Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7+ 0.05% |
$39.1 - $58
|
13.6K
$69.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 2.59% |
$33.5 - $49.7
|
238
$1.22K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-36- 0.15% |
$201 - $298
|
24K
$123K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-305- 17.78% |
$1.7K - $2.53K
|
1.41K
$7.25K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-354- 1.39% |
$1.98K - $2.93K
|
25.2K
$129K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-437- 0.65% |
$2.44K - $3.62K
|
67.1K
$345K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-598- 1.13% |
$3.34K - $4.95K
|
52.3K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-767- 6.51% |
$4.29K - $6.35K
|
11K
$56.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-891- 0.62% |
$4.98K - $7.38K
|
144K
$740K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-900- 5.05% |
$5.03K - $7.45K
|
16.9K
$87K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-980- 2.42% |
$5.48K - $8.11K
|
39.6K
$203K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.14K- 2.75% |
$6.36K - $9.42K
|
40.3K
$207K
|
|
|
Oct 19, 2022
Q3 2022
|
Advocate Group LLC
|
SELL
|
- |
-1.97K- 13.52% |
$11K - $16.3K
|
12.6K
$64.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.58K- 20.4% |
$14.4K - $21.4K
|
10.1K
$51.8K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 2.25% |
$16K - $23.7K
|
124K
$639K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.91K- 8.65% |
$16.2K - $24.1K
|
30.7K
$158K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.05K- 0.51% |
$17K - $25.2K
|
594K
$3.05M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.17K- 4.0% |
$17.7K - $26.2K
|
76K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.27K- 7.61% |
$18.3K - $27K
|
39.7K
$204K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.94K- 25.33% |
$22K - $32.7K
|
11.6K
$59.8K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.52K- 21.36% |
$30.9K - $45.7K
|
20.3K
$105K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.9K- 10.23% |
$33K - $48.8K
|
51.7K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.12K- 20.87% |
$34.2K - $50.7K
|
23.2K
$119K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.62K- 26.37% |
$42.6K - $63.1K
|
21.3K
$109K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-10.5K- 0.27% |
$58.6K - $86.9K
|
3.86M
$19.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.1K- 3.57% |
$67.7K - $100K
|
327K
$1.68M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-15.1K- 22.89% |
$84.6K - $125K
|
51K
$262K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-17.8K- 95.87% |
$99.4K - $147K
|
765
$3.93K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.4K- 44.9% |
$103K - $152K
|
22.6K
$116K
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-19.7K- 8.8% |
$110K - $163K
|
204K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-32.6K- 53.07% |
$182K - $270K
|
28.8K
$148K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-36.8K- 34.22% |
$206K - $305K
|
70.8K
$364K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.6K- 21.57% |
$266K - $394K
|
173K
$889K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-55.9K- 68.32% |
$313K - $463K
|
25.9K
$133K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-166K- 8.02% |
$927K - $1.37M
|
1.9M
$9.77M
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-213K- 13.14% |
$1.19M - $1.76M
|
1.41M
$7.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-237K- 7.34% |
$1.33M - $1.96M
|
2.99M
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.21M- 10.97% |
$6.75M - $9.99M
|
9.79M
$50.3M
|