Purchases and Sales Made in Q4 2023 in Commerce Bancshares Inc (CBSH)
This table provides information about the institutional ownership of Commerce Bancshares Inc (CBSH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
19+ 2.04% |
$825 - $1.04K
|
952
$63.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
19New |
$825 - $1.04K
|
19
$1.27K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
18New |
$782 - $988
|
18
$1.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
16+ 4.61% |
$695 - $878
|
363
$24.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14New |
$608 - $769
|
14
$933
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
14+ 7.22% |
$608 - $769
|
208
$13.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13New |
$564 - $714
|
13
$866
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
10+ 4.81% |
$434 - $549
|
218
$14.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10+ 9.43% |
$434 - $549
|
116
$7.73K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10+ 5.52% |
$434 - $549
|
191
$12.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
10+ 5.0% |
$434 - $549
|
210
$14K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
9+ 4.74% |
$391 - $494
|
199
$13.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
7New |
$304 - $384
|
7
$466
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
6+ 4.2% |
$261 - $329
|
149
$9.92K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 1.38% |
$217 - $275
|
367
$24.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5+ 3.94% |
$217 - $275
|
132
$8.79K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 4.44% |
$174 - $220
|
94
$6.26K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 4.21% |
$174 - $220
|
99
$6.59K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 4.4% |
$174 - $220
|
95
$6.33K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4+ 0.08% |
$174 - $220
|
5.22K
$348K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 2.1% |
$130 - $165
|
146
$9.73K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3New |
$130 - $165
|
3
$200
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3+ 5.08% |
$130 - $165
|
62
$4.13K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 4.44% |
$86.8 - $110
|
47
$3.13K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 0.14% |
$86.8 - $110
|
1.47K
$97.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 3.64% |
$86.8 - $110
|
57
$3.8K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
2+ 4.55% |
$86.8 - $110
|
46
$3.06K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1+ 3.13% |
$43.4 - $54.9
|
33
$2.2K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 4.0% |
$43.4 - $54.9
|
26
$1.73K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 3.45% |
$43.4 - $54.9
|
30
$2K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 11.76% |
$86.8 - $110
|
15
$999
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4- 1.09% |
$174 - $220
|
362
$24.1K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 27.78% |
$217 - $275
|
13
$866
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-7- 0.13% |
$304 - $384
|
5.44K
$363K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-8- 1.48% |
$347 - $439
|
534
$35.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 31.03% |
$391 - $494
|
20
$1.33K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-19- 95.0% |
$825 - $1.04K
|
1
$66.6
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-22- 36.07% |
$955 - $1.21K
|
39
$2.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23- 5.58% |
$999 - $1.26K
|
389
$25.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-32- 96.97% |
$1.39K - $1.76K
|
1
$66.6
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-36- 1.53% |
$1.56K - $1.98K
|
2.32K
$155K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-44- 0.11% |
$1.91K - $2.42K
|
39.6K
$2.64M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-45- 7.71% |
$1.95K - $2.47K
|
539
$35.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-46- 83.64% |
$2K - $2.53K
|
9
$599
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-65- 91.55% |
$2.82K - $3.57K
|
6
$400
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-75- 8.99% |
$3.26K - $4.12K
|
759
$50.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-84- 45.16% |
$3.65K - $4.61K
|
102
$6.79K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-85- 1.02% |
$3.69K - $4.67K
|
8.28K
$551K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-89- 1.86% |
$3.86K - $4.89K
|
4.7K
$313K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-104- 79.39% |
$4.52K - $5.71K
|
27
$1.8K
|