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 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
74New |
$2.95K - $3.22K
|
74
$2.72K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
67+ 1.08% |
$2.67K - $2.91K
|
6.25K
$230K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
57New |
$2.27K - $2.48K
|
57
$2.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
24+ 300.0% |
$958 - $1.04K
|
32
$1.18K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
22+ 0.66% |
$878 - $956
|
3.34K
$123K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
19+ 0.08% |
$758 - $826
|
23.5K
$865K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 0.73% |
$359 - $391
|
1.23K
$45.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.7% |
$160 - $174
|
576
$21.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4+ 0.0% |
$160 - $174
|
122K
$4.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.96% |
$120 - $130
|
314
$11.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 1.36% |
$79.8 - $86.9
|
149
$5.48K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1+ 0.01% |
$39.9 - $43.5
|
7.73K
$284K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.05% |
$39.9 - $43.5
|
1.92K
$70.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.49% |
$39.9 - $43.5
|
68
$2.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 50.0% |
$39.9 - $43.5
|
1
$36.8
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-9- 0.12% |
$359 - $391
|
7.53K
$277K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10- 0.11% |
$399 - $435
|
9.39K
$346K
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-18- 1.81% |
$718 - $782
|
979
$36K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20- 1.37% |
$798 - $869
|
1.44K
$52.9K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23- 0.15% |
$918 - $1K
|
15.1K
$555K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 1.6% |
$998 - $1.09K
|
1.54K
$56.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-25- 0.12% |
$998 - $1.09K
|
21.2K
$780K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-38- 60.32% |
$1.52K - $1.65K
|
25
$920
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-38- 0.57% |
$1.52K - $1.65K
|
6.59K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-39- 0.48% |
$1.56K - $1.69K
|
8.07K
$297K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 0.54% |
$3.99K - $4.35K
|
18.5K
$679K
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-125- 0.53% |
$4.99K - $5.43K
|
23.3K
$857K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-139- 0.01% |
$5.55K - $6.04K
|
934K
$34.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-142- 2.1% |
$5.67K - $6.17K
|
6.62K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-150- 2.12% |
$5.99K - $6.52K
|
6.91K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-177- 0.33% |
$7.06K - $7.69K
|
53.5K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-190- 0.34% |
$7.58K - $8.26K
|
56K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-207- 5.01% |
$8.26K - $9K
|
3.93K
$144K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-216- 27.34% |
$8.62K - $9.39K
|
574
$21.1K
|
|
|
Nov 14, 2024
Q2 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-227- 57.04% |
$9.06K - $9.87K
|
171
$6.29K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-242- 1.57% |
$9.66K - $10.5K
|
15.1K
$557K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-250- 1.37% |
$9.98K - $10.9K
|
18K
$661K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-268- 4.32% |
$10.7K - $11.6K
|
5.94K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-293- 1.46% |
$11.7K - $12.7K
|
19.8K
$728K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-360- 7.52% |
$14.4K - $15.6K
|
4.43K
$163K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-422- 2.12% |
$16.8K - $18.3K
|
19.5K
$718K
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-480- 0.13% |
$19.2K - $20.9K
|
359K
$13.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-518- 2.57% |
$20.7K - $22.5K
|
19.6K
$722K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-537- 3.44% |
$21.4K - $23.3K
|
15.1K
$554K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-542- 42.98% |
$21.6K - $23.6K
|
719
$26.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-600- 80.0% |
$23.9K - $26.1K
|
150
$5.52K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-600- 10.71% |
$23.9K - $26.1K
|
5K
$184K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-600- 6.69% |
$23.9K - $26.1K
|
8.38K
$308K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-625- 15.05% |
$24.9K - $27.2K
|
3.53K
$130K
|