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 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-703- 1.76% |
$28.1K - $32.8K
|
39.2K
$1.43M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-705- 6.84% |
$28.2K - $32.9K
|
9.6K
$350K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-729- 0.25% |
$29.1K - $34K
|
294K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-837- 6.04% |
$33.4K - $39K
|
13K
$475K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-992- 11.79% |
$39.6K - $46.2K
|
7.42K
$271K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.03K- 0.65% |
$40.9K - $47.8K
|
157K
$5.73M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.29K- 15.06% |
$51.4K - $60K
|
7.26K
$265K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.56K- 8.11% |
$62.2K - $72.6K
|
17.6K
$643K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.58K- 8.48% |
$62.9K - $73.5K
|
17K
$620K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.58K- 9.9% |
$63.1K - $73.7K
|
14.4K
$524K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.6K- 2.71% |
$63.9K - $74.6K
|
57.5K
$2.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.61K- 8.34% |
$64.3K - $75.1K
|
17.7K
$646K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.65K- 13.06% |
$65.7K - $76.7K
|
11K
$400K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.65K- 10.54% |
$66K - $77K
|
14K
$511K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.7K- 34.06% |
$68K - $79.3K
|
3.3K
$120K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.8K- 0.07% |
$71.8K - $83.9K
|
2.56M
$93.5M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.92K- 97.86% |
$76.7K - $89.5K
|
42
$1.53K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.06K- 14.76% |
$82.3K - $96K
|
11.9K
$433K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.4K- 18.28% |
$95.9K - $112K
|
10.7K
$391K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.96K- 15.97% |
$118K - $138K
|
15.6K
$568K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.74K- 2.94% |
$149K - $174K
|
123K
$4.5M
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4.16K- 3.08% |
$166K - $194K
|
131K
$4.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.73K- 29.2% |
$229K - $267K
|
13.9K
$506K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-5.95K- 6.65% |
$238K - $277K
|
83.6K
$3.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.02K- 3.6% |
$240K - $281K
|
161K
$5.88M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.43K- 99.35% |
$257K - $300K
|
42
$1.53K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.67K- 14.45% |
$266K - $311K
|
39.5K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.04K- 0.65% |
$281K - $328K
|
1.08M
$39.3M
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-7.23K- 11.21% |
$289K - $337K
|
57.2K
$2.09M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-7.88K- 99.9% |
$315K - $367K
|
8
$292
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.94K- 8.17% |
$317K - $370K
|
89.2K
$3.25M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-8.52K- 25.14% |
$340K - $397K
|
25.4K
$925K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.82K- 98.89% |
$352K - $411K
|
99
$3.61K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-9.37K- 5.95% |
$374K - $437K
|
148K
$5.4M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10.7K- 3.9% |
$426K - $497K
|
263K
$9.59M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10.8K- 40.18% |
$431K - $503K
|
16.1K
$586K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11K- 58.14% |
$440K - $513K
|
7.93K
$289K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-11.2K- 3.49% |
$447K - $522K
|
310K
$11.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-11.8K- 12.24% |
$469K - $548K
|
84.3K
$3.07M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-13.7K- 92.3% |
$548K - $640K
|
1.15K
$41.8K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15.2K- 67.44% |
$608K - $709K
|
7.35K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-23.8K- 46.84% |
$951K - $1.11M
|
27K
$985K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-31.8K- 33.61% |
$1.27M - $1.48M
|
62.7K
$2.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-36.6K- 9.43% |
$1.46M - $1.71M
|
351K
$12.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-43.8K- 7.87% |
$1.75M - $2.04M
|
513K
$18.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-50.6K- 53.77% |
$2.02M - $2.36M
|
43.5K
$1.58M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-67.2K- 54.96% |
$2.68M - $3.13M
|
55.1K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-83.8K- 56.05% |
$3.35M - $3.91M
|
65.7K
$2.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-86.4K- 9.16% |
$3.45M - $4.03M
|
857K
$31.2M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-93.1K- 25.92% |
$3.72M - $4.34M
|
266K
$9.69M
|