Purchases and Sales Made in Q2 2024 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
266KNew |
$10.6M - $11.6M
|
266K
$9.7M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
241KNew |
$9.62M - $10.5M
|
241K
$8.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
164KNew |
$6.55M - $7.14M
|
164K
$5.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
143K+ 4.66% |
$5.69M - $6.2M
|
3.2M
$117M
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
121K+ 53.09% |
$4.81M - $5.24M
|
348K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
80.6K+ 178.32% |
$3.21M - $3.5M
|
126K
$4.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
76.5K+ 60.21% |
$3.05M - $3.33M
|
204K
$7.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
73.8K+ 174.24% |
$2.94M - $3.21M
|
116K
$4.23M
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
62.9K+ 346.65% |
$2.51M - $2.73M
|
81.1K
$2.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
54.4KNew |
$2.17M - $2.36M
|
54.4K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
40.5K+ 85.37% |
$1.62M - $1.76M
|
88K
$3.21M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
38.5K+ 8.48% |
$1.54M - $1.67M
|
493K
$18M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
36.5KNew |
$1.46M - $1.59M
|
36.5K
$1.33M
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
33.4KNew |
$1.33M - $1.45M
|
33.4K
$1.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
33.2K+ 8.42% |
$1.33M - $1.44M
|
428K
$15.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
30.2KNew |
$1.2M - $1.31M
|
30.2K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
27.5KNew |
$1.1M - $1.2M
|
27.5K
$1M
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
26.3K+ 6.08% |
$1.05M - $1.14M
|
458K
$16.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
26.2K+ 21.13% |
$1.04M - $1.14M
|
150K
$5.46M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
25.9KNew |
$1.03M - $1.13M
|
25.9K
$945K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.6K+ 1.22% |
$1.02M - $1.11M
|
2.12M
$77.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.6K+ 1.22% |
$1.02M - $1.11M
|
2.12M
$77.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
20.4KNew |
$815K - $888K
|
20.4K
$745K
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
20.3KNew |
$811K - $883K
|
20.3K
$741K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
19.4K+ 389.25% |
$776K - $845K
|
24.4K
$891K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
19.4KNew |
$773K - $842K
|
19.4K
$707K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
18.8K+ 9.24% |
$751K - $818K
|
223K
$8.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
16.7K+ 20.12% |
$667K - $726K
|
99.7K
$3.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
15.9KNew |
$634K - $690K
|
15.9K
$579K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.7K+ 144.21% |
$627K - $683K
|
26.6K
$970K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
14.5K+ 6.09% |
$577K - $629K
|
252K
$9.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.9K+ 6.44% |
$515K - $561K
|
214K
$7.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.4K+ 24.72% |
$494K - $538K
|
62.4K
$2.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12K+ 12.93% |
$477K - $520K
|
104K
$3.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$464K - $505K
|
11.6K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.1K+ 30.28% |
$443K - $483K
|
47.8K
$1.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.2K+ 59.74% |
$407K - $443K
|
27.3K
$993K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
9.79K+ 565.74% |
$391K - $426K
|
11.5K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.6KNew |
$383K - $417K
|
9.6K
$350K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.1K+ 159.3% |
$363K - $396K
|
14.8K
$540K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.27K+ 6.94% |
$330K - $359K
|
127K
$4.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
8.25K+ 2.62% |
$329K - $359K
|
324K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.76K+ 108.01% |
$310K - $337K
|
15K
$545K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.72K+ 7.25% |
$308K - $336K
|
114K
$4.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
7.57KNew |
$302K - $329K
|
7.57K
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
7.1KNew |
$283K - $309K
|
7.1K
$259K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
6.1K+ 73.43% |
$243K - $265K
|
14.4K
$525K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.77K+ 7.09% |
$230K - $251K
|
87.2K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.24K+ 18.63% |
$209K - $228K
|
33.4K
$1.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.18KNew |
$206K - $225K
|
5.18K
$189K
|