Latest Institutional Transactions on Cbre Global Real Estate Income Fund (IGR)
This table provides information on the latest institutional transactions involving Cbre Global Real Estate Income Fund (IGR) 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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
400New |
$1.99K - $2.21K
|
400
$1.93K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.2KNew |
$55.5K - $61.6K
|
11.2K
$53.9K
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
10.8KNew |
$53.7K - $59.6K
|
10.8K
$52.1K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-20- 0.05% |
$99.4 - $110
|
36.5K
$176K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-30.2K- 75.13% |
$150K - $167K
|
10K
$48.3K
|
|
Q4 2023 | |||||||
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.5K- 13.5% |
$21.5K - $29.9K
|
35.2K
$170K
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
250KNew |
$975K - $1.36M
|
250K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
30KNew |
$117K - $163K
|
30K
$145K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
22.5KNew |
$87.8K - $122K
|
22.5K
$109K
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-59.7K- 14.07% |
$233K - $324K
|
365K
$1.76M
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
951KNew |
$3.71M - $5.16M
|
951K
$4.59M
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
30.2KNew |
$118K - $164K
|
30.2K
$146K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12.3KNew |
$48K - $66.8K
|
12.3K
$59.4K
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
239KNew |
$933K - $1.3M
|
239K
$1.16M
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-4.04M- 48.9% |
$15.7M - $21.9M
|
4.22M
$20.4M
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
55.6KNew |
$217K - $302K
|
55.6K
$268K
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.3K+ 17.73% |
$8.97K - $12.5K
|
15.3K
$73.8K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
11.7KNew |
$45.8K - $63.8K
|
11.7K
$56.7K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.01KNew |
$23.5K - $32.7K
|
6.01K
$29K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-27.8K- 53.6% |
$108K - $151K
|
24.1K
$116K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.1K- 52.38% |
$43.3K - $60.3K
|
10.1K
$48.7K
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
32.6KNew |
$127K - $177K
|
32.6K
$157K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.7KNew |
$22.2K - $31K
|
5.7K
$27.5K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-181- 1.08% |
$706 - $983
|
16.5K
$79.9K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
650+ 97.74% |
$2.54K - $3.53K
|
1.32K
$6.35K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-418K- 88.37% |
$1.86M - $2.33M
|
54.9K
$265K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-36.7K- 75.21% |
$164K - $205K
|
12.1K
$58.5K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13KNew |
$57.8K - $72.5K
|
13K
$62.6K
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-16.2K- 2.45% |
$72.3K - $90.6K
|
645K
$3.12M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
226+ 0.24% |
$1.01K - $1.26K
|
93.9K
$453K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.66K- 88.67% |
$11.9K - $14.9K
|
340
$1.64K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
33.7KNew |
$150K - $189K
|
33.7K
$163K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.84K+ 36.34% |
$17.1K - $21.5K
|
14.4K
$69.6K
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
15.2K+ 16.24% |
$68K - $85.2K
|
109K
$527K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
575New |
$2.56K - $3.21K
|
575
$2.78K
|
|
Q2 2023 | |||||||
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
428K+ 221.79% |
$2.13M - $2.37M
|
621K
$3M
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5.12KNew |
$25.5K - $28.4K
|
5.12K
$24.7K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
267+ 20.03% |
$1.33K - $1.48K
|
1.6K
$7.73K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.36K- 16.71% |
$21.7K - $24.1K
|
21.7K
$105K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
14.5KNew |
$72.3K - $80.4K
|
14.5K
$70.1K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20.5KNew |
$102K - $113K
|
20.5K
$98.9K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6KNew |
$53K - $58.9K
|
10.6K
$51.4K
|
|
Aug 11, 2023
Q2 2023
|
Roumell Asset Management, LLC
Chevy Chase, MD |
BUY
|
- |
395KNew |
$1.97M - $2.19M
|
395K
$1.91M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.42KNew |
$7.07K - $7.87K
|
1.42K
$6.86K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12.2KNew |
$60.8K - $67.7K
|
12.2K
$59K
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12.5KNew |
$62.1K - $69.1K
|
12.5K
$60.2K
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10KNew |
$49.8K - $55.4K
|
10K
$48.3K
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
32.1K+ 57.57% |
$160K - $178K
|
87.8K
$424K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
816+ 17.03% |
$4.06K - $4.52K
|
5.61K
$27.1K
|