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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
133New |
$4.67K - $5.13K
|
133
$4.85K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
116+ 53.46% |
$4.08K - $4.47K
|
333
$12.1K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
101+ 0.99% |
$3.55K - $3.89K
|
10.3K
$375K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 17.44% |
$1.19K - $1.31K
|
229
$8.35K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-12- 2.09% |
$422 - $462
|
562
$20.5K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-15Closed |
$527 - $578
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-24Closed |
$843 - $925
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-27- 0.45% |
$949 - $1.04K
|
6K
$219K
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-36- 2.62% |
$1.26K - $1.39K
|
1.34K
$48.8K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-72Closed |
$2.53K - $2.77K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-93- 4.83% |
$3.27K - $3.58K
|
1.83K
$66.8K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-159- 1.07% |
$5.59K - $6.13K
|
14.7K
$536K
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-173Closed |
$6.08K - $6.67K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-270Closed |
$9.49K - $10.4K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-300- 4.99% |
$10.5K - $11.6K
|
5.71K
$208K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-373Closed |
$13.1K - $14.4K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-400- 16.67% |
$14.1K - $15.4K
|
2K
$72.9K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-431- 1.48% |
$15.1K - $16.6K
|
28.7K
$1.05M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-470- 56.09% |
$16.5K - $18.1K
|
368
$13.4K
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-567- 2.82% |
$19.9K - $21.9K
|
19.6K
$713K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-651- 3.98% |
$22.9K - $25.1K
|
15.7K
$573K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-712- 98.61% |
$25K - $27.4K
|
10
$365
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-793- 10.25% |
$27.9K - $30.6K
|
6.94K
$253K
|
|
Oct 20, 2021
Q3 2021
|
Regis Management CO LLC
|
SELL
|
- |
-1.33K- 1.79% |
$46.7K - $51.3K
|
73K
$2.66M
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 5.92% |
$50.7K - $55.7K
|
23K
$837K
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.66K- 20.23% |
$58.2K - $63.9K
|
6.54K
$238K
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.83K- 4.44% |
$64.3K - $70.5K
|
39.4K
$1.44M
|
|
Nov 15, 2021
Q3 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-2.15K- 17.74% |
$75.5K - $82.8K
|
9.96K
$363K
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.58K- 12.78% |
$90.6K - $99.4K
|
17.6K
$642K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.62K- 59.56% |
$92.1K - $101K
|
1.78K
$64.9K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.73K- 6.08% |
$95.9K - $105K
|
42.2K
$1.54M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.73K- 2.4% |
$131K - $144K
|
151K
$5.52M
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-3.96KClosed |
$139K - $152K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-4.24K- 20.74% |
$149K - $163K
|
16.2K
$590K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.44KClosed |
$156K - $171K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-4.57KClosed |
$160K - $176K
|
0
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.88K- 94.21% |
$172K - $188K
|
300
$10.9K
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.21K- 11.4% |
$183K - $201K
|
40.5K
$1.48M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.95KClosed |
$209K - $229K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
SELL
|
- |
-6.15KClosed |
$216K - $237K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.34KClosed |
$223K - $244K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-7.19K- 84.13% |
$253K - $277K
|
1.36K
$49.4K
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.97K- 41.1% |
$280K - $307K
|
11.4K
$416K
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.03KClosed |
$282K - $309K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-8.85K- 32.11% |
$311K - $341K
|
18.7K
$682K
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-11.4K- 11.78% |
$400K - $439K
|
85.3K
$3.11M
|
|
Nov 12, 2021
Q3 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-12.5K- 3.67% |
$439K - $482K
|
329K
$12M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-13.2KClosed |
$463K - $508K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.3KClosed |
$466K - $512K
|
0
$0
|