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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
128New |
$8.26K - $9.59K
|
128
$8.14K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2+ 3.7% |
$129 - $150
|
56
$3.56K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
73New |
$4.71K - $5.47K
|
73
$4.64K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.97KNew |
$192K - $222K
|
2.97K
$189K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
133New |
$8.59K - $9.97K
|
133
$8.46K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
185New |
$11.9K - $13.9K
|
185
$11.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.02KNew |
$195K - $226K
|
3.02K
$192K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-92- 2.75% |
$5.94K - $6.89K
|
3.26K
$207K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11New |
$710 - $824
|
11
$699
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
21+ 4.86% |
$1.36K - $1.57K
|
453
$28.8K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
21+ 4.86% |
$1.36K - $1.57K
|
453
$28.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
79New |
$5.1K - $5.92K
|
79
$5.02K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
208New |
$13.4K - $15.6K
|
208
$13.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
413New |
$26.7K - $31K
|
413
$26.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
26New |
$1.68K - $1.95K
|
26
$1.65K
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
3.13KNew |
$202K - $234K
|
3.13K
$199K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
56+ 4.93% |
$3.62K - $4.2K
|
1.19K
$75.7K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-106Closed |
$6.9K - $7.82K
|
0
$0
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-2.19KClosed |
$142K - $161K
|
0
$0
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.5K+ 35.69% |
$228K - $258K
|
13.3K
$846K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.85K- 32.51% |
$120K - $136K
|
3.83K
$244K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.08% |
$325 - $369
|
6.29K
$400K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.67% |
$65.1 - $73.8
|
151
$9.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
690New |
$44.9K - $50.9K
|
690
$43.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
8.47K+ 0.61% |
$551K - $625K
|
1.4M
$89.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-835- 33.36% |
$54.3K - $61.6K
|
1.67K
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-4.71K- 35.6% |
$307K - $348K
|
8.52K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
201+ 0.87% |
$13.1K - $14.8K
|
23.3K
$1.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
23.9KNew |
$1.55M - $1.76M
|
23.9K
$1.52M
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
15New |
$976 - $1.11K
|
15
$954
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-163K- 43.75% |
$10.6M - $12M
|
209K
$13.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.13KNew |
$73.6K - $83.6K
|
1.13K
$72K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-30Closed |
$1.95K - $2.21K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.9KNew |
$254K - $288K
|
3.9K
$248K
|
|
| Q2 2022 | |||||||
|
Feb 14, 2023
Q2 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-18.7K- 62.09% |
$1.18M - $1.36M
|
11.4K
$725K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-50Closed |
$3.16K - $3.65K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
65KNew |
$4.11M - $4.75M
|
65K
$4.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-290Closed |
$18.3K - $21.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-18Closed |
$1.14K - $1.31K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-60Closed |
$3.79K - $4.38K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-111K- 49.42% |
$7.04M - $8.14M
|
114K
$7.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-168K- 82.08% |
$10.7M - $12.3M
|
36.8K
$2.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-3.78KClosed |
$239K - $276K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-19.6KClosed |
$1.24M - $1.43M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.92KNew |
$311K - $359K
|
4.92K
$313K
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.2KNew |
$392K - $453K
|
6.2K
$394K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
123+ 2.43% |
$7.78K - $8.99K
|
5.19K
$330K
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.89KNew |
$119K - $138K
|
1.89K
$120K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-41- 1.13% |
$2.59K - $3K
|
3.59K
$228K
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
4.06KNew |
$257K - $296K
|
4.06K
$258K
|
|