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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Top investors of Flexshares Tr mornstar upstr stock
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 |
|
| 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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| Equitable Trust | 385k | $16M | -57% | Dec 2023 |
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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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| 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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| 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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| Money Design | 77k | $3.1M | 12% | 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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| Hancock Bank Trust Department | 33k | $1.3M | 0% | Dec 2023 |
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| David J.Sculati | 32k | $1.3M | 9% | 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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| Gail Mannix | 22k | $902k | -12% | Dec 2023 |
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| Bank of New York Mellon | 21k | $874k | -40% | Dec 2023 |
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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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| 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 |
|
| 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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| 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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| Opus Capital Group | 12k | $509k | 4% | Dec 2023 |
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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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| McKinley Carter Wealth Services | 10k | $418k | -15% | Dec 2023 |
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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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| 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 |
|
| Oliver Lagore Vanvalin Investment Group | 313.00 | $13k | -99% | Dec 2023 |
|
| Geneos Wealth Management | 25.00 | $1.0k | -100% | Dec 2023 |
|
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 |