Latest Institutional Transactions on Commerce Bancshares Inc (CBSH)
This table provides information on the latest institutional transactions involving Commerce Bancshares Inc (CBSH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
36+ 4.99% |
$1.56K - $1.98K
|
758
$48.2K
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
310+ 4.97% |
$13.5K - $17K
|
6.54K
$416K
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 3.45% |
$43.4 - $54.9
|
30
$1.91K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
30New |
$1.3K - $1.65K
|
30
$1.91K
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
250+ 5.0% |
$10.9K - $13.7K
|
5.25K
$334K
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
462+ 4.99% |
$20.1K - $25.4K
|
9.73K
$619K
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.34KNew |
$188K - $238K
|
4.34K
$276K
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
268+ 5.0% |
$11.6K - $14.7K
|
5.63K
$358K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.83KNew |
$210K - $265K
|
4.83K
$307K
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
624+ 5.0% |
$27.1K - $34.3K
|
13.1K
$834K
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-45- 7.71% |
$1.95K - $2.47K
|
539
$34.3K
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
302+ 5.0% |
$13.1K - $16.6K
|
6.34K
$403K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 4.44% |
$174 - $220
|
94
$5.98K
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
864+ 5.0% |
$37.5K - $47.4K
|
18.1K
$1.15M
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
523+ 4.98% |
$22.7K - $28.7K
|
11K
$701K
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
2+ 4.55% |
$86.8 - $110
|
46
$2.93K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
42New |
$1.82K - $2.31K
|
42
$2.67K
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
10+ 4.81% |
$434 - $549
|
218
$13.9K
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
147+ 4.98% |
$6.38K - $8.07K
|
3.1K
$197K
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 4.0% |
$43.4 - $54.9
|
26
$1.65K
|
|
Q3 2023 | |||||||
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.25MNew |
$58.5M - $67.4M
|
1.25M
$79.7M
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-29- 45.31% |
$1.35K - $1.56K
|
35
$2.23K
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-402- 3.05% |
$18.8K - $21.6K
|
12.8K
$812K
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
6.41KNew |
$299K - $345K
|
6.41K
$407K
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-52.4K- 99.98% |
$2.45M - $2.82M
|
10
$636
|
|
Nov 14, 2023
Q3 2023
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-2.5K- 9.09% |
$117K - $135K
|
25K
$1.59M
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-7.23K- 32.16% |
$338K - $389K
|
15.2K
$969K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-9- 42.86% |
$420 - $484
|
12
$763
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
934New |
$43.6K - $50.2K
|
934
$59.4K
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-10.5K- 14.64% |
$489K - $563K
|
61K
$3.88M
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-7.76K- 16.94% |
$363K - $417K
|
38K
$2.42M
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 35.71% |
$467 - $538
|
18
$1.14K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.3K- 8.27% |
$107K - $124K
|
25.5K
$1.62M
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
808+ 1.14% |
$37.7K - $43.5K
|
71.7K
$4.56M
|
|
Nov 07, 2023
Q3 2023
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-10.2K- 3.82% |
$478K - $550K
|
258K
$16.4M
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-23.2K- 68.63% |
$1.08M - $1.25M
|
10.6K
$674K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
7New |
$327 - $377
|
7
$445
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.19KNew |
$196K - $225K
|
4.19K
$266K
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.25K- 99.92% |
$58.4K - $67.2K
|
1
$63.6
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$934 - $1.08K
|
20
$1.27K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
98New |
$4.58K - $5.27K
|
98
$6.23K
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.5KNew |
$304K - $350K
|
6.5K
$413K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
15.5K+ 198.45% |
$726K - $836K
|
23.4K
$1.49M
|
|
Q2 2023 | |||||||
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
45New |
$2.06K - $2.65K
|
45
$2.86K
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-285- 1.5% |
$13K - $16.8K
|
18.7K
$1.19M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.76K- 63.28% |
$354K - $456K
|
4.5K
$286K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
785New |
$35.9K - $46.2K
|
785
$49.9K
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-347- 36.64% |
$15.9K - $20.4K
|
600
$38.2K
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
11.9KNew |
$544K - $700K
|
11.9K
$758K
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
BUY
|
- |
609+ 4.79% |
$27.8K - $35.8K
|
13.3K
$847K
|