Latest Institutional Transactions on Flexshares Tr Morningstar Glob (GUNR)
This table provides information on the latest institutional transactions involving Flexshares Tr Morningstar Glob (GUNR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-218- 1.15% |
$7.88K - $9.13K
|
18.7K
$711K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.14K- 36.29% |
$222K - $257K
|
10.8K
$410K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.2K- 42.76% |
$440K - $510K
|
16.3K
$619K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
319+ 54.91% |
$11.5K - $13.4K
|
900
$34.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.09K+ 24.45% |
$75.4K - $87.4K
|
10.6K
$403K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.67K- 12.8% |
$96.5K - $112K
|
18.2K
$691K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
24.7K+ 2.16% |
$893K - $1.03M
|
1.17M
$44.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.3K+ 30.23% |
$47K - $54.5K
|
5.6K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 12.66% |
$43.1K - $49.9K
|
8.23K
$313K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
11KNew |
$399K - $462K
|
11K
$419K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-73- 0.29% |
$2.64K - $3.06K
|
25K
$952K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-281K- 35.2% |
$10.1M - $11.8M
|
517K
$19.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
470KNew |
$17M - $19.7M
|
470K
$17.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
360New |
$13K - $15.1K
|
360
$13.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.69K+ 8.77% |
$61.1K - $70.8K
|
21K
$797K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
164KNew |
$5.95M - $6.89M
|
164K
$6.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.12K+ 20.0% |
$40.6K - $47K
|
6.73K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-722- 10.18% |
$26.1K - $30.3K
|
6.37K
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
BUY
|
- |
148K+ 19.83% |
$5.34M - $6.19M
|
892K
$33.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
52.1KNew |
$1.88M - $2.18M
|
52.1K
$1.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
492+ 11.08% |
$17.8K - $20.6K
|
4.93K
$187K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
80.5KNew |
$2.91M - $3.37M
|
80.5K
$3.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 0.73% |
$325 - $377
|
1.25K
$47.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.41K+ 244.59% |
$159K - $185K
|
6.21K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
707KNew |
$25.5M - $29.6M
|
707K
$26.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.09K- 16.45% |
$39.3K - $45.6K
|
5.53K
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.46K- 24.19% |
$197K - $229K
|
17.1K
$650K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4+ 0.0% |
$145 - $168
|
122K
$4.63M
|
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-8.24K- 46.66% |
$298K - $345K
|
9.42K
$358K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.52K- 5.07% |
$127K - $147K
|
65.9K
$2.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.13KNew |
$40.7K - $47.1K
|
1.13K
$42.8K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21+ 1.61% |
$759 - $880
|
1.33K
$50.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-12.7K- 97.94% |
$460K - $533K
|
268
$10.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
132New |
$4.77K - $5.53K
|
132
$5.02K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.84K- 8.45% |
$66.5K - $77.1K
|
19.9K
$758K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
41.3KNew |
$1.49M - $1.73M
|
41.3K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.79K- 50.83% |
$209K - $243K
|
5.6K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-470K- 89.3% |
$17M - $19.7M
|
56.3K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
154+ 11.98% |
$5.57K - $6.45K
|
1.44K
$54.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
56.8K+ 20.94% |
$2.05M - $2.38M
|
328K
$12.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.66% |
$36.2 - $41.9
|
152
$5.78K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-109K- 48.13% |
$3.94M - $4.57M
|
117K
$4.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-834- 19.31% |
$30.1K - $34.9K
|
3.49K
$133K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.49K+ 1212.14% |
$198K - $230K
|
5.94K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
176K+ 5.57% |
$6.37M - $7.38M
|
3.34M
$127M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.12K+ 9.07% |
$76.7K - $89K
|
25.5K
$970K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.2K+ 0.58% |
$43.2K - $50.1K
|
209K
$7.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-119K- 89.24% |
$4.3M - $4.98M
|
14.3K
$545K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
19.7KNew |
$711K - $824K
|
19.7K
$748K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
670New |
$24.2K - $28.1K
|
670
$25.5K
|