Latest Institutional Transactions on Commerce Bancshares Inc (CBSH)
This table provides information on the latest institutional transactions involving Commerce Bancshares Inc (CBSH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
310+ 4.97% |
$13.5K - $17K
|
6.54K
$350K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
30New |
$1.3K - $1.65K
|
30
$1.61K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 3.45% |
$43.4 - $54.9
|
30
$1.61K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
250+ 5.0% |
$10.9K - $13.7K
|
5.25K
$281K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-45- 7.71% |
$1.95K - $2.47K
|
539
$28.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
624+ 5.0% |
$27.1K - $34.3K
|
13.1K
$702K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 4.0% |
$43.4 - $54.9
|
26
$1.39K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2025
Q3 2023
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
81.9K+ 328.86% |
$3.83M - $4.41M
|
107K
$5.72M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-29- 45.31% |
$1.35K - $1.56K
|
35
$1.87K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-52.4K- 99.98% |
$2.45M - $2.82M
|
10
$535
|
|
|
Nov 14, 2023
Q3 2023
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-2.5K- 9.09% |
$117K - $135K
|
25K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-7.23K- 32.16% |
$338K - $389K
|
15.2K
$816K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-9- 42.86% |
$420 - $484
|
12
$642
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-10.5K- 14.64% |
$489K - $563K
|
61K
$3.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-7.76K- 16.94% |
$363K - $417K
|
38K
$2.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 35.71% |
$467 - $538
|
18
$963
|
|
|
Nov 07, 2023
Q3 2023
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-10.2K- 3.82% |
$478K - $550K
|
258K
$13.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
808+ 1.14% |
$37.7K - $43.5K
|
71.7K
$3.84M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.3K- 8.27% |
$107K - $124K
|
25.5K
$1.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-23.2K- 68.63% |
$1.08M - $1.25M
|
10.6K
$567K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
7New |
$327 - $377
|
7
$375
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.25K- 99.92% |
$58.4K - $67.2K
|
1
$53.5
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.19KNew |
$196K - $225K
|
4.19K
$224K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
98New |
$4.58K - $5.27K
|
98
$5.24K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.5KNew |
$304K - $350K
|
6.5K
$348K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
15.5K+ 198.45% |
$726K - $836K
|
23.4K
$1.25M
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
45New |
$2.06K - $2.65K
|
45
$2.41K
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-285- 1.5% |
$13K - $16.8K
|
18.7K
$999K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.76K- 63.28% |
$354K - $456K
|
4.5K
$241K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
785New |
$35.9K - $46.2K
|
785
$42K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-347- 36.64% |
$15.9K - $20.4K
|
600
$32.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
11.9KNew |
$544K - $700K
|
11.9K
$638K
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
37.6K+ 366.72% |
$1.72M - $2.21M
|
47.8K
$2.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
58New |
$2.65K - $3.41K
|
58
$3.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-7.14K- 17.61% |
$326K - $420K
|
33.4K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
21.8KNew |
$998K - $1.28M
|
21.8K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.14K- 18.99% |
$189K - $243K
|
17.6K
$944K
|
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
8.55KNew |
$391K - $503K
|
8.55K
$458K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
82+ 151.85% |
$3.75K - $4.82K
|
136
$7.28K
|
|
|
Aug 09, 2023
Q2 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
24.5KNew |
$1.12M - $1.44M
|
24.5K
$1.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8+ 0.1% |
$366 - $470
|
7.8K
$418K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
37.8KNew |
$1.73M - $2.22M
|
37.8K
$2.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
6.57K+ 23.48% |
$300K - $386K
|
34.6K
$1.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.01K+ 24.08% |
$46.1K - $59.4K
|
5.21K
$279K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
50+ 50.0% |
$2.28K - $2.94K
|
150
$8.03K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
310New |
$14.2K - $18.2K
|
310
$16.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-6.06K- 52.28% |
$277K - $356K
|
5.53K
$296K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.05KNew |
$47.8K - $61.5K
|
1.05K
$56K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
11New |
$503 - $647
|
11
$589
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.48KNew |
$197K - $244K
|
3.48K
$186K
|
|