Purchases and Sales Made in Q1 2025 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q1 2025. 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 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.31K- 14.75% |
$158K - $171K
|
24.9K
$1.01M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.48K- 9.61% |
$164K - $177K
|
42.2K
$1.7M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.68K- 19.65% |
$171K - $185K
|
19.1K
$774K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.86K- 44.55% |
$178K - $192K
|
6.06K
$245K
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-5.5K- 25.0% |
$201K - $218K
|
16.5K
$668K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.54K- 21.83% |
$203K - $219K
|
19.8K
$802K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.17K- 48.49% |
$226K - $244K
|
6.56K
$265K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-7.48K- 12.23% |
$274K - $296K
|
53.7K
$2.17M
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-7.5K- 52.14% |
$275K - $297K
|
6.88K
$278K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.17K- 43.91% |
$299K - $323K
|
10.4K
$422K
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-8.54K- 4.02% |
$313K - $338K
|
204K
$8.25M
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-8.64K- 47.6% |
$316K - $342K
|
9.51K
$385K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-10.5K- 13.96% |
$385K - $416K
|
64.8K
$2.62M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.9K- 2.91% |
$401K - $433K
|
365K
$14.8M
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-11.5K- 10.89% |
$421K - $455K
|
94.1K
$3.81M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.1K- 4.37% |
$445K - $481K
|
266K
$10.7M
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-12.5K- 15.46% |
$457K - $494K
|
68.3K
$2.76M
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-12.5K- 35.51% |
$457K - $494K
|
22.7K
$917K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.6K- 22.17% |
$462K - $500K
|
44.3K
$1.79M
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-13.8K- 2.18% |
$506K - $547K
|
622K
$25.1M
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-14.5K- 41.95% |
$532K - $575K
|
20.1K
$813K
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-15.3K- 36.7% |
$561K - $606K
|
26.4K
$1.07M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.4K- 37.68% |
$564K - $610K
|
25.5K
$1.03M
|
|
May 12, 2025
Q1 2025
|
Avos Capital Management, LLC
Seattle, WA |
SELL
|
- |
-15.7K- 12.51% |
$576K - $622K
|
110K
$4.45M
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-18.8K- 8.36% |
$689K - $745K
|
206K
$8.34M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.3K- 52.71% |
$705K - $762K
|
17.3K
$699K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20K- 5.83% |
$732K - $792K
|
323K
$13.1M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-22.7K- 4.84% |
$833K - $900K
|
447K
$18.1M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-23.4K- 82.21% |
$855K - $924K
|
5.06K
$204K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-25.3K- 15.4% |
$927K - $1M
|
139K
$5.63M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.7K- 39.11% |
$1.09M - $1.18M
|
46.3K
$1.87M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30.7K- 10.3% |
$1.12M - $1.22M
|
268K
$10.8M
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-32K- 27.27% |
$1.17M - $1.27M
|
85.5K
$3.45M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-40.2K- 54.71% |
$1.47M - $1.59M
|
33.3K
$1.34M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-40.5K- 39.4% |
$1.48M - $1.6M
|
62.3K
$2.52M
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-43.9K- 24.97% |
$1.61M - $1.74M
|
132K
$5.34M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-60.3K- 31.69% |
$2.21M - $2.39M
|
130K
$5.26M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-71.3K- 17.98% |
$2.61M - $2.82M
|
325K
$13.2M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-73K- 40.67% |
$2.67M - $2.89M
|
106K
$4.3M
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-78.9K- 43.68% |
$2.89M - $3.12M
|
102K
$4.11M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-79.3K- 40.5% |
$2.9M - $3.14M
|
117K
$4.71M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-93.1K- 16.03% |
$3.41M - $3.68M
|
488K
$19.7M
|
|
May 06, 2025
Q1 2025
|
Latigo Investments, LLC
|
SELL
|
- |
-103K- 44.57% |
$3.75M - $4.05M
|
128K
$5.15M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-134K- 36.08% |
$4.91M - $5.31M
|
238K
$9.61M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-161K- 13.78% |
$5.89M - $6.37M
|
1.01M
$40.7M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-173K- 93.07% |
$6.34M - $6.85M
|
12.9K
$521K
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-198K- 60.25% |
$7.23M - $7.82M
|
130K
$5.27M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-200K- 38.66% |
$7.31M - $7.9M
|
317K
$12.8M
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-284K- 10.21% |
$10.4M - $11.2M
|
2.49M
$101M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-295K- 42.24% |
$10.8M - $11.7M
|
404K
$16.3M
|