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 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
27+ 4.93% |
$1.74K - $2.02K
|
575
$34.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
237+ 5.0% |
$15.3K - $17.8K
|
4.98K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.35K+ 11.45% |
$87.4K - $101K
|
13.2K
$789K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.4K- 65.38% |
$478K - $555K
|
3.92K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
78New |
$5.04K - $5.85K
|
78
$4.67K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
152+ 4.97% |
$9.81K - $11.4K
|
3.21K
$192K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.11KNew |
$201K - $233K
|
3.11K
$186K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
72+ 4.98% |
$4.65K - $5.4K
|
1.52K
$90.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.88KNew |
$121K - $141K
|
1.88K
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
13.8K+ 47.13% |
$890K - $1.03M
|
43K
$2.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
74+ 4.94% |
$4.78K - $5.55K
|
1.57K
$94.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-418- 11.99% |
$27K - $31.3K
|
3.07K
$184K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.71KNew |
$111K - $128K
|
1.71K
$103K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
13.6KNew |
$879K - $1.02M
|
13.6K
$816K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.96KNew |
$256K - $297K
|
3.96K
$237K
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
47+ 4.94% |
$3.03K - $3.52K
|
999
$59.8K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
1New |
$64.6 - $74.9
|
1
$59.9
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
206+ 4.99% |
$13.3K - $15.4K
|
4.33K
$259K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
128New |
$8.26K - $9.59K
|
128
$7.67K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2+ 3.7% |
$129 - $150
|
56
$3.35K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
73New |
$4.71K - $5.47K
|
73
$4.37K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.97KNew |
$192K - $222K
|
2.97K
$178K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
133New |
$8.59K - $9.97K
|
133
$7.97K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-92- 2.75% |
$5.94K - $6.89K
|
3.26K
$195K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
21+ 4.86% |
$1.36K - $1.57K
|
453
$27.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11New |
$710 - $824
|
11
$659
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
21+ 4.86% |
$1.36K - $1.57K
|
453
$27.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
208New |
$13.4K - $15.6K
|
208
$12.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
26New |
$1.68K - $1.95K
|
26
$1.56K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
413New |
$26.7K - $31K
|
413
$24.7K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
56+ 4.93% |
$3.62K - $4.2K
|
1.19K
$71.3K
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
3.13KNew |
$202K - $234K
|
3.13K
$187K
|
|
| 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
$797K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.85K- 32.51% |
$120K - $136K
|
3.83K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
8.47K+ 0.61% |
$551K - $625K
|
1.4M
$84.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
690New |
$44.9K - $50.9K
|
690
$41.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.67% |
$65.1 - $73.8
|
151
$9.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.08% |
$325 - $369
|
6.29K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-835- 33.36% |
$54.3K - $61.6K
|
1.67K
$99.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-4.71K- 35.6% |
$307K - $348K
|
8.52K
$511K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
201+ 0.87% |
$13.1K - $14.8K
|
23.3K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
23.9KNew |
$1.55M - $1.76M
|
23.9K
$1.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
15New |
$976 - $1.11K
|
15
$899
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-163K- 43.75% |
$10.6M - $12M
|
209K
$12.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.13KNew |
$73.6K - $83.6K
|
1.13K
$67.8K
|
|
|
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
$234K
|
|
| Q2 2022 | |||||||
|
Feb 14, 2023
Q2 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-18.7K- 62.09% |
$1.18M - $1.36M
|
11.4K
$683K
|
|