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 |
---|---|---|---|---|---|
Northern Trust | 89M | $3.7B | -18% | Sep 2024 |
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Evoke Wealth | 3.5M | $145M | 13445% | Sep 2024 |
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ValMark Advisers | 3.2M | $131M | -1% | Sep 2024 |
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Goodman & Company, Investment Counsel | 2.6M | $109M | 31% | Sep 2024 |
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Morgan Stanley | 2.1M | $85M | 1% | Jun 2024 |
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NBT Bank | 1.1M | $47M | -1% | Sep 2024 |
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Moller Financial Services | 956k | $39M | 2% | Sep 2024 |
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Hills Bank And Trust Company | 802k | $33M | -1% | Sep 2024 |
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Cullen Frost Bankers | 797k | $33M | -25% | Sep 2024 |
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Connable Office | 745k | $31M | 1% | Sep 2024 |
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Aaron Wealth Advisors | 608k | $25M | 7% | Sep 2024 |
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VPR Management | 528k | $22M | 0% | Sep 2024 |
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Citizens & Northern Corporation | 527k | $22M | 6% | Sep 2024 |
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Versant Capital Management | 512k | $21M | 4% | Sep 2024 |
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Enterprise Bank & Trust | 464k | $19M | 1% | Sep 2024 |
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Pure Financial Advisors | 446k | $18M | 7% | Sep 2024 |
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Central Trust & Investment | 428k | $18M | 0% | Sep 2024 |
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Raymond James Financial Services Advisors | 423k | $18M | -3% | Sep 2024 |
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Colony Family Offices | 414k | $17M | 16% | Sep 2024 |
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Envestnet Asset Management | 351k | $15M | -3% | Sep 2024 |
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Bank of America Corporation | 350k | $15M | -1% | Sep 2024 |
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Horizon Bancorp | 348k | $14M | 53% | Jun 2024 |
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Navalign | 329k | $14M | 2% | Sep 2024 |
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Barry Investment Advisors | 318k | $13M | 261% | Sep 2024 |
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Royal Bank of Canada | 312k | $13M | -7% | Sep 2024 |
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Stephenson National Bank & Trust | 309k | $13M | 1% | Sep 2024 |
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LPL Financial | 305k | $13M | -9% | Sep 2024 |
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Flow Traders US | 292k | $12M | 436% | Sep 2024 |
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Wealth Enhancement Advisory Services | 274k | $11M | -42% | Jun 2024 |
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Pasadena Private Wealth | 271k | $11M | 8% | Sep 2024 |
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Farmers National Bank | 266k | $11M | -4% | Jun 2024 |
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Envestnet Portfolio Solutions | 237k | $9.8M | -5% | Sep 2024 |
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Latigo Investments | 230k | $9.5M | 0% | Sep 2024 |
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Arkansas Financial | 227k | $9.4M | 2% | Sep 2024 |
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VeraBank | 227k | $9.3M | -11% | Sep 2024 |
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Greenleaf Trust | 215k | $8.9M | 0% | Sep 2024 |
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Pathway Financial Advisors | 208k | $8.6M | 3% | Sep 2024 |
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Old Mission Capital | 204k | $8.2M | 60% | Jun 2024 |
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Cetera Investment Advisers | 201k | $8.1M | 2% | Jun 2024 |
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Wells Fargo & Company | 189k | $7.8M | 81% | Sep 2024 |
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Wealthcare Advisory Partners | 186k | $7.7M | -13% | Sep 2024 |
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IAG Wealth Partners | 167k | $6.9M | 11% | Sep 2024 |
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Boltwood Capital Management | 165k | $6.8M | 5% | Sep 2024 |
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Brio Consultants | 164k | $6.7M | 0% | Sep 2024 |
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MAI Wealth Advisors | 157k | $6.5M | 2% | Sep 2024 |
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United Bank | 150k | $6.2M | -7% | Sep 2024 |
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International Assets Investment Management | 135k | $2.0M | 69864% | Sep 2024 |
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Regis Acquisition | 135k | $5.4M | 1% | Jun 2024 |
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Beacon Pointe Advisors | 133k | $5.5M | -7% | Sep 2024 |
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Equitable Trust | 133k | $5.5M | -32% | Sep 2024 |
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Austin Wealth Management | 128k | $5.3M | 5% | Sep 2024 |
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Bessemer | 124k | $5.1M | -95% | Sep 2024 |
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Lake Street Advisors Group | 122k | $5.0M | 0% | Sep 2024 |
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CoreCap Advisors | 120k | $4.9M | 5% | Sep 2024 |
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CI Private Wealth | 117k | $4.8M | 1% | Sep 2024 |
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Franklin Resources | 112k | $4.6M | -4% | Sep 2024 |
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S. R. Schill & Associates | 112k | $4.5M | 3% | Jun 2024 |
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Fermata Advisors | 102k | $4.2M | 9% | Sep 2024 |
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Econ Financial Services Corp | 99k | $4.1M | 13% | Sep 2024 |
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Capital Wealth Management | 96k | $3.9M | -24% | Sep 2024 |
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Money Design | 91k | $3.8M | -9% | Sep 2024 |
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Axxcess Wealth Management | 90k | $3.7M | 3% | Sep 2024 |
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Commonwealth Equity Services | 87k | $3.6M | -32% | Sep 2024 |
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Walkner Condon Financial Advisors | 80k | $3.3M | -38% | Sep 2024 |
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Nicolet Advisory Services | 79k | $3.3M | -6% | Sep 2024 |
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CVA Family Office | 71k | $2.9M | -5% | Sep 2024 |
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FDx Advisors | 69k | $2.9M | -2% | Sep 2024 |
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Kestra Advisory Services | 64k | $2.6M | -7% | Sep 2024 |
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Missouri Trust & Investment | 62k | $2.6M | 11% | Sep 2024 |
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Wealthfront Advisers | 59k | $2.4M | -6% | Sep 2024 |
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Susquehanna International | 59k | $2.4M | 38% | Sep 2024 |
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Citadel Advisors | 56k | $2.3M | -56% | Sep 2024 |
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AlTi Global | 54k | $2.2M | 1% | Sep 2024 |
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Mml Investors Services | 51k | $2.1M | -32% | Sep 2024 |
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Etesian Wealth Advisors | 49k | $2.0M | 3% | Sep 2024 |
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Jane Street | 48k | $2.0M | 100% | Sep 2024 |
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Brian McDonald | 48k | $2.0M | 104% | Sep 2024 |
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Lido Advisors | 48k | $1.9M | 30% | Jun 2024 |
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Independence Bank of Kentucky | 42k | $1.7M | -10% | Sep 2024 |
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Stifel Financial | 41k | $1.7M | -2% | Jun 2024 |
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Community Bank | 40k | $1.6M | 3% | Jun 2024 |
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Park National Corp | 39k | $1.6M | -29% | Sep 2024 |
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Aspen Grove Capital | 37k | $1.5M | 0% | Sep 2024 |
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Rsm Us Wealth Management | 36k | $1.5M | 33% | Sep 2024 |
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Noble Family Wealth | 36k | $1.5M | -29% | Sep 2024 |
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Stelac Advisory Services | 34k | $1.4M | 1% | Sep 2024 |
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Advisory Services Network | 33k | $1.3M | 0% | Sep 2024 |
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Smallwood Wealth Investment Management | 32k | $1.3M | 2% | Sep 2024 |
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Cambridge Investment Research Advisors | 32k | $1.3M | -6% | Sep 2024 |
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Black Point Wealth Management | 31k | $1.3M | 2% | Sep 2024 |
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Insigneo Advisory Services | 30k | $1.2M | 47% | Sep 2024 |
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Pnc Financial Services | 28k | $1.2M | 7% | Sep 2024 |
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Rockefeller Capital Management | 28k | $1.1M | 7% | Jun 2024 |
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Studio Investment Management | 27k | $1.1M | 2% | Sep 2024 |
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Mirae Asset Global Investments | 27k | $1.1M | 0% | Sep 2024 |
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Branch Banking & Trust Company | 26k | $1.0M | 100% | Jun 2024 |
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Keybank National Association | 25k | $1.0M | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 25k | $1.0M | -15% | Sep 2024 |
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Raymond James & Associates | 24k | $1000k | -19% | Sep 2024 |
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Keeley-Teton Advisors | 24k | $970k | 0% | Sep 2024 |
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L.m. Kohn & Company | 23k | $966k | 3% | Sep 2024 |
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Brown Brothers Harriman & Co. | 23k | $906k | -5% | Jun 2024 |
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Provident Wealth Management | 23k | $930k | -33% | Sep 2024 |
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DiMeo Schneider & Associates | 22k | $919k | 0% | Sep 2024 |
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Cedar Wealth Management | 22k | $908k | 0% | Sep 2024 |
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Gail Mannix | 22k | $902k | 13% | Sep 2024 |
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Pekin, Singer Strauss Asset Management | 22k | $899k | -6% | Sep 2024 |
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LaSalle St. Investment Advisors | 22k | $887k | -6% | Sep 2024 |
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Advisor Group Holdings | 21k | $860k | -36% | Sep 2024 |
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Nicolet Bankshares | 21k | $859k | 16% | Sep 2024 |
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HPM Partners | 20k | $813k | 0% | Sep 2024 |
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Quad-Cities Investment Group | 20k | $804k | 1% | Sep 2024 |
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Columbus Macro | 19k | $801k | -1% | Sep 2024 |
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BEAM Asset Management | 19k | $795k | -5% | Sep 2024 |
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Creative Planning | 19k | $792k | 8% | Sep 2024 |
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Kendall Capital Management | 19k | $781k | 0% | Sep 2024 |
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EP Wealth Advisors | 19k | $778k | 0% | Sep 2024 |
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LRI Investments | 19k | $728k | 100% | Sep 2024 |
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First Citizens Bank & Trust | 19k | $764k | -53% | Sep 2024 |
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Garrison Point Advisors | 19k | $741k | -1% | Jun 2024 |
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Fortis Advisors | 18k | $749k | -78% | Sep 2024 |
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Custos Family Office | 18k | $737k | 0% | Sep 2024 |
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M Financial Asset Management | 18k | $728k | -9% | Sep 2024 |
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Busey Trust Company | 18k | $703k | 0% | Jun 2024 |
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Spire Wealth Management | 18k | $722k | 3% | Sep 2024 |
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David J.Sculati | 17k | $719k | -52% | Sep 2024 |
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Seven Mile Advisory | 17k | $688k | 0% | Jun 2024 |
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William Blair $ Company | 16k | $644k | 5% | Sep 2024 |
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HighTower Advisors | 15k | $604k | 0% | Jun 2024 |
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Valued Retirements | 15k | $611k | 0% | Sep 2024 |
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Hanlon Investment Management | 15k | $606k | -13% | Sep 2024 |
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Resources Investment Advisors | 15k | $604k | -2% | Sep 2024 |
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Texas Capital Bank Wealth Management Services | 14k | $578k | 73% | Jun 2024 |
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First Foundation Advisors | 13k | $525k | -19% | Jun 2024 |
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Bank of New York Mellon | 13k | $538k | 99% | Sep 2024 |
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Vista Private Wealth Partners | 13k | $536k | -18% | Sep 2024 |
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Td Private Client Wealth | 13k | $532k | -33% | Sep 2024 |
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Herold Advisors | 13k | $517k | -19% | Sep 2024 |
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First PREMIER Bank | 12k | $512k | 100% | Sep 2024 |
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Park Place Capital Corp | 12k | $489k | 0% | Sep 2024 |
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Renasant Bank | 12k | $489k | 0% | Sep 2024 |
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Coconut Grove Bank | 11k | $469k | 100% | Sep 2024 |
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Forza Wealth Management | 11k | $464k | -6% | Sep 2024 |
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Commerce Bank N A | 11k | $460k | -12% | Sep 2024 |
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Rain Capital Management | 11k | $462k | -23% | Jun 2024 |
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Two Sigma Securities | 11k | $425k | -54% | Jun 2024 |
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Madison Wealth Partners | 11k | $436k | 100% | Sep 2024 |
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Financeware | 11k | $435k | -20% | Sep 2024 |
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Mather Group | 10k | $429k | -7% | Sep 2024 |
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VanderPol Investments | 7.9k | $325k | -29% | Sep 2024 |
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Fft Wealth Management | 7.2k | $296k | -41% | Sep 2024 |
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West Michigan Advisors | 7.1k | $293k | -53% | Sep 2024 |
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Whittier Trust | 6.6k | $273k | -42% | Sep 2024 |
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Trexquant Investment | 6.2k | $258k | -58% | Sep 2024 |
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Hancock Bank Trust Department | 6.2k | $247k | -44% | Jun 2024 |
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Jpmorgan Chase & Co | 4.7k | $193k | -73% | Sep 2024 |
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Hollencrest Securities | 4.1k | $169k | -65% | Sep 2024 |
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Who sold out of Flexshares Tr mornstar upstr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Frank. Day | Jun 2024 | 241k | $9.7M |
Bp Wealth Management | Jun 2024 | 233k | $9.4M |
Paragon Capital Management | Jun 2024 | 165k | $6.6M |
Strategic Financial Concepts | Jun 2024 | 164k | $20M |
Qube Research & Technologies | Mar 2024 | 112k | $4.6M |
Zacks Investment Management | Jun 2024 | 28k | $1.1M |
GSA Capital Partners | Jun 2024 | 24k | $981k |
Intrepid Financial Planning Group | Jun 2024 | 21k | $851k |
Orion Portfolio Solutions | Mar 2024 | 16k | $641k |
Opus Capital Group | Jun 2024 | 14k | $554k |
Squarepoint Ops | Mar 2024 | 13k | $523k |
Financial Partners Group | Jun 2024 | 12k | $463k |