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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
374+ 0.32% |
$13.5K - $15.7K
|
117K
$4.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
360New |
$13K - $15.1K
|
360
$13.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
350New |
$12.7K - $14.7K
|
350
$13.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
319+ 54.91% |
$11.5K - $13.4K
|
900
$34.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
300+ 1.49% |
$10.8K - $12.6K
|
20.4K
$785K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
279+ 5.15% |
$10.1K - $11.7K
|
5.7K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
237New |
$8.57K - $9.93K
|
237
$9.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
233New |
$8.42K - $9.76K
|
233
$8.94K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
200New |
$7.23K - $8.38K
|
200
$7.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
192New |
$6.94K - $8.04K
|
192
$7.37K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
159+ 0.88% |
$5.75K - $6.66K
|
18.3K
$703K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
154+ 11.98% |
$5.57K - $6.45K
|
1.44K
$55.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
145+ 0.36% |
$5.24K - $6.08K
|
40.5K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
137+ 2.47% |
$4.95K - $5.74K
|
5.69K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
132New |
$4.77K - $5.53K
|
132
$5.07K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
128+ 12.66% |
$4.63K - $5.36K
|
1.14K
$43.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
63New |
$2.28K - $2.64K
|
63
$2.42K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
55+ 0.87% |
$1.99K - $2.3K
|
6.35K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
21+ 0.34% |
$759 - $880
|
6.25K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21+ 1.61% |
$759 - $880
|
1.33K
$51K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15+ 0.08% |
$542 - $629
|
18.8K
$722K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
13New |
$470 - $545
|
13
$499
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 0.73% |
$325 - $377
|
1.25K
$48K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4+ 0.0% |
$145 - $168
|
122K
$4.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 1.27% |
$72.3 - $83.8
|
159
$6.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2+ 1.12% |
$72.3 - $83.8
|
180
$6.91K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.05% |
$36.2 - $41.9
|
1.92K
$73.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.66% |
$36.2 - $41.9
|
152
$5.84K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 4.0% |
$36.2 - $41.9
|
26
$998
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$36.2 - $41.9
|
575
$22.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8- 0.09% |
$289 - $335
|
9.02K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-19- 10.67% |
$687 - $796
|
159
$6.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-25- 0.71% |
$904 - $1.05K
|
3.49K
$134K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-27- 96.43% |
$976 - $1.13K
|
1
$38.4
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-36- 23.23% |
$1.3K - $1.51K
|
119
$4.57K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-39- 0.45% |
$1.41K - $1.63K
|
8.54K
$328K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-71- 9.87% |
$2.57K - $2.97K
|
648
$24.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-73- 0.29% |
$2.64K - $3.06K
|
25K
$961K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-104- 1.09% |
$3.76K - $4.36K
|
9.47K
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-150- 2.25% |
$5.42K - $6.29K
|
6.51K
$250K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-174- 2.51% |
$6.29K - $7.29K
|
6.75K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-210- 9.6% |
$7.59K - $8.8K
|
1.98K
$75.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-218- 1.15% |
$7.88K - $9.13K
|
18.7K
$718K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-316- 4.19% |
$11.4K - $13.2K
|
7.22K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-317- 2.16% |
$11.5K - $13.3K
|
14.4K
$552K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-498- 14.63% |
$18K - $20.9K
|
2.91K
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-517- 4.89% |
$18.7K - $21.7K
|
10K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-647- 23.21% |
$23.4K - $27.1K
|
2.14K
$82.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-676- 6.41% |
$24.4K - $28.3K
|
9.87K
$379K
|