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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
823+ 67.9% |
$37.6K - $48.4K
|
2.04K
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
8.55KNew |
$391K - $503K
|
8.55K
$512K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
82+ 151.85% |
$3.75K - $4.82K
|
136
$8.15K
|
|
|
Aug 09, 2023
Q2 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
24.5KNew |
$1.12M - $1.44M
|
24.5K
$1.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8+ 0.1% |
$366 - $470
|
7.8K
$468K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
37.8KNew |
$1.73M - $2.22M
|
37.8K
$2.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
6.57K+ 23.48% |
$300K - $386K
|
34.6K
$2.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.01K+ 24.08% |
$46.1K - $59.4K
|
5.21K
$312K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
50+ 50.0% |
$2.28K - $2.94K
|
150
$8.99K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
310New |
$14.2K - $18.2K
|
310
$18.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-6.06K- 52.28% |
$277K - $356K
|
5.53K
$331K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.05KNew |
$47.8K - $61.5K
|
1.05K
$62.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
11New |
$503 - $647
|
11
$659
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.48KNew |
$197K - $244K
|
3.48K
$208K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
23New |
$1.3K - $1.61K
|
23
$1.38K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-15Closed |
$849 - $1.05K
|
0
$0
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
81.1KNew |
$4.59M - $5.68M
|
81.1K
$4.86M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.63K+ 420.86% |
$206K - $254K
|
4.5K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.5KNew |
$198K - $245K
|
3.5K
$210K
|
|
|
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 12, 2023
Q1 2023
|
Aviva PLC
|
SELL
|
- |
-11.3K- 71.84% |
$637K - $788K
|
4.41K
$264K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
58New |
$3.28K - $4.06K
|
58
$3.48K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 7.58% |
$62K - $76.8K
|
13.4K
$801K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
199+ 5.72% |
$11.3K - $13.9K
|
3.68K
$220K
|
|
|
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
$826K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
4.97KNew |
$281K - $348K
|
4.97K
$298K
|
|
|
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 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-45- 6.47% |
$2.55K - $3.15K
|
651
$39K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.24K+ 33.9% |
$127K - $157K
|
8.84K
$530K
|
|
|
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
$360
|
|
|
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
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.35KNew |
$416K - $515K
|
7.35K
$440K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12New |
$679 - $841
|
12
$719
|
|
|
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
$4.39M
|
|
|
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
|
|