Purchases and Sales Made in Q2 2024 in Commerce Bancshares Inc (CBSH)
This table provides information about the institutional ownership of Commerce Bancshares Inc (CBSH) during Q2 2024. The information is specifically focused on institutions that hold shares of COMMERCE BANCSHARES INC .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
64+ 10.19% |
$3.28K - $3.65K
|
692
$46K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
64+ 14.29% |
$3.28K - $3.65K
|
512
$34K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
61+ 0.5% |
$3.13K - $3.48K
|
12.3K
$817K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
55New |
$2.82K - $3.14K
|
55
$3.65K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
52+ 53.06% |
$2.66K - $2.97K
|
150
$9.97K
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
48+ 0.49% |
$2.46K - $2.74K
|
9.75K
$648K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
40New |
$2.05K - $2.28K
|
40
$2.66K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
37+ 0.26% |
$1.9K - $2.11K
|
14.5K
$966K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37+ 0.39% |
$1.9K - $2.11K
|
9.44K
$627K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
32+ 0.06% |
$1.64K - $1.83K
|
54.9K
$3.65M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
32+ 0.06% |
$1.64K - $1.83K
|
52.5K
$3.49M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
24+ 18.18% |
$1.23K - $1.37K
|
156
$10.4K
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
22+ 0.01% |
$1.13K - $1.26K
|
175K
$11.6M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
21New |
$1.08K - $1.2K
|
21
$1.4K
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19+ 0.19% |
$973 - $1.08K
|
10.1K
$668K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
19+ 1.04% |
$973 - $1.08K
|
1.85K
$123K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19+ 1.45% |
$973 - $1.08K
|
1.33K
$88.3K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 18.0% |
$922 - $1.03K
|
118
$7.84K
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.05% |
$820 - $913
|
30.6K
$2.03M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15New |
$768 - $856
|
15
$997
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
15+ 0.19% |
$768 - $856
|
8.04K
$534K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13+ 6.74% |
$666 - $742
|
206
$13.7K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11New |
$564 - $628
|
11
$731
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$512 - $571
|
10
$664
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9New |
$461 - $514
|
9
$598
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7+ 0.04% |
$359 - $400
|
17.7K
$1.18M
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6New |
$307 - $342
|
6
$399
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 22.22% |
$205 - $228
|
22
$1.46K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 7.32% |
$154 - $171
|
44
$2.92K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$154 - $171
|
13.1K
$873K
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
3+ 0.02% |
$154 - $171
|
15.4K
$1.03M
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 4.26% |
$102 - $114
|
49
$3.26K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 9.52% |
$102 - $114
|
23
$1.53K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.5% |
$102 - $114
|
399
$26.5K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 25.0% |
$51.2 - $57.1
|
5
$332
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1+ 0.02% |
$51.2 - $57.1
|
4.01K
$267K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$51.2 - $57.1
|
1
$66.4
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 5.56% |
$51.2 - $57.1
|
19
$1.26K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1- -0.0% |
$51.2 - $57.1
|
29.9K
$1.98M
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1- 0.09% |
$51.2 - $57.1
|
1.18K
$78.1K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 0.43% |
$307 - $342
|
1.39K
$92.2K
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-14- 9.4% |
$717 - $799
|
135
$8.97K
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-16- 0.18% |
$820 - $913
|
8.95K
$594K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-16- 0.38% |
$820 - $913
|
4.24K
$281K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-18- 12.24% |
$922 - $1.03K
|
129
$8.57K
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-19- 0.14% |
$973 - $1.08K
|
14K
$933K
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-20- 0.44% |
$1.02K - $1.14K
|
4.54K
$301K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-27- 3.98% |
$1.38K - $1.54K
|
651
$43.3K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-33- 55.0% |
$1.69K - $1.88K
|
27
$1.79K
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-35- 4.42% |
$1.79K - $2K
|
756
$50.2K
|