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 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
979+ 5.36% |
$36.2K - $38.9K
|
19.2K
$732K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
950+ 6.04% |
$35.1K - $37.8K
|
16.7K
$634K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
944+ 8.84% |
$34.9K - $37.5K
|
11.6K
$442K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
939+ 9.35% |
$34.7K - $37.3K
|
11K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
859+ 0.51% |
$31.7K - $34.1K
|
171K
$6.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
846+ 538.85% |
$31.2K - $33.6K
|
1K
$38.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
774+ 43.46% |
$28.6K - $30.8K
|
2.56K
$97.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
637+ 3.49% |
$23.5K - $25.3K
|
18.9K
$717K
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
634+ 312.32% |
$23.4K - $25.2K
|
837
$31.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
620+ 1.03% |
$22.9K - $24.6K
|
60.6K
$2.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
510+ 1.06% |
$18.8K - $20.3K
|
48.8K
$1.85M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
459+ 1.6% |
$17K - $18.2K
|
29.2K
$1.11M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
406New |
$15K - $16.1K
|
406
$15.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
393New |
$14.5K - $15.6K
|
393
$14.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
365+ 5.13% |
$13.5K - $14.5K
|
7.48K
$284K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
328New |
$12.1K - $13K
|
328
$12.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
324+ 4.74% |
$12K - $12.9K
|
7.16K
$272K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
286New |
$10.6K - $11.4K
|
286
$10.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
271New |
$10K - $10.8K
|
271
$10.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
200+ 0.41% |
$7.39K - $7.95K
|
48.5K
$1.84M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
168+ 2.23% |
$6.2K - $6.68K
|
7.72K
$293K
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
161+ 0.36% |
$5.95K - $6.4K
|
44.4K
$1.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
161+ 5.9% |
$5.95K - $6.4K
|
2.89K
$110K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
144New |
$5.32K - $5.72K
|
144
$5.47K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
114New |
$4.21K - $4.53K
|
114
$4.33K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
114New |
$4.21K - $4.53K
|
114
$4.33K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
86+ 23.37% |
$3.18K - $3.42K
|
454
$17.3K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
81+ 0.96% |
$2.99K - $3.22K
|
8.55K
$325K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
70+ 0.68% |
$2.59K - $2.78K
|
10.4K
$394K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
60New |
$2.22K - $2.39K
|
60
$2.28K
|
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
BUY
|
- |
54+ 0.05% |
$1.99K - $2.15K
|
99K
$3.76M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
39New |
$1.44K - $1.55K
|
39
$1.48K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12+ 0.06% |
$443 - $477
|
19.3K
$735K
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
12+ 0.05% |
$443 - $477
|
23.1K
$879K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8+ 0.28% |
$295 - $318
|
2.83K
$107K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
4New |
$148 - $159
|
4
$152
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 0.9% |
$111 - $119
|
336
$12.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2+ 0.02% |
$73.9 - $79.5
|
8.34K
$317K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4- 0.03% |
$148 - $159
|
14.7K
$559K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5- 50.0% |
$185 - $199
|
5
$190
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-9- 0.15% |
$332 - $358
|
5.99K
$228K
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-61- 0.27% |
$2.25K - $2.42K
|
22.9K
$870K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-116- 0.23% |
$4.28K - $4.61K
|
49.7K
$1.89M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-133Closed |
$4.91K - $5.29K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-152- 20.35% |
$5.61K - $6.04K
|
595
$22.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-199- 10.85% |
$7.35K - $7.91K
|
1.64K
$62.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-229Closed |
$8.46K - $9.1K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-229- 1.09% |
$8.46K - $9.1K
|
20.7K
$787K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-283- 59.33% |
$10.5K - $11.2K
|
194
$7.37K
|