Purchases and Sales Made in Q2 2022 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
BUY
|
- |
1.98K+ 0.9% |
$76.7K - $96.7K
|
221K
$8M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
1.96K+ 9.44% |
$76.2K - $96K
|
22.8K
$823K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.94K+ 18.64% |
$75.2K - $94.8K
|
12.3K
$446K
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.76K+ 10.47% |
$68.1K - $85.9K
|
18.5K
$670K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.66K+ 346.46% |
$64.6K - $81.4K
|
2.14K
$77.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.44K+ 1.23% |
$55.7K - $70.3K
|
118K
$4.29M
|
|
|
Jul 26, 2022
Q2 2022
|
Regis Management CO LLC
|
BUY
|
- |
1.27K+ 1.78% |
$49.1K - $61.9K
|
72.5K
$2.62M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.25K+ 1.33% |
$48.7K - $61.4K
|
95.2K
$3.45M
|
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
1.2K+ 2.55% |
$46.5K - $58.6K
|
48.1K
$1.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.06K+ 1.37% |
$41.2K - $52K
|
78.8K
$2.85M
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
913New |
$35.4K - $44.7K
|
913
$33K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
833+ 3.43% |
$32.3K - $40.8K
|
25.1K
$909K
|
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
819+ 12.99% |
$31.8K - $40.1K
|
7.13K
$258K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
753New |
$29.2K - $36.8K
|
753
$27.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
747+ 1.52% |
$29K - $36.6K
|
49.9K
$1.81M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
725New |
$28.1K - $35.5K
|
725
$26.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
710+ 2.09% |
$27.6K - $34.7K
|
34.7K
$1.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
622New |
$24.1K - $30.4K
|
622
$22.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
547+ 3.16% |
$21.2K - $26.8K
|
17.9K
$647K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
532+ 2.49% |
$20.7K - $26K
|
21.9K
$793K
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
480+ 1.72% |
$18.6K - $23.5K
|
28.3K
$1.02M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
434New |
$16.8K - $21.2K
|
434
$15.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
368+ 3.08% |
$14.3K - $18K
|
12.3K
$446K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
256New |
$9.94K - $12.5K
|
256
$9.26K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
215+ 34.96% |
$8.35K - $10.5K
|
830
$30K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
194+ 2.38% |
$7.53K - $9.49K
|
8.34K
$302K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
130New |
$5.05K - $6.36K
|
130
$4.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
120+ 1.21% |
$4.66K - $5.87K
|
10.1K
$365K
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
113+ 1.57% |
$4.39K - $5.53K
|
7.29K
$264K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
70New |
$2.72K - $3.43K
|
70
$2.53K
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
64+ 1.13% |
$2.48K - $3.13K
|
5.71K
$207K
|
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
56+ 0.24% |
$2.17K - $2.74K
|
23K
$832K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
37+ 0.16% |
$1.44K - $1.81K
|
23.2K
$840K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
25+ 1.43% |
$971 - $1.22K
|
1.77K
$64.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 0.49% |
$543 - $685
|
2.85K
$103K
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 1.52% |
$194 - $245
|
335
$12.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5New |
$194 - $245
|
5
$181
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.56% |
$77.6 - $97.9
|
362
$13.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-31- 0.1% |
$1.2K - $1.52K
|
32.3K
$1.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-33- 0.21% |
$1.28K - $1.61K
|
16.1K
$581K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-39Closed |
$1.51K - $1.91K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-40- 0.1% |
$1.55K - $1.96K
|
39.2K
$1.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-72- 1.31% |
$2.8K - $3.52K
|
5.43K
$196K
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-89Closed |
$3.45K - $4.35K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-109- 32.34% |
$4.23K - $5.33K
|
228
$8.25K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-127- 9.03% |
$4.93K - $6.21K
|
1.28K
$46.3K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-129- 1.84% |
$5.01K - $6.31K
|
6.9K
$250K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-129- 3.3% |
$5.01K - $6.31K
|
3.78K
$137K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-135- 1.47% |
$5.24K - $6.61K
|
9.04K
$327K
|