Purchases and Sales Made in Q1 2023 in Commerce Bancshares Inc (CBSH)
This table provides information about the institutional ownership of Commerce Bancshares Inc (CBSH) during Q1 2023. The information is specifically focused on institutions that hold shares of COMMERCE BANCSHARES INC .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
304+ 0.68% |
$17.2K - $21.3K
|
45.2K
$2.82M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
267+ 39.26% |
$15.1K - $18.7K
|
947
$58.9K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
255+ 5.0% |
$14.4K - $17.9K
|
5.36K
$334K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
227+ 1.95% |
$12.8K - $15.9K
|
11.9K
$738K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
204+ 24.11% |
$11.5K - $14.3K
|
1.05K
$65.3K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
199+ 5.72% |
$11.3K - $13.9K
|
3.68K
$229K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
192+ 1.14% |
$10.9K - $13.5K
|
17K
$1.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
189+ 49.61% |
$10.7K - $13.2K
|
570
$35.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
175+ 5.25% |
$9.91K - $12.3K
|
3.51K
$218K
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
173+ 0.08% |
$9.79K - $12.1K
|
213K
$13.2M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
159+ 1.51% |
$9K - $11.1K
|
10.7K
$664K
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
152+ 0.29% |
$8.6K - $10.6K
|
52.1K
$3.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
150+ 4.02% |
$8.49K - $10.5K
|
3.88K
$241K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
149+ 1.56% |
$8.43K - $10.4K
|
9.71K
$604K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
119+ 27.05% |
$6.74K - $8.34K
|
559
$34.8K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
113New |
$6.4K - $7.92K
|
113
$7.03K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
102+ 0.87% |
$5.77K - $7.15K
|
11.8K
$734K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100New |
$5.66K - $7.01K
|
100
$6.22K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
100+ 1.0% |
$5.66K - $7.01K
|
10.1K
$628K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
99+ 1.16% |
$5.6K - $6.94K
|
8.62K
$536K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
94+ 27.81% |
$5.32K - $6.59K
|
432
$26.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
85+ 93.41% |
$4.81K - $5.96K
|
176
$11K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
76+ 3.03% |
$4.3K - $5.32K
|
2.59K
$161K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
76+ 0.14% |
$4.3K - $5.32K
|
52.9K
$3.29M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
75+ 0.48% |
$4.25K - $5.25K
|
15.7K
$978K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
75+ 0.35% |
$4.25K - $5.25K
|
21.8K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
75+ 0.41% |
$4.25K - $5.25K
|
18.6K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
68+ 35.6% |
$3.85K - $4.76K
|
259
$16.1K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
64New |
$3.62K - $4.48K
|
64
$3.98K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
63+ 630.0% |
$3.57K - $4.41K
|
73
$4.54K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
63+ 8.54% |
$3.57K - $4.41K
|
801
$49.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
59New |
$3.34K - $4.13K
|
59
$3.67K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
58New |
$3.28K - $4.06K
|
58
$3.61K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
56+ 0.36% |
$3.17K - $3.92K
|
15.7K
$976K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
51+ 0.45% |
$2.89K - $3.57K
|
11.4K
$710K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
46New |
$2.6K - $3.22K
|
46
$2.86K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
44+ 20.28% |
$2.49K - $3.08K
|
261
$16.2K
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
40+ 0.46% |
$2.26K - $2.8K
|
8.77K
$546K
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
40+ 0.46% |
$2.26K - $2.8K
|
8.77K
$546K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
40+ 0.46% |
$2.26K - $2.8K
|
8.77K
$546K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
36+ 10.65% |
$2.04K - $2.52K
|
374
$23.3K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
31New |
$1.75K - $2.17K
|
31
$1.93K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
31+ 0.27% |
$1.75K - $2.17K
|
11.6K
$721K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
29New |
$1.64K - $2.03K
|
29
$1.8K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28+ 80.0% |
$1.58K - $1.96K
|
63
$3.92K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
28+ 0.04% |
$1.58K - $1.96K
|
69.5K
$4.32M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27+ 0.31% |
$1.53K - $1.89K
|
8.68K
$540K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
25New |
$1.42K - $1.75K
|
25
$1.56K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
23New |
$1.3K - $1.61K
|
23
$1.43K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
17New |
$962 - $1.19K
|
17
$1.06K
|