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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.01KNew |
$328K - $395K
|
9.01K
$402K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
4.56KNew |
$166K - $200K
|
4.56K
$203K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.52KNew |
$128K - $154K
|
3.52K
$157K
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.23K+ 71.34% |
$118K - $141K
|
7.75K
$345K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.54KNew |
$56K - $67.4K
|
1.54K
$68.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.48K+ 161.99% |
$53.9K - $64.8K
|
2.39K
$107K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
790New |
$28.8K - $34.6K
|
790
$35.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
520+ 0.33% |
$18.9K - $22.8K
|
159K
$7.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
368New |
$13.4K - $16.1K
|
368
$16.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
364+ 6.3% |
$13.3K - $16K
|
6.14K
$274K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
164New |
$5.98K - $7.19K
|
164
$7.31K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
100+ 1.87% |
$3.64K - $4.38K
|
5.46K
$243K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
39New |
$1.42K - $1.71K
|
39
$1.74K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 1.56% |
$146 - $175
|
260
$11.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 1.34% |
$72.9 - $87.7
|
151
$6.73K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
24.4KNew |
$946K - $1.19M
|
24.4K
$1.09M
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
10.6K+ 21.81% |
$413K - $521K
|
59.5K
$2.65M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.33K+ 24.22% |
$246K - $310K
|
32.5K
$1.45M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
725New |
$28.1K - $35.5K
|
725
$32.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
215+ 34.96% |
$8.35K - $10.5K
|
830
$37K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
130New |
$5.05K - $6.36K
|
130
$5.79K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
70New |
$2.72K - $3.43K
|
70
$3.12K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 0.49% |
$543 - $685
|
2.85K
$127K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
73.2KNew |
$2.91M - $3.5M
|
73.2K
$3.26M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
45.9KNew |
$1.83M - $2.19M
|
45.9K
$2.05M
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
11.9KNew |
$471K - $566K
|
11.9K
$528K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
1.58KNew |
$62.8K - $75.5K
|
1.58K
$70.4K
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
217+ 1.32% |
$8.62K - $10.4K
|
16.6K
$740K
|
|
| Q4 2021 | |||||||
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
393New |
$14.5K - $15.6K
|
393
$17.5K
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
133New |
$4.67K - $5.13K
|
133
$5.93K
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.65KNew |
$206K - $228K
|
5.65K
$252K
|
|
| Q1 2021 | |||||||
|
Apr 19, 2023
Q1 2021
|
Truxt Investmentos Ltda.
|
BUY
|
- |
85KNew |
$2.81M - $3.22M
|
85K
$3.79M
|
|
|
Apr 29, 2021
Q1 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.61KNew |
$185K - $212K
|
5.61K
$250K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
10.8KNew |
$287K - $360K
|
10.8K
$482K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
121New |
$3.21K - $4.03K
|
121
$5.39K
|
|
| Q4 2018 | |||||||
|
Jan 25, 2019
Q4 2018
|
Legacy Bridge, LLC
|
BUY
|
- |
1.18KNew |
$33.2K - $40.4K
|
1.18K
$52.7K
|
|
| Q2 2018 | |||||||
|
Aug 09, 2018
Q2 2018
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
78KNew |
$2.5M - $2.76M
|
78K
$3.48M
|
|
| Q1 2018 | |||||||
|
Apr 16, 2018
Q1 2018
|
Wealthsource Partners, LLC
|
BUY
|
- |
32.4KNew |
$1.03M - $1.15M
|
32.4K
$1.44M
|
|
| Q4 2017 | |||||||
|
Feb 02, 2018
Q4 2017
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
63.8KNew |
$2M - $2.13M
|
63.8K
$2.84M
|
|
| Q3 2017 | |||||||
|
Oct 24, 2017
Q3 2017
|
Saratoga Research & Investment Management
|
BUY
|
- |
160KNew |
$4.95M - $4.97M
|
160K
$7.11M
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$31 - $31.2
|
1
$44.6
|
|
| Q4 2016 | |||||||
|
Nov 07, 2019
Q4 2016
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$472K
|
|