Purchases and Sales Made in Q3 2024 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q3 2024. 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 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.87% |
$193 - $207
|
581
$22.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.96% |
$116 - $124
|
317
$12K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2+ 0.0% |
$77 - $83
|
122K
$4.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 1.35% |
$38.5 - $41.5
|
75
$2.85K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.47% |
$38.5 - $41.5
|
69
$2.62K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.56% |
$38.5 - $41.5
|
178
$6.77K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3- 0.66% |
$116 - $124
|
453
$17.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-7- 0.04% |
$270 - $290
|
18.4K
$701K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-14- 0.08% |
$539 - $581
|
17.5K
$666K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-19- 0.54% |
$732 - $788
|
3.51K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-40- 0.53% |
$1.54K - $1.66K
|
7.46K
$284K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-47- 82.46% |
$1.81K - $1.95K
|
10
$380
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-70- 0.35% |
$2.7K - $2.9K
|
19.7K
$750K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-129- 45.42% |
$4.97K - $5.35K
|
155
$5.89K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-150- 84.27% |
$5.78K - $6.22K
|
28
$1.06K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-209- 0.1% |
$8.05K - $8.67K
|
215K
$8.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-224- 1.14% |
$8.63K - $9.29K
|
19.4K
$737K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-246- 2.81% |
$9.47K - $10.2K
|
8.5K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-250- 3.62% |
$9.63K - $10.4K
|
6.66K
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-253- 16.45% |
$9.74K - $10.5K
|
1.29K
$48.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-260- 1.75% |
$10K - $10.8K
|
14.6K
$556K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-292- 4.19% |
$11.2K - $12.1K
|
6.69K
$254K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-348- 68.91% |
$13.4K - $14.4K
|
157
$5.97K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-366- 5.55% |
$14.1K - $15.2K
|
6.22K
$237K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-426- 29.65% |
$16.4K - $17.7K
|
1.01K
$38.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-471- 0.11% |
$18.1K - $19.5K
|
428K
$16.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-522- 22.47% |
$20.1K - $21.7K
|
1.8K
$68.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-549- 6.56% |
$21.1K - $22.8K
|
7.83K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-578- 6.02% |
$22.3K - $24K
|
9.03K
$343K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-640- 8.06% |
$24.6K - $26.5K
|
7.3K
$277K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-725- 6.52% |
$27.9K - $30.1K
|
10.4K
$395K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-733- 9.08% |
$28.2K - $30.4K
|
7.34K
$279K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-750- 6.26% |
$28.9K - $31.1K
|
11.2K
$427K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-870- 9.63% |
$33.5K - $36.1K
|
8.17K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 10.5% |
$38.5K - $41.5K
|
8.53K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.06K- 5.19% |
$40.7K - $43.8K
|
19.3K
$733K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.07K- 1.34% |
$41.3K - $44.5K
|
78.7K
$2.99M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.08K- 1.54% |
$41.7K - $44.9K
|
69.4K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.45K- 6.29% |
$55.7K - $60K
|
21.5K
$818K
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.51K- 6.49% |
$58.2K - $62.7K
|
21.8K
$828K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.57K- 12.35% |
$60.6K - $65.2K
|
11.2K
$424K
|
|
|
Oct 30, 2024
Q3 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-1.8K- 9.24% |
$69.2K - $74.5K
|
17.7K
$671K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.91K- 5.66% |
$73.5K - $79.2K
|
31.8K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.91K- 22.43% |
$73.6K - $79.3K
|
6.61K
$251K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.24K- 13.21% |
$86.1K - $92.8K
|
14.7K
$559K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.41K- 10.7% |
$93K - $100K
|
20.1K
$766K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.46K- 30.44% |
$94.5K - $102K
|
5.61K
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.58K- 19.64% |
$99.2K - $107K
|
10.5K
$401K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-2.89K- 18.19% |
$111K - $120K
|
13K
$494K
|