Purchases and Sales Made in Q3 2023 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q3 2023. 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 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.2K+ 45.33% |
$283K - $307K
|
23.1K
$849K
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.03K+ 23.44% |
$276K - $300K
|
37K
$1.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.03K+ 23.44% |
$276K - $300K
|
37K
$1.36M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.95KNew |
$273K - $297K
|
6.95K
$256K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.87K+ 46.93% |
$270K - $293K
|
21.5K
$791K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.87K+ 34.37% |
$270K - $293K
|
26.8K
$988K
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
6.66K+ 66.55% |
$261K - $284K
|
16.7K
$613K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.4K+ 7.21% |
$251K - $273K
|
95.2K
$3.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.7KNew |
$224K - $244K
|
5.7K
$210K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.45KNew |
$214K - $233K
|
5.45K
$201K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.22K+ 126.15% |
$205K - $223K
|
9.35K
$344K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.18K+ 69.07% |
$203K - $221K
|
12.7K
$466K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.67K+ 12.34% |
$184K - $199K
|
42.6K
$1.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.43KNew |
$174K - $189K
|
4.43K
$163K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.16K+ 18.84% |
$164K - $178K
|
26.3K
$966K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.14K+ 9.25% |
$163K - $177K
|
49K
$1.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
4.11K+ 1325.81% |
$161K - $175K
|
4.42K
$163K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.02K+ 2.74% |
$158K - $172K
|
151K
$5.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.91K+ 53.5% |
$154K - $167K
|
11.2K
$413K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.72K+ 4.37% |
$146K - $159K
|
88.9K
$3.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3.44K+ 51.66% |
$135K - $147K
|
10.1K
$372K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
3.4K+ 1.13% |
$133K - $145K
|
304K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.37K+ 13.54% |
$132K - $144K
|
28.2K
$1.04M
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
BUY
|
- |
3.26K+ 12.37% |
$128K - $139K
|
29.6K
$1.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
BUY
|
- |
3.17K+ 0.39% |
$124K - $135K
|
817K
$30.1M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.16K+ 3.14% |
$124K - $135K
|
104K
$3.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.91K+ 0.9% |
$114K - $124K
|
325K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.86K+ 14.1% |
$112K - $122K
|
23.1K
$851K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.78K+ 3.39% |
$109K - $119K
|
84.8K
$3.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
2.55K+ 1.05% |
$100K - $109K
|
246K
$9.03M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.45K+ 9.65% |
$96.3K - $105K
|
27.9K
$1.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.32K+ 5.75% |
$91.2K - $99.2K
|
42.7K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.3K+ 39.04% |
$90.4K - $98.3K
|
8.2K
$302K
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
2.08K+ 1.26% |
$81.8K - $89K
|
168K
$6.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 5670.59% |
$75.7K - $82.3K
|
1.96K
$72.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.72K+ 4.09% |
$67.6K - $73.5K
|
43.8K
$1.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.64K+ 16.38% |
$64.3K - $69.9K
|
11.6K
$428K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.63K+ 5.03% |
$64K - $69.6K
|
34K
$1.25M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.41K+ 8.07% |
$55.3K - $60.1K
|
18.8K
$693K
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.39K+ 10.57% |
$54.6K - $59.3K
|
14.5K
$535K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.33KNew |
$52.3K - $56.9K
|
1.33K
$49K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.22K+ 3.44% |
$47.9K - $52.1K
|
36.7K
$1.35M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.14K+ 6.69% |
$44.6K - $48.5K
|
18.1K
$667K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.11K+ 0.75% |
$43.7K - $47.5K
|
149K
$5.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
1.05K+ 5.13% |
$41.4K - $45K
|
21.6K
$794K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
910+ 0.6% |
$35.7K - $38.8K
|
153K
$5.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
898+ 4.88% |
$35.3K - $38.3K
|
19.3K
$709K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
880+ 3.28% |
$34.6K - $37.6K
|
27.7K
$1.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
828+ 10.75% |
$32.5K - $35.3K
|
8.53K
$314K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
797New |
$31.3K - $34K
|
797
$29.3K
|