Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
494K+ 4.18% |
$2.32M - $2.61M
|
12.3M
$65.3M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
494K+ 4.18% |
$2.32M - $2.61M
|
12.3M
$65.3M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
332K+ 70.97% |
$1.56M - $1.76M
|
801K
$4.24M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
87.6KNew |
$412K - $463K
|
87.6K
$464K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
85.9K+ 9.48% |
$404K - $454K
|
992K
$5.26M
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
40.6KNew |
$191K - $215K
|
40.6K
$215K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.9K+ 13.55% |
$150K - $169K
|
267K
$1.42M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.7K+ 61.72% |
$135K - $152K
|
75.2K
$399K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
22.5KNew |
$106K - $119K
|
22.5K
$119K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
20K+ 200.0% |
$94K - $106K
|
30K
$159K
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
18.1K+ 3.12% |
$85.3K - $96K
|
600K
$3.18M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18KNew |
$84.7K - $95.3K
|
18K
$95.5K
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
17.7K+ 8.13% |
$83.3K - $93.7K
|
236K
$1.25M
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
17.5KNew |
$82.3K - $92.6K
|
17.5K
$92.8K
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
15KNew |
$70.5K - $79.4K
|
15K
$79.5K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10.9KNew |
$51.2K - $57.6K
|
10.9K
$57.7K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10KNew |
$47K - $52.9K
|
10K
$53K
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
9.98K+ 7.45% |
$46.9K - $52.8K
|
144K
$763K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.54K+ 9.98% |
$44.8K - $50.5K
|
105K
$557K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.95K+ 5.62% |
$42.1K - $47.3K
|
168K
$891K
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
7.46K+ 5.4% |
$35K - $39.4K
|
145K
$771K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.11K+ 7.49% |
$33.4K - $37.6K
|
102K
$540K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.25K+ 5.82% |
$29.4K - $33K
|
114K
$602K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
6.04K+ 2.99% |
$28.4K - $32K
|
208K
$1.1M
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.51K+ 19.95% |
$25.9K - $29.1K
|
33.1K
$175K
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.86KNew |
$18.2K - $20.4K
|
3.86K
$20.5K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.46K+ 8.76% |
$16.3K - $18.3K
|
42.9K
$227K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.45K+ 24.02% |
$16.2K - $18.2K
|
17.8K
$94.3K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.43K+ 6.65% |
$16.1K - $18.2K
|
55.1K
$292K
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.2K+ 11.55% |
$15.1K - $16.9K
|
30.9K
$164K
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.8K+ 22.99% |
$13.2K - $14.8K
|
15K
$79.4K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.15KNew |
$10.1K - $11.4K
|
2.15K
$11.4K
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.92K+ 11.36% |
$9.04K - $10.2K
|
18.9K
$100K
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.85K+ 9.39% |
$8.68K - $9.77K
|
21.5K
$114K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.58K+ 2.34% |
$7.44K - $8.38K
|
69.3K
$367K
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
982+ 5.41% |
$4.62K - $5.19K
|
19.1K
$101K
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
897+ 0.34% |
$4.22K - $4.75K
|
266K
$1.41M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
701+ 3.75% |
$3.29K - $3.71K
|
19.4K
$103K
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
439+ 3.72% |
$2.06K - $2.32K
|
12.3K
$64.9K
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
410+ 2.45% |
$1.93K - $2.17K
|
17.1K
$90.8K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
169+ 0.82% |
$794 - $894
|
20.8K
$110K
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
140+ 0.94% |
$658 - $741
|
15K
$79.6K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
139+ 0.14% |
$653 - $735
|
99K
$525K
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
35+ 0.03% |
$165 - $185
|
103K
$544K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 4.08% |
$28.2 - $31.7
|
153
$811
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2- 1.08% |
$9.4 - $10.6
|
183
$970
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-58- 28.71% |
$273 - $307
|
144
$763
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-378- 0.32% |
$1.78K - $2K
|
116K
$616K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.1K- 0.59% |
$5.17K - $5.82K
|
184K
$975K
|