Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
880K+ 113.4% |
$3.92M - $4.92M
|
1.66M
$8.78M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
361K+ 3.6% |
$1.61M - $2.02M
|
10.4M
$55.1M
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
193KNew |
$863K - $1.08M
|
193K
$1.03M
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
93.9K+ 21.66% |
$419K - $525K
|
527K
$2.79M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.4K+ 23.72% |
$336K - $422K
|
393K
$2.08M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
72KNew |
$321K - $402K
|
72K
$382K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
59.8K+ 5.52% |
$267K - $334K
|
1.14M
$6.06M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
59.7K+ 6.32% |
$266K - $334K
|
1.01M
$5.33M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
57.4KNew |
$256K - $321K
|
57.4K
$304K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46K+ 150.62% |
$205K - $257K
|
76.5K
$405K
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
35.8K+ 22.46% |
$160K - $200K
|
195K
$1.03M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
33.7KNew |
$150K - $189K
|
33.7K
$179K
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
31.5K+ 46.67% |
$140K - $176K
|
98.9K
$524K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.5K+ 17.52% |
$118K - $148K
|
177K
$941K
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24.7K+ 154.13% |
$110K - $138K
|
40.7K
$216K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.2KNew |
$94.5K - $118K
|
21.2K
$112K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
19.7K+ 14.97% |
$87.8K - $110K
|
151K
$802K
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
19KNew |
$84.8K - $106K
|
19K
$101K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
18.9K+ 57.42% |
$84.4K - $106K
|
51.9K
$275K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.6K+ 10.71% |
$69.4K - $87K
|
161K
$853K
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
15.2K+ 16.24% |
$68K - $85.2K
|
109K
$578K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13KNew |
$57.8K - $72.5K
|
13K
$68.7K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.2K+ 28.11% |
$49.7K - $62.3K
|
50.8K
$269K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
8.3K+ 6.26% |
$37K - $46.4K
|
141K
$747K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.91K+ 9.42% |
$35.3K - $44.2K
|
91.9K
$487K
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.47K+ 8.04% |
$33.3K - $41.8K
|
100K
$532K
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6.54K+ 2.59% |
$29.1K - $36.5K
|
259K
$1.37M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.37K+ 5.02% |
$23.9K - $30K
|
112K
$595K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.84K+ 36.34% |
$17.1K - $21.5K
|
14.4K
$76.4K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.65K+ 8.45% |
$16.3K - $20.4K
|
46.8K
$248K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.23K+ 12.54% |
$14.4K - $18K
|
29K
$153K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.4K+ 10.48% |
$10.7K - $13.4K
|
25.3K
$134K
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.9K+ 5.02% |
$8.49K - $10.6K
|
39.8K
$211K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.88K+ 11.48% |
$8.38K - $10.5K
|
18.3K
$96.7K
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.83K+ 14.07% |
$8.16K - $10.2K
|
14.8K
$78.6K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.69K+ 3.15% |
$7.55K - $9.46K
|
55.5K
$294K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.25K+ 10.65% |
$5.57K - $6.98K
|
13K
$68.8K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
670+ 1.68% |
$2.99K - $3.75K
|
40.5K
$215K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
650+ 4333.33% |
$2.9K - $3.63K
|
665
$3.52K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
575New |
$2.56K - $3.21K
|
575
$3.05K
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
465+ 0.35% |
$2.07K - $2.6K
|
134K
$709K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
357+ 1.93% |
$1.59K - $2K
|
18.9K
$100K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
278+ 2.02% |
$1.24K - $1.55K
|
14.1K
$74.5K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
271+ 0.57% |
$1.21K - $1.51K
|
47.8K
$253K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
226+ 0.24% |
$1.01K - $1.26K
|
93.9K
$497K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
187+ 0.62% |
$834 - $1.05K
|
30.5K
$162K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
100+ 0.35% |
$446 - $559
|
28.4K
$150K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37+ 0.01% |
$165 - $207
|
253K
$1.34M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.05% |
$40.1 - $50.3
|
18.6K
$98.4K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|