Purchases and Sales Made in Q4 2022 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q4 2022. 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 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.87M+ 3.58% |
$149M - $175M
|
112M
$4.09B
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
592KNew |
$22.7M - $26.8M
|
592K
$21.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
575KNew |
$22.1M - $26M
|
575K
$21M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
341KNew |
$13.1M - $15.4M
|
341K
$12.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
314KNew |
$12M - $14.2M
|
314K
$11.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
259K+ 12.26% |
$9.96M - $11.7M
|
2.37M
$86.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
BUY
|
- |
233K+ 39.44% |
$8.96M - $10.6M
|
825K
$30.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
230KNew |
$8.83M - $10.4M
|
230K
$8.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
164K+ 34.76% |
$6.31M - $7.44M
|
637K
$23.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
128K+ 7.49% |
$4.91M - $5.78M
|
1.83M
$66.8M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
112KNew |
$4.31M - $5.08M
|
112K
$4.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
102K+ 39.64% |
$3.91M - $4.61M
|
359K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.1K+ 3.46% |
$3.61M - $4.26M
|
2.81M
$102M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
63.3KNew |
$2.43M - $2.87M
|
63.3K
$2.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
61.8K+ 6.04% |
$2.37M - $2.8M
|
1.08M
$39.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
47.2K+ 5.53% |
$1.81M - $2.14M
|
900K
$32.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41.5K+ 35.97% |
$1.59M - $1.88M
|
157K
$5.72M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
36K+ 15.16% |
$1.38M - $1.63M
|
274K
$9.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
33.6KNew |
$1.29M - $1.52M
|
33.6K
$1.23M
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
28.5KNew |
$1.09M - $1.29M
|
28.5K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
26.9K+ 1.58% |
$1.03M - $1.22M
|
1.73M
$62.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.8KNew |
$992K - $1.17M
|
25.8K
$941K
|
|
|
Feb 10, 2023
Q4 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
25.7K+ 58.52% |
$987K - $1.16M
|
69.6K
$2.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
25.5K+ 75.89% |
$979K - $1.15M
|
59.1K
$2.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
25KNew |
$959K - $1.13M
|
25K
$911K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.1K+ 29.46% |
$849K - $1M
|
97.2K
$3.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20.8KNew |
$799K - $942K
|
20.8K
$759K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.5K+ 3.82% |
$788K - $929K
|
557K
$20.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
19.6K+ 31.88% |
$751K - $885K
|
80.9K
$2.95M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
19.5KNew |
$749K - $883K
|
19.5K
$711K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.6K+ 57.43% |
$713K - $841K
|
50.9K
$1.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.7K+ 16.22% |
$681K - $803K
|
127K
$4.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.7K+ 210.93% |
$643K - $758K
|
24.7K
$900K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
15.9K+ 5.9% |
$609K - $718K
|
285K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
15.5K+ 20.38% |
$595K - $701K
|
91.5K
$3.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
14.7KNew |
$564K - $665K
|
14.7K
$535K
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
14K+ 3.74% |
$537K - $633K
|
388K
$14.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.9KNew |
$534K - $630K
|
13.9K
$507K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.8K+ 42.17% |
$530K - $624K
|
46.5K
$1.69M
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
13.7K+ 4.81% |
$526K - $621K
|
299K
$10.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
13.5K+ 22.31% |
$518K - $611K
|
73.9K
$2.7M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
13.2K+ 807.38% |
$508K - $600K
|
14.9K
$542K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
12.5KNew |
$482K - $568K
|
12.5K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
11.9KNew |
$455K - $537K
|
11.9K
$432K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11K+ 139.01% |
$423K - $499K
|
18.9K
$691K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
10.8K+ 1.17% |
$415K - $489K
|
931K
$33.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.76K+ 6.57% |
$375K - $442K
|
158K
$5.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
9.25K+ 4.85% |
$355K - $419K
|
200K
$7.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.12K+ 90.54% |
$350K - $413K
|
19.2K
$700K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.69K+ 56.81% |
$334K - $393K
|
24K
$874K
|