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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.81KNew |
$181K - $198K
|
4.81K
$175K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.81K+ 7.01% |
$181K - $197K
|
73.4K
$2.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.22K+ 2.68% |
$159K - $173K
|
162K
$5.89M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
4.07K+ 195.53% |
$153K - $167K
|
6.15K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.66K+ 16.24% |
$138K - $150K
|
26.2K
$954K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.02K+ 15.06% |
$113K - $124K
|
23K
$840K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.88K+ 11.39% |
$108K - $118K
|
28.1K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.75K+ 2.53% |
$104K - $113K
|
112K
$4.07M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.73K+ 2.38% |
$103K - $112K
|
117K
$4.28M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
2.54K+ 7.88% |
$95.7K - $104K
|
34.8K
$1.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.14K+ 1.09% |
$80.5K - $87.9K
|
198K
$7.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.14K+ 1.0% |
$80.3K - $87.7K
|
215K
$7.85M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.77KNew |
$66.4K - $72.5K
|
1.77K
$64.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
1.64K+ 10.32% |
$61.6K - $67.3K
|
17.5K
$639K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.61K+ 54.53% |
$60.7K - $66.2K
|
4.57K
$167K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
1.5K+ 19.07% |
$56.6K - $61.8K
|
9.39K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.41KNew |
$53.1K - $57.9K
|
1.41K
$51.4K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.37KNew |
$51.6K - $56.3K
|
1.37K
$50K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 3882.35% |
$49.6K - $54.2K
|
1.35K
$49.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
1.25K+ 6.62% |
$47.1K - $51.4K
|
20.1K
$734K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.24K+ 59.36% |
$46.5K - $50.8K
|
3.32K
$121K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
1.2K+ 9.62% |
$45K - $49.1K
|
13.6K
$497K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.12K+ 14.83% |
$42K - $45.9K
|
8.66K
$316K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.11K+ 6.27% |
$41.9K - $45.8K
|
18.9K
$688K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
958+ 1.82% |
$36K - $39.3K
|
53.7K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
925+ 2.43% |
$34.8K - $38K
|
39K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
792+ 171.8% |
$29.8K - $32.5K
|
1.25K
$45.7K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
744+ 4.18% |
$28K - $30.6K
|
18.6K
$676K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
542+ 75.38% |
$20.4K - $22.3K
|
1.26K
$46K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
527+ 3.54% |
$19.8K - $21.6K
|
15.4K
$562K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
518+ 4.9% |
$19.5K - $21.3K
|
11.1K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
510+ 6.61% |
$19.2K - $20.9K
|
8.22K
$300K
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
497+ 1.62% |
$18.7K - $20.4K
|
31.2K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
489New |
$18.4K - $20.1K
|
489
$17.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
425New |
$16K - $17.5K
|
425
$15.5K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
419New |
$15.8K - $17.2K
|
419
$15.3K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
412New |
$15.5K - $16.9K
|
412
$15K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
374+ 1.81% |
$14.1K - $15.4K
|
21.1K
$768K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
360+ 8.13% |
$13.5K - $14.8K
|
4.79K
$175K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
352+ 2.19% |
$13.2K - $14.5K
|
16.5K
$600K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
351+ 54.08% |
$13.2K - $14.4K
|
1K
$36.5K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
328+ 1.56% |
$12.3K - $13.5K
|
21.3K
$776K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
324New |
$12.2K - $13.3K
|
324
$11.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
253+ 2.77% |
$9.52K - $10.4K
|
9.4K
$343K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
229+ 40.82% |
$8.61K - $9.41K
|
790
$28.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
144+ 2.37% |
$5.42K - $5.91K
|
6.21K
$226K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
126+ 1.9% |
$4.74K - $5.17K
|
6.76K
$246K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
115+ 1.51% |
$4.33K - $4.72K
|
7.73K
$282K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
84+ 0.56% |
$3.16K - $3.45K
|
15.1K
$551K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
67New |
$2.52K - $2.75K
|
67
$2.44K
|