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 | 108M | $4.4B | 100% | Mar 2024 |
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ValMark Advisers | 3.2M | $129M | 5% | Jun 2024 |
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Bessemer | 2.6M | $104M | 0% | Jun 2024 |
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Morgan Stanley | 2.1M | $85M | 1% | Jun 2024 |
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Goodman & Company, Investment Counsel | 2.0M | $81M | -12% | Jun 2024 |
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NBT Bank | 1.2M | $46M | -2% | Jun 2024 |
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Cullen Frost Bankers | 1.1M | $42M | -45% | Jun 2024 |
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Moller Financial Services | 934k | $38M | 0% | Jun 2024 |
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Hills Bank And Trust Company | 810k | $33M | -3% | Jun 2024 |
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Connable Office | 736k | $30M | 1% | Jun 2024 |
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UBS Group | 644k | $26M | 1% | Mar 2024 |
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Ameriprise Financial | 616k | $25M | 100% | Mar 2024 |
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Aaron Wealth Advisors | 566k | $23M | -2% | Jun 2024 |
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VPR Management | 528k | $21M | 0% | Jun 2024 |
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Citizens & Northern Corporation | 499k | $20M | -12% | Jun 2024 |
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Versant Capital Management | 493k | $20M | 8% | Jun 2024 |
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Enterprise Bank & Trust | 459k | $18M | 6% | Jun 2024 |
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Raymond James Financial Services Advisors | 436k | $18M | -7% | Jun 2024 |
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Central Trust & Investment | 428k | $17M | 8% | Jun 2024 |
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Pure Financial Advisors | 415k | $17M | -1% | Jun 2024 |
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Envestnet Asset Management | 363k | $15M | -31% | Jun 2024 |
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Colony Family Offices | 359k | $14M | 0% | Jun 2024 |
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Bank of America Corporation | 353k | $14M | -14% | Jun 2024 |
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Horizon Bancorp | 348k | $14M | 53% | Jun 2024 |
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LPL Financial | 335k | $14M | -8% | Jun 2024 |
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Royal Bank of Canada | 333k | $13M | -2% | Jun 2024 |
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Navalign | 324k | $13M | 3% | Jun 2024 |
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Stephenson National Bank & Trust | 306k | $12M | -1% | Jun 2024 |
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Wealth Enhancement Advisory Services | 274k | $11M | -42% | Jun 2024 |
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Farmers National Bank | 266k | $11M | -4% | Jun 2024 |
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VeraBank | 255k | $10M | 0% | Jun 2024 |
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Pasadena Private Wealth | 252k | $10M | 6% | Jun 2024 |
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Envestnet Portfolio Solutions | 250k | $10M | -2% | Jun 2024 |
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Frank. Day | 241k | $9.7M | 100% | Jun 2024 |
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Bp Wealth Management | 233k | $9.4M | -19% | Jun 2024 |
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Latigo Investments | 230k | $9.2M | 0% | Jun 2024 |
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Arkansas Financial | 223k | $8.9M | 9% | Jun 2024 |
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Greenleaf Trust | 215k | $8.6M | 0% | Jun 2024 |
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Wealthcare Advisory Partners | 214k | $8.6M | 6% | Jun 2024 |
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Old Mission Capital | 204k | $8.2M | 60% | Jun 2024 |
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Pathway Financial Advisors | 201k | $8.1M | 1% | Jun 2024 |
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Cetera Investment Advisers | 201k | $8.1M | 2% | Jun 2024 |
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Equitable Trust | 197k | $7.9M | -28% | Jun 2024 |
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Paragon Capital Management | 165k | $6.6M | -1% | Jun 2024 |
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Strategic Financial Concepts | 164k | $20M | 100% | Jun 2024 |
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Brio Consultants | 163k | $6.5M | 1% | Jun 2024 |
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United Bank | 161k | $6.5M | -27% | Jun 2024 |
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Boltwood Capital Management | 158k | $6.3M | 1% | Jun 2024 |
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MAI Wealth Advisors | 154k | $6.2M | 0% | Jun 2024 |
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IAG Wealth Partners | 150k | $6.0M | 21% | Jun 2024 |
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Beacon Pointe Advisors | 143k | $5.7M | -11% | Jun 2024 |
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Regis Acquisition | 135k | $5.4M | 1% | Jun 2024 |
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Walkner Condon Financial Advisors | 128k | $5.1M | 1% | Jun 2024 |
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Commonwealth Equity Services | 127k | $5.1M | 7% | Jun 2024 |
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Capital Wealth Management | 126k | $5.1M | -34% | Jun 2024 |
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Citadel Advisors | 126k | $5.0M | 178% | Jun 2024 |
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Lake Street Advisors Group | 122k | $4.9M | 0% | Jun 2024 |
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Austin Wealth Management | 122k | $5.0M | 4% | Jun 2024 |
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Franklin Resources | 117k | $4.7M | 2% | Jun 2024 |
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CI Private Wealth | 116k | $4.7M | 174% | Jun 2024 |
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CoreCap Advisors | 114k | $4.6M | 2% | Jun 2024 |
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S. R. Schill & Associates | 112k | $4.5M | 3% | Jun 2024 |
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Wells Fargo & Company | 104k | $4.2M | 13% | Jun 2024 |
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Money Design | 100k | $4.0M | 20% | Jun 2024 |
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Clark Capital Management Group | 98k | $4.0M | 100% | Mar 2024 |
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Fermata Advisors | 93k | $3.7M | -7% | Jun 2024 |
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Barry Investment Advisors | 88k | $3.5M | 85% | Jun 2024 |
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Econ Financial Services Corp | 88k | $3.5M | 0% | Jun 2024 |
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Axxcess Wealth Management | 87k | $3.5M | 7% | Jun 2024 |
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Nicolet Advisory Services | 84k | $3.6M | 100% | Mar 2024 |
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Fortis Advisors | 81k | $3.3M | 0% | Jun 2024 |
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CVA Family Office | 74k | $3.0M | -2% | Jun 2024 |
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Mml Investors Services | 74k | $3.0M | -10% | Jun 2024 |
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FDx Advisors | 71k | $2.8M | -3% | Jun 2024 |
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Kestra Advisory Services | 68k | $2.7M | -4% | Jun 2024 |
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Wealthfront Advisers | 62k | $2.5M | 25% | Jun 2024 |
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Missouri Trust & Investment | 56k | $2.2M | 0% | Jun 2024 |
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Flow Traders US | 54k | $2.2M | 100% | Jun 2024 |
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Park National Corp | 54k | $2.2M | -31% | Jun 2024 |
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AlTi Global | 54k | $2.1M | 0% | Jun 2024 |
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Noble Family Wealth | 51k | $2.0M | -5% | Jun 2024 |
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Lido Advisors | 48k | $1.9M | 30% | Jun 2024 |
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Etesian Wealth Advisors | 47k | $1.9M | 8% | Jun 2024 |
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Independence Bank of Kentucky | 47k | $1.9M | -26% | Jun 2024 |
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Susquehanna International | 42k | $1.7M | -54% | Jun 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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Gts Securities | 40k | $1.6M | 100% | Mar 2024 |
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First Citizens Bank & Trust | 39k | $1.6M | -14% | Jun 2024 |
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Capital Analysts | 39k | $1.6M | -93% | Mar 2024 |
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Aspen Grove Capital | 37k | $1.5M | 0% | Jun 2024 |
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David J.Sculati | 36k | $1.4M | 3% | Jun 2024 |
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Cambridge Investment Research Advisors | 34k | $1.4M | 5% | Jun 2024 |
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Provident Wealth Management | 34k | $1.4M | -30% | Jun 2024 |
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Stelac Advisory Services | 33k | $1.3M | 100% | Jun 2024 |
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Advisory Services Network | 33k | $1.3M | 19% | Jun 2024 |
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Advisor Group Holdings | 33k | $1.3M | -65% | Mar 2024 |
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Smallwood Wealth Investment Management | 32k | $1.3M | 2% | Jun 2024 |
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Black Point Wealth Management | 30k | $1.2M | 100% | Jun 2024 |
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Raymond James & Associates | 30k | $1.2M | -27% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 29k | $1.2M | 5% | Jun 2024 |
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Rockefeller Capital Management | 28k | $1.1M | 7% | Jun 2024 |
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Zacks Investment Management | 28k | $1.1M | 100% | Jun 2024 |
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Rsm Us Wealth Management | 27k | $1.1M | 60% | Jun 2024 |
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Pnc Financial Services | 27k | $1.1M | 144% | Jun 2024 |
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Mirae Asset Global Investments | 27k | $1.1M | -5% | Jun 2024 |
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Studio Investment Management | 27k | $1.1M | 15% | Jun 2024 |
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Evoke Wealth | 26k | $1.0M | -99% | Jun 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% | Jun 2024 |
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GSA Capital Partners | 24k | $981k | 389% | Jun 2024 |
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Brian McDonald | 24k | $948k | 18% | Jun 2024 |
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Keeley-Teton Advisors | 24k | $943k | 0% | Jun 2024 |
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Pekin, Singer Strauss Asset Management | 23k | $935k | -1% | Jun 2024 |
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Benedetti & Gucer | 23k | $951k | -16% | Mar 2024 |
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LaSalle St. Investment Advisors | 23k | $922k | -10% | Jun 2024 |
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L.m. Kohn & Company | 23k | $913k | 2% | Jun 2024 |
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Brown Brothers Harriman & Co. | 23k | $906k | -5% | Jun 2024 |
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DiMeo Schneider & Associates | 22k | $894k | 0% | Jun 2024 |
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Cedar Wealth Management | 22k | $884k | 0% | Jun 2024 |
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Intrepid Financial Planning Group | 21k | $851k | 0% | Jun 2024 |
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Insigneo Advisory Services | 20k | $787k | 100% | Jun 2024 |
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BEAM Asset Management | 20k | $816k | 100% | Jun 2024 |
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Prudential Financial | 20k | $818k | 74% | Mar 2024 |
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HPM Partners | 20k | $794k | -1% | Jun 2024 |
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Columbus Macro | 20k | $789k | -3% | Jun 2024 |
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Gail Mannix | 20k | $784k | -2% | Jun 2024 |
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M Financial Asset Management | 19k | $780k | -12% | Jun 2024 |
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Td Private Client Wealth | 19k | $778k | -8% | Jun 2024 |
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Quad-Cities Investment Group | 19k | $773k | -5% | Jun 2024 |
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Kendall Capital Management | 19k | $759k | -11% | Jun 2024 |
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Baird Financial | 19k | $776k | 6% | Mar 2024 |
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EP Wealth Advisors | 19k | $757k | -35% | Jun 2024 |
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Garrison Point Advisors | 19k | $741k | -1% | Jun 2024 |
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Nicolet Bankshares | 18k | $721k | -1% | Jun 2024 |
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Custos Family Office | 18k | $717k | 0% | Jun 2024 |
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Creative Planning | 18k | $711k | 15% | Jun 2024 |
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Jpmorgan Chase & Co | 18k | $708k | -10% | Jun 2024 |
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Busey Trust Company | 18k | $703k | 0% | Jun 2024 |
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Seven Mile Advisory | 17k | $688k | 0% | Jun 2024 |
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Spire Wealth Management | 17k | $684k | 4% | Jun 2024 |
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Hanlon Investment Management | 17k | $680k | -13% | Jun 2024 |
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Vista Private Wealth Partners | 16k | $638k | 100% | Jun 2024 |
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Orion Portfolio Solutions | 16k | $641k | -95% | Mar 2024 |
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Herold Advisors | 16k | $623k | -19% | Jun 2024 |
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West Michigan Advisors | 15k | $608k | -2% | Jun 2024 |
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HighTower Advisors | 15k | $604k | 0% | Jun 2024 |
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Trexquant Investment | 15k | $600k | 108% | Jun 2024 |
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Resources Investment Advisors | 15k | $598k | 2% | Jun 2024 |
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William Blair $ Company | 15k | $595k | 159% | Jun 2024 |
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Financeware | 13k | $527k | -25% | Jun 2024 |
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First Foundation Advisors | 13k | $525k | -19% | Jun 2024 |
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Two Sigma Securities | 11k | $425k | -54% | Jun 2024 |
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Israel Discount Bank of New York | 10k | $408k | -66% | Jun 2024 |
|
Centerpoint Advisors | 1.00 | $0 | -100% | Jun 2024 |
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Who sold out of Flexshares Tr mornstar upstr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Jane Street | Mar 2024 | 714k | $29M |
D. E. Shaw & Co | Mar 2024 | 214k | $8.8M |
Qube Research & Technologies | Mar 2024 | 112k | $4.6M |
Renaissance Technologies | Mar 2024 | 71k | $2.9M |
Tudor Investment Corporation | Dec 2023 | 44k | $1.8M |