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 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-32- 96.97% |
$1.39K - $1.76K
|
1
$59.8
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
806+ 12.66% |
$35K - $44.2K
|
7.17K
$429K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
554+ 4.96% |
$24.1K - $30.4K
|
11.7K
$701K
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.87K+ 20.76% |
$125K - $157K
|
16.7K
$998K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
7New |
$304 - $384
|
7
$419
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
22KNew |
$956K - $1.21M
|
22K
$1.32M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.84KNew |
$79.7K - $101K
|
1.84K
$110K
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-261- 95.26% |
$11.3K - $14.3K
|
13
$778
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
27+ 4.96% |
$1.17K - $1.48K
|
571
$34.2K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
42+ 93.33% |
$1.82K - $2.31K
|
87
$5.21K
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
244+ 4.99% |
$10.6K - $13.4K
|
5.14K
$307K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
48New |
$2.08K - $2.64K
|
48
$2.87K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
101+ 22.9% |
$4.39K - $5.54K
|
542
$32.4K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
104New |
$4.52K - $5.71K
|
104
$6.22K
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
336New |
$14.6K - $18.4K
|
336
$20.1K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 3.64% |
$86.8 - $110
|
57
$3.41K
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.14K+ 5.0% |
$49.6K - $62.7K
|
24K
$1.44M
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
460+ 4.99% |
$20K - $25.3K
|
9.68K
$579K
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 4.4% |
$174 - $220
|
95
$5.68K
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
277+ 5.0% |
$12K - $15.2K
|
5.82K
$348K
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46+ 4.93% |
$2K - $2.53K
|
980
$58.6K
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.77K+ 4.99% |
$76.7K - $97K
|
37.2K
$2.22M
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
334+ 4.99% |
$14.5K - $18.3K
|
7.02K
$420K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
22+ 4.86% |
$955 - $1.21K
|
475
$28.4K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.59K- 23.12% |
$113K - $142K
|
8.62K
$516K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
70+ 4.99% |
$3.04K - $3.84K
|
1.47K
$88.1K
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
3.15KNew |
$137K - $173K
|
3.15K
$188K
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-42.8K- 100.0% |
$1.86M - $2.35M
|
2
$120
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10+ 5.52% |
$434 - $549
|
191
$11.4K
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
210+ 4.98% |
$9.12K - $11.5K
|
4.43K
$265K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3New |
$130 - $165
|
3
$179
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-7- 0.13% |
$304 - $384
|
5.44K
$326K
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
353+ 5.0% |
$15.3K - $19.4K
|
7.42K
$444K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-19- 95.0% |
$825 - $1.04K
|
1
$59.8
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
36+ 4.99% |
$1.56K - $1.98K
|
758
$45.4K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1+ 3.13% |
$43.4 - $54.9
|
33
$1.97K
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
310+ 4.97% |
$13.5K - $17K
|
6.54K
$391K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
30New |
$1.3K - $1.65K
|
30
$1.79K
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 3.45% |
$43.4 - $54.9
|
30
$1.79K
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-667- 4.94% |
$29K - $36.6K
|
12.8K
$767K
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
250+ 5.0% |
$10.9K - $13.7K
|
5.25K
$314K
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
462+ 4.99% |
$20.1K - $25.4K
|
9.73K
$582K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
66+ 18.03% |
$2.87K - $3.62K
|
432
$25.8K
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
16+ 4.61% |
$695 - $878
|
363
$21.7K
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.34KNew |
$188K - $238K
|
4.34K
$259K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.83KNew |
$210K - $265K
|
4.83K
$289K
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
268+ 5.0% |
$11.6K - $14.7K
|
5.63K
$337K
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
624+ 5.0% |
$27.1K - $34.3K
|
13.1K
$784K
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-45- 7.71% |
$1.95K - $2.47K
|
539
$32.2K
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
302+ 5.0% |
$13.1K - $16.6K
|
6.34K
$380K
|