Purchases and Sales Made in Q4 2024 in Cbre Group, Inc. (CBRE)
This table provides information about the institutional ownership of Cbre Group, Inc. (CBRE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
73New |
$8.7K - $10.3K
|
73
$10.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
71+ 1.39% |
$8.46K - $9.99K
|
5.19K
$741K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
67+ 1.64% |
$7.99K - $9.43K
|
4.16K
$594K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
63+ 7.33% |
$7.51K - $8.86K
|
922
$132K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
62New |
$7.39K - $8.72K
|
62
$8.85K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
60+ 0.48% |
$7.15K - $8.44K
|
12.4K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
59+ 1.88% |
$7.03K - $8.3K
|
3.2K
$456K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
54+ 15.43% |
$6.44K - $7.6K
|
404
$57.7K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
53+ 530.0% |
$6.32K - $7.46K
|
63
$8.99K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
47+ 5.01% |
$5.6K - $6.61K
|
985
$141K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
45+ 10.56% |
$5.36K - $6.33K
|
471
$67.2K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
40+ 0.09% |
$4.77K - $5.63K
|
44.8K
$6.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
39+ 0.71% |
$4.65K - $5.49K
|
5.53K
$790K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
35+ 0.34% |
$4.17K - $4.92K
|
10.4K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
35+ 0.61% |
$4.17K - $4.92K
|
5.73K
$819K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
34+ 2.05% |
$4.05K - $4.78K
|
1.7K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
31New |
$3.7K - $4.36K
|
31
$4.43K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
30+ 1.48% |
$3.58K - $4.22K
|
2.05K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 10.24% |
$3.58K - $4.22K
|
323
$46.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
28New |
$3.34K - $3.94K
|
28
$4K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
27New |
$3.22K - $3.8K
|
27
$3.85K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
27+ 0.63% |
$3.22K - $3.8K
|
4.28K
$611K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
26+ 0.47% |
$3.1K - $3.66K
|
5.55K
$793K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
25New |
$2.98K - $3.52K
|
25
$3.57K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
24+ 1.37% |
$2.86K - $3.38K
|
1.77K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
24+ 29.63% |
$2.86K - $3.38K
|
105
$15K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20New |
$2.38K - $2.81K
|
20
$2.86K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
18+ 50.0% |
$2.15K - $2.53K
|
54
$7.71K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
16New |
$1.91K - $2.25K
|
16
$2.28K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
16+ 0.78% |
$1.91K - $2.25K
|
2.08K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
16New |
$1.91K - $2.25K
|
16
$2.28K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
14New |
$1.67K - $1.97K
|
14
$2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 4.71% |
$1.43K - $1.69K
|
267
$38.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12+ 1.98% |
$1.43K - $1.69K
|
617
$88.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10+ 27.78% |
$1.19K - $1.41K
|
46
$6.57K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 142.86% |
$1.19K - $1.41K
|
17
$2.43K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10New |
$1.19K - $1.41K
|
10
$1.43K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
10New |
$1.19K - $1.41K
|
10
$1.43K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 17.95% |
$835 - $985
|
46
$6.57K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.3% |
$715 - $844
|
1.99K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$596 - $704
|
5
$714
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 2.13% |
$477 - $563
|
192
$27.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3New |
$358 - $422
|
3
$428
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 3.66% |
$358 - $422
|
85
$12.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 11.76% |
$238 - $281
|
19
$2.71K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.74% |
$238 - $281
|
117
$16.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 3.39% |
$238 - $281
|
61
$8.71K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.23% |
$238 - $281
|
873
$125K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 6.45% |
$238 - $281
|
33
$4.71K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1New |
$119 - $141
|
1
$143
|