Ep Wealth Advisors, LLC Cbre Group, Inc. Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Cbre Group, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,079 shares of CBRE stock, worth $422,223. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,079

Previous 3,063 0.52%

Holding current value

$422,223

Previous $272,000 40.81%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$85.97 - $124.48 $1,375 - $1,991	16 Added 0.52%	3,079 $383,000
Q2 2024 Aug 19, 2024	BUY	$84.9 - $96.51 $12,904 - $14,669	152 Added 5.22%	3,063 $272,000
Q1 2024 May 14, 2024	BUY	$83.34 - $98.12 $500 - $588	6 Added 0.21%	2,911 $283,000
Q4 2023 Feb 28, 2024	SELL	$65.76 - $93.82 $99,429 - $141,855	-1,512 Reduced 34.23%	2,905 $270,000
Q3 2023 Nov 22, 2023	SELL	$73.3 - $88.91 $1.51 Million - $1.83 Million	-20,583 Reduced 82.33%	4,417 $326,000
Q2 2023 Aug 14, 2023	BUY	$69.84 - $80.71 $377,136 - $435,833	5,400 Added 27.55%	25,000 $2.02 Million
Q1 2023 Jun 05, 2023	BUY	$68.45 - $89.51 $1.34 Million - $1.75 Million	19,600 New	19,600 $1.43 Million
Q2 2022 Aug 11, 2022	SELL	$68.15 - $92.25 $1,363 - $1,845	-20 Reduced 0.58%	3,399 $250,000
Q1 2022 May 20, 2022	SELL	$84.85 - $110.3 $7,806 - $10,147	-92 Reduced 2.62%	3,419 $313,000
Q4 2021 Feb 17, 2022	BUY	$95.02 - $108.58 $13,207 - $15,092	139 Added 4.12%	3,511 $381,000
Q3 2021 Nov 23, 2021	SELL	$80.54 - $98.61 $770,848 - $943,796	-9,571 Reduced 73.95%	3,372 $328,000
Q3 2021 Nov 16, 2021	BUY	$80.54 - $98.61 $773,506 - $947,050	9,604 Added 287.63%	12,943 $328,000
Q2 2021 Aug 24, 2021	BUY	$78.4 - $90.01 $50,019 - $57,426	638 Added 23.62%	3,339 $286,000
Q1 2021 May 17, 2021	SELL	$59.42 - $80.57 $32,443 - $43,991	-546 Reduced 16.82%	2,701 $214,000
Q4 2020 Feb 18, 2021	BUY	$43.92 - $66.75 $142,608 - $216,737	3,247 New	3,247 $204,000
Q1 2020 May 18, 2020	SELL	$29.83 - $64.25 $152,401 - $328,253	-5,109 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$49.45 - $61.29 $108,196 - $134,102	-2,188 Reduced 29.98%	5,109 $313,000
Q3 2019 Nov 18, 2019	SELL	$49.26 - $55.73 $7,980 - $9,028	-162 Reduced 2.17%	7,297 $387,000
Q2 2019 Aug 27, 2019	BUY	$45.7 - $52.17 $340,876 - $389,136	7,459 New	7,459 $383,000

Others Institutions Holding CBRE

# of Institutions

927

Shares Held

283M

Call Options Held

527K

Put Options Held

370K

View Full List

About CBRE GROUP, INC.

Ticker CBRE
Exchange NYSE
Sector Real Estate
Industry Real Estate Services
Shares Outstandng 321,171,008
Market Cap $44B
Description
CBRE Group, Inc. operates as a commercial real estate services and investment company worldwide. It operates through three segments: Advisory Services, Global Workplace Solutions, and Real Estate Investments segments. The Advisory Services segment provides strategic advice and execution to owners, investors, and occupiers of real estate in conne...

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Ep Wealth Advisors, LLC Cbre Group, Inc. Transaction History