Latest Institutional Purchases of Flexshares Tr Morningstar Glob (GUNR)
This list provides information on the latest institutional transactions involving Flexshares Tr Morningstar Glob (GUNR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
245+ 3.1% |
$9.41K - $10.1K
|
8.14K
$316K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
154New |
$5.91K - $6.37K
|
154
$5.98K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
95New |
$3.65K - $3.93K
|
95
$3.69K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
66New |
$2.53K - $2.73K
|
66
$2.56K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
64New |
$2.46K - $2.65K
|
64
$2.49K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
35New |
$1.34K - $1.45K
|
35
$1.36K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
16New |
$614 - $662
|
16
$622
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
10.2KNew |
$399K - $434K
|
10.2K
$395K
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.7KNew |
$224K - $244K
|
5.7K
$222K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.45KNew |
$214K - $233K
|
5.45K
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.33KNew |
$52.3K - $56.9K
|
1.33K
$51.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
797New |
$31.3K - $34K
|
797
$31K
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
392+ 6.42% |
$15.4K - $16.7K
|
6.5K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
369+ 0.71% |
$14.5K - $15.8K
|
52.2K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
320New |
$12.6K - $13.7K
|
320
$12.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
135New |
$5.3K - $5.76K
|
135
$5.25K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
105New |
$4.12K - $4.48K
|
105
$4.08K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
74+ 0.95% |
$2.91K - $3.16K
|
7.84K
$304K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
59.9KNew |
$2.31M - $2.64M
|
59.9K
$2.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
50.7KNew |
$1.95M - $2.23M
|
50.7K
$1.97M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
24.1KNew |
$929K - $1.06M
|
24.1K
$937K
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
18.3KNew |
$707K - $808K
|
18.3K
$713K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.9KNew |
$459K - $526K
|
11.9K
$463K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.7K+ 117.22% |
$450K - $515K
|
21.7K
$842K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.38KNew |
$284K - $325K
|
7.38K
$287K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
2.48K+ 194.36% |
$95.6K - $109K
|
3.76K
$146K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
920New |
$35.4K - $40.6K
|
920
$35.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
908New |
$35K - $40K
|
908
$35.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
602New |
$23.2K - $26.5K
|
602
$23.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
455New |
$17.5K - $20.1K
|
455
$17.7K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
230KNew |
$9.18M - $10.7M
|
230K
$8.94M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
44.5KNew |
$1.78M - $2.07M
|
44.5K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
37.2KNew |
$1.48M - $1.73M
|
37.2K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
22KNew |
$879K - $1.03M
|
22K
$856K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.8K+ 5.43% |
$512K - $598K
|
249K
$9.68M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
11.6KNew |
$464K - $541K
|
11.6K
$451K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7.01KNew |
$280K - $327K
|
7.01K
$272K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6.94KNew |
$277K - $323K
|
6.94K
$270K
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
5.59KNew |
$223K - $260K
|
5.59K
$217K
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
5.34KNew |
$213K - $249K
|
5.34K
$208K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5.12KNew |
$205K - $239K
|
5.12K
$199K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.1KNew |
$203K - $238K
|
5.1K
$198K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.77KNew |
$190K - $222K
|
4.77K
$185K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.14KNew |
$45.4K - $52.9K
|
1.14K
$44.1K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
600New |
$24K - $28K
|
600
$23.3K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
550New |
$22K - $25.6K
|
550
$21.4K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
443+ 1.77% |
$17.7K - $20.6K
|
25.4K
$988K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
93+ 31.31% |
$3.71K - $4.33K
|
390
$15.2K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
70New |
$2.8K - $3.26K
|
70
$2.72K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
65+ 0.12% |
$2.6K - $3.03K
|
52.8K
$2.05M
|
|