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 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.98K- 19.22% |
$115K - $124K
|
12.5K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.99K- 0.85% |
$115K - $124K
|
350K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.14K- 29.68% |
$121K - $130K
|
7.44K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.21K- 1.6% |
$124K - $133K
|
198K
$7.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-3.25K- 29.18% |
$125K - $135K
|
7.88K
$300K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-3.64K- 4.9% |
$140K - $151K
|
70.6K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.78K- 6.05% |
$145K - $157K
|
58.7K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.36K- 3.74% |
$168K - $181K
|
112K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.48K- 15.43% |
$173K - $186K
|
24.6K
$934K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.62K- 6.76% |
$178K - $192K
|
63.7K
$2.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4.84K- 10.24% |
$186K - $201K
|
42.4K
$1.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.9K- 42.49% |
$189K - $203K
|
6.63K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-4.97K- 40.92% |
$191K - $206K
|
7.17K
$273K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.83K- 19.4% |
$225K - $242K
|
24.2K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.1K- 42.34% |
$235K - $253K
|
8.31K
$316K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.48K- 33.44% |
$250K - $269K
|
12.9K
$490K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.62K- 24.11% |
$255K - $275K
|
20.9K
$793K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-7.49K- 0.65% |
$288K - $310K
|
1.14M
$43.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-7.58K- 64.91% |
$292K - $314K
|
4.1K
$156K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-7.71K- 0.95% |
$297K - $320K
|
802K
$30.5M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-8.05K- 53.15% |
$310K - $334K
|
7.09K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-8.16K- 7.29% |
$314K - $339K
|
104K
$3.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-8.71K- 58.23% |
$335K - $361K
|
6.25K
$237K
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-8.83K- 8.85% |
$340K - $366K
|
90.9K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.72K- 6.79% |
$374K - $403K
|
133K
$5.07M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-10.9K- 6.77% |
$420K - $452K
|
150K
$5.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-11.1K- 33.01% |
$428K - $461K
|
22.6K
$857K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.2K- 29.71% |
$471K - $507K
|
28.9K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.3K- 3.38% |
$472K - $508K
|
351K
$13.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13K- 2.97% |
$499K - $538K
|
423K
$16.1M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13K- 73.48% |
$499K - $538K
|
4.68K
$178K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13K- 73.48% |
$499K - $538K
|
4.68K
$178K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.5K- 5.41% |
$522K - $562K
|
237K
$9M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-14.5K- 28.71% |
$559K - $602K
|
36.1K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.5K- 56.09% |
$560K - $603K
|
11.4K
$433K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-15.9K- 29.18% |
$611K - $658K
|
38.5K
$1.46M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-18.6K- 51.61% |
$716K - $771K
|
17.4K
$663K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-18.7K- 2.92% |
$718K - $774K
|
620K
$23.6M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-20.9K- 52.96% |
$803K - $865K
|
18.5K
$704K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.7K- 6.5% |
$835K - $899K
|
312K
$11.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-23.6K- 31.78% |
$908K - $978K
|
50.6K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.2K- 54.86% |
$1.01M - $1.09M
|
21.6K
$820K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-26.9K- 9.83% |
$1.04M - $1.12M
|
247K
$9.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-27.4K- 12.81% |
$1.05M - $1.13M
|
186K
$7.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-28.4K- 11.13% |
$1.09M - $1.18M
|
227K
$8.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-30.3K- 24.05% |
$1.17M - $1.26M
|
95.6K
$3.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30.4K- 9.08% |
$1.17M - $1.26M
|
305K
$11.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-37.3K- 1.16% |
$1.44M - $1.55M
|
3.16M
$120M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.8K- 32.05% |
$1.57M - $1.69M
|
86.6K
$3.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-48K- 37.54% |
$1.85M - $1.99M
|
79.9K
$3.04M
|