Purchases and Sales Made in Q2 2023 in Commerce Bancshares Inc (CBSH)
This table provides information about the institutional ownership of Commerce Bancshares Inc (CBSH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
50+ 50.0% |
$2.28K - $2.94K
|
150
$9.54K
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
49+ 0.56% |
$2.24K - $2.88K
|
8.82K
$561K
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
49+ 0.56% |
$2.24K - $2.88K
|
8.82K
$561K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
45New |
$2.06K - $2.65K
|
45
$2.86K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
44New |
$2.01K - $2.59K
|
44
$2.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32+ 457.14% |
$1.46K - $1.88K
|
39
$2.48K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26New |
$1.19K - $1.53K
|
26
$1.65K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25+ 0.03% |
$1.14K - $1.47K
|
94.1K
$5.99M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
16+ 0.21% |
$731 - $941
|
7.6K
$483K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
11New |
$503 - $647
|
11
$699
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8+ 0.1% |
$366 - $470
|
7.8K
$496K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8+ 61.54% |
$366 - $470
|
21
$1.34K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8+ 17.02% |
$366 - $470
|
55
$3.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 50.0% |
$366 - $470
|
24
$1.53K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 12.0% |
$137 - $176
|
28
$1.78K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 2.47% |
$91.4 - $118
|
83
$5.28K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.12% |
$45.7 - $58.8
|
831
$52.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.04% |
$45.7 - $58.8
|
2.33K
$148K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 3.7% |
$91.4 - $118
|
52
$3.31K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 3.9% |
$137 - $176
|
74
$4.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-8- 0.55% |
$366 - $470
|
1.44K
$91.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 2.14% |
$366 - $470
|
366
$23.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-11- 0.6% |
$503 - $647
|
1.83K
$116K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-14- 0.06% |
$640 - $823
|
25.2K
$1.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-19- 0.02% |
$868 - $1.12K
|
94.7K
$6.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-19- 0.17% |
$868 - $1.12K
|
11.2K
$710K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-20- 0.24% |
$914 - $1.18K
|
8.46K
$538K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-22- 2.3% |
$1.01K - $1.29K
|
934
$59.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.19% |
$1.01K - $1.29K
|
11.8K
$748K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-23- 36.51% |
$1.05K - $1.35K
|
40
$2.54K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-27- 0.03% |
$1.23K - $1.59K
|
82.3K
$5.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-27- 0.4% |
$1.23K - $1.59K
|
6.65K
$423K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-28- 38.36% |
$1.28K - $1.65K
|
45
$2.86K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-41- 21.69% |
$1.87K - $2.41K
|
148
$9.41K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-49- 0.09% |
$2.24K - $2.88K
|
52.9K
$3.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-77- 0.53% |
$3.52K - $4.53K
|
14.4K
$914K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-82- 16.3% |
$3.75K - $4.82K
|
421
$26.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-83- 0.32% |
$3.79K - $4.88K
|
26.1K
$1.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-89- 50.57% |
$4.07K - $5.23K
|
87
$5.53K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-90- 6.58% |
$4.11K - $5.29K
|
1.28K
$81.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-102- 0.86% |
$4.66K - $6K
|
11.7K
$747K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-104- 9.45% |
$4.75K - $6.11K
|
997
$63.4K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-104- 9.45% |
$4.75K - $6.11K
|
997
$63.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-111- 42.86% |
$5.07K - $6.53K
|
148
$9.41K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-118- 0.75% |
$5.39K - $6.94K
|
15.6K
$992K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-176- 0.34% |
$8.04K - $10.3K
|
51K
$3.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-179- 10.1% |
$8.18K - $10.5K
|
1.59K
$101K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-181- 1.79% |
$8.27K - $10.6K
|
9.91K
$630K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-192- 2.04% |
$8.77K - $11.3K
|
9.23K
$587K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-201- 1.95% |
$9.18K - $11.8K
|
10.1K
$643K
|