Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.49K+ 0.59% |
$5.82K - $8.1K
|
254K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.42K+ 9.65% |
$5.53K - $7.71K
|
16.1K
$85.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
770New |
$3K - $4.18K
|
770
$4.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
650+ 97.74% |
$2.54K - $3.53K
|
1.32K
$7K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
458+ 15.67% |
$1.79K - $2.49K
|
3.38K
$18K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
366+ 0.92% |
$1.43K - $1.99K
|
40.2K
$214K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
354+ 2.39% |
$1.38K - $1.92K
|
15.2K
$80.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
285+ 1.51% |
$1.11K - $1.55K
|
19.2K
$102K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
85New |
$332 - $462
|
85
$452
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
47New |
$183 - $255
|
47
$250
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 4.44% |
$23.4 - $32.6
|
141
$750
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-157- 0.58% |
$612 - $853
|
27.1K
$144K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-181- 1.08% |
$706 - $983
|
16.5K
$88K
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-202- 0.04% |
$788 - $1.1K
|
527K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-256- 0.33% |
$998 - $1.39K
|
76.2K
$406K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-323- 1.74% |
$1.26K - $1.75K
|
18.3K
$97.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-496- 1.96% |
$1.93K - $2.69K
|
24.8K
$132K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-604- 0.23% |
$2.36K - $3.28K
|
258K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1K- 5.88% |
$3.9K - $5.43K
|
16K
$85.1K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 0.93% |
$4.85K - $6.75K
|
132K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.34K- 1.46% |
$5.22K - $7.27K
|
90.5K
$482K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.38K- 0.93% |
$5.4K - $7.52K
|
148K
$787K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.46K- 7.98% |
$5.68K - $7.91K
|
16.8K
$89.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.77K- 5.8% |
$6.9K - $9.61K
|
28.7K
$153K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.44K- 11.68% |
$9.53K - $13.3K
|
18.5K
$98.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.98K- 5.62% |
$11.6K - $16.2K
|
50.1K
$266K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-3K- 17.14% |
$11.7K - $16.3K
|
14.5K
$77.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.43K- 11.84% |
$13.4K - $18.6K
|
25.5K
$136K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.7K- 7.75% |
$14.4K - $20.1K
|
44.1K
$234K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.1K- 7.72% |
$16K - $22.3K
|
49K
$261K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.54K- 22.51% |
$17.7K - $24.7K
|
15.6K
$83.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-5.29K- 7.35% |
$20.6K - $28.7K
|
66.7K
$355K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.5K- 13.5% |
$21.5K - $29.9K
|
35.2K
$188K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-6.4K- 2.07% |
$25K - $34.8K
|
303K
$1.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.94K- 14.84% |
$27.1K - $37.7K
|
39.8K
$212K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-8.95K- 8.57% |
$34.9K - $48.6K
|
95.5K
$508K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.18K- 15.45% |
$35.8K - $49.8K
|
50.2K
$267K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.1K- 44.7% |
$39.2K - $54.6K
|
12.4K
$66.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.1K- 52.38% |
$43.3K - $60.3K
|
10.1K
$53.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.3K- 21.51% |
$55.8K - $77.7K
|
52.2K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-18.8K- 18.52% |
$73.3K - $102K
|
82.7K
$440K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19K- 34.22% |
$74K - $103K
|
36.5K
$194K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-26.6K- 20.38% |
$104K - $144K
|
104K
$553K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-27K- 20.62% |
$105K - $146K
|
104K
$552K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-27.4K- 26.83% |
$107K - $149K
|
74.8K
$398K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-27.8K- 53.6% |
$108K - $151K
|
24.1K
$128K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.7K- 16.46% |
$116K - $161K
|
151K
$802K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-42.4K- 23.3% |
$165K - $230K
|
140K
$743K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-48.1K- 47.96% |
$188K - $261K
|
52.3K
$278K
|