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 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-344- 3.39% |
$13.2K - $14.2K
|
9.82K
$358K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-354- 4.15% |
$13.6K - $14.6K
|
8.18K
$298K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-360- 6.85% |
$13.8K - $14.9K
|
4.9K
$178K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-394- 2.04% |
$15.1K - $16.3K
|
18.9K
$688K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-400- 2.86% |
$15.4K - $16.5K
|
13.6K
$495K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-400- 4.51% |
$15.4K - $16.5K
|
8.47K
$309K
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-467- 0.94% |
$17.9K - $19.3K
|
49K
$1.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-468- 3.69% |
$18K - $19.4K
|
12.2K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-502- 0.62% |
$19.3K - $20.8K
|
80.8K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-530- 2.8% |
$20.4K - $21.9K
|
18.4K
$671K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-540- 91.53% |
$20.7K - $22.3K
|
50
$1.82K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-610- 2.83% |
$23.4K - $25.2K
|
21K
$764K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-700- 7.69% |
$26.9K - $28.9K
|
8.4K
$306K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-854- 1.01% |
$32.8K - $35.3K
|
83.9K
$3.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-863- 10.06% |
$33.1K - $35.7K
|
7.71K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-975- 1.99% |
$37.4K - $40.3K
|
48K
$1.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.03K- 36.89% |
$39.7K - $42.7K
|
1.77K
$64.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.06K- 3.72% |
$40.9K - $44K
|
27.6K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.2K- 12.59% |
$46.1K - $49.6K
|
8.33K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.24K- 5.4% |
$47.7K - $51.3K
|
21.7K
$792K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.27K- 14.23% |
$48.7K - $52.4K
|
7.65K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.32K- 6.93% |
$50.8K - $54.7K
|
17.8K
$648K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.5K- 11.56% |
$57.6K - $62K
|
11.5K
$418K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.5K- 5.42% |
$57.6K - $62K
|
26.2K
$954K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.6K- 5.95% |
$61.3K - $66K
|
25.2K
$920K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.76K- 1.56% |
$67.4K - $72.6K
|
111K
$4.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.81K- 15.08% |
$69.5K - $74.8K
|
10.2K
$372K
|
|
|
Jan 23, 2024
Q4 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-1.87K- 2.6% |
$71.8K - $77.3K
|
69.9K
$2.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.92K- 20.41% |
$73.8K - $79.4K
|
7.49K
$273K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.96K- 7.26% |
$75.4K - $81.2K
|
25.1K
$915K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-2.05K- 1.88% |
$78.6K - $84.6K
|
107K
$3.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-2.77K- 3.31% |
$106K - $115K
|
80.9K
$2.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.82K- 7.46% |
$108K - $117K
|
35K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3K- 26.5% |
$115K - $124K
|
8.32K
$303K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.04K- 12.13% |
$117K - $126K
|
22K
$802K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.11K- 32.79% |
$119K - $128K
|
6.37K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.39K- 4.23% |
$130K - $140K
|
76.7K
$2.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.59K- 5.3% |
$138K - $148K
|
64.1K
$2.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-4.11K- 92.99% |
$158K - $170K
|
310
$11.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.32K- 15.51% |
$166K - $179K
|
23.5K
$858K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-4.59K- 1.64% |
$176K - $190K
|
275K
$10M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.86K- 67.21% |
$187K - $201K
|
2.37K
$86.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.33K- 1.31% |
$205K - $220K
|
402K
$14.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.58K- 34.96% |
$214K - $231K
|
10.4K
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.69K- 33.18% |
$218K - $235K
|
11.5K
$418K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-5.75K- 27.29% |
$221K - $238K
|
15.3K
$558K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.36K- 19.38% |
$244K - $263K
|
26.4K
$964K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.63K- 3.4% |
$255K - $274K
|
189K
$6.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.62K- 57.14% |
$293K - $315K
|
5.72K
$208K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.06K- 34.92% |
$310K - $333K
|
15K
$548K
|