Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
297K+ 89.26% |
$1.57M - $1.92M
|
629K
$3.26M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
282K+ 7.31% |
$1.5M - $1.82M
|
4.14M
$21.5M
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
267KNew |
$1.42M - $1.73M
|
267K
$1.39M
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
157KNew |
$833K - $1.02M
|
157K
$814K
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
137KNew |
$725K - $883K
|
137K
$708K
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
89.7KNew |
$475K - $579K
|
89.7K
$464K
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
84.3KNew |
$447K - $545K
|
84.3K
$437K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.3K+ 26.23% |
$441K - $538K
|
401K
$2.08M
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
78.9KNew |
$418K - $510K
|
78.9K
$409K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
66.3K+ 37.62% |
$352K - $429K
|
243K
$1.26M
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
63.5KNew |
$337K - $410K
|
63.5K
$329K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
57.9K+ 101.81% |
$307K - $374K
|
115K
$594K
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
54KNew |
$286K - $349K
|
54K
$280K
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
31.2K+ 23.77% |
$165K - $201K
|
162K
$841K
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
30.1KNew |
$159K - $194K
|
30.1K
$156K
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
21.2KNew |
$112K - $137K
|
21.2K
$110K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.4K+ 235.85% |
$108K - $132K
|
29.1K
$151K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
19.9K+ 3.35% |
$105K - $128K
|
614K
$3.18M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.6K+ 11.32% |
$98.6K - $120K
|
183K
$947K
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.5KNew |
$87.2K - $106K
|
16.5K
$85.2K
|
|
Jan 12, 2023
Q4 2022
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
16KNew |
$84.8K - $103K
|
16K
$82.9K
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15.3KNew |
$81K - $98.7K
|
15.3K
$79.1K
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
14.8KNew |
$78.4K - $95.6K
|
14.8K
$76.7K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.6K+ 74.52% |
$77.5K - $94.5K
|
34.3K
$177K
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
14.6KNew |
$77.2K - $94.1K
|
14.6K
$75.4K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.4KNew |
$76.6K - $93.3K
|
14.4K
$74.8K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.2KNew |
$75K - $91.5K
|
14.2K
$73.3K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
10.6K+ 7.53% |
$56.2K - $68.5K
|
151K
$785K
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
10KNew |
$53.2K - $64.9K
|
10K
$52K
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8.78K+ 4.39% |
$46.5K - $56.7K
|
209K
$1.08M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.81K+ 4.32% |
$41.4K - $50.4K
|
188K
$976K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.46K+ 16.86% |
$39.5K - $48.2K
|
51.7K
$268K
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.74K+ 4.62% |
$30.4K - $37.1K
|
130K
$674K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5KNew |
$26.5K - $32.3K
|
5K
$25.9K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.92K+ 28.9% |
$20.8K - $25.3K
|
17.5K
$90.5K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.81K+ 26.96% |
$20.2K - $24.6K
|
17.9K
$93K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.35K+ 6.88% |
$17.8K - $21.6K
|
52K
$270K
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.3K+ 0.46% |
$17.5K - $21.3K
|
724K
$3.75M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.92KNew |
$15.5K - $18.9K
|
2.92K
$15.1K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.92KNew |
$15.5K - $18.9K
|
2.92K
$15.1K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.2K+ 18.9% |
$11.6K - $14.2K
|
13.8K
$71.6K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.15KNew |
$11.4K - $13.9K
|
2.15K
$11.2K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.6KNew |
$8.49K - $10.3K
|
1.6K
$8.3K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.53K+ 6.24% |
$8.11K - $9.88K
|
26.1K
$135K
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
660+ 2.59% |
$3.5K - $4.26K
|
26.2K
$136K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
327+ 0.83% |
$1.73K - $2.11K
|
39.9K
$207K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
265+ 1.25% |
$1.4K - $1.71K
|
21.5K
$112K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
240+ 22.45% |
$1.27K - $1.55K
|
1.31K
$6.78K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
120+ 0.31% |
$636 - $775
|
39.4K
$204K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
91+ 0.3% |
$482 - $588
|
30.8K
$159K
|