Purchases and Sales Made in Q2 2023 in Cbre Group, Inc. (CBRE)
This table provides information about the institutional ownership of Cbre Group, Inc. (CBRE) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
80New |
$5.59K - $6.46K
|
80
$11.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
80+ 77.67% |
$5.59K - $6.46K
|
183
$26K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
80+ 12.03% |
$5.59K - $6.46K
|
745
$106K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
68+ 2.27% |
$4.75K - $5.49K
|
3.06K
$435K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
67+ 0.13% |
$4.68K - $5.41K
|
51.9K
$7.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
64+ 1.07% |
$4.47K - $5.17K
|
6.05K
$859K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
58+ 7.22% |
$4.05K - $4.68K
|
861
$122K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
55+ 0.81% |
$3.84K - $4.44K
|
6.88K
$976K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
54+ 7.71% |
$3.77K - $4.36K
|
754
$107K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
47+ 6.34% |
$3.28K - $3.79K
|
788
$112K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
40+ 1.41% |
$2.79K - $3.23K
|
2.87K
$408K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
37+ 0.15% |
$2.58K - $2.99K
|
24.5K
$3.48M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 8.64% |
$2.44K - $2.82K
|
440
$62.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
34+ 0.46% |
$2.37K - $2.74K
|
7.37K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
34+ 0.43% |
$2.37K - $2.74K
|
7.88K
$1.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
32New |
$2.23K - $2.58K
|
32
$4.54K
|
|
|
Aug 04, 2023
Q2 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
32+ 0.0% |
$2.23K - $2.58K
|
673K
$95.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
31+ 0.22% |
$2.17K - $2.5K
|
14.3K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
30New |
$2.1K - $2.42K
|
30
$4.26K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
30+ 3.44% |
$2.1K - $2.42K
|
901
$128K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
29New |
$2.03K - $2.34K
|
29
$4.12K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
26+ 0.94% |
$1.82K - $2.1K
|
2.8K
$397K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
25+ 0.86% |
$1.75K - $2.02K
|
2.95K
$418K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
24+ 0.49% |
$1.68K - $1.94K
|
4.9K
$696K
|
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
BUY
|
- |
24+ 0.12% |
$1.68K - $1.94K
|
20.9K
$2.96M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 0.7% |
$1.4K - $1.61K
|
2.87K
$407K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$1.4K - $1.61K
|
20
$2.84K
|
|
|
Aug 11, 2023
Q2 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
17+ 11.81% |
$1.19K - $1.37K
|
161
$22.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
17+ 10.06% |
$1.19K - $1.37K
|
186
$26.4K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 29.63% |
$1.12K - $1.29K
|
70
$9.94K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
14+ 2.75% |
$978 - $1.13K
|
524
$74.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 5.45% |
$978 - $1.13K
|
271
$38.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
13+ 0.02% |
$908 - $1.05K
|
75.3K
$10.7M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
13+ 0.14% |
$908 - $1.05K
|
9.47K
$1.34M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
13+ 10.57% |
$908 - $1.05K
|
136
$19.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 61.11% |
$768 - $888
|
29
$4.12K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
11+ 0.04% |
$768 - $888
|
25K
$3.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10+ 3.32% |
$698 - $807
|
311
$44.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
10New |
$698 - $807
|
10
$1.42K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10New |
$698 - $807
|
10
$1.42K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
8+ 2.66% |
$559 - $646
|
309
$43.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7+ 0.11% |
$489 - $565
|
6.25K
$887K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
6+ 1.78% |
$419 - $484
|
343
$48.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6New |
$419 - $484
|
6
$852
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.45% |
$349 - $404
|
1.13K
$160K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.45% |
$349 - $404
|
1.13K
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.17% |
$349 - $404
|
2.92K
$414K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4New |
$279 - $323
|
4
$568
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4+ 0.25% |
$279 - $323
|
1.61K
$228K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4New |
$279 - $323
|
4
$568
|