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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
307+ 30.7% |
$12.2K - $13.3K
|
1.31K
$47.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-268- 4.32% |
$10.7K - $11.6K
|
5.94K
$217K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.36K- 10.53% |
$54.2K - $59.1K
|
11.5K
$421K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-360- 7.52% |
$14.4K - $15.6K
|
4.43K
$161K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-38- 60.32% |
$1.52K - $1.65K
|
25
$911
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.5K- 16.02% |
$60K - $65.4K
|
7.89K
$287K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.71K- 1.03% |
$68.3K - $74.4K
|
165K
$6.02M
|
|
| Q1 2024 | |||||||
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.37KNew |
$51.6K - $56.3K
|
1.37K
$50K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
161K+ 301.45% |
$6.05M - $6.61M
|
214K
$7.81M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
412New |
$15.5K - $16.9K
|
412
$15K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.32K- 53.9% |
$163K - $177K
|
3.7K
$135K
|
|
|
May 15, 2024
Q1 2024
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
26K+ 5.18% |
$978K - $1.07M
|
528K
$19.3M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-246- 41.28% |
$9.25K - $10.1K
|
350
$12.8K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
97.5KNew |
$3.67M - $4M
|
97.5K
$3.55M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-5.33K- 17.5% |
$200K - $219K
|
25.1K
$915K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.75K+ 2.53% |
$104K - $113K
|
112K
$4.07M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.46K+ 73.81% |
$318K - $347K
|
19.9K
$726K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.81K+ 7.01% |
$181K - $197K
|
73.4K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
57.9K+ 170.71% |
$2.18M - $2.38M
|
91.8K
$3.34M
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
324New |
$12.2K - $13.3K
|
324
$11.8K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-886- 13.0% |
$33.3K - $36.4K
|
5.93K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.9K- 7.68% |
$222K - $242K
|
70.9K
$2.58M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.2K- 26.19% |
$82.7K - $90.4K
|
6.2K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.77KNew |
$66.4K - $72.5K
|
1.77K
$64.3K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-4.84K- 17.85% |
$182K - $199K
|
22.3K
$812K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.91K- 25.27% |
$72K - $78.6K
|
5.66K
$206K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-9.82K- 64.16% |
$369K - $403K
|
5.49K
$200K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
4.07K+ 195.53% |
$153K - $167K
|
6.15K
$224K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-178- 1.03% |
$6.69K - $7.31K
|
17.1K
$625K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-4.42K- 16.02% |
$166K - $181K
|
23.1K
$844K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.37K- 99.96% |
$89.1K - $97.3K
|
1
$36.5
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
419New |
$15.8K - $17.2K
|
419
$15.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
27+ 0.35% |
$1.02K - $1.11K
|
7.67K
$280K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.19K- 17.37% |
$44.8K - $48.9K
|
5.66K
$206K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-184- 50.0% |
$6.92K - $7.56K
|
184
$6.71K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-54- 0.99% |
$2.03K - $2.22K
|
5.42K
$198K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
425New |
$16K - $17.5K
|
425
$15.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.97K- 47.83% |
$187K - $204K
|
5.42K
$197K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
67New |
$2.52K - $2.75K
|
67
$2.44K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6.17K+ 908.98% |
$232K - $253K
|
6.85K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.26K- 90.6% |
$122K - $134K
|
338
$12.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.28KNew |
$236K - $258K
|
6.28K
$229K
|
|
| Q4 2023 | |||||||
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.33K+ 12.84% |
$89.4K - $96.2K
|
20.4K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
290+ 3.51% |
$11.1K - $12K
|
8.56K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
16New |
$614 - $662
|
16
$583
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.46K+ 12.46% |
$210K - $226K
|
49.2K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-11.3K- 2.07% |
$435K - $468K
|
535K
$19.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
5.39K+ 12.27% |
$207K - $223K
|
49.3K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
64New |
$2.46K - $2.65K
|
64
$2.33K
|
|
|
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
|
|