Purchases and Sales Made in Q4 2021 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
11.4K+ 4.22% |
$421K - $453K
|
281K
$10.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$409K - $441K
|
11.1K
$420K
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
9.9K+ 2.46% |
$365K - $393K
|
412K
$15.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
9.77K+ 35.73% |
$361K - $388K
|
37.1K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.75K+ 207.58% |
$360K - $388K
|
14.5K
$548K
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
9.36K+ 3.49% |
$346K - $372K
|
278K
$10.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
9.23K+ 6.7% |
$341K - $367K
|
147K
$5.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.69K+ 4.38% |
$321K - $345K
|
207K
$7.85M
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
8.65K+ 6.96% |
$320K - $344K
|
133K
$5.04M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
8.35K+ 9.55% |
$308K - $332K
|
95.8K
$3.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8.27KNew |
$305K - $329K
|
8.27K
$314K
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
8.22KNew |
$304K - $327K
|
8.22K
$312K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.16KNew |
$301K - $324K
|
8.16K
$309K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.67K+ 23.48% |
$283K - $305K
|
40.3K
$1.53M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.08KNew |
$261K - $281K
|
7.08K
$268K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.93KNew |
$256K - $275K
|
6.93K
$263K
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
BUY
|
- |
6.64K+ 2.41% |
$245K - $264K
|
283K
$10.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
6.06K+ 3.1% |
$224K - $241K
|
202K
$7.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.01KNew |
$222K - $239K
|
6.01K
$228K
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5.58K+ 3.68% |
$206K - $222K
|
157K
$5.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.55KNew |
$205K - $220K
|
5.55K
$210K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.46K+ 4.68% |
$202K - $217K
|
122K
$4.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.3KNew |
$196K - $211K
|
5.3K
$201K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.16KNew |
$190K - $205K
|
5.16K
$196K
|
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
BUY
|
- |
5.12K+ 20.21% |
$189K - $204K
|
30.5K
$1.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.12K+ 0.46% |
$189K - $203K
|
1.12M
$42.6M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
5.09KNew |
$188K - $202K
|
5.09K
$193K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
5.07KNew |
$187K - $202K
|
5.07K
$192K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.01K+ 1.52% |
$185K - $199K
|
334K
$12.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
4.17K+ 229.52% |
$154K - $166K
|
5.98K
$227K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
3.7K+ 66.55% |
$137K - $147K
|
9.26K
$351K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.68K+ 25.94% |
$136K - $146K
|
17.9K
$678K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.26K+ 20.57% |
$120K - $130K
|
19.1K
$725K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.07K+ 20.42% |
$113K - $122K
|
18.1K
$687K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
3KNew |
$111K - $119K
|
3K
$114K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3K+ 146.91% |
$111K - $119K
|
5.04K
$191K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.94K+ 3.44% |
$108K - $117K
|
88.3K
$3.35M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
2.79KNew |
$103K - $111K
|
2.79K
$106K
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.46K+ 18.55% |
$90.7K - $97.6K
|
15.7K
$595K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.43K+ 26.11% |
$89.9K - $96.7K
|
11.8K
$446K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1.94KNew |
$71.7K - $77.2K
|
1.94K
$73.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.94K+ 2.37% |
$71.6K - $77.1K
|
83.8K
$3.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.84K+ 3.98% |
$67.9K - $73.1K
|
48.1K
$1.82M
|
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
1.74K+ 7.48% |
$64.3K - $69.2K
|
25K
$949K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.48K+ 2.6% |
$54.7K - $58.8K
|
58.5K
$2.22M
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
1.44K+ 4.21% |
$53K - $57K
|
35.5K
$1.35M
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.32K+ 10.03% |
$48.7K - $52.4K
|
14.5K
$549K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1.29KNew |
$47.7K - $51.3K
|
1.29K
$49K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.28KNew |
$47.3K - $50.9K
|
1.28K
$48.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.04KNew |
$38.3K - $41.3K
|
1.04K
$39.4K
|