Purchases and Sales Made in Q2 2023 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.71K+ 33.31% |
$65.9K - $75.4K
|
6.84K
$249K
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
1.7K+ 10.22% |
$65.7K - $75.1K
|
18.4K
$670K
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.56K+ 1.29% |
$60.2K - $68.9K
|
123K
$4.47M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.39K+ 2.72% |
$53.5K - $61.2K
|
52.4K
$1.91M
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
997New |
$38.4K - $43.9K
|
997
$36.3K
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
995+ 2.07% |
$38.3K - $43.9K
|
49.1K
$1.79M
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
920New |
$35.4K - $40.6K
|
920
$33.5K
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
908New |
$35K - $40K
|
908
$33.1K
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
810+ 11.72% |
$31.2K - $35.7K
|
7.72K
$281K
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
773+ 5.85% |
$29.8K - $34.1K
|
14K
$509K
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
750+ 7.7% |
$28.9K - $33.1K
|
10.5K
$382K
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
750+ 7.7% |
$28.9K - $33.1K
|
10.5K
$382K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
740+ 65.31% |
$28.5K - $32.6K
|
1.87K
$68.3K
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
715+ 0.94% |
$27.5K - $31.5K
|
76.8K
$2.8M
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
602New |
$23.2K - $26.5K
|
602
$21.9K
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
515+ 1.96% |
$19.8K - $22.7K
|
26.8K
$977K
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
500+ 1.37% |
$19.3K - $22K
|
37K
$1.35M
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
500+ 16.13% |
$19.3K - $22K
|
3.6K
$131K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
466+ 3.11% |
$18K - $20.5K
|
15.4K
$562K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
455New |
$17.5K - $20.1K
|
455
$16.6K
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
374New |
$14.4K - $16.5K
|
374
$13.6K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
293+ 1.19% |
$11.3K - $12.9K
|
24.9K
$906K
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
267+ 45.8% |
$10.3K - $11.8K
|
850
$31K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
267+ 38.98% |
$10.3K - $11.8K
|
952
$34.7K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200New |
$7.71K - $8.82K
|
200
$7.29K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
186New |
$7.17K - $8.2K
|
186
$6.78K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
172+ 1.96% |
$6.63K - $7.58K
|
8.95K
$326K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
163+ 0.19% |
$6.28K - $7.19K
|
84.5K
$3.08M
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
126New |
$4.85K - $5.55K
|
126
$4.59K
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
93+ 0.41% |
$3.58K - $4.1K
|
22.7K
$828K
|
|
Jul 25, 2023
Q2 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
91+ 0.13% |
$3.51K - $4.01K
|
72K
$2.62M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
66New |
$2.54K - $2.91K
|
66
$2.41K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
61+ 3.28% |
$2.35K - $2.69K
|
1.92K
$70K
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
52+ 0.22% |
$2K - $2.29K
|
23.4K
$854K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 45.95% |
$655 - $749
|
54
$1.97K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.9% |
$193 - $220
|
562
$20.5K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.43% |
$38.5 - $44.1
|
71
$2.59K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$38.5 - $44.1
|
1.53K
$55.6K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 2.02% |
$77.1 - $88.2
|
97
$3.54K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 19.05% |
$308 - $353
|
34
$1.24K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8- 0.41% |
$308 - $353
|
1.92K
$70K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 19.05% |
$308 - $353
|
34
$1.24K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-11- 0.19% |
$424 - $485
|
5.93K
$216K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12- 0.07% |
$462 - $529
|
16.6K
$603K
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-14- 0.01% |
$539 - $617
|
148K
$5.4M
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-35- 0.45% |
$1.35K - $1.54K
|
7.66K
$279K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-67- 3.47% |
$2.58K - $2.95K
|
1.87K
$68K
|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-80- 0.45% |
$3.08K - $3.53K
|
17.9K
$651K
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-90- 0.76% |
$3.47K - $3.97K
|
11.8K
$430K
|