Latest Institutional Purchases of Flexshares Tr Morningstar Glob (GUNR)
This list provides information on the latest institutional transactions involving Flexshares Tr Morningstar Glob (GUNR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
7.57KNew |
$302K - $329K
|
7.57K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
1.84K+ 1.38% |
$73.4K - $80K
|
135K
$6.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.29KNew |
$51.4K - $56K
|
1.29K
$57.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.2KNew |
$47.9K - $52.2K
|
1.2K
$53.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
636New |
$25.4K - $27.6K
|
636
$28.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
530+ 10.63% |
$21.1K - $23K
|
5.52K
$246K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
165+ 1.21% |
$6.58K - $7.17K
|
13.8K
$615K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 1.36% |
$79.8 - $86.9
|
149
$6.64K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1+ 0.01% |
$39.9 - $43.5
|
7.73K
$344K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
57.9K+ 170.71% |
$2.18M - $2.38M
|
91.8K
$4.09M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.46K+ 73.81% |
$318K - $347K
|
19.9K
$887K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6.17K+ 908.98% |
$232K - $253K
|
6.85K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.81K+ 7.01% |
$181K - $197K
|
73.4K
$3.27M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
4.07K+ 195.53% |
$153K - $167K
|
6.15K
$274K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.37KNew |
$51.6K - $56.3K
|
1.37K
$61.1K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
419New |
$15.8K - $17.2K
|
419
$18.7K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
412New |
$15.5K - $16.9K
|
412
$18.4K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
324New |
$12.2K - $13.3K
|
324
$14.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
67New |
$2.52K - $2.75K
|
67
$2.99K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
27+ 0.35% |
$1.02K - $1.11K
|
7.67K
$342K
|
|
| Q4 2023 | |||||||
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
8.88KNew |
$341K - $367K
|
8.88K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.46K+ 12.46% |
$210K - $226K
|
49.2K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
5.39K+ 12.27% |
$207K - $223K
|
49.3K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.79KNew |
$107K - $115K
|
2.79K
$124K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.33K+ 12.84% |
$89.4K - $96.2K
|
20.4K
$911K
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.61K+ 11.09% |
$61.9K - $66.7K
|
16.2K
$720K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.58K+ 1.06% |
$60.8K - $65.5K
|
151K
$6.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
352New |
$13.5K - $14.6K
|
352
$15.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
290+ 3.51% |
$11.1K - $12K
|
8.56K
$381K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
245+ 3.1% |
$9.41K - $10.1K
|
8.14K
$363K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
154New |
$5.91K - $6.37K
|
154
$6.86K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
95New |
$3.65K - $3.93K
|
95
$4.23K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
66New |
$2.53K - $2.73K
|
66
$2.94K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
64New |
$2.46K - $2.65K
|
64
$2.85K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
35New |
$1.34K - $1.45K
|
35
$1.56K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
16New |
$614 - $662
|
16
$713
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.7KNew |
$224K - $244K
|
5.7K
$254K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.45KNew |
$214K - $233K
|
5.45K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.33KNew |
$52.3K - $56.9K
|
1.33K
$59.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
797New |
$31.3K - $34K
|
797
$35.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
392+ 6.42% |
$15.4K - $16.7K
|
6.5K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
369+ 0.71% |
$14.5K - $15.8K
|
52.2K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
320New |
$12.6K - $13.7K
|
320
$14.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
105New |
$4.12K - $4.48K
|
105
$4.68K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
74+ 0.95% |
$2.91K - $3.16K
|
7.84K
$349K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
59.9KNew |
$2.31M - $2.64M
|
59.9K
$2.67M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
50.7KNew |
$1.95M - $2.23M
|
50.7K
$2.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
24.1KNew |
$929K - $1.06M
|
24.1K
$1.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
18.3KNew |
$707K - $808K
|
18.3K
$817K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.9KNew |
$459K - $526K
|
11.9K
$531K
|
|