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 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.38KNew |
$284K - $325K
|
7.38K
$275K
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
18.3KNew |
$707K - $808K
|
18.3K
$685K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
920New |
$35.4K - $40.6K
|
920
$34.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
455New |
$17.5K - $20.1K
|
455
$17K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-18.4K- 71.37% |
$710K - $812K
|
7.39K
$276K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
602New |
$23.2K - $26.5K
|
602
$22.5K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
908New |
$35K - $40K
|
908
$33.9K
|
|
| Q1 2023 | |||||||
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.1KNew |
$203K - $238K
|
5.1K
$190K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-342Closed |
$13.7K - $15.9K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
93+ 31.31% |
$3.71K - $4.33K
|
390
$14.6K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
550New |
$22K - $25.6K
|
550
$20.5K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.8K+ 5.43% |
$512K - $598K
|
249K
$9.3M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
37.2KNew |
$1.48M - $1.73M
|
37.2K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
600New |
$24K - $28K
|
600
$22.4K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
22KNew |
$879K - $1.03M
|
22K
$822K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5.12KNew |
$205K - $239K
|
5.12K
$191K
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-83.8K- 56.05% |
$3.35M - $3.91M
|
65.7K
$2.45M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
65+ 0.12% |
$2.6K - $3.03K
|
52.8K
$1.97M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
443+ 1.77% |
$17.7K - $20.6K
|
25.4K
$949K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
11.6KNew |
$464K - $541K
|
11.6K
$433K
|
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-183K- 97.55% |
$7.3M - $8.52M
|
4.59K
$171K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6.94KNew |
$277K - $323K
|
6.94K
$259K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
44.5KNew |
$1.78M - $2.07M
|
44.5K
$1.66M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7.01KNew |
$280K - $327K
|
7.01K
$262K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.77KNew |
$190K - $222K
|
4.77K
$178K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
70New |
$2.8K - $3.26K
|
70
$2.61K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.23% |
$200 - $233
|
2.19K
$81.9K
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
5.59KNew |
$223K - $260K
|
5.59K
$209K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.14KNew |
$45.4K - $52.9K
|
1.14K
$42.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
230KNew |
$9.18M - $10.7M
|
230K
$8.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
5.34KNew |
$213K - $249K
|
5.34K
$199K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-608- 10.9% |
$24.3K - $28.3K
|
4.97K
$186K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.58K- 8.48% |
$62.9K - $73.5K
|
17K
$635K
|
|
| Q4 2022 | |||||||
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
8.49KNew |
$326K - $385K
|
8.49K
$317K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1.18KNew |
$45.4K - $53.5K
|
1.18K
$44.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.86KNew |
$187K - $220K
|
4.86K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
6.21KNew |
$238K - $281K
|
6.21K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
11.9KNew |
$455K - $537K
|
11.9K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
314KNew |
$12M - $14.2M
|
314K
$11.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-1.68K- 21.97% |
$64.3K - $75.8K
|
5.95K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-14.4K- 58.93% |
$553K - $652K
|
10K
$375K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-95.2K- 94.43% |
$3.65M - $4.31M
|
5.62K
$210K
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
341KNew |
$13.1M - $15.4M
|
341K
$12.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-23.6K- 65.26% |
$905K - $1.07M
|
12.5K
$468K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
68New |
$2.61K - $3.08K
|
68
$2.54K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-56K- 9.33% |
$2.15M - $2.54M
|
544K
$20.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1K- 82.03% |
$38.4K - $45.3K
|
219
$8.18K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.98K- 9.17% |
$76.1K - $89.7K
|
19.6K
$732K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2KNew |
$76.8K - $90.6K
|
2K
$74.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
230KNew |
$8.83M - $10.4M
|
230K
$8.59M
|
|