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 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.65K+ 3202.96% |
$332K - $392K
|
8.92K
$323K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.51K+ 94.44% |
$327K - $385K
|
17.5K
$634K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
8.49KNew |
$326K - $385K
|
8.49K
$307K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.37K+ 2.97% |
$322K - $379K
|
290K
$10.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
8.31K+ 5.37% |
$319K - $376K
|
163K
$5.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
7.61K+ 2.43% |
$292K - $345K
|
321K
$11.6M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
7.51K+ 3.06% |
$288K - $340K
|
253K
$9.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.93KNew |
$266K - $314K
|
6.93K
$251K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
6.89K+ 6.22% |
$265K - $312K
|
118K
$4.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
6.29K+ 13.2% |
$241K - $285K
|
53.9K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
6.21KNew |
$238K - $281K
|
6.21K
$225K
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.04K+ 6.77% |
$232K - $274K
|
95.3K
$3.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.54K+ 19.31% |
$213K - $251K
|
34.2K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.47KNew |
$210K - $248K
|
5.47K
$198K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
5.43KNew |
$208K - $246K
|
5.43K
$196K
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
5.26KNew |
$202K - $238K
|
5.26K
$190K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5K+ 34.62% |
$192K - $227K
|
19.5K
$704K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.94KNew |
$190K - $224K
|
4.94K
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.86KNew |
$187K - $220K
|
4.86K
$176K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
4.67KNew |
$179K - $211K
|
4.67K
$169K
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
4.5K+ 33.46% |
$173K - $204K
|
18K
$650K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.86K+ 2.94% |
$148K - $175K
|
135K
$4.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.77K+ 1.62% |
$145K - $171K
|
236K
$8.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.59K+ 23.96% |
$138K - $162K
|
18.6K
$671K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.17K+ 4.64% |
$122K - $144K
|
71.5K
$2.59M
|
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
BUY
|
- |
2.86K+ 21.73% |
$110K - $129K
|
16K
$579K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.65K+ 4.7% |
$102K - $120K
|
59K
$2.14M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.62KNew |
$101K - $119K
|
2.62K
$94.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.61K+ 17.17% |
$100K - $118K
|
17.8K
$644K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.43K+ 22.7% |
$93.3K - $110K
|
13.1K
$475K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.37KNew |
$90.9K - $107K
|
2.37K
$85.7K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.31KNew |
$88.6K - $104K
|
2.31K
$83.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.25K+ 3.11% |
$86.2K - $102K
|
74.4K
$2.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.22K+ 2.41% |
$85.1K - $100K
|
94K
$3.4M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2KNew |
$76.8K - $90.6K
|
2K
$72.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.89K+ 0.47% |
$72.7K - $85.7K
|
400K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.6K+ 7.51% |
$61.4K - $72.4K
|
22.9K
$829K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.52K+ 46.71% |
$58.4K - $68.8K
|
4.77K
$173K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.5K+ 21.7% |
$57.6K - $67.9K
|
8.41K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.47K+ 2.98% |
$56.4K - $66.5K
|
50.8K
$1.84M
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1.18KNew |
$45.4K - $53.5K
|
1.18K
$42.8K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
999New |
$38.4K - $45.2K
|
999
$36.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
818+ 10.99% |
$31.4K - $37K
|
8.26K
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
660+ 0.55% |
$25.3K - $29.9K
|
121K
$4.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
625+ 3.38% |
$24K - $28.3K
|
19.1K
$692K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
599New |
$23K - $27.1K
|
599
$21.7K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
560+ 6.56% |
$21.5K - $25.4K
|
9.1K
$329K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
548+ 8.56% |
$21K - $24.8K
|
6.95K
$251K
|
|
|
Feb 10, 2023
Q4 2022
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
548+ 2.5% |
$21K - $24.8K
|
22.5K
$814K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
540New |
$20.7K - $24.5K
|
540
$19.5K
|