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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-390- 1.45% |
$14.2K - $17.1K
|
26.5K
$967K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-505- 81.19% |
$18.4K - $22.1K
|
117
$4.26K
|
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-581- 8.15% |
$21.2K - $25.5K
|
6.54K
$239K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-613- 59.92% |
$22.3K - $26.9K
|
410
$14.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-675- 0.91% |
$24.6K - $29.6K
|
73.2K
$2.67M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-678- 4.48% |
$24.7K - $29.7K
|
14.5K
$527K
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
SELL
|
- |
-700- 8.41% |
$25.5K - $30.7K
|
7.63K
$278K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-774- 4.35% |
$28.2K - $33.9K
|
17K
$621K
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-839- 6.65% |
$30.6K - $36.8K
|
11.8K
$429K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1K- 7.14% |
$36.5K - $43.9K
|
13K
$474K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 45.7% |
$39.3K - $47.2K
|
1.28K
$46.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.1K- 7.36% |
$40K - $48.2K
|
13.8K
$504K
|
|
|
Oct 11, 2022
Q3 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.15K- 0.72% |
$41.9K - $50.4K
|
158K
$5.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.16K- 8.47% |
$42.4K - $51K
|
12.6K
$458K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.33K- 22.62% |
$48.5K - $58.3K
|
4.55K
$166K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.35K- 7.57% |
$49.3K - $59.3K
|
16.5K
$602K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.48K- 6.61% |
$53.8K - $64.7K
|
20.9K
$760K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.65K- 7.99% |
$60.1K - $72.3K
|
19K
$692K
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.76K- 14.29% |
$64.2K - $77.2K
|
10.6K
$385K
|
|
|
Oct 26, 2022
Q3 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.83K- 7.92% |
$66.6K - $80.2K
|
21.3K
$775K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.87K- 9.6% |
$68.3K - $82.1K
|
17.6K
$643K
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.19K- 4.54% |
$79.6K - $95.8K
|
46K
$1.67M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-2.45K- 5.9% |
$89.3K - $107K
|
39.1K
$1.43M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.8K- 0.7% |
$102K - $123K
|
399K
$14.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.86K- 10.08% |
$104K - $125K
|
25.5K
$928K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-3.43K- 7.24% |
$125K - $150K
|
43.9K
$1.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.45K- 31.69% |
$126K - $151K
|
7.45K
$271K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-3.59K- 2.44% |
$131K - $157K
|
143K
$5.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.15K- 23.59% |
$151K - $182K
|
13.4K
$490K
|
|
|
Nov 07, 2022
Q3 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-4.63K- 11.8% |
$169K - $203K
|
34.6K
$1.26M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.36K- 33.34% |
$195K - $235K
|
10.7K
$390K
|
|
|
Oct 27, 2022
Q3 2022
|
Regis Management CO LLC
|
SELL
|
- |
-5.55K- 7.65% |
$202K - $243K
|
66.9K
$2.44M
|
|
|
Nov 02, 2022
Q3 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-6K- 6.87% |
$219K - $263K
|
81.3K
$2.96M
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-6.06K- 31.5% |
$221K - $266K
|
13.2K
$480K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.41K- 17.15% |
$234K - $281K
|
31K
$1.13M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.35K- 6.49% |
$268K - $322K
|
106K
$3.86M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-8.6K- 95.85% |
$313K - $377K
|
372
$13.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8.88K- 12.65% |
$323K - $389K
|
61.3K
$2.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10.6K- 94.6% |
$385K - $463K
|
603
$22K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-11.8K- 13.98% |
$431K - $518K
|
72.8K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-12K- 63.44% |
$438K - $527K
|
6.93K
$252K
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
SELL
|
- |
-12.4K- 16.87% |
$453K - $545K
|
61.3K
$2.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-13.6K- 59.8% |
$496K - $596K
|
9.15K
$333K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-16K- 7.03% |
$584K - $702K
|
212K
$7.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-16.6K- 11.25% |
$606K - $729K
|
131K
$4.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-16.9K- 25.47% |
$615K - $739K
|
49.4K
$1.8M
|
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
SELL
|
- |
-17.4K- 7.72% |
$635K - $764K
|
208K
$7.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-19.7K- 3.92% |
$718K - $863K
|
483K
$17.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-20K- 19.34% |
$727K - $875K
|
83.2K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.9K- 7.2% |
$796K - $958K
|
282K
$10.3M
|