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FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) Institutional Ownership

FlexShares Morningstar Global Upstream Natural Resources Index Fund logo
$41.41 -0.06 (-0.14%)
Closing price 04:10 PM Eastern
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$41.40 0.00 (-0.01%)
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Institutional Ownership Changes (13F Filings) for FlexShares Morningstar Global Upstream Natural Resources Index Fund (NYSEARCA:GUNR)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$67.35M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$139.00M
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GUNR Institutional Buying and Selling by Quarter

FlexShares Morningstar Global Upstream Natural Resources Index Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Community Bank N.A.8,670$348K0.0%-78.6%0.007%
7/24/2025 Horizon Bancorp Inc. IN64,171$2.57M1.3%-6.0%0.054%
7/23/2025 NBT Bank N A NY950,745$38.13M2.6%-5.6%0.807%
7/21/2025 Sageworth Trust Co61,217$2.46M0.1%N/A0.052%
7/17/2025 Greenleaf Trust81,489$3.27M0.0%-60.1%0.069%
7/17/2025 Independence Bank of Kentucky5,450$219K0.0%-72.9%0.005%
7/16/2025 Kendall Capital Management22,150$888K0.2%+4.1%0.019%
7/16/2025 Steph & Co.216,296$8.68M2.8%+4.0%0.184%
7/15/2025 Missouri Trust & Investment Co71,222$2.86M0.9%+0.5%0.060%
7/15/2025 TD Private Client Wealth LLC10,647$427K0.0%+5.8%0.009%
7/7/2025 Versant Capital Management Inc512,086$20.54M3.1%-9.4%0.433%
7/2/2025 S. R. Schill & Associates116,558$4.68M3.4%+2.8%0.098%
7/1/2025 Park National Corp OH22,177$890K0.0%-2.2%0.019%
5/16/2025Jones Financial Companies Lllp28,423$1.10M0.0%+476.4%0.024%
5/15/2025Betterment LLC7,795$303K0.0%+7.8%0.006%
5/15/2025Baird Financial Group Inc.13,580$527K0.0%-22.7%0.011%
5/15/2025OLD Mission Capital LLC487,673$18.93M0.2%-16.0%0.406%
5/14/2025Nicolet Bankshares Inc.26,426$1.03M0.2%-36.7%0.022%
5/14/2025Keeley Teton Advisors LLC18,591$722K0.1%-2.2%0.015%
5/14/2025SVB Wealth LLC139,145$5.40M0.2%-15.4%0.116%
5/14/2025Flow Traders U.S. LLC265,803$10.32M0.4%-4.4%0.221%
5/9/2025West Michigan Advisors LLC6,095$237K0.1%-4.3%0.005%
5/9/2025Connable Office Inc.962,601$37.36M4.0%+7.9%0.780%
5/6/2025AllSquare Wealth Management LLC6,124$238K0.1%-6.0%0.005%
5/2/2025Cullen Frost Bankers Inc.316,956$12.30M0.2%-38.7%0.257%
5/1/2025LRI Investments LLC26,672$1.04M0.1%+41.8%0.022%
4/30/2025 Greenleaf Trust204,040$7.92M0.1%-4.0%0.165%
4/29/2025 TD Private Client Wealth LLC10,061$390K0.0%-27.5%0.008%
4/29/2025Bank of New York Mellon Corp8,152$316K0.0%+30.0%0.007%
4/28/2025Money Design Co. Ltd.78,288$3.04M0.2%+1.0%0.063%
4/25/2025 Kendall Capital Management21,272$826K0.2%+13.7%0.017%
4/24/2025Golden State Wealth Management LLC777$30K0.0%N/A0.001%
4/24/2025Transcend Capital Advisors LLC28,473$1.11M0.1%N/A0.023%
4/23/2025Golden State Wealth Management LLC1,553$60K0.0%N/A0.001%
4/23/2025Bessemer Group Inc.117,032$4.54M0.0%-1.9%0.095%
4/23/2025 Steph & Co.207,880$8.07M2.9%-1.3%0.168%
4/23/2025 Horizon Bancorp Inc. IN68,288$2.65M1.5%-15.5%0.055%
4/22/2025Cambridge Investment Research Advisors Inc.31,153$1.21M0.0%+2.6%0.025%
4/21/2025 Essex Savings Bank6,020$234K0.1%-5.5%0.005%
4/21/2025 S. R. Schill & Associates113,403$4.40M3.5%+19.4%0.092%
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4/17/2025 NBT Bank N A NY1,006,728$39.07M2.8%-13.8%0.794%
4/17/2025 Missouri Trust & Investment Co70,846$2.75M1.0%+7.4%0.056%
4/16/2025IAG Wealth Partners LLC101,691$3.95M0.6%-43.7%0.080%
4/11/2025Principia Wealth Advisory LLC4,582$165K0.2%-33.4%0.004%
4/11/2025 Independence Bank of Kentucky20,115$781K0.1%-41.9%0.016%
4/9/2025 ST Germain D J Co. Inc.2,855$111K0.0%N/A0.002%
4/3/2025 Versant Capital Management Inc565,218$21.94M3.7%+6.4%0.446%
4/2/2025 Park National Corp OH22,683$880K0.0%-35.5%0.018%
2/17/2025Studio Investment Management LLC25,745$936K0.2%-4.8%0.016%
2/17/2025Baird Financial Group Inc.17,579$639K0.0%+4.1%0.011%
2/17/2025Ameriprise Financial Inc.699,561$25.44M0.0%+10.7%0.443%
2/14/2025Tudor Investment Corp ET AL5,547$202K0.0%-91.0%0.004%
2/14/2025Betterment LLC7,229$263K0.0%+37.5%0.005%
2/14/2025Integrated Wealth Concepts LLC8,804$320K0.0%+18.0%0.006%
2/13/2025Operose Advisors LLC1,577$57K0.0%-32.8%0.001%
2/13/2025Keeley Teton Advisors LLC19,016$691K0.1%-19.1%0.012%
2/13/2025Nicolet Bankshares Inc.41,744$1.52M0.4%+100.6%0.026%
2/13/2025Bessemer Group Inc.119,332$4.34M0.0%-3.9%0.076%
2/12/2025OLD Mission Capital LLC580,750$21.12M0.3%N/A0.368%
2/12/2025Seven Mile Advisory9,438$343K0.2%-44.9%0.006%
2/12/2025Brown Brothers Harriman & Co.20,445$743K0.0%+1.5%0.013%
2/12/2025JPMorgan Chase & Co.36,543$1.33M0.0%+681.2%0.023%
2/11/2025 TD Private Client Wealth LLC13,873$504K0.0%+7.5%0.009%
2/10/2025IAG Wealth Partners LLC180,546$6.57M1.2%+8.2%0.114%
2/7/2025 NBT Bank N A NY1,167,652$42.46M3.0%+2.2%0.740%
2/7/2025Dorsey & Whitney Trust CO LLC10,613$386K0.0%+24.4%0.007%
2/6/2025Cullen Frost Bankers Inc.516,685$18.79M0.3%-35.2%0.327%
2/6/2025Jones Financial Companies Lllp4,931$179K0.0%+11.1%0.003%
2/5/2025Connable Office Inc.892,150$32.44M3.4%+19.8%0.565%
2/5/2025West Michigan Advisors LLC6,369$232K0.1%-10.2%0.004%
2/5/2025SVB Wealth LLC164,467$5.98M0.1%N/A0.104%
2/4/2025Bank of New York Mellon Corp6,269$228K0.0%-51.9%0.004%
2/4/2025Edge Capital Group LLC5,525$201K0.0%-16.5%0.004%
2/3/2025FDx Advisors Inc.65,912$2.40M0.7%-5.1%0.042%
1/31/2025Citizens & Northern Corp56,338$2.05M0.6%-89.3%0.036%
1/30/2025L.M. Kohn & Company25,532$928K0.2%+9.1%0.016%
1/29/2025Equitable Trust Co.14,334$521K0.0%-89.2%0.009%
1/24/2025 Greenleaf Trust212,584$7.73M0.1%-0.9%0.135%
1/24/2025 Independence Bank of Kentucky34,651$1.26M0.2%-18.2%0.022%
1/23/2025 OLD Second National Bank of Aurora4,484$163K0.0%N/A0.003%
1/23/2025Money Design Co. Ltd.77,525$2.80M0.1%-14.7%0.049%
1/22/2025 S. R. Schill & Associates94,975$3.45M2.9%-8.5%0.060%
1/17/2025 Arkansas Financial Group Inc.225,079$8.18M1.3%-0.9%0.143%
1/17/2025 Avior Wealth Management LLC1,552$56K0.0%+977.8%0.001%
1/17/2025 Missouri Trust & Investment Co65,991$2.40M0.8%+6.3%0.042%
1/14/2025 Steph & Co.210,610$7.66M2.6%-31.9%0.133%
1/14/2025 Essex Savings Bank6,371$232K0.1%N/A0.004%
1/13/2025 Horizon Bancorp Inc. IN80,775$2.94M1.4%-16.5%0.051%
1/8/2025 Park National Corp OH35,171$1.28M0.0%-8.6%0.022%
1/3/2025 Versant Capital Management Inc531,053$19.31M4.2%+3.8%0.337%
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12/26/2024JPMorgan Chase & Co.4,678$193K0.0%-73.5%0.003%
11/18/2024 TD Private Client Wealth LLC12,902$532K0.0%-33.4%0.008%
11/15/2024LRI Investments LLC18,797$727K0.1%N/A0.012%
11/14/2024L.M. Kohn & Company23,409$966K0.2%+3.0%0.015%
11/14/2024Flow Traders U.S. LLC291,698$12.03M0.6%+436.1%0.185%
11/14/2024Captrust Financial Advisors10,296$425K0.0%+55.1%0.007%
11/13/2024BNP Paribas Financial Markets1,096$45K0.0%+54,700.0%0.001%
11/13/2024Brown Brothers Harriman & Co.20,145$831K0.0%-10.7%0.013%
11/12/2024Studio Investment Management LLC27,048$1.12M0.2%+1.7%0.017%
11/7/2024MAI Capital Management156,785$6.47M0.1%+2.0%0.099%
(Data available from 1/1/2016 forward)

GUNR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GUNR shares?

During the previous two years, 87 institutional investors and hedge funds held shares of FlexShares Morningstar Global Upstream Natural Resources Index Fund. The most heavily invested institutionals were NBT Bank N A NY ($38.13M), Connable Office Inc. ($37.36M), Ameriprise Financial Inc. ($25.44M), Versant Capital Management Inc ($20.54M), OLD Mission Capital LLC ($18.93M), Cullen Frost Bankers Inc. ($12.30M), and Farmers National Bank ($10.69M).Learn more on FlexShares Morningstar Global Upstream Natural Resources Index Fund's institutional investors.

Which institutional investors have been buying FlexShares Morningstar Global Upstream Natural Resources Index Fund's stock?

Of the 70 institutional investors that purchased FlexShares Morningstar Global Upstream Natural Resources Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($1.18M), Horizon Bancorp Inc. IN ($347.69K), Flow Traders U.S. LLC ($237.29K), Connable Office Inc. ($231.18K), IAG Wealth Partners LLC ($180.17K), SVB Wealth LLC ($164.47K), and Versant Capital Management Inc ($152.68K).

How much institutional buying is happening at FlexShares Morningstar Global Upstream Natural Resources Index Fund?

Institutional investors have bought a total of 1,778,557 shares in the last 24 months. This purchase volume represents approximately $67.35M in transactions.

Which of FlexShares Morningstar Global Upstream Natural Resources Index Fund's major shareholders have been selling company stock?

Of the 42 institutional investors that sold FlexShares Morningstar Global Upstream Natural Resources Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cullen Frost Bankers Inc. ($1.36M), Citizens & Northern Corp ($540.72K), Horizon Bancorp Inc. IN ($283.64K), Equitable Trust Co. ($260.72K), NBT Bank N A NY ($240.99K), Greenleaf Trust ($133.07K), and Steph & Co. ($101.48K).

How much institutional selling is happening at FlexShares Morningstar Global Upstream Natural Resources Index Fund?

Institutional investors have sold a total of 3,577,949 shares in the last 24 months. This volume of shares sold represents approximately $139.00M in transactions.



This page (NYSEARCA:GUNR) was last updated on 7/25/2025 by MarketBeat.com Staff
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