Purchases and Sales Made in Q1 2025 in Commerce Bancshares Inc (CBSH)
This table provides information about the institutional ownership of Commerce Bancshares Inc (CBSH) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55+ 6.8% |
$3.24K - $3.77K
|
864
$45.9K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
51New |
$3K - $3.5K
|
51
$2.71K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
50New |
$2.94K - $3.43K
|
50
$2.65K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46+ 0.13% |
$2.71K - $3.16K
|
34.2K
$1.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
45+ 0.44% |
$2.65K - $3.09K
|
10.4K
$550K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
42+ 0.86% |
$2.47K - $2.88K
|
4.91K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
41+ 83.67% |
$2.41K - $2.81K
|
90
$4.78K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
37New |
$2.18K - $2.54K
|
37
$1.96K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
35+ 8.84% |
$2.06K - $2.4K
|
431
$22.9K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
34+ 5.73% |
$2K - $2.33K
|
627
$33.3K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
33+ 0.88% |
$1.94K - $2.26K
|
3.79K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.42% |
$1.77K - $2.06K
|
7.23K
$384K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
26+ 0.62% |
$1.53K - $1.78K
|
4.21K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
26+ 9.45% |
$1.53K - $1.78K
|
301
$16K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
23+ 4.08% |
$1.35K - $1.58K
|
587
$31.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.59% |
$1.35K - $1.58K
|
3.93K
$209K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
22New |
$1.29K - $1.51K
|
22
$1.17K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22New |
$1.29K - $1.51K
|
22
$1.17K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
21New |
$1.24K - $1.44K
|
21
$1.11K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 250.0% |
$1.18K - $1.37K
|
28
$1.49K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 84.21% |
$942 - $1.1K
|
35
$1.86K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
15+ 0.42% |
$883 - $1.03K
|
3.59K
$190K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
11+ 4.76% |
$647 - $754
|
242
$12.8K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
10+ 4.76% |
$589 - $686
|
220
$11.7K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
9+ 26.47% |
$530 - $617
|
43
$2.28K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 14.29% |
$471 - $549
|
64
$3.4K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
7+ 0.16% |
$412 - $480
|
4.29K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7New |
$412 - $480
|
7
$372
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
6+ 0.09% |
$353 - $412
|
6.52K
$346K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$294 - $343
|
5
$265
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4+ 100.0% |
$235 - $274
|
8
$425
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
4+ 0.09% |
$235 - $274
|
4.32K
$229K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$235 - $274
|
4
$212
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
4New |
$235 - $274
|
4
$212
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 4.35% |
$235 - $274
|
96
$5.1K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$177 - $206
|
3
$159
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$177 - $206
|
13.8K
$732K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 0.56% |
$118 - $137
|
360
$19.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$118 - $137
|
2
$106
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1New |
$58.9 - $68.6
|
1
$53.1
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 5.56% |
$58.9 - $68.6
|
17
$902
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 4.17% |
$58.9 - $68.6
|
23
$1.22K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1- -0.0% |
$58.9 - $68.6
|
25.7K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1- 0.14% |
$58.9 - $68.6
|
691
$36.7K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1- -0.0% |
$58.9 - $68.6
|
37.3K
$1.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1- 0.69% |
$58.9 - $68.6
|
143
$7.59K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1- 0.63% |
$58.9 - $68.6
|
159
$8.44K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1- 1.82% |
$58.9 - $68.6
|
54
$2.87K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1- -0.0% |
$58.9 - $68.6
|
50.1K
$2.66M
|