Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
441K+ 12.4% |
$3.73M - $4.32M
|
4M
$20.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
214K+ 16.59% |
$1.81M - $2.1M
|
1.51M
$7.85M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
140K+ 4.67% |
$1.18M - $1.37M
|
3.13M
$16.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
115K+ 21.06% |
$977K - $1.13M
|
663K
$3.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
77.7K+ 3.11% |
$657K - $760K
|
2.57M
$13.4M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
58.2KNew |
$493K - $570K
|
58.2K
$303K
|
|
|
Jan 21, 2022
Q4 2021
|
Segantii Capital Management LTD
|
BUY
|
- |
42.9KNew |
$363K - $420K
|
42.9K
$224K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
40.1KNew |
$339K - $392K
|
40.1K
$209K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
35.3K+ 125.84% |
$299K - $345K
|
63.3K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.7K+ 17.93% |
$260K - $301K
|
202K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
25.6K+ 4.92% |
$217K - $251K
|
547K
$2.85M
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
24.1KNew |
$204K - $236K
|
24.1K
$126K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
22KNew |
$186K - $215K
|
22K
$115K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.4K+ 7.76% |
$164K - $190K
|
270K
$1.41M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
17.2K+ 21.44% |
$145K - $168K
|
97.3K
$507K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17K+ 4.31% |
$144K - $166K
|
411K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
15.8KNew |
$133K - $154K
|
15.8K
$82.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.6K+ 8.71% |
$123K - $143K
|
182K
$947K
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
BUY
|
- |
14.4KNew |
$122K - $141K
|
14.4K
$75.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.3KNew |
$104K - $120K
|
12.3K
$64.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$87.3K - $101K
|
10.3K
$53.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.65K+ 10.99% |
$73.1K - $84.6K
|
87.3K
$455K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.2K+ 8.93% |
$69.4K - $80.3K
|
100K
$521K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.84K+ 61.28% |
$66.3K - $76.7K
|
20.6K
$107K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.26K+ 5.92% |
$53K - $61.3K
|
112K
$583K
|
|
|
Jan 11, 2022
Q4 2021
|
Stolper CO
|
BUY
|
- |
6.04K+ 4.37% |
$51.1K - $59.1K
|
144K
$752K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
5.8KNew |
$49.1K - $56.8K
|
5.8K
$30.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.79KNew |
$49K - $56.7K
|
5.79K
$30.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
5.49K+ 6.69% |
$46.4K - $53.7K
|
87.6K
$456K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
4.28K+ 3.5% |
$36.2K - $41.9K
|
127K
$660K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.2K+ 22.47% |
$35.5K - $41.1K
|
22.9K
$119K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.1KNew |
$34.7K - $40.1K
|
4.1K
$21.4K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.65K+ 13.62% |
$30.9K - $35.8K
|
30.5K
$159K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
3.02K+ 3.72% |
$25.5K - $29.5K
|
84.2K
$439K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.88KNew |
$24.3K - $28.1K
|
2.88K
$15K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
1.94K+ 3.81% |
$16.4K - $19K
|
52.9K
$276K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.9K+ 0.97% |
$16.1K - $18.6K
|
197K
$1.03M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.9K+ 0.97% |
$16.1K - $18.6K
|
197K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.82KNew |
$15.4K - $17.8K
|
1.82K
$9.47K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.43K+ 8.77% |
$12.1K - $14K
|
17.7K
$92.4K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1K+ 9.27% |
$8.46K - $9.79K
|
11.8K
$61.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
969+ 2.97% |
$8.2K - $9.49K
|
33.6K
$175K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
851+ 4.01% |
$7.2K - $8.33K
|
22.1K
$115K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
846+ 0.45% |
$7.16K - $8.28K
|
187K
$974K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
750+ 7.09% |
$6.35K - $7.34K
|
11.3K
$59K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
551New |
$4.66K - $5.39K
|
551
$2.87K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
326+ 0.21% |
$2.76K - $3.19K
|
156K
$813K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
270New |
$2.28K - $2.64K
|
270
$1.41K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
173New |
$1.46K - $1.69K
|
173
$901
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
142+ 0.71% |
$1.2K - $1.39K
|
20.1K
$105K
|