Purchases and Sales Made in Q4 2024 in Flexshares Tr Morningstar Glob (GUNR)

This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q4 2024. 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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Jan 14, 2025 Q4 2024	Fermata Advisors, LLC Sonoma, CA	BUY	-	9.08K + 8.9%	$328K - $380K	111K $4.24M
Jan 14, 2025 Q4 2024	Park Avenue Securities LLC	BUY	-	7.59K New	$274K - $318K	7.59K $290K
Feb 13, 2025 Q4 2024	F	BUY	-	6.83K New	$247K - $286K	6.83K $261K
Jan 16, 2025 Q4 2024	Grove Bank & Trust	BUY	-	6.79K + 59.74%	$245K - $284K	18.2K $694K
Mar 04, 2025 Q4 2024	Comprehensive Money Management Services LLC Coral Gables, FL	BUY	-	6.68K New	$242K - $280K	6.68K $255K
Jan 14, 2025 Q4 2024	Essex Savings Bank	BUY	-	6.37K New	$230K - $267K	6.37K $244K
Feb 11, 2025 Q4 2024	Plancorp, LLC	BUY	-	6.23K New	$225K - $261K	6.23K $238K
Jan 27, 2025 Q4 2024	Robertson Stephens Wealth Management, LLC San Francisco, CA	BUY	-	6.22K New	$225K - $261K	6.22K $238K
Feb 14, 2025 Q4 2024	Creative Planning Overland Park, KS	BUY	-	6.15K + 32.04%	$222K - $258K	25.4K $970K
Feb 14, 2025 Q4 2024	D. E. Shaw & Co., Inc. New York, NY	BUY	-	5.69K New	$206K - $238K	5.69K $218K
Jan 30, 2025 Q4 2024	Principal Securities, Inc. Des Moines, IA	BUY	-	5.49K + 1212.14%	$198K - $230K	5.94K $227K
Feb 12, 2025 Q4 2024	United Bank	BUY	-	5.41K + 3.6%	$196K - $227K	156K $5.95M
Feb 13, 2025 Q4 2024	Ep Wealth Advisors, LLC Torrance, CA	BUY	-	4.95K + 26.22%	$179K - $207K	23.8K $911K
Feb 11, 2025 Q4 2024	Colony Family Offices, LLC	BUY	-	4.65K + 1.12%	$168K - $195K	419K $16M
Jan 23, 2025 Q4 2024	Old Second National Bank Of Aurora	BUY	-	4.48K New	$162K - $188K	4.48K $171K
Feb 04, 2025 Q4 2024	Cwm, LLC	BUY	-	4.41K + 244.59%	$159K - $185K	6.21K $237K
Jan 27, 2025 Q4 2024	Etesian Wealth Advisors, Inc. West Linn, OR	BUY	-	4.34K + 8.93%	$157K - $182K	53K $2.03M
Feb 07, 2025 Q4 2024	Austin Wealth Management, LLC Austin, TX	BUY	-	4.12K + 3.21%	$149K - $173K	132K $5.05M
Jan 17, 2025 Q4 2024	Missouri Trust & Investment CO Springfield, MO	BUY	-	3.94K + 6.34%	$142K - $165K	66K $2.52M
Jan 28, 2025 Q4 2024	Empowered Funds, LLC	BUY	-	3.28K New	$119K - $137K	3.28K $125K
Feb 14, 2025 Q4 2024	Two Sigma Securities, LLC New York, NY	BUY	-	2.97K + 39.95%	$107K - $125K	10.4K $398K
Feb 14, 2025 Q4 2024	Mai Capital Management	BUY	-	2.28K + 1.45%	$82.4K - $95.5K	159K $6.08M
Jan 30, 2025 Q4 2024	L.M. Kohn & Company	BUY	-	2.12K + 9.07%	$76.7K - $89K	25.5K $976K
Feb 07, 2025 Q4 2024	Dorsey & Whitney Trust CO LLC Sioux Falls, SD	BUY	-	2.09K + 24.45%	$75.4K - $87.4K	10.6K $406K
Feb 14, 2025 Q4 2024	Betterment LLC New York, NY	BUY	-	1.97K + 37.49%	$71.3K - $82.6K	7.23K $276K
Feb 12, 2025 Q4 2024	Headlands Technologies LLC Chicago, IL	BUY	-	1.81K New	$65.3K - $75.7K	1.81K $69.1K
Feb 11, 2025 Q4 2024	Northwestern Mutual Wealth Management CO	BUY	-	1.79K + 7.28%	$64.7K - $75K	26.4K $1.01M
Feb 06, 2025 Q4 2024	Beam Wealth Advisors, Inc.	BUY	-	1.69K + 8.77%	$61.1K - $70.8K	21K $801K
Jan 17, 2025 Q4 2024	Black Point Wealth Management Naples, FL	BUY	-	1.68K + 5.43%	$60.6K - $70.2K	32.5K $1.24M
Feb 12, 2025 Q4 2024	Franklin Resources Inc San Mateo, CA	BUY	-	1.5K + 1.33%	$54.1K - $62.7K	114K $4.35M
Feb 12, 2025 Q4 2024	Wells Fargo & Company San Francisco, CA	BUY	-	1.45K + 0.77%	$52.3K - $60.6K	190K $7.28M
Jan 17, 2025 Q4 2024	Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE	BUY	-	1.41K + 977.78%	$50.9K - $59K	1.55K $59.3K
Feb 14, 2025 Q4 2024	Integrated Wealth Concepts LLC	BUY	-	1.34K + 17.98%	$48.5K - $56.2K	8.8K $337K
Feb 07, 2025 Q4 2024	Daiwa Securities Group Inc. Tokyo, M0	BUY	-	1.3K + 30.23%	$47K - $54.5K	5.6K $214K
Jan 16, 2025 Q4 2024	Sugar Maple Asset Management, LLC Sister Bay, WI	BUY	-	1.23K New	$44.4K - $51.5K	1.23K $46.9K
Feb 14, 2025 Q4 2024	Bienville Capital Management, LLC New York, NY	BUY	-	1.22K + 24.45%	$44.2K - $51.2K	6.23K $238K
Feb 14, 2025 Q4 2024	Al Ti Global, Inc. New York, NY	BUY	-	1.22K + 2.26%	$44.2K - $51.2K	55.2K $2.11M
Jan 30, 2025 Q4 2024	Pathway Financial Advisors LLC	BUY	-	1.2K + 0.58%	$43.2K - $50.1K	209K $7.98M
Jan 24, 2025 Q4 2024	Spire Wealth Management	BUY	-	1.19K + 6.81%	$43.1K - $49.9K	18.7K $714K
Feb 03, 2025 Q4 2024	Arcadia Investment Management Corp	BUY	-	1.13K New	$40.7K - $47.1K	1.13K $43K
Feb 05, 2025 Q4 2024	Us Bancorp \De\	BUY	-	1.12K + 20.0%	$40.6K - $47K	6.73K $257K
Feb 11, 2025 Q4 2024	Td Private Client Wealth LLC New York, NY	BUY	-	971 + 7.53%	$35.1K - $40.7K	13.9K $530K
Jan 23, 2025 Q4 2024	Synergy Asset Management, LLC Bellevue, WA	BUY	-	873 New	$31.6K - $36.6K	873 $33.4K
Feb 13, 2025 Q4 2024	Prospera Financial Services Inc	BUY	-	864 + 11.77%	$31.2K - $36.2K	8.2K $314K
Feb 14, 2025 Q4 2024	Baird Financial Group, Inc. Milwaukee, WI	BUY	-	695 + 4.12%	$25.1K - $29.1K	17.6K $672K
Jan 29, 2025 Q4 2024	Kentucky Trust CO Danville, KY	BUY	-	670 New	$24.2K - $28.1K	670 $25.6K
Jan 28, 2025 Q4 2024	Bryn Mawr Trust CO Bryn Mawr, PA	BUY	-	616 + 2053.33%	$22.3K - $25.8K	646 $24.7K
Jan 10, 2025 Q4 2024	Wealth Enhancement Advisory Services, LLC	BUY	-	611 + 0.25%	$22.1K - $25.6K	247K $9.46M
Feb 14, 2025 Q4 2024	Squarepoint Ops LLC New York, NY	BUY	-	603 + 11.97%	$21.8K - $25.3K	5.64K $216K
Feb 05, 2025 Q4 2024	Jones Financial Companies Lllp	BUY	-	492 + 11.08%	$17.8K - $20.6K	4.93K $189K

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells GUNR shares.

Notify only if

Value

Any

Insider Trading

Get notified when an Flexshares Tr Morningstar Glob insider buys or sells GUNR shares.

Notify only if

Operation

Any

Value

Any

Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

20 item(s) selected

News

Receive news related to FLEXSHARES TR MORNINGSTAR GLOB

Track Activities on GUNR

Account

Purchases and Sales Made in Q4 2024 in Flexshares Tr Morningstar Glob (GUNR)

9.08K

7.59K

6.83K

6.79K

6.68K

6.37K

6.23K

6.22K

6.15K

5.69K

5.49K

5.41K

4.95K

4.65K

4.48K

4.41K

4.34K

4.12K

3.94K

3.28K

2.97K

2.28K

2.12K

2.09K

1.97K

1.81K

1.79K

1.69K

1.68K

1.5K

1.45K

1.41K

1.34K

1.3K

1.23K

1.22K

1.22K

1.2K

1.19K

1.13K

1.12K

971

873

864

695

670

616

611

603

492

Track Institutional and Insider Activities on GUNR

Institutional Portfolio Updates

Insider Trading

News