Purchases and Sales Made in Q1 2023 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q1 2023. The information is specifically focused on institutions that hold shares of FLEXSHARES TR MORNINGSTAR GLOB.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
13KNew |
$518K - $605K
|
13K
$473K
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.8K+ 5.43% |
$512K - $598K
|
249K
$9.08M
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12.1K+ 4.24% |
$482K - $562K
|
297K
$10.8M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.7K+ 83.96% |
$467K - $545K
|
25.6K
$933K
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
11.7KNew |
$466K - $544K
|
11.7K
$426K
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
11.6KNew |
$464K - $541K
|
11.6K
$423K
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
BUY
|
- |
10.8K+ 4.83% |
$431K - $503K
|
234K
$8.54M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.7K+ 9.95% |
$427K - $499K
|
118K
$4.31M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.7K+ 16.45% |
$427K - $499K
|
75.7K
$2.76M
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
10.4K+ 216.93% |
$414K - $483K
|
15.1K
$551K
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
9.74KNew |
$389K - $454K
|
9.74K
$355K
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
8.28K+ 4.14% |
$331K - $386K
|
208K
$7.58M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.14K+ 78.23% |
$325K - $379K
|
18.5K
$676K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
7.88K+ 98462.5% |
$315K - $367K
|
7.89K
$287K
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
7.73K+ 6.57% |
$309K - $360K
|
125K
$4.57M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.7KNew |
$307K - $359K
|
7.7K
$281K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.51K+ 16.15% |
$300K - $350K
|
54K
$1.97M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7.01KNew |
$280K - $327K
|
7.01K
$256K
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6.94KNew |
$277K - $323K
|
6.94K
$253K
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.91KNew |
$276K - $322K
|
6.91K
$252K
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.89K+ 16411.9% |
$275K - $321K
|
6.94K
$253K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.78K+ 5.68% |
$271K - $316K
|
126K
$4.6M
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
6.36KNew |
$254K - $296K
|
6.36K
$232K
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
5.86K+ 2.31% |
$234K - $273K
|
259K
$9.44M
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.86KNew |
$234K - $273K
|
5.86K
$213K
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
5.59KNew |
$223K - $260K
|
5.59K
$204K
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
5.34KNew |
$213K - $249K
|
5.34K
$195K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.19KNew |
$207K - $242K
|
5.19K
$189K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.14KNew |
$205K - $240K
|
5.14K
$187K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.13KNew |
$205K - $239K
|
5.13K
$187K
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5.12KNew |
$205K - $239K
|
5.12K
$187K
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.1KNew |
$203K - $238K
|
5.1K
$186K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.1KNew |
$203K - $238K
|
5.1K
$186K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.79K+ 24.95% |
$191K - $223K
|
24K
$875K
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.77KNew |
$190K - $222K
|
4.77K
$174K
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.71K+ 24.16% |
$188K - $220K
|
24.2K
$883K
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.71K+ 24.16% |
$188K - $220K
|
24.2K
$883K
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.71K+ 5.15% |
$188K - $220K
|
96.2K
$3.51M
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.73K+ 3.92% |
$149K - $174K
|
99.1K
$3.61M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.73K+ 21.5% |
$149K - $174K
|
21.1K
$769K
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.72K+ 19.14% |
$149K - $174K
|
23.2K
$845K
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
3.26K+ 2.0% |
$130K - $152K
|
166K
$6.06M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.2K+ 6.28% |
$128K - $149K
|
54.1K
$1.97M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.05K+ 44.0% |
$122K - $142K
|
9.97K
$363K
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
2.67K+ 5.87% |
$107K - $124K
|
48.1K
$1.75M
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.46K+ 29.41% |
$98.4K - $115K
|
10.8K
$395K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.33K+ 13.28% |
$92.9K - $108K
|
19.9K
$724K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.32K+ 3.67% |
$92.6K - $108K
|
65.6K
$2.39M
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.24K+ 4.83% |
$89.3K - $104K
|
48.5K
$1.77M
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
BUY
|
- |
2.16K+ 13.5% |
$86.2K - $101K
|
18.2K
$662K
|