Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
1.08M+ 124.05% |
$5.35M - $5.94M
|
1.94M
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.07M+ 9.97% |
$5.33M - $5.92M
|
11.8M
$61.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.07M+ 9.97% |
$5.33M - $5.92M
|
11.8M
$61.3M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
395K+ 27.72% |
$1.96M - $2.18M
|
1.82M
$9.43M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
365KNew |
$1.82M - $2.02M
|
365K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
285K+ 11.72% |
$1.42M - $1.57M
|
2.72M
$14.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
203K+ 4.35% |
$1.01M - $1.12M
|
4.87M
$25.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
150K+ 11.44% |
$744K - $826K
|
1.46M
$7.55M
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
81.7K+ 156.41% |
$406K - $451K
|
134K
$694K
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
54.8K+ 10.39% |
$272K - $302K
|
582K
$3.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
50.1K+ 1002380.0% |
$249K - $277K
|
50.1K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.9K+ 4.97% |
$213K - $237K
|
906K
$4.69M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.6K+ 8.73% |
$187K - $208K
|
468K
$2.43M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
36KNew |
$179K - $199K
|
36K
$187K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33K+ 243.85% |
$164K - $182K
|
46.5K
$241K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.2K+ 243.05% |
$155K - $172K
|
44.1K
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.2K+ 33.63% |
$155K - $172K
|
124K
$642K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
29.8KNew |
$148K - $164K
|
29.8K
$154K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.2K+ 16.08% |
$120K - $134K
|
175K
$906K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.7K+ 29.74% |
$113K - $125K
|
98.9K
$512K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20KNew |
$99.2K - $110K
|
20K
$103K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
19.3K+ 25.81% |
$96K - $107K
|
94.1K
$487K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
16.3KNew |
$80.9K - $89.8K
|
16.3K
$84.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
16.1KNew |
$80.1K - $89K
|
16.1K
$83.5K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.4K+ 55.62% |
$76.3K - $84.7K
|
43K
$222K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.3KNew |
$71.3K - $79.2K
|
14.3K
$74.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.8K+ 29.65% |
$58.7K - $65.2K
|
51.6K
$267K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.2K+ 7.58% |
$55.8K - $61.9K
|
159K
$825K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.2KNew |
$55.5K - $61.6K
|
11.2K
$57.8K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
10.8KNew |
$53.7K - $59.6K
|
10.8K
$55.9K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10K+ 39.28% |
$49.8K - $55.4K
|
35.6K
$184K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10KNew |
$49.8K - $55.3K
|
10K
$51.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
10K+ 5.21% |
$49.8K - $55.3K
|
202K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
10KNew |
$49.7K - $55.2K
|
10K
$51.8K
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9.99K+ 4.8% |
$49.6K - $55.1K
|
218K
$1.13M
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
9.37K+ 10.05% |
$46.6K - $51.7K
|
103K
$532K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.21K+ 2.79% |
$35.8K - $39.8K
|
265K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.5K+ 4.15% |
$27.3K - $30.3K
|
138K
$715K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.06K+ 5.59% |
$25.2K - $28K
|
95.6K
$495K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.83K+ 2.68% |
$24K - $26.6K
|
185K
$958K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.54K+ 29.05% |
$22.6K - $25.1K
|
20.2K
$105K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.72K+ 3.58% |
$18.5K - $20.5K
|
108K
$558K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.52K+ 3.4% |
$17.5K - $19.4K
|
107K
$556K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.46K+ 9.62% |
$17.2K - $19.1K
|
39.5K
$204K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.97K+ 12.0% |
$14.8K - $16.4K
|
27.7K
$144K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.95K+ 19.4% |
$14.7K - $16.3K
|
18.1K
$94K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.4K+ 19.25% |
$11.9K - $13.3K
|
14.9K
$77.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.75K+ 11.52% |
$8.7K - $9.66K
|
16.9K
$87.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.75K+ 0.69% |
$8.68K - $9.64K
|
256K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.45K+ 2.19% |
$7.2K - $8K
|
67.7K
$351K
|