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 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 2.29% |
$1.32K - $1.44K
|
1.56K
$57K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
27+ 0.35% |
$1.02K - $1.11K
|
7.67K
$280K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
24+ 0.39% |
$903 - $986
|
6.18K
$225K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
10+ 0.15% |
$376 - $411
|
6.63K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
7+ 0.03% |
$263 - $287
|
23.5K
$856K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2+ 0.0% |
$75.2 - $82.1
|
122K
$4.44M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.35% |
$75.2 - $82.1
|
572
$20.8K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.32% |
$37.6 - $41.1
|
311
$11.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-14- 0.17% |
$527 - $575
|
8.31K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-20- 0.14% |
$752 - $821
|
14.6K
$533K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-37- 0.01% |
$1.39K - $1.52K
|
255K
$9.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-54- 0.99% |
$2.03K - $2.22K
|
5.42K
$198K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-70- 0.87% |
$2.63K - $2.87K
|
8K
$292K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-88- 91.67% |
$3.31K - $3.61K
|
8
$292
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-178- 1.03% |
$6.69K - $7.31K
|
17.1K
$625K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-182- 0.92% |
$6.85K - $7.47K
|
19.5K
$712K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-184- 50.0% |
$6.92K - $7.56K
|
184
$6.71K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-194- 3.35% |
$7.3K - $7.97K
|
5.6K
$204K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-218- 5.01% |
$8.2K - $8.95K
|
4.13K
$151K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-235- 0.42% |
$8.84K - $9.65K
|
56.2K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-246- 41.28% |
$9.25K - $10.1K
|
350
$12.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-278- 0.23% |
$10.5K - $11.4K
|
119K
$4.34M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-287- 12.99% |
$10.8K - $11.8K
|
1.92K
$70.1K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-311- 99.36% |
$11.7K - $12.8K
|
2
$72.9
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-475- 0.74% |
$17.9K - $19.5K
|
63.6K
$2.32M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-485- 2.23% |
$18.2K - $19.9K
|
21.2K
$774K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-637- 0.41% |
$24K - $26.2K
|
156K
$5.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-640- 4.86% |
$24.1K - $26.3K
|
12.5K
$457K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-695- 1.42% |
$26.1K - $28.5K
|
48.3K
$1.76M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-725- 6.32% |
$27.3K - $29.8K
|
10.7K
$392K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-800- 10.68% |
$30.1K - $32.9K
|
6.69K
$244K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-808- 39.74% |
$30.4K - $33.2K
|
1.23K
$44.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-841- 8.57% |
$31.6K - $34.5K
|
8.98K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-886- 13.0% |
$33.3K - $36.4K
|
5.93K
$216K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-887- 2.05% |
$33.4K - $36.4K
|
42.4K
$1.54M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-905- 11.36% |
$34K - $37.2K
|
7.06K
$257K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.14K- 38.68% |
$42.7K - $46.7K
|
1.8K
$65.6K
|
|
|
Apr 29, 2024
Q1 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-1.15K- 4.92% |
$43.1K - $47.1K
|
22.2K
$808K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.19K- 17.37% |
$44.8K - $48.9K
|
5.66K
$206K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.29K- 6.17% |
$48.3K - $52.8K
|
19.5K
$712K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.31K- 11.06% |
$49.2K - $53.8K
|
10.5K
$384K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.45K- 14.24% |
$54.6K - $59.6K
|
8.74K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.51K- 12.13% |
$56.6K - $61.8K
|
10.9K
$397K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.78K- 14.16% |
$67.1K - $73.2K
|
10.8K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.9K- 15.54% |
$71.3K - $77.9K
|
10.3K
$376K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.91K- 25.27% |
$72K - $78.6K
|
5.66K
$206K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.07K- 9.4% |
$77.8K - $85K
|
19.9K
$727K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.11K- 14.08% |
$79.5K - $86.8K
|
12.9K
$470K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.2K- 26.19% |
$82.7K - $90.4K
|
6.2K
$226K
|