Purchases and Sales Made in Q3 2021 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
4.34K+ 3.62% |
$152K - $167K
|
124K
$4.53M
|
|
|
Nov 05, 2021
Q3 2021
|
Kendall Capital Management
|
BUY
|
- |
3.73K+ 17.26% |
$131K - $144K
|
25.4K
$924K
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.33K+ 45.29% |
$117K - $128K
|
10.7K
$389K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.29K+ 33.06% |
$116K - $127K
|
13.2K
$482K
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
3.05K+ 9.84% |
$107K - $118K
|
34.1K
$1.24M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.96K+ 46.46% |
$104K - $114K
|
9.32K
$340K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.93K+ 9.84% |
$103K - $113K
|
32.7K
$1.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.89K+ 18.8% |
$101K - $111K
|
18.2K
$664K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2.73KNew |
$95.9K - $105K
|
2.73K
$99.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.68K+ 37.78% |
$94.1K - $103K
|
9.77K
$356K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.25K+ 36.18% |
$79K - $86.7K
|
8.47K
$309K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.18K+ 4.96% |
$76.7K - $84.1K
|
46.2K
$1.68M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.05K+ 37.37% |
$72.1K - $79.1K
|
7.55K
$275K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.04KNew |
$71.7K - $78.7K
|
2.04K
$74.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.91K+ 0.84% |
$67.1K - $73.6K
|
229K
$8.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.74K+ 13.93% |
$61K - $66.9K
|
14.2K
$518K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.68K+ 8.74% |
$59.1K - $64.9K
|
20.9K
$763K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.63K+ 7.21% |
$57.1K - $62.7K
|
24.2K
$882K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.48K+ 8.4% |
$51.8K - $56.8K
|
19K
$694K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1.43KNew |
$50.1K - $54.9K
|
1.43K
$51.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.39K+ 1.04% |
$48.7K - $53.5K
|
135K
$4.93M
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.31K+ 11.04% |
$45.9K - $50.4K
|
13.1K
$479K
|
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.29K+ 1.17% |
$45.3K - $49.7K
|
111K
$4.06M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
1.22K+ 17.99% |
$42.8K - $46.9K
|
7.98K
$291K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.13K+ 1.92% |
$39.7K - $43.6K
|
60K
$2.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.11K+ 18.55% |
$39.1K - $42.9K
|
7.12K
$259K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.09K+ 7.41% |
$38.4K - $42.1K
|
15.8K
$577K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.03K+ 7.35% |
$36.2K - $39.7K
|
15K
$548K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.01KNew |
$35.4K - $38.9K
|
1.01K
$36.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
986+ 0.58% |
$34.6K - $38K
|
170K
$6.19M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
855+ 0.35% |
$30K - $33K
|
247K
$9M
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
731+ 1.54% |
$25.7K - $28.2K
|
48.3K
$1.76M
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
684+ 4.36% |
$24K - $26.4K
|
16.4K
$597K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
647+ 6.89% |
$22.7K - $24.9K
|
10K
$366K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
633+ 20.15% |
$22.2K - $24.4K
|
3.78K
$138K
|
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
600+ 3.4% |
$21.1K - $23.1K
|
18.3K
$666K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
582+ 1.93% |
$20.4K - $22.4K
|
30.8K
$1.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
528+ 533.33% |
$18.5K - $20.3K
|
627
$22.9K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
477New |
$16.8K - $18.4K
|
477
$17.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
443+ 0.44% |
$15.6K - $17.1K
|
100K
$3.65M
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
400+ 12.12% |
$14.1K - $15.4K
|
3.7K
$135K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
350New |
$12.3K - $13.5K
|
350
$12.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
331+ 5.65% |
$11.6K - $12.8K
|
6.19K
$226K
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
BUY
|
- |
321+ 1.41% |
$11.3K - $12.4K
|
23.1K
$842K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
319+ 0.64% |
$11.2K - $12.3K
|
49.8K
$1.81M
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
203New |
$7.13K - $7.82K
|
203
$7.4K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
174+ 6.58% |
$6.11K - $6.71K
|
2.82K
$103K
|
|
|
Nov 15, 2021
Q3 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
155+ 0.67% |
$5.45K - $5.97K
|
23.3K
$849K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
149New |
$5.23K - $5.74K
|
149
$5.43K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
133New |
$4.67K - $5.13K
|
133
$4.85K
|