Who owns Flexshares Tr mornstar upstr?
- Ticker: GUNR
- CUSIP Number: 33939L407
Tip: Access positions for across all investors
Analyze quarterly positions in Flexshares Tr mornstar upstr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Flexshares Tr mornstar upstr this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Evoke Wealth | 3.5M | $144M | 36% | Dec 2023 |
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ValMark Advisers | 2.9M | $120M | 3% | Dec 2023 |
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Bessemer | 2.6M | $108M | 3% | Dec 2023 |
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Cullen Frost Bankers | 2.0M | $81M | -4% | Dec 2023 |
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NBT Bank | 1.2M | $48M | 3% | Mar 2024 |
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Hills Bank And Trust Company | 1.0M | $42M | 2% | Dec 2023 |
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Moller Financial Services | 934k | $38M | 8% | Mar 2024 |
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Connable Office | 693k | $28M | -2% | Dec 2023 |
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UBS Group | 635k | $26M | -17% | Dec 2023 |
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Aaron Wealth Advisors | 575k | $24M | 22% | Mar 2024 |
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Capital Analysts | 560k | $23M | -4% | Dec 2023 |
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Citizens & Northern Corporation | 541k | $22M | -2% | Dec 2023 |
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VPR Management | 502k | $21M | 0% | Dec 2023 |
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Bank of America Corporation | 494k | $20M | 14% | Dec 2023 |
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Wealth Enhancement Advisory Services | 470k | $19M | 4505% | Mar 2024 |
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Raymond James Financial Services Advisors | 469k | $19M | -8% | Mar 2024 |
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Jane Street | 468k | $19M | 212% | Dec 2023 |
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Royal Bank of Canada | 465k | $19M | 43% | Dec 2023 |
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Versant Capital Management | 454k | $19M | -4% | Mar 2024 |
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Enterprise Bank & Trust | 432k | $18M | 11% | Mar 2024 |
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Pure Financial Advisors | 419k | $17M | 4% | Mar 2024 |
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Central Trust & Investment | 395k | $16M | 3% | Mar 2024 |
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Bp Wealth Management | 375k | $15M | -30% | Dec 2023 |
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Colony Family Offices | 340k | $14M | 2% | Dec 2023 |
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Navalign | 316k | $13M | -3% | Mar 2024 |
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Orion Portfolio Solutions | 312k | $13M | 926% | Dec 2023 |
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Centerpoint Advisors | 309k | $13M | 1% | Dec 2023 |
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Stephenson National Bank & Trust | 308k | $13M | 5% | Mar 2024 |
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Equitable Trust | 275k | $11M | -28% | Mar 2024 |
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VeraBank | 255k | $10M | 4% | Dec 2023 |
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Envestnet Portfolio Solutions | 238k | $9.8M | 100% | Dec 2023 |
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Pasadena Private Wealth | 238k | $9.8M | 8% | Mar 2024 |
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Horizon Bancorp | 227k | $9.3M | 9% | Mar 2024 |
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Greenleaf Trust | 213k | $8.7M | 4% | Dec 2023 |
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Arkansas Financial | 204k | $8.4M | 12% | Mar 2024 |
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Wealthcare Advisory Partners | 201k | $8.2M | 14% | Mar 2024 |
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Pathway Financial Advisors | 198k | $8.1M | 1% | Mar 2024 |
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Capital Wealth Management | 192k | $7.9M | -19% | Mar 2024 |
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Wells Fargo & Company | 189k | $7.7M | -3% | Dec 2023 |
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Beacon Pointe Advisors | 187k | $7.7M | -30% | Dec 2023 |
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Citadel Advisors | 167k | $6.9M | 332% | Dec 2023 |
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Paragon Capital Management | 167k | $6.9M | -3% | Mar 2024 |
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Brio Consultants | 157k | $6.4M | 3% | Dec 2023 |
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Boltwood Capital Management | 156k | $6.4M | 0% | Mar 2024 |
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Traverso Chambers Private Wealth Management | 151k | $6.2M | 1% | Dec 2023 |
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Franklin Resources | 145k | $5.9M | 53% | Dec 2023 |
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Walkner Condon Financial Advisors | 126k | $5.2M | 19% | Mar 2024 |
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IAG Wealth Partners | 124k | $5.1M | 14% | Mar 2024 |
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Commonwealth Equity Services | 119k | $4.9M | -8% | Dec 2023 |
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Regis Acquisition | 118k | $4.8M | 53% | Dec 2023 |
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Austin Wealth Management | 115k | $4.4M | 7% | Dec 2023 |
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S. R. Schill & Associates | 109k | $4.5M | 8% | Mar 2024 |
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Park National Corp | 107k | $4.4M | -2% | Dec 2023 |
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CoreCap Advisors | 107k | $4.4M | 2% | Dec 2023 |
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Fermata Advisors | 101k | $4.1M | -9% | Mar 2024 |
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Advisor Group Holdings | 93k | $3.8M | -52% | Dec 2023 |
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Rsm Us Wealth Management | 85k | $3.5M | 47% | Dec 2023 |
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Axxcess Wealth Management | 84k | $3.4M | -1% | Dec 2023 |
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Money Design | 83k | $3.4M | 8% | Mar 2024 |
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Kestra Advisory Services | 81k | $3.3M | 210% | Dec 2023 |
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CVA Family Office | 81k | $3.3M | -3% | Dec 2023 |
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Israel Discount Bank of New York | 72k | $2.9M | -22% | Dec 2023 |
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Independence Bank of Kentucky | 64k | $2.6M | -1% | Mar 2024 |
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Missouri Trust & Investment | 56k | $2.3M | 35% | Dec 2023 |
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D. E. Shaw & Co | 53k | $2.2M | 100% | Dec 2023 |
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Noble Family Wealth | 53k | $2.2M | -28% | Mar 2024 |
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AlTi Global | 53k | $2.2M | 100% | Dec 2023 |
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Wealthfront Advisers | 50k | $2.1M | 67% | Mar 2024 |
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GSA Capital Partners | 50k | $2.0M | 100% | Dec 2023 |
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Visionary Wealth Advisors | 49k | $2.0M | 12% | Dec 2023 |
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Provident Wealth Management | 48k | $2.0M | -1% | Mar 2024 |
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Stifel Financial | 48k | $2.0M | -2% | Dec 2023 |
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Barry Investment Advisors | 48k | $1.9M | 25% | Mar 2024 |
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First Citizens Bank & Trust | 46k | $1.9M | 100% | Mar 2024 |
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Tudor Investment Corporation | 44k | $1.8M | 572% | Dec 2023 |
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Etesian Wealth Advisors | 44k | $1.8M | 13% | Mar 2024 |
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CI Private Wealth | 43k | $1.8M | 1% | Dec 2023 |
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Raymond James & Associates | 41k | $1.7M | -17% | Mar 2024 |
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Community Bank | 38k | $1.6M | 2% | Dec 2023 |
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Aspen Grove Capital | 37k | $1.5M | 0% | Dec 2023 |
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Stelac Advisory Services | 35k | $1.4M | -7% | Dec 2023 |
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David J.Sculati | 35k | $1.4M | 8% | Mar 2024 |
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Hancock Bank Trust Department | 33k | $1.3M | 0% | Dec 2023 |
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Cambridge Investment Research Advisors | 32k | $1.3M | -11% | Mar 2024 |
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Smallwood Wealth Investment Management | 31k | $1.3M | 2% | Mar 2024 |
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HPM Partners | 31k | $1.3M | 9% | Dec 2023 |
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Putnam Fl Investment Management | 28k | $1.1M | -43% | Dec 2023 |
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Mirae Asset Global Investments | 28k | $1.1M | 1% | Dec 2023 |
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Benedetti & Gucer | 28k | $1.1M | -4% | Dec 2023 |
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DiMeo Schneider & Associates | 27k | $1.1M | -64% | Dec 2023 |
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Pekin, Singer Strauss Asset Management | 26k | $1.1M | -5% | Dec 2023 |
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Brown Brothers Harriman & Co. | 26k | $1.1M | 0% | Dec 2023 |
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Advisory Services Network | 25k | $1.0M | -6% | Dec 2023 |
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Herold Advisors | 25k | $1.0M | -7% | Dec 2023 |
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M Financial Asset Management | 23k | $954k | 15% | Dec 2023 |
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Rockefeller Capital Management | 23k | $922k | 5% | Dec 2023 |
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L.m. Kohn & Company | 22k | $914k | 64% | Mar 2024 |
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Squarepoint Ops | 21k | $868k | 100% | Dec 2023 |
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Kendall Capital Management | 21k | $859k | -3% | Dec 2023 |
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Jpmorgan Chase & Co | 21k | $852k | 123% | Dec 2023 |
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CoreFirst Bank & Trust | 20k | $837k | 13% | Dec 2023 |
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Quad-Cities Investment Group | 20k | $834k | -23% | Mar 2024 |
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Columbus Macro | 20k | $827k | 7% | Mar 2024 |
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Studio Investment Management | 20k | $820k | 60% | Dec 2023 |
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Gail Mannix | 20k | $819k | -9% | Mar 2024 |
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Hanlon Investment Management | 20k | $807k | -34% | Dec 2023 |
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EP Wealth Advisors | 19k | $772k | 0% | Dec 2023 |
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Custos Family Office | 18k | $732k | 0% | Dec 2023 |
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Garrison Point Advisors | 18k | $729k | -1% | Dec 2023 |
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Baird Financial | 18k | $728k | -7% | Dec 2023 |
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Busey Trust Company | 18k | $720k | 10% | Mar 2024 |
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Financeware | 17k | $714k | -26% | Mar 2024 |
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Seven Mile Advisory | 17k | $709k | 0% | Dec 2023 |
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Fft Wealth Management | 17k | $682k | 0% | Dec 2023 |
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Spire Wealth Management | 17k | $676k | 2% | Mar 2024 |
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Hudson Value Partners | 16k | $662k | 11% | Dec 2023 |
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First Foundation Advisors | 16k | $658k | 0% | Dec 2023 |
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HighTower Advisors | 15k | $613k | -35% | Dec 2023 |
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Financial Partners Group | 15k | $615k | 100% | Dec 2023 |
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Bnp Paribas Arbitrage, Snc | 15k | $614k | 100% | Dec 2023 |
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Creative Planning | 15k | $610k | 2% | Dec 2023 |
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Sowell Financial Services | 14k | $582k | -72% | Dec 2023 |
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Opus Capital Group | 14k | $560k | 10% | Mar 2024 |
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Trexquant Investment | 13k | $534k | 16% | Dec 2023 |
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Two Sigma Securities | 13k | $534k | 100% | Dec 2023 |
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VanderPol Investments | 13k | $530k | -22% | Mar 2024 |
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Sageworth Trust Co of South Dakota | 13k | $515k | -5% | Mar 2024 |
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Pnc Financial Services | 12k | $508k | 6% | Dec 2023 |
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Bank Of Montreal | 12k | $500k | -4% | Dec 2023 |
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Forza Wealth Management | 12k | $492k | 0% | Mar 2024 |
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Park Place Capital Corp | 12k | $487k | 0% | Mar 2024 |
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Renasant Bank | 12k | $485k | 0% | Dec 2023 |
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Dorsey & Whitney Trust Company | 12k | $485k | 2% | Dec 2023 |
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Hollencrest Securities | 12k | $478k | 0% | Dec 2023 |
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Advance Capital Management | 11k | $444k | -14% | Mar 2024 |
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Mather Group | 11k | $440k | -6% | Mar 2024 |
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Commerce Bank N A | 11k | $433k | 0% | Dec 2023 |
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Bank of New York Mellon | 11k | $433k | -51% | Mar 2024 |
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Circle Wealth Management | 10k | $411k | 0% | Dec 2023 |
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Well Done | 9.4k | $387k | 0% | Mar 2024 |
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Washington Trust Company | 9.4k | $386k | 19% | Mar 2024 |
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Sequoia Financial Advisors | 9.2k | $375k | 0% | Dec 2023 |
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Wesbanco Trust And Investments | 9.0k | $369k | -9% | Mar 2024 |
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Private Capital Management | 8.9k | $364k | 100% | Dec 2023 |
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McKinley Carter Wealth Services | 8.7k | $359k | -14% | Mar 2024 |
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Monograph Wealth Advisors | 8.6k | $350k | 4% | Dec 2023 |
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Resonant Capital Advisors | 8.5k | $347k | -5% | Dec 2023 |
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Luther King Capital Management Corporation | 8.4k | $344k | -8% | Dec 2023 |
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Edmond De Rothschild Holding | 8.3k | $341k | -13% | Dec 2023 |
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Texas Capital Bank Wealth Management Services | 8.3k | $341k | -27% | Dec 2023 |
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Lincoln National | 7.6k | $313k | -14% | Dec 2023 |
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Colonial River Wealth Management | 7.6k | $310k | -78% | Dec 2023 |
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Barometer Capital Management | 7.5k | $307k | -62% | Dec 2023 |
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Us Bancorp | 7.5k | $307k | -20% | Dec 2023 |
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Janney Montgomery Scott | 6.4k | $261k | -33% | Dec 2023 |
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William Blair $ Company | 5.7k | $234k | -57% | Dec 2023 |
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Altfest L J & Co | 5.4k | $222k | -48% | Mar 2024 |
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Mariner Wealth Advisors | 5.0k | $204k | -78% | Dec 2023 |
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Oliver Lagore Vanvalin Investment Group | 313.00 | $13k | -99% | Dec 2023 |
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Geneos Wealth Management | 25.00 | $1.0k | -100% | Dec 2023 |
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Who sold out of Flexshares Tr mornstar upstr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Stapp Wealth Management, P | Dec 2023 | 70k | $2.9M |
AE Wealth Management | Sep 2023 | 31k | $1.2M |
BlueCrest Capital Management | Sep 2023 | 30k | $1.2M |
Brighton Jones | Sep 2023 | 21k | $851k |