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 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-358Closed |
$24K - $26.7K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-23.2KClosed |
$1.55M - $1.73M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-5.1KClosed |
$342K - $380K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
19New |
$1.27K - $1.42K
|
19
$1.14K
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
40+ 25.32% |
$2.68K - $2.98K
|
198
$11.9K
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-102Closed |
$6.83K - $7.6K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-31Closed |
$2.08K - $2.31K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
5.71KNew |
$382K - $425K
|
5.71K
$342K
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
SELL
|
- |
-21KClosed |
$1.41M - $1.57M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-144Closed |
$9.65K - $10.7K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-3.25KClosed |
$218K - $242K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-7.97KClosed |
$534K - $594K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-1- 1.54% |
$67 - $74.5
|
64
$3.83K
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.08KClosed |
$206K - $230K
|
0
$0
|
|
Q4 2021 | |||||||
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
992+ 37.22% |
$64.7K - $70.6K
|
3.66K
$219K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
18New |
$1.17K - $1.28K
|
18
$1.08K
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5Closed |
$326 - $356
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.1KClosed |
$202K - $220K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-110Closed |
$7.18K - $7.83K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-52Closed |
$3.39K - $3.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-12.9KClosed |
$839K - $915K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
SELL
|
- |
-14Closed |
$914 - $997
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Argent Capital Management LLC
|
BUY
|
- |
203+ 4.98% |
$13.2K - $14.5K
|
4.28K
$256K
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
250+ 4.99% |
$16.3K - $17.8K
|
5.26K
$315K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$131 - $142
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
5+ 4.67% |
$326 - $356
|
112
$6.71K
|
|
Jan 24, 2022
Q4 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.8KClosed |
$248K - $271K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-2.95KClosed |
$192K - $210K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
539+ 4.98% |
$35.2K - $38.4K
|
11.4K
$680K
|
|
Q3 2021 | |||||||
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4- 30.77% |
$252 - $286
|
9
$539
|
|
Nov 15, 2021
Q3 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-1.81KClosed |
$114K - $129K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tobam
|
SELL
|
- |
-740Closed |
$46.5K - $52.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-7.66KClosed |
$482K - $548K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.04KClosed |
$443K - $504K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-9.87KClosed |
$621K - $706K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-46Closed |
$2.89K - $3.29K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-8.53KClosed |
$536K - $610K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-4.14KClosed |
$260K - $296K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
66New |
$4.15K - $4.72K
|
66
$3.95K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.49KNew |
$471K - $536K
|
7.49K
$449K
|
|
Nov 04, 2021
Q3 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-25.8KClosed |
$1.62M - $1.85M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12Closed |
$755 - $858
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.35KNew |
$148K - $168K
|
2.35K
$141K
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.28KClosed |
$521K - $592K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-735Closed |
$46.2K - $52.6K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-49Closed |
$3.08K - $3.5K
|
0
$0
|
|
Q2 2021 | |||||||
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-373- 48.25% |
$25.1K - $28.7K
|
400
$24K
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-20Closed |
$1.35K - $1.54K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-811Closed |
$54.6K - $62.4K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6KClosed |
$404K - $461K
|
0
$0
|