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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-19.7K- 8.8% |
$110K - $163K
|
204K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
261+ 1.21% |
$1.46K - $2.16K
|
21.8K
$110K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.58K- 20.4% |
$14.4K - $21.4K
|
10.1K
$50.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-900- 5.05% |
$5.03K - $7.45K
|
16.9K
$84.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.4K- 44.9% |
$103K - $152K
|
22.6K
$113K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
779New |
$4.35K - $6.45K
|
779
$3.91K
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
20KNew |
$112K - $166K
|
20K
$100K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
700New |
$3.91K - $5.8K
|
700
$3.51K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1KNew |
$5.59K - $8.28K
|
1K
$5.02K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-305- 17.78% |
$1.7K - $2.53K
|
1.41K
$7.08K
|
|
| Q2 2022 | |||||||
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-500Closed |
$3.39K - $4.59K
|
0
$0
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1KNew |
$6.77K - $9.18K
|
1K
$5.02K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.5K+ 15.0% |
$10.2K - $13.8K
|
11.5K
$57.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
19.7KNew |
$133K - $181K
|
19.7K
$98.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.92K- 36.96% |
$19.7K - $26.8K
|
4.97K
$25K
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-18.2KClosed |
$123K - $167K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
10.7KNew |
$72.5K - $98.3K
|
10.7K
$53.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-33.5KClosed |
$227K - $308K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-12.6KClosed |
$85.1K - $115K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.5K- 16.25% |
$16.9K - $23K
|
12.9K
$64.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
6.7KNew |
$45.4K - $61.5K
|
6.7K
$33.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
270+ 100.0% |
$1.83K - $2.48K
|
540
$2.71K
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-39KClosed |
$264K - $358K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-6.81KClosed |
$46.1K - $62.5K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.52KNew |
$17.1K - $23.1K
|
2.52K
$12.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.02K- 20.91% |
$40.8K - $55.3K
|
22.8K
$114K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-5.75KClosed |
$38.9K - $52.8K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
10.1K+ 11.84% |
$68.3K - $92.7K
|
95.3K
$478K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-104K- 30.63% |
$705K - $955K
|
236K
$1.18M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2KClosed |
$13.5K - $18.4K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23.9K- 32.56% |
$162K - $219K
|
49.5K
$248K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
28.3KNew |
$226K - $276K
|
28.3K
$142K
|
|
|
May 16, 2022
Q1 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-179KClosed |
$1.43M - $1.75M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-120KClosed |
$958K - $1.17M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-20.7KClosed |
$165K - $202K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.79KClosed |
$14.3K - $17.5K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4KNew |
$31.9K - $39.1K
|
4K
$20.1K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1KNew |
$7.98K - $9.78K
|
1K
$5.02K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.27KClosed |
$26.1K - $32K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-11.2KClosed |
$89K - $109K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.79KClosed |
$46.2K - $56.7K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-173Closed |
$1.38K - $1.69K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12.1KNew |
$96.2K - $118K
|
12.1K
$60.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.04KNew |
$8.33K - $10.2K
|
1.04K
$5.24K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.3KClosed |
$82.3K - $101K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
15.8KNew |
$133K - $154K
|
15.8K
$79.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-46.6KClosed |
$394K - $456K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-147KClosed |
$1.24M - $1.44M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-21.6KClosed |
$183K - $211K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
BUY
|
- |
14.4KNew |
$122K - $141K
|
14.4K
$72.5K
|
|