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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-704- 0.33% |
$28.1K - $30.6K
|
215K
$7.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-720- 8.76% |
$28.7K - $31.3K
|
7.5K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-782- 1.86% |
$31.2K - $34K
|
41.2K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-969- 77.33% |
$38.7K - $42.1K
|
284
$10.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 9.5% |
$39.9K - $43.5K
|
9.53K
$351K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.03K- 5.07% |
$41.1K - $44.7K
|
19.3K
$709K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.08K- 4.58% |
$43.2K - $47.1K
|
22.6K
$830K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.13K- 1.5% |
$45.2K - $49.3K
|
74.3K
$2.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.3K- 4.66% |
$51.9K - $56.5K
|
26.6K
$979K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.36K- 10.53% |
$54.2K - $59.1K
|
11.5K
$425K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.5K- 16.02% |
$60K - $65.4K
|
7.89K
$290K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-1.68K- 0.55% |
$67K - $73K
|
306K
$11.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.71K- 1.03% |
$68.3K - $74.4K
|
165K
$6.08M
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.78K- 13.81% |
$71.1K - $77.5K
|
11.1K
$410K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.89K- 9.69% |
$75.5K - $82.2K
|
17.6K
$649K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.95K- 2.69% |
$77.7K - $84.7K
|
70.5K
$2.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.02K- 23.31% |
$80.5K - $87.7K
|
6.64K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.35K- 22.78% |
$93.7K - $102K
|
7.96K
$293K
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-2.4K- 11.25% |
$95.6K - $104K
|
18.9K
$695K
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.51K- 4.73% |
$100K - $109K
|
50.6K
$1.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.58K- 13.23% |
$103K - $112K
|
16.9K
$623K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.62K- 10.22% |
$104K - $114K
|
23K
$845K
|
|
|
Aug 07, 2024
Q2 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-2.73K- 12.3% |
$109K - $119K
|
19.4K
$715K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3K- 18.66% |
$120K - $130K
|
13.1K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.08K- 4.31% |
$123K - $134K
|
68.3K
$2.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-3.18K- 22.64% |
$127K - $138K
|
10.9K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3.44K- 71.59% |
$137K - $150K
|
1.37K
$50.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.48K- 0.83% |
$139K - $151K
|
415K
$15.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-3.5K- 27.94% |
$140K - $152K
|
9.04K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.51K- 18.6% |
$140K - $153K
|
15.4K
$565K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.57K- 18.7% |
$142K - $155K
|
15.5K
$571K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.62K- 75.12% |
$144K - $157K
|
1.2K
$44.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.71K- 4.44% |
$148K - $161K
|
79.8K
$2.94M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.83K- 35.44% |
$153K - $166K
|
6.98K
$257K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.26K- 24.52% |
$170K - $185K
|
13.1K
$483K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.79K- 0.74% |
$191K - $208K
|
639K
$23.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-4.82K- 43.91% |
$192K - $209K
|
6.16K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.06K- 15.56% |
$202K - $220K
|
27.5K
$1.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.29K- 2.07% |
$211K - $230K
|
250K
$9.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.39K- 92.2% |
$215K - $234K
|
456
$16.8K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6.44K- 14.05% |
$257K - $280K
|
39.4K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.94K- 2.04% |
$277K - $302K
|
333K
$12.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.45K- 7.39% |
$297K - $324K
|
93.4K
$3.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7.67K- 0.3% |
$306K - $333K
|
2.58M
$94.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.26K- 10.02% |
$329K - $359K
|
74.2K
$2.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-8.95K- 1.55% |
$357K - $389K
|
566K
$20.8M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10K- 34.67% |
$399K - $435K
|
18.9K
$694K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.4K- 27.44% |
$454K - $494K
|
30.1K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.4K- 1.85% |
$454K - $495K
|
605K
$22.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.2K- 53.56% |
$487K - $530K
|
10.6K
$389K
|