Purchases and Sales Made in Q3 2024 in Cbre Group, Inc. (CBRE)
This table provides information about the institutional ownership of Cbre Group, Inc. (CBRE) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20+ 51.28% |
$1.72K - $2.49K
|
59
$8.25K
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
20+ 0.48% |
$1.72K - $2.49K
|
4.18K
$584K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
18+ 8.78% |
$1.55K - $2.24K
|
223
$31.2K
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
17+ 1.18% |
$1.46K - $2.12K
|
1.46K
$203K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17+ 3.68% |
$1.46K - $2.12K
|
479
$66.9K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16+ 0.52% |
$1.38K - $1.99K
|
3.08K
$430K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.29% |
$1.38K - $1.99K
|
5.5K
$769K
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
15+ 0.54% |
$1.29K - $1.87K
|
2.79K
$390K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 1.78% |
$1.29K - $1.87K
|
859
$120K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 63.64% |
$1.2K - $1.74K
|
36
$5.03K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
14New |
$1.2K - $1.74K
|
14
$1.96K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14+ 8.33% |
$1.2K - $1.74K
|
182
$25.4K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
12New |
$1.03K - $1.49K
|
12
$1.68K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$688 - $996
|
8
$1.12K
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7+ 0.24% |
$602 - $871
|
2.99K
$417K
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7+ 0.11% |
$602 - $871
|
6.52K
$910K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
7New |
$602 - $871
|
7
$978
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 5.74% |
$602 - $871
|
129
$18K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
7New |
$602 - $871
|
7
$978
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7New |
$602 - $871
|
7
$978
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7+ 0.2% |
$602 - $871
|
3.6K
$503K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
6New |
$516 - $747
|
6
$839
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
6+ 0.11% |
$516 - $747
|
5.69K
$795K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 41.67% |
$430 - $622
|
17
$2.38K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5+ 0.29% |
$430 - $622
|
1.72K
$241K
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
5+ 0.19% |
$430 - $622
|
2.57K
$359K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
5+ 0.15% |
$430 - $622
|
3.43K
$479K
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
5+ 0.15% |
$430 - $622
|
3.43K
$479K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4New |
$344 - $498
|
4
$559
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4+ 4.26% |
$344 - $498
|
98
$13.7K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
4+ 2.67% |
$344 - $498
|
154
$21.5K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
4New |
$344 - $498
|
4
$559
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 3.6% |
$344 - $498
|
115
$16.1K
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 30.77% |
$344 - $498
|
17
$2.38K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3+ 0.27% |
$258 - $373
|
1.11K
$155K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3+ 0.13% |
$258 - $373
|
2.25K
$314K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 0.96% |
$258 - $373
|
314
$43.9K
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$172 - $249
|
2
$280
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$172 - $249
|
7.66K
$1.07M
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 0.76% |
$172 - $249
|
264
$36.9K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.82% |
$172 - $249
|
247
$34.5K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 2.15% |
$172 - $249
|
95
$13.3K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.06% |
$172 - $249
|
3.49K
$487K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$86 - $124
|
1
$140
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.03% |
$86 - $124
|
2.88K
$402K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$86 - $124
|
1
$140
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.33% |
$86 - $124
|
31
$4.33K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.39% |
$86 - $124
|
255
$35.6K
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 0.57% |
$86 - $124
|
175
$24.5K
|