Purchases and Sales Made in Q4 2023 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q4 2023. 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, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
620+ 1.65% |
$23.8K - $25.6K
|
38.1K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
606+ 25.77% |
$23.3K - $25.1K
|
2.96K
$108K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
537+ 1.26% |
$20.6K - $22.2K
|
43.2K
$1.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
459New |
$17.6K - $19K
|
459
$16.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
450+ 3.76% |
$17.3K - $18.6K
|
12.4K
$453K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
400+ 1.45% |
$15.4K - $16.5K
|
27.9K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
386+ 0.57% |
$14.8K - $16K
|
68.6K
$2.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
352New |
$13.5K - $14.6K
|
352
$12.8K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
310New |
$11.9K - $12.8K
|
310
$11.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
290+ 3.51% |
$11.1K - $12K
|
8.56K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
288+ 14.99% |
$11.1K - $11.9K
|
2.21K
$80.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
281+ 1.92% |
$10.8K - $11.6K
|
14.9K
$543K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
245+ 3.1% |
$9.41K - $10.1K
|
8.14K
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
199+ 1.71% |
$7.64K - $8.23K
|
11.8K
$431K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
196+ 1.96% |
$7.53K - $8.1K
|
10.2K
$372K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
184+ 100.0% |
$7.07K - $7.61K
|
368
$13.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
154New |
$5.91K - $6.37K
|
154
$5.61K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
147New |
$5.64K - $6.08K
|
147
$5.36K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
95New |
$3.65K - $3.93K
|
95
$3.46K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
79+ 464.71% |
$3.03K - $3.27K
|
96
$3.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
68+ 1.12% |
$2.61K - $2.81K
|
6.16K
$224K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
66New |
$2.53K - $2.73K
|
66
$2.41K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
64New |
$2.46K - $2.65K
|
64
$2.33K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
54+ 1.0% |
$2.07K - $2.23K
|
5.48K
$200K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
50+ 0.48% |
$1.92K - $2.07K
|
10.6K
$385K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
41+ 0.45% |
$1.57K - $1.7K
|
9.15K
$334K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
35New |
$1.34K - $1.45K
|
35
$1.28K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
23+ 1.12% |
$883 - $951
|
2.08K
$76K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
19+ 0.08% |
$730 - $786
|
23.5K
$856K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
16New |
$614 - $662
|
16
$583
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9+ 0.05% |
$346 - $372
|
18.9K
$687K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.88% |
$192 - $207
|
570
$20.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.52% |
$38.4 - $41.4
|
67
$2.44K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2- -0.0% |
$76.8 - $82.7
|
122K
$4.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 0.39% |
$230 - $248
|
1.53K
$55.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-40- 0.58% |
$1.54K - $1.65K
|
6.85K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-64- 0.75% |
$2.46K - $2.65K
|
8.53K
$311K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-66- 1.49% |
$2.53K - $2.73K
|
4.35K
$159K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-70- 1.66% |
$2.69K - $2.89K
|
4.15K
$151K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-70- 28.23% |
$2.69K - $2.89K
|
178
$6.49K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-97- 4.55% |
$3.72K - $4.01K
|
2.03K
$74.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-99- 18.37% |
$3.8K - $4.09K
|
440
$16K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-99- 18.37% |
$3.8K - $4.09K
|
440
$16K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-100- 11.76% |
$3.84K - $4.14K
|
750
$27.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-122- 0.75% |
$4.68K - $5.04K
|
16.1K
$587K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-164- 2.42% |
$6.3K - $6.78K
|
6.62K
$241K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-214- 1.19% |
$8.22K - $8.85K
|
17.8K
$649K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-225- 2.75% |
$8.64K - $9.3K
|
7.97K
$290K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 33.48% |
$11.5K - $12.4K
|
596
$21.7K
|