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 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.17% |
$329 - $469
|
2.91K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 3.13% |
$263 - $375
|
132
$17K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
4+ 1.25% |
$263 - $375
|
325
$41.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
4+ 1.18% |
$263 - $375
|
343
$44.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4+ 0.11% |
$263 - $375
|
3.58K
$461K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4New |
$263 - $375
|
4
$515
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4+ 0.2% |
$263 - $375
|
2.02K
$260K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$197 - $281
|
3
$386
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
2+ 0.0% |
$132 - $188
|
506K
$65.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2+ 0.01% |
$132 - $188
|
14.5K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1New |
$65.8 - $93.8
|
1
$129
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.85% |
$65.8 - $93.8
|
25
$3.22K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2- 3.39% |
$132 - $188
|
57
$7.33K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 10.71% |
$197 - $281
|
25
$3.22K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 4.49% |
$263 - $375
|
85
$10.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-8- 0.14% |
$526 - $751
|
5.53K
$711K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-10- 0.06% |
$658 - $938
|
15.6K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-10- 5.56% |
$658 - $938
|
170
$21.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-14- 2.12% |
$921 - $1.31K
|
647
$83.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-15- 3.61% |
$986 - $1.41K
|
400
$51.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-16- 0.99% |
$1.05K - $1.5K
|
1.6K
$206K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-18- 5.25% |
$1.18K - $1.69K
|
325
$41.8K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-24- 88.89% |
$1.58K - $2.25K
|
3
$386
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-26- 19.12% |
$1.71K - $2.44K
|
110
$14.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-28- 7.07% |
$1.84K - $2.63K
|
368
$47.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-35- 11.67% |
$2.3K - $3.28K
|
265
$34.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-37- 4.11% |
$2.43K - $3.47K
|
864
$111K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-38- 0.86% |
$2.5K - $3.57K
|
4.37K
$562K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-41- 1.37% |
$2.7K - $3.85K
|
2.94K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-41- 1.34% |
$2.7K - $3.85K
|
3.02K
$389K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-59- 0.22% |
$3.88K - $5.54K
|
26.8K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-61- 0.01% |
$4.01K - $5.72K
|
1.2M
$155M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-69- 0.47% |
$4.54K - $6.47K
|
14.7K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-77- 2.15% |
$5.06K - $7.22K
|
3.5K
$450K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-77- 0.14% |
$5.06K - $7.22K
|
56.7K
$7.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-79- 2.33% |
$5.2K - $7.41K
|
3.32K
$427K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-87- 1.36% |
$5.72K - $8.16K
|
6.33K
$814K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-87- 0.59% |
$5.72K - $8.16K
|
14.6K
$1.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-87- 2.8% |
$5.72K - $8.16K
|
3.02K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-87- 1.07% |
$5.72K - $8.16K
|
8.03K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-88- 3.27% |
$5.79K - $8.26K
|
2.6K
$334K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-89- 66.92% |
$5.85K - $8.35K
|
44
$5.66K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-94- 1.0% |
$6.18K - $8.82K
|
9.26K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-99- 1.47% |
$6.51K - $9.29K
|
6.62K
$852K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 9.09% |
$6.58K - $9.38K
|
1K
$129K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-104- 11.57% |
$6.84K - $9.76K
|
795
$102K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-106- 0.2% |
$6.97K - $9.94K
|
53.3K
$6.86M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-107- 3.84% |
$7.04K - $10K
|
2.68K
$345K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-114- 3.32% |
$7.5K - $10.7K
|
3.32K
$427K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-114- 22.35% |
$7.5K - $10.7K
|
396
$50.9K
|