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 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
731+ 1.46% |
$26.6K - $32K
|
50.6K
$1.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
725+ 1.93% |
$26.4K - $31.8K
|
38.3K
$1.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
624+ 0.4% |
$22.7K - $27.3K
|
158K
$5.76M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
526+ 35.71% |
$19.2K - $23.1K
|
2K
$72.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
520+ 0.33% |
$18.9K - $22.8K
|
159K
$5.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Kendall Capital Management
|
BUY
|
- |
511+ 2.51% |
$18.6K - $22.4K
|
20.9K
$760K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
502+ 2.0% |
$18.3K - $22K
|
25.6K
$934K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
368New |
$13.4K - $16.1K
|
368
$13.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
364+ 6.3% |
$13.3K - $16K
|
6.14K
$224K
|
|
|
Nov 16, 2022
Q3 2022
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
363+ 1.68% |
$13.2K - $15.9K
|
21.9K
$799K
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
356+ 1.55% |
$13K - $15.6K
|
23.3K
$851K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
340New |
$12.4K - $14.9K
|
340
$12.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
329+ 5.31% |
$12K - $14.4K
|
6.52K
$238K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
296+ 2.78% |
$10.8K - $13K
|
10.9K
$399K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
260+ 4.25% |
$9.47K - $11.4K
|
6.38K
$233K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
229+ 3.32% |
$8.34K - $10K
|
7.12K
$260K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
169+ 167.33% |
$6.16K - $7.41K
|
270
$9.84K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
164New |
$5.98K - $7.19K
|
164
$5.98K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
151+ 0.16% |
$5.5K - $6.62K
|
96.1K
$3.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
114+ 15.14% |
$4.15K - $5K
|
867
$31.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
100+ 1.87% |
$3.64K - $4.38K
|
5.46K
$199K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51+ 0.32% |
$1.86K - $2.24K
|
16K
$584K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
39New |
$1.42K - $1.71K
|
39
$1.42K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
33+ 0.01% |
$1.2K - $1.45K
|
410K
$14.9M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17+ 0.09% |
$619 - $745
|
18.9K
$690K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 1.49% |
$182 - $219
|
340
$12.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4+ 0.05% |
$146 - $175
|
7.94K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 1.56% |
$146 - $175
|
260
$9.48K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 1.32% |
$109 - $131
|
231
$8.42K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 1.34% |
$72.9 - $87.7
|
151
$5.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.01% |
$72.9 - $87.7
|
16.6K
$603K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5Closed |
$182 - $219
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-14- 0.08% |
$510 - $614
|
18.5K
$675K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-30- 0.53% |
$1.09K - $1.31K
|
5.68K
$207K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-37- 0.16% |
$1.35K - $1.62K
|
23.2K
$845K
|
|
|
Nov 07, 2022
Q3 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-49- 0.83% |
$1.79K - $2.15K
|
5.84K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-72- 3.6% |
$2.62K - $3.16K
|
1.93K
$70.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-80- 87.91% |
$2.92K - $3.51K
|
11
$401
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-96- 7.51% |
$3.5K - $4.21K
|
1.18K
$43.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-103- 28.45% |
$3.75K - $4.51K
|
259
$9.44K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-122- 0.79% |
$4.45K - $5.35K
|
15.3K
$557K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-135- 5.24% |
$4.92K - $5.92K
|
2.44K
$89K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-157- 2.81% |
$5.72K - $6.88K
|
5.44K
$198K
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-181- 0.91% |
$6.6K - $7.93K
|
19.6K
$716K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-184- 0.38% |
$6.7K - $8.06K
|
47.6K
$1.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-251- 3.35% |
$9.15K - $11K
|
7.24K
$264K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-265- 4.55% |
$9.66K - $11.6K
|
5.56K
$203K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-271- 5.0% |
$9.88K - $11.9K
|
5.15K
$188K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-305- 1.39% |
$11.1K - $13.4K
|
21.6K
$787K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-337- 0.23% |
$12.3K - $14.8K
|
149K
$5.41M
|