Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
276New |
$1.33K - $1.78K
|
276
$1.47K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
274+ 4.01% |
$1.32K - $1.76K
|
7.1K
$37.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
267New |
$1.28K - $1.72K
|
267
$1.42K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
246New |
$1.18K - $1.58K
|
246
$1.31K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
134+ 0.67% |
$645 - $863
|
20.1K
$107K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
34New |
$164 - $219
|
34
$181
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 3.18% |
$24 - $32.2
|
162
$862
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1- 16.67% |
$4.81 - $6.44
|
5
$26.6
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-23- 0.09% |
$111 - $148
|
24.6K
$131K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-122- 66.67% |
$587 - $786
|
61
$325
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-313- 2.12% |
$1.51K - $2.02K
|
14.4K
$76.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-515- 3.92% |
$2.48K - $3.32K
|
12.6K
$67.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-522- 0.42% |
$2.51K - $3.36K
|
125K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-609- 2.78% |
$2.93K - $3.92K
|
21.3K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-628- 1.69% |
$3.02K - $4.04K
|
36.5K
$194K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-700- 1.9% |
$3.37K - $4.51K
|
36.2K
$193K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1K- 2.5% |
$4.81K - $6.44K
|
39K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.05K- 21.94% |
$5.05K - $6.76K
|
3.73K
$19.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.46K- 6.26% |
$7K - $9.38K
|
21.8K
$116K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 9.83% |
$7.68K - $10.3K
|
14.6K
$77.9K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2K- 16.07% |
$9.62K - $12.9K
|
10.4K
$55.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.2K- 16.57% |
$10.6K - $14.2K
|
11.1K
$59K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.6K- 54.7% |
$12.5K - $16.7K
|
2.15K
$11.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-2.7K- 2.72% |
$13K - $17.4K
|
96.6K
$514K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-2.74K- 1.43% |
$13.2K - $17.7K
|
190K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.04K- 2.94% |
$14.6K - $19.6K
|
100K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-3.08K- 0.9% |
$14.8K - $19.8K
|
338K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.33K- 5.81% |
$25.6K - $34.3K
|
86.4K
$460K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.6K- 23.91% |
$31.7K - $42.5K
|
21K
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.11K- 18.63% |
$34.2K - $45.8K
|
31K
$165K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.75K- 2.75% |
$42.1K - $56.4K
|
310K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10.2K- 52.06% |
$49.1K - $65.8K
|
9.41K
$50.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.2K- 50.0% |
$68.5K - $91.7K
|
14.2K
$75.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.6K- 4.79% |
$75K - $100K
|
310K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-17.4K- 49.89% |
$83.5K - $112K
|
17.4K
$92.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.9K- 4.26% |
$86.2K - $115K
|
403K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-21.8K- 8.15% |
$105K - $141K
|
246K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-23.2K- 4.38% |
$111K - $149K
|
506K
$2.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.6K- 15.35% |
$123K - $165K
|
141K
$751K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-30.5K- 70.11% |
$147K - $196K
|
13K
$69.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-37.3K- 43.32% |
$179K - $240K
|
48.8K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-54.2K- 6.51% |
$261K - $349K
|
779K
$4.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-61.3K- 4.34% |
$295K - $395K
|
1.35M
$7.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66.3K- 40.28% |
$319K - $427K
|
98.3K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-75.1K- 58.1% |
$361K - $484K
|
54.2K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-189K- 8.67% |
$911K - $1.22M
|
1.99M
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-375K- 23.65% |
$1.8M - $2.41M
|
1.21M
$6.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-514K- 4.46% |
$2.47M - $3.31M
|
11M
$58.6M
|