Purchases and Sales Made in Q3 2022 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q3 2022. 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 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
7.58K+ 15.55% |
$276K - $332K
|
56.4K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.4K+ 48.79% |
$270K - $324K
|
22.6K
$823K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.42K+ 24.79% |
$234K - $282K
|
32.3K
$1.18M
|
|
Nov 09, 2022
Q3 2022
|
Citizens & Northern Corp
|
BUY
|
- |
6.41K+ 1.27% |
$233K - $281K
|
511K
$18.6M
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
6.4KNew |
$233K - $280K
|
6.4K
$233K
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6KNew |
$219K - $263K
|
6K
$219K
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
5.75K+ 3.11% |
$209K - $252K
|
190K
$6.94M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.5K+ 0.54% |
$200K - $241K
|
1.02M
$37.3M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.36K+ 7.7% |
$195K - $235K
|
75K
$2.74M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.18KNew |
$189K - $227K
|
5.18K
$189K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.04K+ 10.84% |
$184K - $221K
|
51.5K
$1.88M
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.77K+ 126.54% |
$174K - $209K
|
8.54K
$311K
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.71K+ 8.45% |
$172K - $206K
|
60.5K
$2.2M
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
4.7K+ 28.31% |
$171K - $206K
|
21.3K
$776K
|
|
Oct 28, 2022
Q3 2022
|
White Pine Investment CO
|
BUY
|
- |
4.61K+ 54.1% |
$168K - $202K
|
13.1K
$479K
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
4.56KNew |
$166K - $200K
|
4.56K
$166K
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4.34K+ 5.11% |
$158K - $190K
|
89.3K
$3.25M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.29K+ 3.45% |
$156K - $188K
|
129K
$4.69M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.29K+ 6.32% |
$156K - $188K
|
72.1K
$2.63M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
4.21K+ 111.52% |
$153K - $185K
|
7.99K
$291K
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.15K+ 9.89% |
$151K - $182K
|
46.1K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.52KNew |
$128K - $154K
|
3.52K
$128K
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.23K+ 71.34% |
$118K - $141K
|
7.75K
$283K
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
3.22K+ 1.04% |
$117K - $141K
|
313K
$11.4M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.09K+ 41.94% |
$112K - $135K
|
10.4K
$381K
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.92K+ 21.14% |
$106K - $128K
|
16.7K
$610K
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.88K+ 758.58% |
$105K - $126K
|
3.25K
$119K
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.88K+ 4.4% |
$105K - $126K
|
68.3K
$2.49M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.23K+ 18.1% |
$81.3K - $97.8K
|
14.6K
$531K
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2.23K+ 12.02% |
$81.3K - $97.8K
|
20.8K
$758K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.21K+ 7.25% |
$80.5K - $96.9K
|
32.7K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.07K+ 38.17% |
$75.5K - $90.8K
|
7.5K
$273K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.01K+ 15.51% |
$73.2K - $88.1K
|
15K
$546K
|
|
Oct 06, 2022
Q3 2022
|
Vera Bank, N.A.
|
BUY
|
- |
2.01K+ 0.91% |
$73.2K - $88.1K
|
223K
$8.13M
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.62K+ 1.37% |
$58.9K - $70.9K
|
120K
$4.38M
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.54KNew |
$56K - $67.4K
|
1.54K
$56K
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.53K+ 11.22% |
$55.9K - $67.2K
|
15.2K
$554K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.48K+ 161.99% |
$53.9K - $64.8K
|
2.39K
$87.2K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.19K+ 118.25% |
$43.2K - $52K
|
2.19K
$79.8K
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
992+ 153.09% |
$36.1K - $43.5K
|
1.64K
$59.8K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
970New |
$35.3K - $42.5K
|
970
$35.4K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
944+ 0.87% |
$34.4K - $41.4K
|
110K
$4M
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
900+ 2.6% |
$32.8K - $39.4K
|
35.6K
$1.3M
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
888New |
$32.4K - $38.9K
|
888
$32.4K
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
884+ 14.66% |
$32.2K - $38.7K
|
6.91K
$252K
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
801+ 2.48% |
$29.2K - $35.1K
|
33.1K
$1.21M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
794+ 2.03% |
$28.9K - $34.8K
|
40K
$1.46M
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
790New |
$28.8K - $34.6K
|
790
$28.8K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
759New |
$27.7K - $33.3K
|
759
$27.7K
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
BUY
|
- |
732+ 3.87% |
$26.7K - $32.1K
|
19.6K
$716K
|