Purchases and Sales Made in Q3 2023 in Cbre Group, Inc. (CBRE)
This table provides information about the institutional ownership of Cbre Group, Inc. (CBRE) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
168+ 6.41% |
$12.3K - $14.9K
|
2.79K
$398K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
168New |
$12.3K - $14.9K
|
168
$24K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
154+ 15.98% |
$11.3K - $13.7K
|
1.12K
$160K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
146+ 2.41% |
$10.7K - $13K
|
6.19K
$884K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
130+ 14.43% |
$9.53K - $11.6K
|
1.03K
$147K
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
125New |
$9.16K - $11.1K
|
125
$17.8K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
116+ 4.04% |
$8.5K - $10.3K
|
2.98K
$426K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
109+ 38.52% |
$7.99K - $9.69K
|
392
$56K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.19% |
$7.33K - $8.89K
|
53.2K
$7.6M
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
97+ 1.86% |
$7.11K - $8.62K
|
5.32K
$759K
|
|
Oct 24, 2023
Q3 2023
|
Ycg, LLC
|
BUY
|
- |
95+ 0.02% |
$6.96K - $8.45K
|
403K
$57.6M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
85New |
$6.23K - $7.56K
|
85
$12.1K
|
|
Oct 10, 2023
Q3 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
64+ 2.29% |
$4.69K - $5.69K
|
2.86K
$408K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
62+ 28.97% |
$4.54K - $5.51K
|
276
$39.4K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
60+ 25.0% |
$4.4K - $5.33K
|
300
$42.8K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
49+ 16.9% |
$3.59K - $4.36K
|
339
$48.4K
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
47New |
$3.45K - $4.18K
|
47
$6.71K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
45+ 0.65% |
$3.3K - $4K
|
6.92K
$988K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
42+ 1.37% |
$3.08K - $3.73K
|
3.11K
$443K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
40+ 4.65% |
$2.93K - $3.56K
|
901
$129K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
39+ 0.4% |
$2.86K - $3.47K
|
9.81K
$1.4M
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
37+ 1.32% |
$2.71K - $3.29K
|
2.84K
$405K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37+ 3.29% |
$2.71K - $3.29K
|
1.16K
$166K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
37+ 1.32% |
$2.71K - $3.29K
|
2.84K
$406K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
34New |
$2.49K - $3.02K
|
34
$4.85K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
29+ 0.36% |
$2.13K - $2.58K
|
8.07K
$1.15M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
23+ 0.17% |
$1.69K - $2.04K
|
13.9K
$1.99M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
22+ 0.31% |
$1.61K - $1.96K
|
7.04K
$1M
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19+ 27.14% |
$1.39K - $1.69K
|
89
$12.7K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
18New |
$1.32K - $1.6K
|
18
$2.57K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
12+ 3.88% |
$880 - $1.07K
|
321
$45.8K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
10New |
$733 - $889
|
10
$1.43K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10New |
$733 - $889
|
10
$1.43K
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9+ 0.01% |
$660 - $800
|
66.8K
$9.54M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 7.27% |
$586 - $711
|
118
$16.8K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
6+ 21.43% |
$440 - $533
|
34
$4.85K
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 22.73% |
$367 - $445
|
27
$3.85K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 21.74% |
$367 - $445
|
28
$4K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$220 - $267
|
3
$428
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 2.4% |
$220 - $267
|
128
$18.3K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2+ 0.07% |
$147 - $178
|
3.02K
$431K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2New |
$147 - $178
|
2
$286
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 2.08% |
$73.3 - $88.9
|
49
$7K
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-2- 0.05% |
$147 - $178
|
3.96K
$565K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3- 0.17% |
$220 - $267
|
1.75K
$250K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3- 1.64% |
$220 - $267
|
180
$25.7K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4- 0.07% |
$293 - $356
|
5.52K
$788K
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-5- 0.01% |
$367 - $445
|
51.9K
$7.41M
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-6- 1.55% |
$440 - $533
|
382
$54.5K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6- 30.0% |
$440 - $533
|
14
$2K
|