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 14, 2023
Q3 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-174- 0.24% |
$6.83K - $7.43K
|
71.8K
$2.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-192- 1.57% |
$7.54K - $8.2K
|
12K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-200- 1.04% |
$7.85K - $8.54K
|
19.1K
$702K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-200Closed |
$7.85K - $8.54K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-233- 5.01% |
$9.15K - $9.95K
|
4.42K
$163K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-237- 0.96% |
$9.31K - $10.1K
|
24.5K
$900K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-313- 1.92% |
$12.3K - $13.4K
|
16K
$587K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-336- 5.5% |
$13.2K - $14.3K
|
5.77K
$212K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-366- 1.33% |
$14.4K - $15.6K
|
27.1K
$996K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-369- 0.06% |
$14.5K - $15.8K
|
584K
$21.5M
|
|
|
Feb 07, 2024
Q3 2023
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-539- 2.6% |
$21.2K - $23K
|
20.2K
$744K
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-554- 4.42% |
$21.8K - $23.7K
|
12K
$441K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-654- 42.19% |
$25.7K - $27.9K
|
896
$33K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-670- 3.42% |
$26.3K - $28.6K
|
18.9K
$697K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-700- 7.87% |
$27.5K - $29.9K
|
8.19K
$301K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-704- 73.95% |
$27.6K - $30.1K
|
248
$9.12K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-790- 15.76% |
$31K - $33.7K
|
4.22K
$155K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-816- 5.29% |
$32K - $34.8K
|
14.6K
$538K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-837- 7.61% |
$32.9K - $35.7K
|
10.2K
$374K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-839- 0.99% |
$32.9K - $35.8K
|
83.6K
$3.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-911- 2.67% |
$35.8K - $38.9K
|
33.3K
$1.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-989- 5.2% |
$38.8K - $42.2K
|
18K
$663K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-992- 29.67% |
$39K - $42.3K
|
2.35K
$86.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.03K- 2.64% |
$40.3K - $43.8K
|
37.8K
$1.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.05K- 15.34% |
$41.2K - $44.8K
|
5.79K
$213K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.06K- 3.35% |
$41.5K - $45.1K
|
30.5K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 60.49% |
$44.5K - $48.4K
|
740
$27.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.15K- 8.12% |
$45K - $48.9K
|
13K
$477K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.32K- 0.32% |
$52K - $56.5K
|
407K
$15M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.48K- 2.82% |
$58K - $63.1K
|
50.9K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.57K- 6.35% |
$61.7K - $67.1K
|
23.2K
$852K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.66K- 22.38% |
$65.2K - $70.9K
|
5.76K
$212K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.89K- 11.44% |
$74.4K - $80.9K
|
14.7K
$539K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.91K- 14.59% |
$75.1K - $81.6K
|
11.2K
$412K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.93K- 21.03% |
$75.6K - $82.2K
|
7.23K
$266K
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-2.06K- 2.13% |
$81K - $88K
|
94.7K
$3.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.07K- 2.69% |
$81.1K - $88.2K
|
74.7K
$2.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.07K- 88.78% |
$81.1K - $88.2K
|
261
$9.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.08K- 26.94% |
$81.7K - $88.8K
|
5.64K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.32K- 19.54% |
$90.9K - $98.8K
|
9.53K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.41K- 1.96% |
$94.6K - $103K
|
120K
$4.43M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.7K- 22.9% |
$106K - $115K
|
9.1K
$335K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.84K- 23.05% |
$111K - $121K
|
9.47K
$348K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.99K- 25.83% |
$117K - $128K
|
8.58K
$315K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.19K- 3.64% |
$125K - $136K
|
84.5K
$3.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.66K- 73.38% |
$144K - $156K
|
1.33K
$48.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.68K- 23.83% |
$144K - $157K
|
11.7K
$432K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.98K- 2.32% |
$156K - $170K
|
168K
$6.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.06K- 3.76% |
$199K - $216K
|
130K
$4.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-5.33K- 25.11% |
$209K - $227K
|
15.9K
$584K
|