Purchases and Sales Made in Q3 2023 in Cme Group Inc. (CME)
This table provides information about the institutional ownership of Cme Group Inc. (CME) during Q3 2023. The information is specifically focused on institutions that hold shares of CME GROUP INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
159+ 3.24% |
$28.8K - $33.1K
|
5.07K
$1.21M
|
|
Nov 14, 2023
Q3 2023
|
Lagoda Investment Management, L.P.
New York, NY |
BUY
|
- |
150+ 12.5% |
$27.2K - $31.3K
|
1.35K
$322K
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
143+ 1.93% |
$25.9K - $29.8K
|
7.54K
$1.8M
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
137+ 4.34% |
$24.8K - $28.5K
|
3.29K
$785K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
134+ 8.05% |
$24.3K - $27.9K
|
1.8K
$429K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
134+ 3.73% |
$24.3K - $27.9K
|
3.72K
$888K
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
131New |
$23.8K - $27.3K
|
131
$31.2K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
128+ 2.05% |
$23.2K - $26.7K
|
6.38K
$1.52M
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
121+ 1.12% |
$21.9K - $25.2K
|
10.9K
$2.6M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
112+ 1.46% |
$20.3K - $23.3K
|
7.76K
$1.85M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
112+ 3.61% |
$20.3K - $23.3K
|
3.21K
$766K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
111+ 4.74% |
$20.1K - $23.1K
|
2.45K
$585K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
110New |
$19.9K - $22.9K
|
110
$26.2K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
110+ 7.06% |
$19.9K - $22.9K
|
1.67K
$398K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
107+ 8.97% |
$19.4K - $22.3K
|
1.3K
$310K
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
102+ 2.18% |
$18.5K - $21.3K
|
4.78K
$1.14M
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
100+ 5.37% |
$18.1K - $20.8K
|
1.96K
$468K
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
99+ 7.39% |
$17.9K - $20.6K
|
1.44K
$343K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
94+ 2.17% |
$17K - $19.6K
|
4.43K
$1.06M
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
92+ 3.55% |
$16.7K - $19.2K
|
2.68K
$640K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
92+ 63.45% |
$16.7K - $19.2K
|
237
$56.5K
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
92+ 3.55% |
$16.7K - $19.2K
|
2.68K
$640K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
90+ 1.61% |
$16.3K - $18.8K
|
5.68K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
90+ 3.41% |
$16.3K - $18.8K
|
2.73K
$651K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
84+ 0.55% |
$15.2K - $17.5K
|
15.2K
$3.63M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
84+ 5.67% |
$15.2K - $17.5K
|
1.57K
$374K
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
82+ 1.73% |
$14.9K - $17.1K
|
4.82K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
81+ 1.05% |
$14.7K - $16.9K
|
7.8K
$1.86M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
81+ 1.29% |
$14.7K - $16.9K
|
6.36K
$1.52M
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
79+ 3.88% |
$14.3K - $16.5K
|
2.12K
$505K
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
78+ 2.64% |
$14.1K - $16.3K
|
3.04K
$724K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
77+ 16.52% |
$14K - $16K
|
543
$130K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
76New |
$13.8K - $15.8K
|
76
$18.1K
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
76+ 1.16% |
$13.8K - $15.8K
|
6.65K
$1.59M
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
76+ 0.37% |
$13.8K - $15.8K
|
20.5K
$4.89M
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
75+ 4.02% |
$13.6K - $15.6K
|
1.94K
$463K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
72+ 1.3% |
$13.1K - $15K
|
5.63K
$1.34M
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
67+ 2.17% |
$12.1K - $14K
|
3.15K
$751K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
67+ 1.09% |
$12.1K - $14K
|
6.19K
$1.48M
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
66+ 3.66% |
$12K - $13.8K
|
1.87K
$446K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
66+ 3.68% |
$12K - $13.8K
|
1.86K
$444K
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
65+ 2.22% |
$11.8K - $13.5K
|
2.99K
$713K
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
62+ 4.13% |
$11.2K - $12.9K
|
1.57K
$373K
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
62+ 0.14% |
$11.2K - $12.9K
|
45.4K
$10.8M
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
61New |
$11.1K - $12.7K
|
61
$14.6K
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
61+ 2.59% |
$11.1K - $12.7K
|
2.42K
$577K
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
60+ 1.35% |
$10.9K - $12.5K
|
4.49K
$1.07M
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
60New |
$10.9K - $12.5K
|
60
$14.3K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
59+ 737.5% |
$10.7K - $12.3K
|
67
$16K
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
59+ 0.94% |
$10.7K - $12.3K
|
6.33K
$1.51M
|