Latest Institutional Transactions on Cbre Global Real Estate Income Fund (IGR)
This table provides information on the latest institutional transactions involving Cbre Global Real Estate Income Fund (IGR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-418K- 88.37% |
$1.86M - $2.33M
|
54.9K
$303K
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9.3K- 20.85% |
$41.5K - $52K
|
35.3K
$195K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-36.7K- 75.21% |
$164K - $205K
|
12.1K
$66.7K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13KNew |
$57.8K - $72.5K
|
13K
$71.4K
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-16.2K- 2.45% |
$72.3K - $90.6K
|
645K
$3.55M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
226+ 0.24% |
$1.01K - $1.26K
|
93.9K
$517K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.66K- 88.67% |
$11.9K - $14.9K
|
340
$1.87K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
33.7KNew |
$150K - $189K
|
33.7K
$186K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.84K+ 36.34% |
$17.1K - $21.5K
|
14.4K
$79.4K
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
15.2K+ 16.24% |
$68K - $85.2K
|
109K
$601K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
575New |
$2.56K - $3.21K
|
575
$3.17K
|
|
Q2 2023 | |||||||
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
428K+ 221.79% |
$2.13M - $2.37M
|
621K
$3.42M
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5.12KNew |
$25.5K - $28.4K
|
5.12K
$28.2K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
267+ 20.03% |
$1.33K - $1.48K
|
1.6K
$8.82K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.36K- 16.71% |
$21.7K - $24.1K
|
21.7K
$120K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
14.5KNew |
$72.3K - $80.4K
|
14.5K
$80K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20.5KNew |
$102K - $113K
|
20.5K
$113K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.5KNew |
$12.5K - $13.9K
|
2.5K
$13.8K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.42KNew |
$7.07K - $7.87K
|
1.42K
$7.82K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6KNew |
$53K - $58.9K
|
10.6K
$58.6K
|
|
Aug 11, 2023
Q2 2023
|
Roumell Asset Management, LLC
Chevy Chase, MD |
BUY
|
- |
395KNew |
$1.97M - $2.19M
|
395K
$2.18M
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12.2KNew |
$60.8K - $67.7K
|
12.2K
$67.3K
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12.5KNew |
$62.1K - $69.1K
|
12.5K
$68.7K
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10KNew |
$49.8K - $55.4K
|
10K
$55.1K
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
32.1K+ 57.57% |
$160K - $178K
|
87.8K
$484K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
816+ 17.03% |
$4.06K - $4.52K
|
5.61K
$30.9K
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
12KNew |
$59.9K - $66.7K
|
12K
$66.3K
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11.1KNew |
$55.2K - $61.4K
|
11.1K
$61.1K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.44KNew |
$7.15K - $7.96K
|
1.44K
$7.91K
|
|
Q1 2023 | |||||||
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
236KNew |
$1.2M - $1.69M
|
236K
$1.3M
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
26KNew |
$133K - $186K
|
26K
$143K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.9KNew |
$60.6K - $84.9K
|
11.9K
$65.5K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.32K- 23.48% |
$17K - $23.7K
|
10.8K
$59.7K
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.14K- 26.26% |
$36.4K - $51K
|
20.1K
$111K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.21K+ 8.14% |
$21.5K - $30.1K
|
55.9K
$308K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
81+ 14.78% |
$413 - $578
|
629
$3.47K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.69KNew |
$23.9K - $33.5K
|
4.69K
$25.8K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.84K- 13.19% |
$14.5K - $20.3K
|
18.7K
$103K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2KNew |
$6.12K - $8.57K
|
1.2K
$6.61K
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
13.5KNew |
$68.8K - $96.3K
|
13.5K
$74.3K
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
16.5KNew |
$84.3K - $118K
|
16.5K
$91.1K
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.92KNew |
$15.5K - $18.9K
|
2.92K
$16.1K
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15.3KNew |
$81K - $98.7K
|
15.3K
$84.2K
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
14.8KNew |
$78.4K - $95.6K
|
14.8K
$81.5K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.47K- 11.2% |
$13.1K - $15.9K
|
19.6K
$108K
|
|
Jan 12, 2023
Q4 2022
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
16KNew |
$84.8K - $103K
|
16K
$88.2K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.6KNew |
$8.49K - $10.3K
|
1.6K
$8.83K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.58K- 20.4% |
$14.4K - $21.4K
|
10.1K
$55.5K
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.12K- 20.87% |
$34.2K - $50.7K
|
23.2K
$128K
|