Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
BUY
|
- |
167+ 0.11% |
$1.13K - $1.53K
|
154K
$790K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
167+ 1.41% |
$1.13K - $1.53K
|
12K
$61.8K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
99New |
$670 - $909
|
99
$509
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
89+ 0.23% |
$603 - $817
|
39.1K
$201K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
32+ 0.02% |
$217 - $294
|
131K
$674K
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
12+ 0.0% |
$81.2 - $110
|
265K
$1.36M
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6+ 0.04% |
$40.6 - $55.1
|
13.6K
$69.7K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 2.2% |
$33.8 - $45.9
|
232
$1.19K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-198- 2.77% |
$1.34K - $1.82K
|
6.95K
$35.7K
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-220- 0.17% |
$1.49K - $2.02K
|
127K
$654K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-323- 0.13% |
$2.19K - $2.97K
|
247K
$1.27M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-421- 2.57% |
$2.85K - $3.86K
|
15.9K
$81.9K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-500Closed |
$3.39K - $4.59K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-532- 0.78% |
$3.6K - $4.88K
|
67.6K
$347K
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-545- 0.37% |
$3.69K - $5K
|
145K
$745K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-596- 3.24% |
$4.03K - $5.47K
|
17.8K
$91.6K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-667- 0.24% |
$4.52K - $6.12K
|
274K
$1.41M
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-729- 1.17% |
$4.94K - $6.69K
|
61.4K
$315K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-949- 87.79% |
$6.42K - $8.71K
|
132
$678
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.02K- 8.89% |
$6.91K - $9.36K
|
10.5K
$53.7K
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.23K- 4.59% |
$8.31K - $11.3K
|
25.5K
$131K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.43K- 3.33% |
$9.66K - $13.1K
|
41.4K
$213K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-2K- 9.72% |
$13.5K - $18.3K
|
18.5K
$95.3K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2KClosed |
$13.5K - $18.4K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.22K- 8.45% |
$15K - $20.4K
|
24.1K
$124K
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.5K- 16.25% |
$16.9K - $23K
|
12.9K
$66.2K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.92K- 36.96% |
$19.7K - $26.8K
|
4.97K
$25.6K
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3K- 9.27% |
$20.3K - $27.5K
|
29.3K
$151K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.12K- 16.7% |
$21.1K - $28.7K
|
15.6K
$80K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.6K- 75.0% |
$24.4K - $33K
|
1.2K
$6.17K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.47K- 9.83% |
$30.3K - $41K
|
41K
$211K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-5.75KClosed |
$38.9K - $52.8K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.02K- 20.91% |
$40.8K - $55.3K
|
22.8K
$117K
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.69K- 6.25% |
$45.3K - $61.4K
|
100K
$516K
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-6.81KClosed |
$46.1K - $62.5K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.84K- 2.44% |
$53.1K - $72K
|
314K
$1.61M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.5K- 1.55% |
$70.8K - $96K
|
665K
$3.42M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.5K- 5.62% |
$70.8K - $96.1K
|
176K
$903K
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-11.1K- 0.68% |
$75.3K - $102K
|
1.62M
$8.32M
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-12.6KClosed |
$85.1K - $115K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.3K- 0.41% |
$89.8K - $122K
|
3.23M
$16.6M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.1KClosed |
$95.5K - $129K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.9KClosed |
$121K - $165K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-18.2KClosed |
$123K - $167K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Leisure Capital Management
|
SELL
|
- |
-20KClosed |
$135K - $184K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.4K- 5.93% |
$145K - $196K
|
339K
$1.74M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23.9K- 32.56% |
$162K - $219K
|
49.5K
$254K
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-25.7K- 37.45% |
$174K - $236K
|
42.9K
$221K
|