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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Roumell Asset Management, LLC
Chevy Chase, MD |
BUY
|
- |
395KNew |
$1.97M - $2.19M
|
395K
$1.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6KNew |
$53K - $58.9K
|
10.6K
$53.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12.2KNew |
$60.8K - $67.7K
|
12.2K
$61.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12.5KNew |
$62.1K - $69.1K
|
12.5K
$62.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
32.1K+ 57.57% |
$160K - $178K
|
87.8K
$439K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10KNew |
$49.8K - $55.4K
|
10K
$50K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
816+ 17.03% |
$4.06K - $4.52K
|
5.61K
$28K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
12KNew |
$59.9K - $66.7K
|
12K
$60.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11.1KNew |
$55.2K - $61.4K
|
11.1K
$55.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.44KNew |
$7.15K - $7.96K
|
1.44K
$7.18K
|
|
| Q1 2023 | |||||||
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
236KNew |
$1.2M - $1.69M
|
236K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.9KNew |
$60.6K - $84.9K
|
11.9K
$59.5K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
26KNew |
$133K - $186K
|
26K
$130K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.32K- 23.48% |
$17K - $23.7K
|
10.8K
$54.2K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.14K- 26.26% |
$36.4K - $51K
|
20.1K
$100K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.21K+ 8.14% |
$21.5K - $30.1K
|
55.9K
$280K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
81+ 14.78% |
$413 - $578
|
629
$3.15K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.84K- 13.19% |
$14.5K - $20.3K
|
18.7K
$93.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2KNew |
$6.12K - $8.57K
|
1.2K
$6K
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
13.5KNew |
$68.8K - $96.3K
|
13.5K
$67.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
16.5KNew |
$84.3K - $118K
|
16.5K
$82.6K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.92KNew |
$15.5K - $18.9K
|
2.92K
$14.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
14.8KNew |
$78.4K - $95.6K
|
14.8K
$74K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15.3KNew |
$81K - $98.7K
|
15.3K
$76.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.47K- 11.2% |
$13.1K - $15.9K
|
19.6K
$97.8K
|
|
|
Jan 12, 2023
Q4 2022
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
16KNew |
$84.8K - $103K
|
16K
$80K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.6KNew |
$8.49K - $10.3K
|
1.6K
$8.01K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.12K- 20.87% |
$34.2K - $50.7K
|
23.2K
$116K
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-19.7K- 8.8% |
$110K - $163K
|
204K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
261+ 1.21% |
$1.46K - $2.16K
|
21.8K
$109K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.58K- 20.4% |
$14.4K - $21.4K
|
10.1K
$50.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.4K- 44.9% |
$103K - $152K
|
22.6K
$113K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
779New |
$4.35K - $6.45K
|
779
$3.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
20KNew |
$112K - $166K
|
20K
$100K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
700New |
$3.91K - $5.8K
|
700
$3.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1KNew |
$5.59K - $8.28K
|
1K
$5K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-305- 17.78% |
$1.7K - $2.53K
|
1.41K
$7.05K
|
|
| Q2 2022 | |||||||
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-500Closed |
$3.39K - $4.59K
|
0
$0
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1KNew |
$6.77K - $9.18K
|
1K
$5K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
19.7KNew |
$133K - $181K
|
19.7K
$98.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.5K+ 15.0% |
$10.2K - $13.8K
|
11.5K
$57.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.92K- 36.96% |
$19.7K - $26.8K
|
4.97K
$24.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-18.2KClosed |
$123K - $167K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
10.7KNew |
$72.5K - $98.3K
|
10.7K
$53.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-33.5KClosed |
$227K - $308K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-12.6KClosed |
$85.1K - $115K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.5K- 16.25% |
$16.9K - $23K
|
12.9K
$64.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
6.7KNew |
$45.4K - $61.5K
|
6.7K
$33.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
270+ 100.0% |
$1.83K - $2.48K
|
540
$2.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-6.81KClosed |
$46.1K - $62.5K
|
0
$0
|
|