Purchases and Sales Made in Q4 2023 in Cbre Group, Inc. (CBRE)
This table provides information about the institutional ownership of Cbre Group, Inc. (CBRE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
104+ 0.9% |
$6.84K - $9.76K
|
11.7K
$1.63M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
101+ 2.02% |
$6.64K - $9.48K
|
5.09K
$710K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
92+ 0.25% |
$6.05K - $8.63K
|
36.3K
$5.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
90+ 4.77% |
$5.92K - $8.44K
|
1.98K
$275K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
90+ 13.22% |
$5.92K - $8.44K
|
771
$108K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
85+ 1.55% |
$5.59K - $7.97K
|
5.58K
$778K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
80+ 28.99% |
$5.26K - $7.51K
|
356
$49.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
77+ 1.26% |
$5.06K - $7.22K
|
6.21K
$866K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
75+ 6.71% |
$4.93K - $7.04K
|
1.19K
$166K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
70+ 10.17% |
$4.6K - $6.57K
|
758
$106K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
69+ 0.07% |
$4.54K - $6.47K
|
96K
$13.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
65New |
$4.27K - $6.1K
|
65
$9.06K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
62+ 2.05% |
$4.08K - $5.82K
|
3.08K
$430K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
61New |
$4.01K - $5.72K
|
61
$8.51K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
55New |
$3.62K - $5.16K
|
55
$7.67K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
54+ 0.31% |
$3.55K - $5.07K
|
17.4K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
54+ 0.27% |
$3.55K - $5.07K
|
20.2K
$2.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Jlb & Associates Inc
|
BUY
|
- |
46+ 0.14% |
$3.02K - $4.32K
|
32.9K
$4.59M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
44New |
$2.89K - $4.13K
|
44
$6.14K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
43New |
$2.83K - $4.03K
|
43
$6K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
42+ 6.14% |
$2.76K - $3.94K
|
726
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39+ 0.19% |
$2.56K - $3.66K
|
20.7K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
39New |
$2.56K - $3.66K
|
39
$5.44K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
34+ 1.18% |
$2.24K - $3.19K
|
2.9K
$405K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
31New |
$2.04K - $2.91K
|
31
$4.32K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30+ 300.0% |
$1.97K - $2.81K
|
40
$5.58K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
29+ 161.11% |
$1.91K - $2.72K
|
47
$6.55K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
27+ 4.11% |
$1.78K - $2.53K
|
684
$95.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Ycg, LLC
|
BUY
|
- |
25+ 0.01% |
$1.64K - $2.35K
|
403K
$56.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
25New |
$1.64K - $2.35K
|
25
$3.49K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
23+ 9.96% |
$1.51K - $2.16K
|
254
$35.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
23New |
$1.51K - $2.16K
|
23
$3.21K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
21New |
$1.38K - $1.97K
|
21
$2.93K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20+ 142.86% |
$1.32K - $1.88K
|
34
$4.74K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
20New |
$1.32K - $1.88K
|
20
$2.79K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
19New |
$1.25K - $1.78K
|
19
$2.65K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 8.88% |
$1.25K - $1.78K
|
233
$32.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.36% |
$1.25K - $1.78K
|
5.33K
$744K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18New |
$1.18K - $1.69K
|
18
$2.51K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
18+ 2.25% |
$1.18K - $1.69K
|
818
$114K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
16+ 0.45% |
$1.05K - $1.5K
|
3.6K
$501K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12+ 0.25% |
$789 - $1.13K
|
4.79K
$667K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12New |
$789 - $1.13K
|
12
$1.67K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 17.54% |
$658 - $938
|
67
$9.34K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10New |
$658 - $938
|
10
$1.39K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
8+ 0.34% |
$526 - $751
|
2.35K
$327K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
8New |
$526 - $751
|
8
$1.12K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
7New |
$460 - $657
|
7
$976
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 70.0% |
$460 - $657
|
17
$2.37K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5+ 1.61% |
$329 - $469
|
316
$44.1K
|