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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
533+ 0.13% |
$20.5K - $24.1K
|
414K
$15.2M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
525+ 80.77% |
$20.2K - $23.8K
|
1.18K
$43.2K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
512New |
$19.7K - $23.2K
|
512
$18.8K
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
489+ 0.22% |
$18.8K - $22.1K
|
224K
$8.22M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
448+ 9.85% |
$17.2K - $20.3K
|
5K
$184K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
433+ 3.22% |
$16.6K - $19.6K
|
13.9K
$510K
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
415+ 1.17% |
$15.9K - $18.8K
|
36K
$1.32M
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
389+ 6.67% |
$14.9K - $17.6K
|
6.22K
$229K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
362+ 18.11% |
$13.9K - $16.4K
|
2.36K
$86.9K
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
354+ 1.38% |
$13.6K - $16K
|
26K
$956K
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
352New |
$13.5K - $15.9K
|
352
$13K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
351+ 0.42% |
$13.5K - $15.9K
|
83.6K
$3.08M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
297New |
$11.4K - $13.4K
|
297
$10.9K
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
287+ 0.57% |
$11K - $13K
|
50.9K
$1.87M
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
287+ 5.28% |
$11K - $13K
|
5.72K
$211K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
240+ 1.97% |
$9.22K - $10.9K
|
12.4K
$456K
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
150+ 0.54% |
$5.76K - $6.79K
|
27.9K
$1.03M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
140+ 54.05% |
$5.38K - $6.34K
|
399
$14.7K
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
125+ 0.64% |
$4.8K - $5.66K
|
19.8K
$727K
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
123+ 0.58% |
$4.72K - $5.57K
|
21.4K
$787K
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
95+ 0.25% |
$3.65K - $4.3K
|
38.4K
$1.41M
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
74+ 0.56% |
$2.84K - $3.35K
|
13.3K
$488K
|
|
Feb 01, 2023
Q4 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
70+ 0.04% |
$2.69K - $3.17K
|
187K
$6.89M
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
69New |
$2.65K - $3.12K
|
69
$2.54K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
68New |
$2.61K - $3.08K
|
68
$2.5K
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
67New |
$2.57K - $3.03K
|
67
$2.46K
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
58+ 0.5% |
$2.23K - $2.63K
|
11.7K
$432K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55+ 0.18% |
$2.11K - $2.49K
|
31K
$1.14M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50New |
$1.92K - $2.26K
|
50
$1.84K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
45New |
$1.73K - $2.04K
|
45
$1.66K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
40+ 0.44% |
$1.54K - $1.81K
|
9.19K
$338K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
34+ 0.25% |
$1.31K - $1.54K
|
13.9K
$510K
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
31+ 0.25% |
$1.19K - $1.4K
|
12.6K
$464K
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
22+ 0.09% |
$845 - $996
|
23.4K
$859K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
12New |
$461 - $543
|
12
$441
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
5+ 0.58% |
$192 - $226
|
872
$32.1K
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.59% |
$76.8 - $90.6
|
342
$12.6K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.49% |
$76.8 - $90.6
|
412
$15.2K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.43% |
$38.4 - $45.3
|
232
$8.54K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2- 0.01% |
$76.8 - $90.6
|
16.5K
$609K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8- 0.67% |
$307 - $362
|
1.19K
$43.6K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-27- 0.07% |
$1.04K - $1.22K
|
39.9K
$1.47M
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-30- 0.12% |
$1.15K - $1.36K
|
25.4K
$936K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-48- 2.71% |
$1.84K - $2.17K
|
1.72K
$63.4K
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-49- 0.75% |
$1.88K - $2.22K
|
6.48K
$238K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-75- 33.19% |
$2.88K - $3.4K
|
151
$5.56K
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-75- 1.35% |
$2.88K - $3.4K
|
5.48K
$202K
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-77- 0.05% |
$2.96K - $3.49K
|
167K
$6.15M
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-98- 1.73% |
$3.76K - $4.44K
|
5.58K
$205K
|