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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.1K+ 2.84% |
$83.8K - $97.8K
|
76K
$2.77M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
2.08KNew |
$83.1K - $97K
|
2.08K
$75.9K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.03K+ 15.62% |
$81.1K - $94.7K
|
15K
$548K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.01K+ 33.6% |
$80.3K - $93.8K
|
8K
$292K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.91K+ 0.97% |
$76.3K - $89.1K
|
200K
$7.29M
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.65K+ 1.86% |
$65.9K - $76.9K
|
90.5K
$3.3M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.56K+ 443.18% |
$62.3K - $72.7K
|
1.91K
$69.7K
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
1.5K+ 0.3% |
$60.1K - $70.1K
|
497K
$18.1M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.39K+ 58.66% |
$55.5K - $64.7K
|
3.76K
$137K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.37K+ 116.6% |
$54.7K - $63.9K
|
2.55K
$92.8K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 3.87% |
$54.4K - $63.5K
|
36.6K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.31K+ 3.4% |
$52.1K - $60.8K
|
39.7K
$1.45M
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
1.28KNew |
$51K - $59.5K
|
1.28K
$46.5K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.25K+ 14.68% |
$49.8K - $58.1K
|
9.74K
$355K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.19K+ 1.41% |
$47.3K - $55.2K
|
85.4K
$3.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.14KNew |
$45.4K - $52.9K
|
1.14K
$41.4K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.13K+ 281.95% |
$44.9K - $52.4K
|
1.52K
$55.5K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.11K+ 7.99% |
$44.2K - $51.6K
|
15K
$546K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1.05K+ 0.26% |
$41.9K - $48.9K
|
397K
$14.5M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
946+ 2.81% |
$37.8K - $44.1K
|
34.6K
$1.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
885+ 3.18% |
$35.3K - $41.2K
|
28.8K
$1.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
856+ 4.81% |
$34.2K - $39.9K
|
18.7K
$680K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
850+ 3.34% |
$33.9K - $39.6K
|
26.3K
$958K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
842+ 3.51% |
$33.6K - $39.2K
|
24.8K
$905K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
759New |
$30.3K - $35.4K
|
759
$27.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
665+ 2.67% |
$26.6K - $31K
|
25.6K
$932K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
600New |
$24K - $28K
|
600
$21.9K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
583New |
$23.3K - $27.2K
|
583
$21.3K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
570+ 10.5% |
$22.8K - $26.6K
|
6K
$219K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
552+ 2.88% |
$22K - $25.7K
|
19.7K
$718K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
550New |
$22K - $25.6K
|
550
$20K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
550+ 1.53% |
$22K - $25.6K
|
36.5K
$1.33M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
541New |
$21.6K - $25.2K
|
541
$19.7K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
489+ 0.97% |
$19.5K - $22.8K
|
51K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
475+ 0.39% |
$19K - $22.1K
|
121K
$4.42M
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
459+ 2.24% |
$18.3K - $21.4K
|
21K
$764K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
443+ 1.77% |
$17.7K - $20.6K
|
25.4K
$927K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
432+ 0.52% |
$17.2K - $20.1K
|
84K
$3.06M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
418+ 1.33% |
$16.7K - $19.5K
|
31.9K
$1.16M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
417+ 0.1% |
$16.7K - $19.4K
|
401K
$14.6M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
361+ 0.5% |
$14.4K - $16.8K
|
72.8K
$2.65M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
360+ 1.16% |
$14.4K - $16.8K
|
31.4K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
331+ 5.91% |
$13.2K - $15.4K
|
5.94K
$216K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
296+ 1.87% |
$11.8K - $13.8K
|
16.1K
$587K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
295New |
$11.8K - $13.7K
|
295
$10.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
290+ 1.77% |
$11.6K - $13.5K
|
16.7K
$608K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
251+ 57.83% |
$10K - $11.7K
|
685
$25K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
208+ 12.06% |
$8.31K - $9.69K
|
1.93K
$70.4K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
145+ 35.19% |
$5.79K - $6.76K
|
557
$20.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
122+ 56.48% |
$4.87K - $5.69K
|
338
$12.3K
|