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 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
80+ 0.29% |
$424 - $517
|
28.1K
$146K
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
62+ 0.03% |
$329 - $401
|
232K
$1.2M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26+ 0.2% |
$138 - $168
|
13K
$67.3K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 3.36% |
$42.4 - $51.7
|
246
$1.27K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.92% |
$37.1 - $45.2
|
772
$4K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1- 0.01% |
$5.3 - $6.46
|
11K
$57.1K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$5.3 - $6.46
|
14.2K
$73.8K
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-557- 1.4% |
$2.95K - $3.6K
|
39.1K
$203K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-795- 4.48% |
$4.21K - $5.14K
|
17K
$87.9K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-948- 4.95% |
$5.02K - $6.12K
|
18.2K
$94.3K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.08K- 1.42% |
$5.7K - $6.95K
|
74.9K
$388K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.11K- 1.65% |
$5.86K - $7.14K
|
66K
$342K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 3.43% |
$8.03K - $9.79K
|
42.7K
$221K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.53K- 1.86% |
$8.12K - $9.9K
|
80.8K
$418K
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.6K- 5.54% |
$8.45K - $10.3K
|
27.2K
$141K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.9K- 1.04% |
$10.1K - $12.3K
|
181K
$935K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.05K- 1.29% |
$10.9K - $13.3K
|
157K
$816K
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.27K- 4.45% |
$12K - $14.7K
|
48.7K
$252K
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.31K- 4.38% |
$12.3K - $14.9K
|
50.5K
$262K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.37K- 5.87% |
$12.5K - $15.3K
|
37.9K
$196K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.47K- 11.2% |
$13.1K - $15.9K
|
19.6K
$101K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.52K- 2.94% |
$13.3K - $16.3K
|
83K
$430K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.5K- 14.32% |
$18.6K - $22.6K
|
20.9K
$108K
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-3.68K- 24.38% |
$19.5K - $23.8K
|
11.4K
$59.1K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.92K- 15.29% |
$20.8K - $25.3K
|
21.7K
$112K
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.1K- 17.08% |
$21.8K - $26.5K
|
19.9K
$103K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.66K- 1.81% |
$24.7K - $30.1K
|
254K
$1.31M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.7K- 23.09% |
$24.9K - $30.3K
|
15.6K
$81K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.6K- 22.22% |
$29.7K - $36.1K
|
19.6K
$101K
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-9.28K- 3.5% |
$49.2K - $60K
|
256K
$1.33M
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9.97K- 51.74% |
$52.9K - $64.4K
|
9.31K
$48.2K
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-14.4K- 27.5% |
$76.2K - $92.9K
|
37.9K
$196K
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-18.3K- 17.53% |
$97.1K - $118K
|
86.2K
$447K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-19.6K- 10.89% |
$104K - $127K
|
161K
$832K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-21K- 14.59% |
$111K - $136K
|
123K
$637K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-21.3K- 41.22% |
$113K - $138K
|
30.4K
$158K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-21.8K- 8.41% |
$115K - $141K
|
237K
$1.23M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.6K- 14.23% |
$130K - $159K
|
148K
$768K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-41.4K- 58.49% |
$219K - $267K
|
29.4K
$152K
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-52.6K- 25.56% |
$279K - $340K
|
153K
$793K
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
SELL
|
- |
-60.6K- 38.22% |
$321K - $391K
|
97.9K
$507K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-67.4K- 20.6% |
$357K - $435K
|
260K
$1.34M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-105K- 92.5% |
$557K - $679K
|
8.52K
$44.1K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-234K- 7.81% |
$1.24M - $1.51M
|
2.76M
$14.3M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-325K- 17.09% |
$1.72M - $2.1M
|
1.58M
$8.16M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.38M- 14.12% |
$7.33M - $8.93M
|
8.41M
$43.6M
|