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 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
700+ 19.44% |
$27.5K - $29.9K
|
4.3K
$164K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
679New |
$26.7K - $29K
|
679
$26K
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
615+ 2.1% |
$24.2K - $26.3K
|
30K
$1.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
590New |
$23.2K - $25.2K
|
590
$22.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
499+ 0.24% |
$19.6K - $21.3K
|
204K
$7.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
397+ 6.7% |
$15.6K - $16.9K
|
6.32K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
392+ 6.42% |
$15.4K - $16.7K
|
6.5K
$248K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
375+ 201.61% |
$14.7K - $16K
|
561
$21.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
375+ 201.61% |
$14.7K - $16K
|
561
$21.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
369+ 0.71% |
$14.5K - $15.8K
|
52.2K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
320New |
$12.6K - $13.7K
|
320
$12.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
257+ 1.13% |
$10.1K - $11K
|
23K
$878K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
184New |
$7.23K - $7.85K
|
184
$7.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
180+ 0.2% |
$7.07K - $7.68K
|
91.7K
$3.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
161+ 1.36% |
$6.32K - $6.87K
|
12K
$458K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
135New |
$5.3K - $5.76K
|
135
$5.16K
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
106+ 1.59% |
$4.16K - $4.53K
|
6.78K
$259K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
105New |
$4.12K - $4.48K
|
105
$4.01K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
90+ 0.32% |
$3.53K - $3.84K
|
28.6K
$1.09M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
74+ 0.95% |
$2.91K - $3.16K
|
7.84K
$300K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
44+ 0.73% |
$1.73K - $1.88K
|
6.09K
$233K
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
28+ 0.12% |
$1.1K - $1.2K
|
23.5K
$897K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
17New |
$668 - $726
|
17
$650
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
16+ 0.2% |
$628 - $683
|
7.9K
$302K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
15+ 0.73% |
$589 - $640
|
2.06K
$78.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 21.13% |
$589 - $640
|
86
$3.29K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13+ 0.14% |
$511 - $555
|
9.11K
$348K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 0.59% |
$353 - $384
|
1.53K
$58.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 16.67% |
$353 - $384
|
63
$2.41K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.53% |
$118 - $128
|
565
$21.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$78.5 - $85.4
|
13.3K
$510K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1+ 0.01% |
$39.3 - $42.7
|
14K
$534K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5- 0.05% |
$196 - $213
|
9.41K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-19- 0.24% |
$746 - $811
|
8.02K
$306K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-37- 0.41% |
$1.45K - $1.58K
|
8.91K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-45- 0.11% |
$1.77K - $1.92K
|
41.8K
$1.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-49- 0.64% |
$1.92K - $2.09K
|
7.61K
$291K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-49- 2.63% |
$1.92K - $2.09K
|
1.82K
$69.4K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-59Closed |
$2.32K - $2.52K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-66- 3.01% |
$2.59K - $2.82K
|
2.13K
$81.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-83- 10.94% |
$3.26K - $3.54K
|
676
$25.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-91- 0.35% |
$3.57K - $3.88K
|
26K
$994K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-93- 0.86% |
$3.65K - $3.97K
|
10.7K
$410K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-101- 0.48% |
$3.97K - $4.31K
|
21.1K
$805K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-145- 12.26% |
$5.69K - $6.19K
|
1.04K
$39.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-148- 2.2% |
$5.81K - $6.32K
|
6.58K
$252K
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-153- 0.51% |
$6.01K - $6.53K
|
29.7K
$1.14M
|