Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-304- 36.76% |
$1.53K - $2.01K
|
523
$2.72K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-761- 3.83% |
$3.82K - $5.04K
|
19.1K
$99.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-860- 4.13% |
$4.32K - $5.69K
|
20K
$104K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-884- 5.16% |
$4.44K - $5.85K
|
16.2K
$84.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.27K- 6.72% |
$6.36K - $8.39K
|
17.6K
$91.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.88K- 12.49% |
$9.42K - $12.4K
|
13.1K
$68.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.89K- 8.77% |
$9.47K - $12.5K
|
19.6K
$102K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.92K- 0.55% |
$14.7K - $19.4K
|
529K
$2.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.94K- 6.86% |
$14.8K - $19.5K
|
40K
$208K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.23K- 5.87% |
$16.2K - $21.4K
|
51.8K
$270K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-3.36K- 3.27% |
$16.8K - $22.2K
|
99.3K
$517K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.72K- 14.54% |
$18.7K - $24.7K
|
21.9K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.22K- 3.26% |
$21.2K - $27.9K
|
125K
$653K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.47K- 10.5% |
$22.5K - $29.6K
|
38.1K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.6K- 11.61% |
$23.1K - $30.5K
|
35K
$182K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.5K- 11.22% |
$27.6K - $36.4K
|
43.5K
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.51K- 16.63% |
$27.6K - $36.4K
|
27.6K
$144K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.51K- 16.63% |
$27.6K - $36.4K
|
27.6K
$144K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.9K- 7.03% |
$39.6K - $52.3K
|
104K
$544K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8K- 8.5% |
$40.2K - $53K
|
86.1K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9.14K- 29.54% |
$45.9K - $60.5K
|
21.8K
$114K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.77K- 30.83% |
$49K - $64.7K
|
21.9K
$114K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.6K- 41.48% |
$53.2K - $70.2K
|
15K
$77.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.1K- 3.37% |
$55.7K - $73.4K
|
318K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.7K- 14.47% |
$63.6K - $83.9K
|
74.9K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.4K- 12.7% |
$67K - $88.4K
|
91.8K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-33.1K- 28.5% |
$166K - $219K
|
83.2K
$433K
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-40.3K- 99.99% |
$202K - $267K
|
6
$31.3
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-43.2K- 90.04% |
$217K - $286K
|
4.78K
$24.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-44.2K- 3.04% |
$222K - $292K
|
1.41M
$7.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-55K- 48.42% |
$276K - $364K
|
58.5K
$305K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-57.1K- 22.9% |
$287K - $378K
|
192K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-147K- 79.8% |
$737K - $971K
|
37.1K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-192K- 19.4% |
$966K - $1.27M
|
799K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-340K- 13.48% |
$1.71M - $2.25M
|
2.18M
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-795K- 6.45% |
$3.99M - $5.26M
|
11.5M
$60M
|