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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-3.18K- 22.64% |
$127K - $138K
|
10.9K
$439K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.71K- 1.03% |
$68.3K - $74.4K
|
165K
$6.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.5K- 16.02% |
$60K - $65.4K
|
7.89K
$319K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.36K- 10.53% |
$54.2K - $59.1K
|
11.5K
$467K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-600- 10.71% |
$23.9K - $26.1K
|
5K
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-537- 3.44% |
$21.4K - $23.3K
|
15.1K
$609K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-360- 7.52% |
$14.4K - $15.6K
|
4.43K
$179K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-268- 4.32% |
$10.7K - $11.6K
|
5.94K
$240K
|
|
|
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
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-25- 0.12% |
$998 - $1.09K
|
21.2K
$858K
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-18- 1.81% |
$718 - $782
|
979
$39.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 50.0% |
$39.9 - $43.5
|
1
$40.4
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-9.82K- 64.16% |
$369K - $403K
|
5.49K
$222K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.97K- 47.83% |
$187K - $204K
|
5.42K
$219K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-4.84K- 17.85% |
$182K - $199K
|
22.3K
$901K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-4.42K- 16.02% |
$166K - $181K
|
23.1K
$936K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.32K- 53.9% |
$163K - $177K
|
3.7K
$149K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.2K- 26.19% |
$82.7K - $90.4K
|
6.2K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.91K- 25.27% |
$72K - $78.6K
|
5.66K
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.19K- 17.37% |
$44.8K - $48.9K
|
5.66K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-886- 13.0% |
$33.3K - $36.4K
|
5.93K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-246- 41.28% |
$9.25K - $10.1K
|
350
$14.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-184- 50.0% |
$6.92K - $7.56K
|
184
$7.44K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24.4K- 99.9% |
$938K - $1.01M
|
25
$1.01K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-21.6K- 43.47% |
$828K - $892K
|
28K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-11.3K- 2.07% |
$435K - $468K
|
535K
$21.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.11K- 32.79% |
$119K - $128K
|
6.37K
$257K
|
|
|
Jan 23, 2024
Q4 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-1.87K- 2.6% |
$71.8K - $77.3K
|
69.9K
$2.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.2K- 12.59% |
$46.1K - $49.6K
|
8.33K
$337K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-540- 91.53% |
$20.7K - $22.3K
|
50
$2.02K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-400- 4.51% |
$15.4K - $16.5K
|
8.47K
$342K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-354- 4.15% |
$13.6K - $14.6K
|
8.18K
$331K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-381K- 92.59% |
$15M - $16.3M
|
30.4K
$1.23M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.1K- 35.41% |
$399K - $433K
|
18.5K
$748K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.66K- 73.38% |
$144K - $156K
|
1.33K
$53.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.07K- 88.78% |
$81.1K - $88.2K
|
261
$10.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.91K- 14.59% |
$75.1K - $81.6K
|
11.2K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.57K- 6.35% |
$61.7K - $67.1K
|
23.2K
$937K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-336- 5.5% |
$13.2K - $14.3K
|
5.77K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-200Closed |
$7.85K - $8.54K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-145- 12.26% |
$5.69K - $6.19K
|
1.04K
$42K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-83- 10.94% |
$3.26K - $3.54K
|
676
$27.3K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-59Closed |
$2.32K - $2.52K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-18.4K- 71.37% |
$710K - $812K
|
7.39K
$299K
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-3.27K- 27.98% |
$126K - $144K
|
8.41K
$340K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.57K- 5.4% |
$60.6K - $69.4K
|
27.6K
$1.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.14K- 2.36% |
$44.1K - $50.4K
|
47.4K
$1.92M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-700- 36.86% |
$27K - $30.9K
|
1.2K
$48.5K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-297- 2.38% |
$11.4K - $13.1K
|
12.2K
$493K
|
|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-80- 0.45% |
$3.08K - $3.53K
|
17.9K
$722K
|
|