Purchases and Sales Made in Q1 2023 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 2023. 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 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.59K+ 4.08% |
$8.13K - $11.4K
|
40.7K
$209K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.58K+ 120.32% |
$8.03K - $11.2K
|
2.88K
$14.8K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.33KNew |
$6.8K - $9.52K
|
1.33K
$6.85K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.25K+ 3.63% |
$6.35K - $8.89K
|
35.5K
$183K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2KNew |
$6.12K - $8.57K
|
1.2K
$6.17K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
925+ 0.62% |
$4.72K - $6.6K
|
149K
$767K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
645+ 2.97% |
$3.29K - $4.61K
|
22.3K
$115K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
551+ 5.49% |
$2.81K - $3.93K
|
10.6K
$54.4K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
478+ 0.92% |
$2.44K - $3.41K
|
52.5K
$270K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
471+ 3.62% |
$2.4K - $3.36K
|
13.5K
$69.2K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
463+ 2.36% |
$2.36K - $3.31K
|
20.1K
$103K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
249+ 0.63% |
$1.27K - $1.78K
|
39.7K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
92+ 0.3% |
$469 - $657
|
30.9K
$159K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
81+ 14.78% |
$413 - $578
|
629
$3.23K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
79+ 0.4% |
$403 - $564
|
20K
$103K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
48+ 0.17% |
$245 - $343
|
28.2K
$145K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29+ 0.01% |
$148 - $207
|
254K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8+ 0.05% |
$40.8 - $57.1
|
17.5K
$89.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 2.85% |
$35.7 - $50
|
253
$1.3K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-251- 1.4% |
$1.28K - $1.79K
|
17.7K
$91K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-279- 0.92% |
$1.42K - $1.99K
|
30.1K
$155K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-292- 3.43% |
$1.49K - $2.08K
|
8.23K
$42.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-482- 2.65% |
$2.46K - $3.44K
|
17.7K
$91.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-900- 1.67% |
$4.59K - $6.43K
|
53.1K
$273K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 1.03% |
$6.81K - $9.53K
|
129K
$662K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.52K- 0.94% |
$7.74K - $10.8K
|
159K
$818K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.92K- 13.89% |
$9.79K - $13.7K
|
11.9K
$61.2K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-2.82K- 7.43% |
$14.4K - $20.1K
|
35.1K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.83K- 2.3% |
$14.4K - $20.2K
|
120K
$618K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.84K- 13.19% |
$14.5K - $20.3K
|
18.7K
$96.1K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.92KClosed |
$14.9K - $20.9K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.1K- 14.8% |
$15.8K - $22.1K
|
17.8K
$91.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.15K- 7.89% |
$16.1K - $22.5K
|
36.7K
$189K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.32K- 23.48% |
$17K - $23.7K
|
10.8K
$55.7K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.5K- 70.0% |
$17.9K - $25K
|
1.5K
$7.71K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
SELL
|
- |
-5.94K- 6.07% |
$30.3K - $42.4K
|
91.9K
$473K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.09K- 9.46% |
$36.1K - $50.6K
|
67.8K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.14K- 26.26% |
$36.4K - $51K
|
20.1K
$103K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.51K- 25.57% |
$38.3K - $53.6K
|
21.9K
$112K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.65K- 9.48% |
$39K - $54.6K
|
73.1K
$376K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.98K- 18.69% |
$40.7K - $57K
|
34.7K
$178K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.58K- 5.09% |
$48.9K - $68.4K
|
179K
$919K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.5K- 10.22% |
$94.1K - $132K
|
162K
$833K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-53.8K- 22.15% |
$274K - $384K
|
189K
$971K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-55K- 3.49% |
$281K - $393K
|
1.52M
$7.82M
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-75.2K- 83.91% |
$384K - $537K
|
14.4K
$74.1K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-87.7K- 21.9% |
$448K - $627K
|
313K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-109K- 9.04% |
$556K - $779K
|
1.1M
$5.64M
|
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-135K- 98.54% |
$687K - $962K
|
2K
$10.3K
|