Purchases and Sales Made in Q1 2024 in Cbre Global Real Estate Income Fund (IGR)
This table provides information about the institutional ownership of Cbre Global Real Estate Income Fund (IGR) during Q1 2024. The information is specifically focused on institutions that hold shares of CBRE GLOBAL REAL ESTATE INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.45K+ 2.19% |
$7.2K - $8K
|
67.7K
$360K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.4K+ 7.58% |
$6.96K - $7.73K
|
19.9K
$106K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
943New |
$4.69K - $5.21K
|
943
$5.02K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
607+ 1.7% |
$3.02K - $3.35K
|
36.3K
$193K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
517+ 2.7% |
$2.57K - $2.85K
|
19.7K
$105K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
400New |
$1.99K - $2.21K
|
400
$2.13K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
400+ 3.51% |
$1.99K - $2.21K
|
11.8K
$62.8K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
202New |
$1K - $1.12K
|
202
$1.07K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11+ 0.07% |
$54.7 - $60.7
|
16.1K
$85.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
10+ 0.05% |
$49.7 - $55.2
|
18.3K
$97.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
7+ 0.21% |
$34.8 - $38.6
|
3.32K
$17.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 4.26% |
$29.8 - $33.1
|
147
$782
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$4.97 - $5.52
|
14.2K
$75.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 6.38% |
$14.9 - $16.6
|
44
$234
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-20- 0.05% |
$99.4 - $110
|
36.5K
$194K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-100- 0.13% |
$497 - $552
|
77.4K
$412K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-340- 0.68% |
$1.69K - $1.88K
|
49.7K
$265K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-627- 0.66% |
$3.12K - $3.46K
|
94.8K
$505K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 2.65% |
$5.8K - $6.45K
|
42.9K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-1.18K- 0.81% |
$5.88K - $6.54K
|
145K
$769K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.33K- 8.34% |
$6.63K - $7.36K
|
14.7K
$78K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.81K- 1.51% |
$9K - $9.99K
|
118K
$628K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-2K- 11.43% |
$9.94K - $11K
|
15.5K
$82.5K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.37K- 14.09% |
$11.8K - $13.1K
|
14.4K
$76.8K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-3.87K- 1.28% |
$19.2K - $21.4K
|
299K
$1.59M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.28K- 8.2% |
$21.3K - $23.6K
|
47.9K
$255K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-4.58K- 15.66% |
$22.8K - $25.3K
|
24.7K
$131K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.93K- 17.12% |
$34.5K - $38.3K
|
33.6K
$179K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.07K- 28.11% |
$40.1K - $44.6K
|
20.7K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.55K- 40.56% |
$42.5K - $47.2K
|
12.5K
$66.7K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.9K- 5.74% |
$54.3K - $60.4K
|
179K
$955K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-15.1K- 22.64% |
$75K - $83.3K
|
51.6K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-15.6K- 57.56% |
$77.6K - $86.1K
|
11.5K
$61.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-20.7K- 7.41% |
$103K - $114K
|
259K
$1.38M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-21.8K- 29.2% |
$108K - $120K
|
52.8K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-23K- 16.45% |
$114K - $127K
|
117K
$621K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-30.2K- 75.13% |
$150K - $167K
|
10K
$53.2K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-31.1K- 37.55% |
$154K - $172K
|
51.7K
$275K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.5K- 62.81% |
$157K - $174K
|
18.7K
$99.4K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.9K- 11.93% |
$158K - $176K
|
235K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-41.1K- 35.46% |
$204K - $227K
|
74.8K
$398K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-53.2K- 18.45% |
$264K - $294K
|
235K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-61.4K- 63.63% |
$305K - $339K
|
35.1K
$187K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-75.4K- 10.77% |
$375K - $416K
|
624K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-92.9K- 70.78% |
$462K - $513K
|
38.3K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-99K- 69.75% |
$492K - $547K
|
43K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-109K- 21.35% |
$544K - $604K
|
403K
$2.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-148K- 81.18% |
$736K - $818K
|
34.3K
$183K
|
|
|
May 14, 2024
Q1 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-185K- 83.42% |
$918K - $1.02M
|
36.7K
$195K
|