Institutional Ownership Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR). We have compiled data on the 282 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
18,797
shares
|
$685,150
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
18,527
shares
|
$675,309
0.01% of portfolio
|
Q3 2024
Reduced 52.96%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
18,509
shares
|
$674,653
0.0% of portfolio
|
Q3 2023
Reduced 35.41%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
18,448
shares
|
$672,429
0.48% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
18,151
shares
|
$661,603
0.58% of portfolio
|
Q2 2024
Added 346.65%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
17,870
shares
|
$651,361
0.27% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Oct 30, 2024 Q3 2024 |
17,650
shares
|
$643,342
2.82% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
17,510
shares
|
$638,239
0.02% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
17,491
shares
|
$637,546
0.02% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
17,435
shares
|
$635,505
0.21% of portfolio
|
Q3 2024
Reduced 51.61%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
17,134
shares
|
$624,534
0.47% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,920
shares
|
$616,734
0.0% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
16,884
shares
|
$615,421
0.0% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,621
shares
|
$569,385
0.0% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
14,801
shares
|
$539,496
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
14,700
shares
|
$535,815
0.17% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
14,636
shares
|
$533,482
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
13,880
shares
|
$505,926
0.02% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
12,992
shares
|
$473,558
0.2% of portfolio
|
Q3 2024
Reduced 18.19%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
12,902
shares
|
$470,277
0.02% of portfolio
|
Q3 2024
Reduced 33.44%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
12,539
shares
|
$457,046
0.12% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
12,400
shares
|
$451,980
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
11,851
shares
|
$431,968
0.35% of portfolio
|
Q1 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
11,851
shares
|
$431,968
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
11,386
shares
|
$415,019
0.0% of portfolio
|
Q3 2024
Reduced 56.09%
|