Purchases and Sales Made in Q1 2024 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q1 2024. 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 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
459K+ 4504.68% |
$17.3M - $18.9M
|
470K
$17M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
442K+ 254.24% |
$16.6M - $18.2M
|
616K
$22.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
246K+ 52.6% |
$9.26M - $10.1M
|
714K
$25.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
165K+ 512.89% |
$6.21M - $6.78M
|
197K
$7.14M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
161K+ 301.45% |
$6.05M - $6.61M
|
214K
$7.76M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
153KNew |
$5.76M - $6.29M
|
153K
$5.54M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
134K+ 4.59% |
$5.05M - $5.51M
|
3.06M
$111M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
103K+ 21.77% |
$3.87M - $4.22M
|
575K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
97.5KNew |
$3.67M - $4M
|
97.5K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
87.7KNew |
$3.3M - $3.6M
|
87.7K
$3.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
BUY
|
- |
70.6K+ 8.18% |
$2.66M - $2.9M
|
934K
$33.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
57.9K+ 170.71% |
$2.18M - $2.38M
|
91.8K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
56.3K+ 2.53% |
$2.12M - $2.31M
|
2.28M
$82.5M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
45.8KNew |
$1.72M - $1.88M
|
45.8K
$1.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
42.9K+ 11.03% |
$1.61M - $1.76M
|
432K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
39.6KNew |
$1.49M - $1.63M
|
39.6K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
BUY
|
- |
38.9K+ 5.61% |
$1.46M - $1.6M
|
731K
$26.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
37.6K+ 3.3% |
$1.41M - $1.54M
|
1.17M
$42.5M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.7KNew |
$1.38M - $1.51M
|
36.7K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
BUY
|
- |
27.8K+ 5.13% |
$1.04M - $1.14M
|
569K
$20.6M
|
|
|
May 15, 2024
Q1 2024
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
26K+ 5.18% |
$978K - $1.07M
|
528K
$19.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.2K+ 14.36% |
$948K - $1.03M
|
201K
$7.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
22.5K+ 12.4% |
$845K - $923K
|
204K
$7.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
20K+ 66.66% |
$753K - $822K
|
50.1K
$1.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
19.7K+ 18.52% |
$743K - $811K
|
126K
$4.57M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
19.6K+ 5.76% |
$736K - $803K
|
359K
$13M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
18.7K+ 8.99% |
$705K - $770K
|
227K
$8.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
17.8K+ 8.1% |
$669K - $731K
|
238K
$8.6M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.5K+ 7.33% |
$657K - $717K
|
256K
$9.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
16.8K+ 4.18% |
$632K - $690K
|
418K
$15.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15.3K+ 14.16% |
$577K - $630K
|
124K
$4.48M
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
15K+ 12.72% |
$565K - $617K
|
133K
$4.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
13.3K+ 4.51% |
$500K - $546K
|
308K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10K+ 53.15% |
$377K - $412K
|
28.9K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.94K+ 2.58% |
$374K - $408K
|
395K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.75K+ 74.85% |
$367K - $401K
|
22.8K
$825K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
9.36K+ 24.57% |
$352K - $384K
|
47.5K
$1.72M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
8.67K+ 63.85% |
$326K - $356K
|
22.2K
$805K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.46K+ 73.81% |
$318K - $347K
|
19.9K
$721K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
8.37K+ 1.32% |
$315K - $344K
|
644K
$23.3M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7.94KNew |
$299K - $326K
|
7.94K
$287K
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
7.63K+ 7.53% |
$287K - $313K
|
109K
$3.94M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.54KNew |
$284K - $310K
|
7.54K
$273K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.94K+ 2.08% |
$261K - $285K
|
340K
$12.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
6.3K+ 8.21% |
$237K - $259K
|
83K
$3.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.28KNew |
$236K - $258K
|
6.28K
$227K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6.17K+ 908.98% |
$232K - $253K
|
6.85K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.39K+ 1174.07% |
$203K - $221K
|
5.85K
$212K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.12K+ 13.13% |
$192K - $210K
|
44.1K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.82KNew |
$181K - $198K
|
4.82K
$174K
|