K- 2.97% |
$499K - $538K
|
423K
$17.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-3.25K- 29.18% |
$125K - $135K
|
7.88K
$319K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-549- 6.56% |
$21.1K - $22.8K
|
7.83K
$316K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
12.4KNew |
$478K - $514K
|
12.4K
$501K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-725- 6.52% |
$27.9K - $30.1K
|
10.4K
$420K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
803+ 182.5% |
$30.9K - $33.3K
|
1.24K
$50.3K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
823New |
$31.7K - $34.1K
|
823
$33.3K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 50.0% |
$39.9 - $43.5
|
1
$40.4
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3.44K- 71.59% |
$137K - $150K
|
1.37K
$55.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$464K - $505K
|
11.6K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
27.5KNew |
$1.1M - $1.2M
|
27.5K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-3.18K- 22.64% |
$127K - $138K
|
10.9K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
1.84K+ 1.38% |
$73.4K - $80K
|
135K
$5.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-4.82K- 43.91% |
$192K - $209K
|
6.16K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-537- 3.44% |
$21.4K - $23.3K
|
15.1K
$609K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
24+ 300.0% |
$958 - $1.04K
|
32
$1.29K
|
|
|
Aug 13, 2024
Q2 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-19.8K- 66.1% |
$791K - $862K
|
10.2K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
241KNew |
$9.62M - $10.5M
|
241K
$9.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
530+ 10.63% |
$21.1K - $23K
|
5.52K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.29KNew |
$51.4K - $56K
|
1.29K
$52.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-207- 5.01% |
$8.26K - $9K
|
3.93K
$159K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
466New |
$18.6K - $20.3K
|
466
$18.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-25- 0.12% |
$998 - $1.09K
|
21.2K
$858K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 1.36% |
$79.8 - $86.9
|
149
$6.02K
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
7.1KNew |
$283K - $309K
|
7.1K
$287K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-600- 10.71% |
$23.9K - $26.1K
|
5K
$202K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.2KNew |
$47.9K - $52.2K
|
1.2K
$48.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1+ 0.01% |
$39.9 - $43.5
|
7.73K
$312K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
7.57KNew |
$302K - $329K
|
7.57K
$306K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
165+ 1.21% |
$6.58K - $7.17K
|
13.8K
$558K
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-18- 1.81% |
$718 - $782
|
979
$39.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-40.5K- 100.0% |
$1.62M - $1.76M
|
1
$40.4
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 99.22% |
$55.9K - $60.8K
|
2.81K
$114K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
636New |
$25.4K - $27.6K
|
636
$25.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
240New |
$9.58K - $10.4K
|
240
$9.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.36K- 10.53% |
$54.2K - $59.1K
|
11.5K
$467K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-268- 4.32% |
$10.7K - $11.6K
|
5.94K
$240K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-360- 7.52% |
$14.4K - $15.6K
|
4.43K
$179K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.5K- 16.02% |
$60K - $65.4K
|
7.89K
$319K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.71K- 1.03% |
$68.3K - $74.4K
|
165K
$6.68M
|
|
| Q1 2024 | |||||||
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.37KNew |
$51.6K - $56.3K
|
1.37K
$55.5K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-246- 41.28% |
$9.25K - $10.1K
|
350
$14.2K
|
|
|
May 15, 2024
Q1 2024
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
26K+ 5.18% |
$978K - $1.07M
|
528K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.32K- 53.9% |
$163K - $177K
|
3.7K
$149K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
412New |
$15.5K - $16.9K
|
412
$16.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
57.9K+ 170.71% |
$2.18M - $2.38M
|
91.8K
$3.71M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.81K+ 7.01% |
$181K - $197K
|
73.4K
$2.97M
|
|