Purchases and Sales Made in Q1 2022 in Cbre Global Real Estate Income Fund (IGR)
This table provides information about the institutional ownership of Cbre Global Real Estate Income Fund (IGR) during Q1 2022. The information is specifically focused on institutions that hold shares of CBRE GLOBAL REAL ESTATE INCOME FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
502+ 1.91% |
$4.01K - $4.91K
|
26.8K
$142K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
500New |
$3.99K - $4.89K
|
500
$2.66K
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
461+ 1.79% |
$3.68K - $4.51K
|
26.3K
$140K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
398+ 0.94% |
$3.18K - $3.89K
|
42.8K
$228K
|
|
Apr 22, 2022
Q1 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
391+ 1.62% |
$3.12K - $3.82K
|
24.5K
$130K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
309+ 1.74% |
$2.47K - $3.02K
|
18K
$96K
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
144+ 0.72% |
$1.15K - $1.41K
|
20.3K
$108K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
83+ 0.12% |
$662 - $812
|
68.1K
$362K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
54+ 0.46% |
$431 - $528
|
11.8K
$63K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17+ 0.01% |
$136 - $166
|
246K
$1.31M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 0.6% |
$63.8 - $78.2
|
1.35K
$7.18K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
5+ 0.02% |
$39.9 - $48.9
|
20.5K
$109K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4+ 0.03% |
$31.9 - $39.1
|
13.5K
$72.1K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.34% |
$23.9 - $29.3
|
227
$1.21K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-74Closed |
$591 - $724
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-125- 4.0% |
$998 - $1.22K
|
3K
$16K
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-173Closed |
$1.38K - $1.69K
|
0
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-198- 2.77% |
$1.58K - $1.94K
|
6.95K
$37K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-230- 0.33% |
$1.84K - $2.25K
|
68.8K
$366K
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-536- 3.56% |
$4.28K - $5.24K
|
14.5K
$77.2K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-551Closed |
$4.4K - $5.39K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-767- 0.58% |
$6.12K - $7.5K
|
131K
$698K
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-909- 0.62% |
$7.25K - $8.89K
|
145K
$774K
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1K- 17.24% |
$7.98K - $9.78K
|
4.8K
$25.5K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.11K- 0.71% |
$8.87K - $10.9K
|
155K
$824K
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.12K- 8.18% |
$8.94K - $11K
|
12.6K
$66.9K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.18K- 5.17% |
$9.44K - $11.6K
|
21.7K
$115K
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 0.97% |
$10K - $12.3K
|
127K
$678K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.79KClosed |
$14.3K - $17.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.82KClosed |
$14.5K - $17.8K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.88KClosed |
$22.9K - $28.1K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.27KClosed |
$26.1K - $32K
|
0
$0
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.68K- 1.87% |
$29.4K - $36K
|
194K
$1.03M
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.68K- 1.87% |
$29.4K - $36K
|
194K
$1.03M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.9K- 78.31% |
$31.2K - $38.2K
|
1.08K
$5.75K
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.87K- 13.08% |
$38.8K - $47.6K
|
32.3K
$172K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.79KClosed |
$46.2K - $56.7K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-6K- 28.06% |
$47.9K - $58.7K
|
15.4K
$81.8K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.36K- 13.93% |
$58.7K - $71.9K
|
45.5K
$242K
|
|
May 06, 2022
Q1 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-7.83K- 30.13% |
$62.5K - $76.6K
|
18.2K
$96.6K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.3KClosed |
$82.3K - $101K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-10.7KClosed |
$85.6K - $105K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-11.2KClosed |
$89K - $109K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-12K- 54.55% |
$95.8K - $117K
|
10K
$53.2K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.1K- 15.14% |
$112K - $137K
|
78.8K
$419K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-14.1K- 3.98% |
$112K - $138K
|
340K
$1.81M
|
|
May 13, 2022
Q1 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-14.6KClosed |
$117K - $143K
|
0
$0
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-15K- 25.78% |
$120K - $147K
|
43.2K
$230K
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-16.7K- 5.93% |
$133K - $164K
|
265K
$1.41M
|