Purchases and Sales Made in Q4 2023 in Cullen/Frost Bankers, Inc. (CFR)
This table provides information about the institutional ownership of Cullen/Frost Bankers, Inc. (CFR) during Q4 2023. The information is specifically focused on institutions that hold shares of CULLEN/FROST BANKERS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
28+ 0.2% |
$2.34K - $3.09K
|
14.2K
$1.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
23+ 0.08% |
$1.92K - $2.54K
|
29.8K
$4.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
22New |
$1.84K - $2.43K
|
22
$2.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
17New |
$1.42K - $1.88K
|
17
$2.31K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 3.36% |
$1.25K - $1.66K
|
461
$62.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
14New |
$1.17K - $1.55K
|
14
$1.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
13New |
$1.09K - $1.44K
|
13
$1.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
12+ 0.23% |
$1K - $1.33K
|
5.17K
$703K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12New |
$1K - $1.33K
|
12
$1.63K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 1.1% |
$920 - $1.21K
|
1.01K
$137K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
8+ 1.13% |
$669 - $884
|
719
$97.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8+ 0.16% |
$669 - $884
|
4.86K
$660K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8New |
$669 - $884
|
8
$1.09K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8New |
$669 - $884
|
8
$1.09K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 100.0% |
$669 - $884
|
16
$2.18K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8+ 0.2% |
$669 - $884
|
4.06K
$552K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
7+ 0.38% |
$586 - $773
|
1.85K
$251K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6New |
$502 - $663
|
6
$816
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 4.48% |
$502 - $663
|
140
$19K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5+ 0.18% |
$418 - $552
|
2.83K
$385K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3New |
$251 - $331
|
3
$408
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3+ 0.02% |
$251 - $331
|
12.7K
$1.72M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.04% |
$167 - $221
|
195
$26.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1+ 0.03% |
$83.7 - $110
|
3.43K
$467K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1New |
$83.7 - $110
|
1
$136
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 11.11% |
$83.7 - $110
|
8
$1.09K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 7.14% |
$167 - $221
|
26
$3.53K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 0.78% |
$167 - $221
|
253
$34.4K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-3- 0.7% |
$251 - $331
|
425
$57.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 36.36% |
$335 - $442
|
7
$952
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-4- 1.91% |
$335 - $442
|
205
$27.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6- 0.19% |
$502 - $663
|
3.07K
$418K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-8- 44.44% |
$669 - $884
|
10
$1.36K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-11- 0.12% |
$920 - $1.21K
|
9.49K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11- 2.96% |
$920 - $1.21K
|
360
$48.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 6.54% |
$1.67K - $2.21K
|
286
$38.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-23- 5.64% |
$1.92K - $2.54K
|
385
$52.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-26- 1.16% |
$2.18K - $2.87K
|
2.21K
$300K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-26- 0.97% |
$2.18K - $2.87K
|
2.66K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-26- 0.65% |
$2.18K - $2.87K
|
3.97K
$539K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-27- -0.0% |
$2.26K - $2.98K
|
1.56M
$212M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-35- 14.71% |
$2.93K - $3.87K
|
203
$27.6K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-37- 11.08% |
$3.1K - $4.09K
|
297
$40.4K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
SELL
|
- |
-46- 0.54% |
$3.85K - $5.08K
|
8.53K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-47- 1.57% |
$3.93K - $5.19K
|
2.96K
$402K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-54- 1.51% |
$4.52K - $5.96K
|
3.52K
$478K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-54- 5.93% |
$4.52K - $5.96K
|
857
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-54- 8.19% |
$4.52K - $5.96K
|
605
$82.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-60Closed |
$5.02K - $6.63K
|
0
$0
|