Purchases and Sales Made in Q1 2024 in Cbre Group, Inc. (CBRE)
This table provides information about the institutional ownership of Cbre Group, Inc. (CBRE) during Q1 2024. The information is specifically focused on institutions that hold shares of CBRE GROUP, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 5.59% |
$4.17K - $4.91K
|
944
$132K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
50+ 25.0% |
$4.17K - $4.91K
|
250
$34.9K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
48+ 18.9% |
$4K - $4.71K
|
302
$42.1K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
47+ 1.75% |
$3.92K - $4.61K
|
2.74K
$382K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
39+ 5.15% |
$3.25K - $3.83K
|
797
$111K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
37+ 108.82% |
$3.08K - $3.63K
|
71
$9.9K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
37+ 2.88% |
$3.08K - $3.63K
|
1.32K
$184K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
32+ 6.15% |
$2.67K - $3.14K
|
552
$77K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
31+ 68.89% |
$2.58K - $3.04K
|
76
$10.6K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
25New |
$2.08K - $2.45K
|
25
$3.49K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24+ 800.0% |
$2K - $2.35K
|
27
$3.76K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21+ 210.0% |
$1.75K - $2.06K
|
31
$4.32K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
20+ 0.77% |
$1.67K - $1.96K
|
2.6K
$363K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
19+ 0.11% |
$1.58K - $1.86K
|
17.5K
$2.44M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
19New |
$1.58K - $1.86K
|
19
$2.65K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
17New |
$1.42K - $1.67K
|
17
$2.37K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 27.27% |
$1.25K - $1.47K
|
70
$9.76K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
14+ 1.41% |
$1.17K - $1.37K
|
1.01K
$141K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14+ 0.03% |
$1.17K - $1.37K
|
51.2K
$7.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12New |
$1K - $1.18K
|
12
$1.67K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10+ 0.18% |
$833 - $981
|
5.46K
$761K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 4.32% |
$583 - $687
|
169
$23.6K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.24% |
$500 - $589
|
2.46K
$343K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 1.85% |
$500 - $589
|
331
$46.2K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6+ 0.21% |
$500 - $589
|
2.91K
$406K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 33.33% |
$500 - $589
|
24
$3.35K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 166.67% |
$417 - $491
|
8
$1.12K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 2.94% |
$417 - $491
|
175
$24.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.6% |
$417 - $491
|
840
$117K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 71.43% |
$417 - $491
|
12
$1.67K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.19% |
$333 - $392
|
2.17K
$302K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4+ 0.02% |
$333 - $392
|
17.5K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 14.29% |
$250 - $294
|
24
$3.35K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3+ 0.01% |
$250 - $294
|
28.4K
$3.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.83% |
$167 - $196
|
111
$15.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 8.0% |
$167 - $196
|
27
$3.76K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 33.33% |
$83.3 - $98.1
|
4
$558
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 4.0% |
$83.3 - $98.1
|
26
$3.63K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2- 0.02% |
$167 - $196
|
8.16K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3- 0.03% |
$250 - $294
|
10.9K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4- 0.2% |
$333 - $392
|
2.02K
$281K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 1.89% |
$417 - $491
|
260
$36.3K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-5- 0.13% |
$417 - $491
|
3.82K
$532K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-6- 4.55% |
$500 - $589
|
126
$17.6K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-7- 20.59% |
$583 - $687
|
27
$3.76K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-10- 0.04% |
$833 - $981
|
27.9K
$3.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-11- 17.74% |
$917 - $1.08K
|
51
$7.11K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-11- 7.43% |
$917 - $1.08K
|
137
$19.1K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-12- 1.47% |
$1K - $1.18K
|
806
$112K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-14- 0.38% |
$1.17K - $1.37K
|
3.69K
$514K
|