Latest Institutional Sells of Flexshares Tr Morningstar Glob (GUNR)
This list provides information on the latest institutional transactions involving Flexshares Tr Morningstar Glob (GUNR) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.83K- 19.4% |
$225K - $242K
|
24.2K
$911K
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-4.97K- 40.92% |
$191K - $206K
|
7.17K
$269K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.9K- 42.49% |
$189K - $203K
|
6.63K
$249K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.78K- 6.05% |
$145K - $157K
|
58.7K
$2.2M
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-3.25K- 29.18% |
$125K - $135K
|
7.88K
$296K
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-870- 9.63% |
$33.5K - $36.1K
|
8.17K
$307K
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-750- 6.26% |
$28.9K - $31.1K
|
11.2K
$422K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-725- 6.52% |
$27.9K - $30.1K
|
10.4K
$391K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-640- 8.06% |
$24.6K - $26.5K
|
7.3K
$274K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-549- 6.56% |
$21.1K - $22.8K
|
7.83K
$294K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-260- 1.75% |
$10K - $10.8K
|
14.6K
$550K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-150- 84.27% |
$5.78K - $6.22K
|
28
$1.05K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-47- 82.46% |
$1.81K - $1.95K
|
10
$376
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-14- 0.08% |
$539 - $581
|
17.5K
$658K
|
|
Q2 2024 | |||||||
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-40.5K- 100.0% |
$1.62M - $1.76M
|
1
$37.6
|
|
Aug 13, 2024
Q2 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-19.8K- 66.1% |
$791K - $862K
|
10.2K
$382K
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-4.82K- 43.91% |
$192K - $209K
|
6.16K
$231K
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3.44K- 71.59% |
$137K - $150K
|
1.37K
$51.4K
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-3.18K- 22.64% |
$127K - $138K
|
10.9K
$408K
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.71K- 1.03% |
$68.3K - $74.4K
|
165K
$6.21M
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.5K- 16.02% |
$60K - $65.4K
|
7.89K
$296K
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.36K- 10.53% |
$54.2K - $59.1K
|
11.5K
$434K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-600- 10.71% |
$23.9K - $26.1K
|
5K
$188K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-537- 3.44% |
$21.4K - $23.3K
|
15.1K
$566K
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-360- 7.52% |
$14.4K - $15.6K
|
4.43K
$166K
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-268- 4.32% |
$10.7K - $11.6K
|
5.94K
$223K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-207- 5.01% |
$8.26K - $9K
|
3.93K
$148K
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-25- 0.12% |
$998 - $1.09K
|
21.2K
$797K
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-18- 1.81% |
$718 - $782
|
979
$36.8K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 50.0% |
$39.9 - $43.5
|
1
$37.6
|
|
Q1 2024 | |||||||
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-9.82K- 64.16% |
$369K - $403K
|
5.49K
$206K
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.97K- 47.83% |
$187K - $204K
|
5.42K
$204K
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-4.84K- 17.85% |
$182K - $199K
|
22.3K
$837K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-4.42K- 16.02% |
$166K - $181K
|
23.1K
$870K
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.32K- 53.9% |
$163K - $177K
|
3.7K
$139K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.26K- 90.6% |
$122K - $134K
|
338
$12.7K
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.2K- 26.19% |
$82.7K - $90.4K
|
6.2K
$233K
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.91K- 25.27% |
$72K - $78.6K
|
5.66K
$213K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.19K- 17.37% |
$44.8K - $48.9K
|
5.66K
$213K
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-886- 13.0% |
$33.3K - $36.4K
|
5.93K
$223K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-246- 41.28% |
$9.25K - $10.1K
|
350
$13.2K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-184- 50.0% |
$6.92K - $7.56K
|
184
$6.91K
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-36.7K- 72.1% |
$1.41M - $1.52M
|
14.2K
$534K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24.4K- 99.9% |
$938K - $1.01M
|
25
$940
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-21.6K- 43.47% |
$828K - $892K
|
28K
$1.05M
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-11.3K- 2.07% |
$435K - $468K
|
535K
$20.1M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.11K- 32.79% |
$119K - $128K
|
6.37K
$239K
|
|
Jan 23, 2024
Q4 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-1.87K- 2.6% |
$71.8K - $77.3K
|
69.9K
$2.63M
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.2K- 12.59% |
$46.1K - $49.6K
|
8.33K
$313K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-540- 91.53% |
$20.7K - $22.3K
|
50
$1.88K
|