Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.17K+ 83.29% |
$45.7K - $50.8K
|
20.2K
$107K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.62K+ 6.83% |
$42.9K - $47.7K
|
135K
$717K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.68K+ 28.34% |
$28.3K - $31.5K
|
25.7K
$137K
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5.12KNew |
$25.5K - $28.4K
|
5.12K
$27.2K
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
5.08K+ 2.73% |
$25.3K - $28.2K
|
191K
$1.02M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.9K+ 1.57% |
$24.4K - $27.1K
|
318K
$1.69M
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 3.49% |
$22.4K - $24.9K
|
133K
$709K
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.91K+ 9.6% |
$19.5K - $21.6K
|
44.6K
$237K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.33KNew |
$16.6K - $18.5K
|
3.33K
$17.7K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.92K+ 7.94% |
$14.5K - $16.2K
|
39.7K
$211K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.87K+ 14.36% |
$14.3K - $15.9K
|
22.9K
$122K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.5KNew |
$12.5K - $13.9K
|
2.5K
$13.3K
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.41K+ 22.76% |
$12K - $13.4K
|
13K
$69.2K
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.03K+ 20.0% |
$10.1K - $11.2K
|
12.2K
$64.8K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.02K+ 1.08% |
$10K - $11.2K
|
188K
$1M
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.01K+ 2.19% |
$9.99K - $11.1K
|
93.8K
$499K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.44KNew |
$7.15K - $7.96K
|
1.44K
$7.64K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.42KNew |
$7.07K - $7.87K
|
1.42K
$7.55K
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.4K+ 8.63% |
$6.95K - $7.73K
|
17.6K
$93.4K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.29K+ 2.46% |
$6.44K - $7.17K
|
53.8K
$286K
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.24K+ 7.11% |
$6.15K - $6.84K
|
18.6K
$99K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.05K+ 12.78% |
$5.24K - $5.83K
|
9.28K
$49.4K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
828+ 28.71% |
$4.12K - $4.59K
|
3.71K
$19.7K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
816+ 17.03% |
$4.06K - $4.52K
|
5.61K
$29.8K
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
579+ 1.04% |
$2.88K - $3.21K
|
56.5K
$301K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
348+ 1.92% |
$1.73K - $1.93K
|
18.5K
$98.5K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
316+ 2.35% |
$1.57K - $1.75K
|
13.8K
$73.3K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
309+ 0.87% |
$1.54K - $1.71K
|
35.8K
$191K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
267+ 20.03% |
$1.33K - $1.48K
|
1.6K
$8.51K
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
219+ 0.21% |
$1.09K - $1.21K
|
105K
$556K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
175+ 0.58% |
$872 - $970
|
30.3K
$161K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
147+ 0.37% |
$732 - $814
|
39.8K
$212K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
145+ 0.13% |
$722 - $803
|
110K
$583K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
94+ 0.33% |
$468 - $521
|
28.3K
$150K
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
21+ 0.06% |
$105 - $116
|
35.1K
$187K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9+ 0.05% |
$44.8 - $49.9
|
17.5K
$93.1K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.05% |
$44.8 - $49.9
|
18.6K
$98.8K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 3.16% |
$39.8 - $44.3
|
261
$1.39K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$4.98 - $5.54
|
14.2K
$75.8K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-240- 1.41% |
$1.2K - $1.33K
|
16.7K
$89K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-358- 1.16% |
$1.78K - $1.98K
|
30.5K
$162K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-478- 0.7% |
$2.38K - $2.65K
|
67.4K
$358K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-688- 3.89% |
$3.43K - $3.81K
|
17K
$90.5K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-961- 1.02% |
$4.79K - $5.32K
|
93.6K
$498K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-964- 0.38% |
$4.8K - $5.34K
|
253K
$1.34M
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 5.7% |
$5.03K - $5.6K
|
16.7K
$88.9K
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.32K- 0.82% |
$6.57K - $7.31K
|
159K
$848K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.35K- 3.42% |
$6.71K - $7.46K
|
38.1K
$203K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.97K- 39.59% |
$9.79K - $10.9K
|
3K
$16K
|