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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-2.69K- 4.36% |
$152K - $188K
|
58.9K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-229- 52.64% |
$13K - $16K
|
206
$12.3K
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
5+ 4.2% |
$283 - $350
|
124
$7.43K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.51KNew |
$199K - $246K
|
3.51K
$210K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.5KNew |
$198K - $245K
|
3.5K
$210K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
199+ 5.72% |
$11.3K - $13.9K
|
3.68K
$220K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
58New |
$3.28K - $4.06K
|
58
$3.47K
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
SELL
|
- |
-11.3K- 71.84% |
$637K - $788K
|
4.41K
$264K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 7.58% |
$62K - $76.8K
|
13.4K
$800K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
31New |
$1.75K - $2.17K
|
31
$1.86K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
15New |
$849 - $1.05K
|
15
$899
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
508+ 3.83% |
$28.8K - $35.6K
|
13.8K
$825K
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-44.7K- 95.0% |
$2.53M - $3.13M
|
2.36K
$141K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 7.69% |
$113 - $140
|
24
$1.44K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
4.97KNew |
$281K - $348K
|
4.97K
$297K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.24K+ 33.9% |
$127K - $157K
|
8.84K
$529K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-45- 6.47% |
$2.55K - $3.15K
|
651
$39K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.29MNew |
$72.9M - $90.3M
|
1.29M
$77.2M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
46New |
$2.6K - $3.22K
|
46
$2.76K
|
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.64KNew |
$319K - $395K
|
5.64K
$338K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-612- 4.01% |
$34.6K - $42.9K
|
14.6K
$877K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$340 - $420
|
6
$359
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 22.22% |
$113 - $140
|
7
$419
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-36- 45.57% |
$2.04K - $2.52K
|
43
$2.58K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.98K- 83.77% |
$169K - $209K
|
577
$34.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12New |
$679 - $841
|
12
$719
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.35KNew |
$416K - $515K
|
7.35K
$440K
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.81KNew |
$272K - $337K
|
4.81K
$288K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
320+ 10.28% |
$18.1K - $22.4K
|
3.43K
$206K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
17New |
$962 - $1.19K
|
17
$1.02K
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-4.05K- 5.24% |
$229K - $284K
|
73.2K
$4.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
864New |
$48.9K - $60.5K
|
864
$51.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-80- 2.14% |
$4.53K - $5.6K
|
3.67K
$220K
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.71KNew |
$96.7K - $120K
|
1.71K
$102K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
175+ 5.25% |
$9.91K - $12.3K
|
3.51K
$210K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
630New |
$35.7K - $44.1K
|
630
$37.7K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
159+ 1.51% |
$9K - $11.1K
|
10.7K
$639K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
582+ 9.31% |
$32.9K - $40.8K
|
6.83K
$409K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
59New |
$3.34K - $4.13K
|
59
$3.53K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7New |
$396 - $490
|
7
$419
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-35- 0.82% |
$1.98K - $2.45K
|
4.23K
$254K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
7.8K+ 2.57% |
$441K - $546K
|
311K
$18.7M
|
|
| Q4 2022 | |||||||
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-4KClosed |
$258K - $300K
|
0
$0
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
31New |
$2K - $2.32K
|
31
$1.86K
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
4.64KNew |
$299K - $347K
|
4.64K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
11.6KNew |
$749K - $869K
|
11.6K
$695K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
204+ 4.94% |
$13.2K - $15.3K
|
4.34K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11New |
$710 - $824
|
11
$659
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.41KNew |
$285K - $331K
|
4.41K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.22K- 17.95% |
$208K - $242K
|
14.7K
$882K
|
|