Latest Institutional Purchases of Commerce Bancshares Inc (CBSH)
This list provides information on the latest institutional transactions involving Commerce Bancshares Inc (CBSH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
58New |
$3.28K - $4.06K
|
58
$3.39K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
46New |
$2.6K - $3.22K
|
46
$2.69K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
31New |
$1.75K - $2.17K
|
31
$1.81K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
23New |
$1.3K - $1.61K
|
23
$1.34K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
17New |
$962 - $1.19K
|
17
$993
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
15New |
$849 - $1.05K
|
15
$876
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12New |
$679 - $841
|
12
$701
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7New |
$396 - $490
|
7
$409
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$340 - $420
|
6
$350
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
5+ 4.2% |
$283 - $350
|
124
$7.24K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
13.8K+ 47.13% |
$890K - $1.03M
|
43K
$2.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
13.6KNew |
$879K - $1.02M
|
13.6K
$795K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
11.6KNew |
$749K - $869K
|
11.6K
$677K
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
4.64KNew |
$299K - $347K
|
4.64K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.41KNew |
$285K - $331K
|
4.41K
$258K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.96KNew |
$256K - $297K
|
3.96K
$231K
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
3.13KNew |
$202K - $234K
|
3.13K
$183K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.11KNew |
$201K - $233K
|
3.11K
$182K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.97KNew |
$192K - $222K
|
2.97K
$173K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.88KNew |
$121K - $141K
|
1.88K
$110K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.71KNew |
$111K - $128K
|
1.71K
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.35K+ 11.45% |
$87.4K - $101K
|
13.2K
$769K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
413New |
$26.7K - $31K
|
413
$24.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
237+ 5.0% |
$15.3K - $17.8K
|
4.98K
$291K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
208New |
$13.4K - $15.6K
|
208
$12.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
206+ 4.99% |
$13.3K - $15.4K
|
4.33K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
204+ 4.94% |
$13.2K - $15.3K
|
4.34K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
152+ 4.97% |
$9.81K - $11.4K
|
3.21K
$187K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
133New |
$8.59K - $9.97K
|
133
$7.77K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
128New |
$8.26K - $9.59K
|
128
$7.48K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
78New |
$5.04K - $5.85K
|
78
$4.56K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
74+ 4.94% |
$4.78K - $5.55K
|
1.57K
$91.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
73New |
$4.71K - $5.47K
|
73
$4.26K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
72+ 4.98% |
$4.65K - $5.4K
|
1.52K
$88.6K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
56+ 4.93% |
$3.62K - $4.2K
|
1.19K
$69.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
47+ 4.94% |
$3.03K - $3.52K
|
999
$58.3K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
31New |
$2K - $2.32K
|
31
$1.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
27+ 4.93% |
$1.74K - $2.02K
|
575
$33.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
26New |
$1.68K - $1.95K
|
26
$1.52K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
21+ 4.86% |
$1.36K - $1.57K
|
453
$26.5K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
21+ 4.86% |
$1.36K - $1.57K
|
453
$26.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11New |
$710 - $824
|
11
$642
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11New |
$710 - $824
|
11
$642
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2+ 3.7% |
$129 - $150
|
56
$3.27K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
1New |
$64.6 - $74.9
|
1
$58.4
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
23.9KNew |
$1.55M - $1.76M
|
23.9K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
8.47K+ 0.61% |
$551K - $625K
|
1.4M
$82M
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.9KNew |
$254K - $288K
|
3.9K
$228K
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.5K+ 35.69% |
$228K - $258K
|
13.3K
$777K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.13KNew |
$73.6K - $83.6K
|
1.13K
$66.1K
|
|