CBRE CLARION GLOBAL REAL EST shareholder history

Current and past CBRE CLARION GLOBAL REAL EST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Raymond James Financial Services Advisors, Inc. 42420.00%0.02%0.11%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.02%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
BURNEY CO/ 42420.01%0.07%0.13%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
WealthTrust Axiom LLC 42420.48%0.82%1.10%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.00%0.12%0.27%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
BRYN MAWR TRUST Co 41410.01%0.15%0.41%Q1 2013Q1 202341
Capital Investment Advisors, LLC 41410.00%0.01%0.03%Q4 2013Q4 202341
Cetera Advisor Networks LLC 22180.00%0.01%0.02%Q3 2013Q3 202340
MERIDIAN INVESTMENT COUNSEL INC. 40400.03%0.22%0.61%Q4 2013Q3 202340
Blume Capital Management, Inc. 40400.00%0.03%0.08%Q4 2013Q3 202340
Invesco Ltd. 40400.00%0.00%0.00%Q2 2013Q1 202340
Cetera Advisors LLC 22170.02%0.07%0.15%Q4 2013Q3 202339
D.A. DAVIDSON & CO. 39390.00%0.00%0.01%Q4 2013Q2 202339
Janney Montgomery Scott LLC 29100.00%0.02%0.08%Q3 2013Q3 202339
COHEN & STEERS, INC. 38380.00%0.01%0.02%Q2 2013Q3 202238
FOSTER & MOTLEY INC 36360.01%0.07%0.34%Q2 2013Q1 202236
UBS Group AG 36360.01%0.01%0.02%Q4 2014Q3 202336
HighTower Advisors, LLC 3330.00%0.00%0.01%Q3 2014Q3 202336
Cordasco Financial Network 35350.01%0.01%0.02%Q4 2013Q2 202235
STIFEL FINANCIAL CORP 3230.00%0.00%0.01%Q3 2014Q3 202335
Allworth Financial LP 34340.00%0.00%0.00%Q1 2015Q2 202334
GUGGENHEIM CAPITAL LLC 1770.00%0.00%0.02%Q2 2013Q3 202333
1607 Capital Partners, LLC 33330.09%0.78%1.34%Q4 2013Q4 202133
PARAMETRIC PORTFOLIO ASSOCIATES LLC 20120.00%0.01%0.04%Q2 2013Q1 202232
DOLIVER ADVISORS, LP 1730.04%0.40%1.65%Q2 2013Q2 202332
Edmonds Duncan Registered Investment Advisors, LLC 32320.14%0.50%1.27%Q4 2015Q3 202332
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2410.02%0.18%0.73%Q4 2013Q3 202331
Brinker Capital Investments, LLC 29290.00%0.10%0.23%Q2 2015Q2 202229
SIGNET FINANCIAL MANAGEMENT, LLC 29290.03%0.05%0.09%Q4 2014Q4 202129
ENVESTNET ASSET MANAGEMENT INC 1750.00%0.00%0.00%Q2 2013Q3 202229
Pacific Wealth Strategies Group, Inc. 28280.10%0.81%2.50%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.01%0.03%0.08%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.32%0.48%0.62%Q4 2016Q3 202328
Fiduciary Trust Co International of Pennsylvania 28280.00%0.05%0.16%Q2 2013Q1 202028
Creative Planning 810.00%0.00%0.00%Q2 2013Q1 202327
WOLVERINE ASSET MANAGEMENT LLC 1310.00%0.05%0.14%Q2 2013Q3 202327
WINTRUST INVESTMENTS LLC 1980.02%0.04%0.07%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.01%0.02%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.00%0.01%0.02%Q4 2016Q3 202327
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 27270.01%0.04%0.09%Q1 2017Q3 202327
Sigma Planning Corp 2420.00%0.01%0.02%Q4 2014Q3 202326
Geneos Wealth Management Inc. 26260.00%0.00%0.00%Q1 2016Q2 202226
J.P. Morgan Private Wealth Advisors LLC 2240.00%0.01%0.01%Q2 2014Q3 202326
NEXT Financial Group, Inc 14110.01%0.02%0.07%Q2 2014Q4 202125
STEPHENS INC /AR/ 2230.02%0.02%0.04%Q2 2013Q3 202325
180 WEALTH ADVISORS, LLC 24240.03%0.19%0.46%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
DAVENPORT & Co LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
REGIONS FINANCIAL CORP 24240.00%0.00%0.00%Q2 2013Q1 201924
SHEPHERD KAPLAN KROCHUK, LLC 24240.06%0.18%0.37%Q2 2016Q1 202224
B. Riley Wealth Advisors, Inc. 1050.00%0.09%0.26%Q2 2013Q3 202324
Baird Financial Group, Inc. 1860.00%0.00%0.01%Q2 2015Q3 202324
CORNERSTONE ADVISORS INC 23230.71%1.73%2.65%Q3 2013Q1 201923
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 610.00%0.00%0.00%Q2 2013Q3 202223
US BANCORP \DE\ 1910.00%0.00%0.00%Q2 2013Q2 201923
SCOTIA CAPITAL INC. 1490.00%0.02%0.03%Q3 2014Q3 202023
Financial Advocates Investment Management 22220.01%0.05%0.30%Q4 2017Q1 202322
Matisse Capital 22220.06%0.88%2.67%Q4 2015Q1 202122
HL FINANCIAL SERVICES LLC 22220.02%0.02%0.02%Q4 2013Q1 201922
Global Endowment Management, LP 1660.06%0.19%0.30%Q3 2013Q4 202122
OPPENHEIMER & CO INC 1920.00%0.04%0.06%Q1 2014Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
CENTAURUS FINANCIAL, INC. 1910.01%0.20%0.86%Q2 2018Q3 202320
PARK AVENUE SECURITIES LLC 1820.00%0.01%0.02%Q3 2018Q3 202320
BlackRock Inc. 20200.00%0.00%0.00%Q4 2015Q3 202020
ROMAN BUTLER FULLERTON & CO 20200.38%0.64%0.83%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
MGO ONE SEVEN LLC 1610.01%0.03%0.04%Q4 2017Q3 202320
IHT Wealth Management, LLC 20200.01%0.04%0.11%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 19190.00%0.01%0.01%Q1 2019Q3 202319
Claraphi Advisory Network, LLC 19190.16%0.30%0.51%Q4 2017Q2 202219
BROOKS, MOORE & ASSOCIATES, INC. 19190.12%0.18%0.24%Q4 2018Q2 202319
Quad-Cities Investment Group, LLC 19190.10%0.16%0.28%Q1 2018Q3 202219
AQR Arbitrage LLC 830.00%0.03%0.08%Q1 2015Q3 202319
Shaker Financial Services, LLC 810.06%0.28%0.72%Q3 2013Q3 202319
Holistic Financial Partners 810.04%0.08%0.12%Q4 2017Q3 202319
BANK OF MONTREAL /CAN/ 1120.00%0.00%0.00%Q2 2013Q1 202119
TSFG, LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
IFP Advisors, Inc 1440.00%0.01%0.03%Q4 2015Q4 202218
Commonwealth Equity Services, Inc 18180.01%0.02%0.02%Q2 2013Q3 201718
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 18180.03%0.24%0.56%Q3 2014Q4 201818
M&T BANK CORP 18180.00%0.01%0.09%Q2 2013Q3 201718
Pinnacle Wealth Planning Services, Inc. 18180.02%0.04%0.06%Q2 2019Q3 202318
RAYMOND JAMES TRUST N.A. 1040.00%0.01%0.02%Q2 2013Q1 202018
Nuveen Asset Management, LLC 1070.00%0.00%0.00%Q2 2013Q1 201817
CWM, LLC 1010.00%0.00%0.00%Q1 2019Q3 202317
Cutler Group LLC / CA 17170.00%0.00%0.01%Q4 2015Q4 201917
Windsor Financial Group, LLC 17170.85%1.22%1.50%Q2 2013Q2 201717
RMB Capital Management, LLC 1120.01%0.06%0.17%Q4 2015Q4 202017
Samalin Investment Counsel, LLC 16160.47%0.98%1.37%Q4 2019Q3 202316
GOLDMAN SACHS GROUP INC 910.00%0.00%0.00%Q2 2014Q1 202016
ATTICUS WEALTH MANAGEMENT, LLC 16160.02%0.05%0.07%Q4 2019Q3 202316
Private Advisor Group, LLC 1410.00%0.00%0.03%Q4 2013Q3 202316
RIVERNORTH CAPITAL MANAGEMENT, LLC 1510.05%0.32%0.83%Q4 2013Q1 201816
Stolper Co 15150.17%0.35%0.63%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
PINNACLE FINANCIAL PARTNERS INC 1230.00%0.01%0.01%Q1 2018Q4 202115
GEODE CAPITAL MANAGEMENT, LLC 630.00%0.00%0.00%Q3 2013Q2 201915
Cooper Financial Group 15150.07%0.25%0.47%Q1 2020Q3 202315
Moors & Cabot, Inc. 15150.02%0.03%0.04%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.03%0.07%Q2 2013Q4 201615
Vantage Investment Partners, LLC 14140.01%0.01%0.02%Q1 2016Q2 201914
Hudock, Inc. 14140.00%0.00%0.01%Q2 2013Q3 201614
Proficio Capital Partners LLC 14140.01%0.03%0.10%Q1 2016Q2 201914
Cypress Capital Management LLC (WY) 14140.00%0.02%0.05%Q4 2014Q1 201814
BDO Wealth Advisors, LLC 1220.00%0.00%0.00%Q2 2017Q2 202314
Dynamic Advisor Solutions LLC 14140.01%0.03%0.05%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.00%0.00%0.00%Q2 2020Q3 202314
Live Oak Private Wealth LLC 14140.05%0.09%0.12%Q2 2020Q3 202314
AVANTAX ADVISORY SERVICES, INC. 14140.00%0.00%0.00%Q4 2019Q1 202314
Sowell Financial Services LLC 710.00%0.01%0.02%Q4 2016Q1 202114
Selective Wealth Management, Inc. 1310.00%0.02%0.12%Q3 2018Q3 202214
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 810.02%0.32%0.88%Q3 2015Q2 202314
BENJAMIN F. EDWARDS & COMPANY, INC. 950.00%0.00%0.01%Q2 2013Q3 202314
WFG Advisors, LP 1030.00%0.00%0.02%Q2 2013Q3 201613
Wealthspire Advisors, L.P. 850.00%0.00%0.00%Q4 2015Q1 201913
PRIVATE TRUST CO NA 760.00%0.01%0.03%Q1 2013Q3 202313
QUATTRO FINANCIAL ADVISORS LLC 510.03%0.07%0.16%Q4 2019Q3 202313
CREDIT SUISSE AG/ 13130.00%0.00%0.00%Q1 2013Q1 201613
Joel Isaacson & Co., LLC 13130.00%0.01%0.01%Q4 2013Q4 201613
Advisory Services Network, LLC 710.00%0.01%0.07%Q1 2015Q1 202313
MERCER GLOBAL ADVISORS INC /ADV 540.00%0.00%0.00%Q2 2019Q3 202313
Walleye Trading LLC 810.00%0.00%0.00%Q4 2017Q3 202113
FMR LLC 620.00%0.00%0.00%Q3 2018Q1 202212
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
TRANSCEND CAPITAL ADVISORS, LLC 12120.04%0.06%0.09%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Investors Capital Advisory Services 12120.02%0.03%0.04%Q3 2013Q2 201612
MILLENNIUM MANAGEMENT LLC 910.00%0.00%0.00%Q4 2016Q2 202112
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Oxbow Advisors, LLC 12120.02%0.02%0.03%Q2 2017Q1 202012
Wealthcare Advisory Partners LLC 1110.00%0.00%0.00%Q3 2017Q1 202112
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
PEAPACK GLADSTONE FINANCIAL CORP 11110.01%0.02%0.03%Q1 2021Q3 202311
Focused Wealth Management, Inc 11110.00%0.01%0.04%Q3 2013Q1 201611
Addison Advisors LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
Walleye Capital LLC 410.00%0.04%0.12%Q1 2019Q4 202211
TFS CAPITAL LLC 410.01%0.05%0.08%Q3 2013Q2 201711
VSR Financial Services, Inc. 10100.02%0.08%0.18%Q1 2014Q2 201610
Hoxton Financial, Inc. 10100.01%0.01%0.02%Q2 2013Q3 201510
MUFG Americas Holdings Corp 610.00%0.00%0.00%Q3 2011Q3 202210
AdvisorNet Financial, Inc 10100.00%0.00%0.00%Q2 2021Q3 202310
Orion Portfolio Solutions, LLC 10100.01%0.04%0.05%Q1 2020Q2 202210
BROWN ADVISORY INC 10100.00%0.00%0.00%Q2 2013Q3 201510
Wealthstreet Investment Advisors, LLC 10100.01%0.01%0.01%Q4 2017Q1 202010
SeaCrest Wealth Management, LLC 640.00%0.01%0.02%Q4 2017Q4 202210
BB&T SECURITIES, LLC 10100.00%0.00%0.00%Q2 2017Q3 201910
PSI Advisors, LLC 910.00%0.00%0.00%Q4 2019Q3 202310
Pinnacle Summer Investments, Inc. 990.00%0.00%0.00%Q4 2013Q4 20159
Virtu KCG Holdings LLC 310.00%0.01%0.02%Q3 2013Q4 20169
SEI INVESTMENTS CO 810.00%0.00%0.00%Q1 2016Q2 20189
HIGH POINT BANK & TRUST CO 880.01%0.01%0.01%Q2 2013Q1 20158
Cardan Capital Partners, LLC 880.09%0.13%0.16%Q1 2018Q4 20198
FourThought Financial, LLC 880.00%0.01%0.02%Q4 2020Q3 20228
ALPINE WOODS CAPITAL INVESTORS, LLC 880.03%0.06%0.08%Q4 2018Q3 20208
CULLEN/FROST BANKERS, INC. 880.00%0.00%0.00%Q1 2019Q4 20208
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
TRUSTCORE FINANCIAL SERVICES, LLC 880.00%0.00%0.01%Q4 2018Q3 20208
AXXCESS WEALTH MANAGEMENT, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.01%0.01%0.01%Q2 2013Q1 20158
McGowan Group Asset Management, Inc. 882.85%3.13%3.55%Q4 2014Q3 20168
MML INVESTORS SERVICES, LLC 620.00%0.00%0.01%Q2 2018Q1 20238
Marks Group Wealth Management, Inc 880.16%0.18%0.23%Q4 2019Q3 20218
CONNING INC. 880.01%0.01%0.02%Q2 2013Q1 20158
HUNTINGTON NATIONAL BANK 620.00%0.00%0.00%Q3 2011Q3 20238
Gemmer Asset Management LLC 510.00%0.00%0.01%Q1 2014Q1 20227
NATIONAL PLANNING CORP 770.01%0.01%0.02%Q2 2013Q4 20147
L & S Advisors Inc 770.04%0.05%0.07%Q2 2016Q4 20177
Kistler-Tiffany Companies, LLC 510.00%0.01%0.01%Q3 2016Q3 20207
AQR Capital Management 610.00%0.00%0.01%Q4 2012Q4 20147
WNY Asset Management, LLC 770.03%0.04%0.06%Q1 2021Q3 20227
MANCHESTER FINANCIAL INC 610.00%0.01%0.01%Q2 2019Q1 20217
Cornerstone Advisors, LLC 520.04%0.77%1.44%Q4 2019Q3 20217
SIGNATUREFD, LLC 310.00%0.01%0.02%Q2 2013Q3 20207
TRUIST FINANCIAL CORP 770.00%0.00%0.00%Q4 2019Q2 20217
DF DENT & CO INC 770.00%0.00%0.00%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.00%0.01%0.01%Q1 2022Q3 20237
Quantedge Capital Pte Ltd 520.05%0.81%3.25%Q4 2020Q2 20237
JPMORGAN CHASE & CO 610.00%0.00%0.00%Q4 2019Q3 20237
Ahrens Investment Partners LLC 310.00%0.04%0.12%Q3 2020Q1 20237
AE Wealth Management LLC 410.00%0.02%0.06%Q2 2017Q4 20217
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q4 2016Q2 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.02%Q2 2013Q4 20147
Equitable Holdings, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
Gradient Investments LLC 410.00%0.00%0.00%Q2 2013Q3 20187
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 770.28%0.41%0.58%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.13%0.14%0.15%Q4 2020Q2 20227
Beacon Pointe Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
FIDUCIARY TRUST CO 660.00%0.00%0.01%Q2 2013Q3 20146
Point View Wealth Management, Inc. 660.43%0.48%0.59%Q3 2019Q4 20206
MJP ASSOCIATES INC /ADV 660.02%0.02%0.03%Q3 2021Q4 20226
EverSource Wealth Advisors, LLC 420.00%0.00%0.00%Q4 2021Q2 20236
Hilton Capital Management, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
Certified Advisory Corp 660.00%0.00%0.00%Q4 2017Q1 20196
UNITED CAPITAL FINANCIAL ADVISORS, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
EP Wealth Advisors, LLC 420.00%0.00%0.00%Q1 2022Q3 20236
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q1 2018Q2 20236
Weiss Asset Management LP 210.00%0.07%0.17%Q4 2015Q1 20236
CERTUITY, LLC 660.07%0.11%0.24%Q4 2020Q1 20226
Financial Gravity Asset Management, Inc. 330.00%0.00%0.00%Q1 2018Q3 20196
First Allied Advisory Services, Inc. 660.01%0.02%0.02%Q2 2013Q3 20146
Spectrum Asset Management, Inc. (NB/CA) 660.03%0.03%0.03%Q3 2020Q4 20216
ICA Group Wealth Management, LLC 660.01%0.08%0.16%Q1 2022Q2 20236
6 Meridian 420.10%0.14%0.17%Q1 2018Q3 20196
CAPTRUST FINANCIAL ADVISORS 510.00%0.00%0.01%Q2 2013Q3 20236
Financial Architects, Inc 220.00%0.01%0.01%Q2 2013Q3 20196
NewEdge Advisors, LLC 510.00%0.00%0.00%Q1 2020Q3 20236
MOTCO 660.00%0.00%0.00%Q2 2013Q3 20146
KMS FINANCIAL SERVICES, INC 660.05%0.07%0.10%Q2 2013Q3 20146
UBS AG 660.02%0.02%0.03%Q2 2013Q3 20146
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q2 2013Q2 20186
MANUFACTURERS LIFE INSURANCE COMPANY, THE 420.00%0.00%0.00%Q4 2013Q4 20166
Bison Wealth, LLC 320.01%0.08%0.13%Q2 2015Q3 20235
PATHSTONE FAMILY OFFICE, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
Alerus Investment Advisors Corp 410.00%0.00%0.00%Q2 2013Q1 20165
GLENMEDE TRUST CO NA 320.00%0.00%0.00%Q2 2020Q2 20225
Sterling Investment Advisors, Ltd. 550.02%0.02%0.02%Q4 2018Q4 20195
Round Table Services, LLC 410.02%0.06%0.08%Q3 2018Q4 20195
Laird Norton Wetherby Wealth Management, LLC 310.01%0.01%0.01%Q4 2020Q2 20225
Freedom Investment Management, Inc. 550.00%0.01%0.01%Q4 2017Q4 20185
Princeton Global Asset Management LLC 550.00%0.01%0.01%Q2 2020Q2 20215
Kore Private Wealth LLC 320.00%0.00%0.00%Q4 2018Q2 20205
Leisure Capital Management 410.07%0.09%0.10%Q2 2021Q3 20225
Private Capital Group, LLC 410.00%0.00%0.00%Q4 2017Q2 20195
FIRST MANHATTAN CO. LLC. 550.00%0.00%0.00%Q3 2018Q3 20195
Tortoise Investment Management, LLC 550.00%0.00%0.01%Q1 2022Q1 20235
Stratos Wealth Partners, LTD. 210.00%0.00%0.01%Q4 2017Q2 20225
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Sargent Bickham Lagudis LLC 550.00%0.00%0.00%Q1 2019Q1 20205
Ameritas Investment Company, LLC 310.00%0.01%0.01%Q4 2018Q1 20215
KEYBANK NATIONAL ASSOCIATION/OH 410.00%0.00%0.00%Q3 2014Q4 20165
Fiduciary Group LLC 550.01%0.01%0.01%Q3 2022Q3 20235
LINCOLN NATIONAL CORP 410.00%0.01%0.02%Q4 2017Q3 20195
Cerity Partners LLC 440.01%0.01%0.02%Q2 2021Q1 20224
Elequin Capital, LP 440.05%0.12%0.18%Q4 2022Q3 20234
Future Financial Wealth Managment LLC 440.10%0.18%0.22%Q4 2022Q3 20234
Greenwich Wealth Management LLC 440.03%0.27%0.88%Q1 2016Q4 20164
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
SFI Advisors, LLC 440.38%0.42%0.46%Q4 2022Q3 20234
Brookfield Asset Management 310.00%0.01%0.01%Q4 2015Q4 20184
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
A. D. Beadell Investment Counsel, Inc. 440.08%0.08%0.08%Q4 2022Q3 20234
First Horizon Advisors, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
TWO SIGMA SECURITIES, LLC 110.00%0.02%0.06%Q4 2016Q3 20234
B. Riley Wealth Management, Inc. 440.02%0.02%0.02%Q1 2014Q4 20144
WEST CHESTER CAPITAL ADVISORS, INC 440.07%0.08%0.10%Q2 2013Q1 20144
Realta Investment Advisors 440.01%0.01%0.01%Q1 2019Q4 20194
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Integrated Investment Consultants, LLC 440.05%0.06%0.07%Q4 2015Q3 20164
Coe Capital Management, LLC 440.04%0.05%0.09%Q4 2015Q3 20164
Clear Creek Financial Management, LLC 440.04%0.05%0.07%Q4 2022Q3 20234
Saba Capital Management, L.P. 310.01%0.17%0.30%Q4 2017Q1 20234
Castle Rock Wealth Management, LLC 440.00%0.38%0.61%Q1 2019Q4 20194
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 210.01%0.01%0.02%Q4 2018Q3 20214
Occidental Asset Management, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
&PARTNERS 440.29%0.30%0.30%Q4 2018Q3 20194
Windsor Capital Management, LLC 310.00%0.00%0.00%Q2 2013Q3 20154
CLOUGH CAPITAL PARTNERS L P 220.02%0.13%0.27%Q1 2022Q3 20234
MOORE CAPITAL MANAGEMENT, LP 440.08%0.09%0.10%Q4 2015Q3 20164
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q3 2020Q2 20234
KINGS POINT CAPITAL MANAGEMENT 330.01%0.01%0.01%Q3 2016Q1 20173
Coppell Advisory Solutions LLC 210.01%0.01%0.01%Q4 2022Q3 20233
COMERICA BANK 210.00%0.00%0.00%Q2 2013Q3 20233
DFPG INVESTMENTS, LLC 330.07%0.08%0.09%Q4 2018Q2 20193
Laidlaw Wealth Management LLC 330.10%0.10%0.11%Q1 2021Q3 20213
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2016Q1 20193
Balboa Wealth Partners 210.02%0.04%0.06%Q3 2022Q2 20233
WHITTIER TRUST CO 330.00%0.00%0.00%Q1 2017Q3 20173
OTA Financial Group L.P. 210.28%0.33%0.41%Q1 2016Q1 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2018Q1 20213
Signator Financial Services, Inc. 330.03%0.03%0.04%Q1 2013Q3 20133
ADVOCATE GROUP LLC 210.02%0.02%0.02%Q2 2022Q1 20233
Retirement Group, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
NINE MASTS CAPITAL Ltd 110.04%0.05%0.06%Q3 2016Q3 20183
ASPIRIANT, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Icon Wealth Partners, LLC 110.01%0.01%0.01%Q4 2017Q1 20193
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
FNY Investment Advisers, LLC 210.02%0.03%0.05%Q4 2020Q3 20213
GPS Wealth Strategies Group, LLC 330.02%0.02%0.02%Q1 2022Q3 20223
ISLAY CAPITAL MANAGEMENT, LLC 330.04%0.05%0.05%Q2 2022Q4 20223
Parallel Advisors, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
SIT INVESTMENT ASSOCIATES INC 330.05%0.80%1.33%Q1 2023Q3 20233
SG Americas Securities, LLC 210.00%0.01%0.01%Q4 2013Q1 20163
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
ROTHSCHILD INVESTMENT LLC /IL 330.07%0.07%0.07%Q4 2013Q2 20143
CITIZENS FINANCIAL GROUP INC/RI 330.00%0.00%0.00%Q3 2019Q1 20203
USCA RIA LLC 330.06%0.13%0.17%Q3 2014Q1 20153
Atomi Financial Group, Inc. 330.16%0.24%0.31%Q1 2023Q3 20233
WealthPLAN Partners, LLC 210.00%0.01%0.04%Q2 2016Q1 20173
Capital Analysts, LLC 210.00%0.00%0.00%Q1 2018Q3 20233
BARCLAYS PLC 330.00%0.00%0.00%Q2 2013Q4 20133
Lido Advisors, LLC 210.00%0.01%0.01%Q4 2019Q1 20233
Yakira Capital Management, Inc. 330.16%0.23%0.32%Q1 2023Q3 20233
Fort Point Capital Partners LLC 330.04%0.04%0.04%Q1 2016Q3 20163
HBK INVESTMENTS L P 330.02%0.02%0.02%Q4 2018Q2 20193
Catalyst Capital Advisors LLC 220.00%0.00%0.00%Q3 2014Q4 20142
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q4 20212
EULAV Asset Management 110.00%0.00%0.01%Q3 2015Q1 20162
1919 Investment Counsel, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
TD Capital Management LLC 110.00%0.00%0.00%Q2 2016Q2 20232
CSS LLC/IL 220.01%0.01%0.01%Q2 2023Q3 20232
Kovack Advisors, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Segantii Capital Management Ltd 220.00%0.01%0.01%Q4 2021Q1 20222
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Roumell Asset Management, LLC 223.57%3.82%4.06%Q2 2023Q3 20232
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20202
BOENNING & SCATTERGOOD, INC. 220.02%0.02%0.02%Q2 2020Q3 20202
NWAM LLC 220.04%0.06%0.08%Q2 2017Q3 20172
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q1 2020Q2 20202
Wealth Alliance Advisory Group, LLC 220.05%0.05%0.05%Q1 2018Q2 20182
Regal Investment Advisors LLC 220.01%0.02%0.02%Q4 2013Q1 20142
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2017Q2 20182
Parkside Financial Bank & Trust 220.01%0.02%0.03%Q2 2016Q3 20162
Alpine Global Management, LLC 220.16%0.32%0.49%Q4 2022Q1 20232
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2018Q4 20222
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
BOOTHBAY FUND MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2016Q1 20232
RAY GERALD L & ASSOCIATES LTD 220.01%0.01%0.01%Q2 2017Q3 20172
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.01%0.01%Q2 2019Q1 20202
BerganKDV Wealth Management, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Alexandria Capital, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
LBA Wealth Management, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
XTX Topco Ltd 110.01%0.02%0.03%Q2 2021Q2 20232
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
Benchmark Wealth Management, LLC 220.22%0.26%0.29%Q4 2019Q1 20202
Virtu Financial LLC 110.01%0.01%0.01%Q2 2022Q1 20232
SENTINEL TRUST CO LBA 220.04%0.05%0.06%Q1 2016Q2 20162
IEQ CAPITAL, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Checchi Capital Advisers, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Lifeworks Advisors, LLC 220.13%0.15%0.17%Q1 2022Q2 20222
Lenox Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
abrdn plc 220.00%0.01%0.01%Q2 2023Q3 20232
Capital Advisors, Ltd. LLC 220.01%0.01%0.01%Q4 2013Q1 20142
Verition Fund Management LLC 220.03%0.03%0.03%Q4 2013Q1 20142
McIlrath & Eck, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Citadel Advisors 110.00%0.00%0.00%Q2 2015Q4 20172
Merit Financial Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Hanlon Investment Management, Inc. 220.01%0.01%0.01%Q1 2019Q2 20192
Quarry LP 220.15%0.19%0.23%Q2 2023Q3 20232
Karpus Management, Inc. 220.10%0.10%0.11%Q2 2023Q3 20232
OPTIMUM INVESTMENT ADVISORS 220.01%0.01%0.01%Q3 2013Q4 20132
NOMURA HOLDINGS INC 220.00%0.00%0.00%Q2 2013Q3 20132
COLDSTREAM CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q2 2023Q3 20232
Concord Wealth Partners 220.00%0.00%0.00%Q1 2022Q2 20222
Jolley Asset Management, LLC 220.13%0.14%0.15%Q4 2019Q1 20202
Cornerstone Wealth Management, LLC 220.01%0.02%0.03%Q2 2018Q3 20182
Forty4 Asset Management LLC 220.09%0.10%0.11%Q3 2013Q4 20132
Hunting Hill Global Capital, LLC 220.08%0.44%0.79%Q2 2023Q3 20232
Newbridge Financial Services Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.05%0.05%0.05%Q2 2016Q2 20161
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2017Q2 20171
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ADVISOR PARTNERS II, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Vanguard Personalized Indexing Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Taylor Wealth Management Partners 110.00%0.00%0.00%Q1 2015Q1 20151
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Inscription Capital, LLC 110.20%0.20%0.20%Q4 2018Q4 20181
Paloma Partners Management Co 110.01%0.01%0.01%Q4 2013Q4 20131
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
DB Wealth Management Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Clean Yield Group 110.00%0.00%0.00%Q4 2021Q4 20211
ASSETMARK, INC 110.00%0.00%0.00%Q2 2021Q2 20211
STIFEL NICOLAUS & CO INC \MO\ 110.00%0.00%0.00%Q2 2013Q2 20131
1ST SOURCE BANK 110.01%0.01%0.01%Q4 2014Q4 20141
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST FOUNDATION ADVISORS 110.02%0.02%0.02%Q2 2013Q2 20131
Accurate Wealth Management, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Tradewinds Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
SII INVESTMENTS INC/WI 110.01%0.01%0.01%Q3 2017Q3 20171
SIGNET MANAGEMENT USA, LLC 110.17%0.17%0.17%Q4 2013Q4 20131
Arete Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CASTLE WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
MCF Advisors LLC 110.00%0.00%0.00%Q2 2018Q2 20181
SUNTRUST BANKS INC 110.00%0.00%0.00%Q4 2017Q4 20171
Manchester Capital Management LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Whitnell & Co. 110.00%0.00%0.00%Q2 2013Q2 20131
WESTPORT RESOURCES MANAGEMENT INC 110.06%0.06%0.06%Q4 2015Q4 20151
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q1 2021Q1 20211
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Argent Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Ruggie Capital Group 110.02%0.02%0.02%Q1 2017Q1 20171
Scissortail Wealth Management, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Elite Wealth Management, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2013Q2 20131
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
D'Orazio & Associates, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
ROBINSON CAPITAL MANAGEMENT, LLC 113.37%3.37%3.37%Q1 2014Q1 20141
Montecito Bank & Trust 110.00%0.00%0.00%Q4 2016Q4 20161
Sound Income Strategies, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q4 2013Q4 20131
BUCKINGHAM STRATEGIC WEALTH, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Cetera Investment Advisers 110.00%0.00%0.00%Q1 2022Q1 20221
COHEN & STEERS CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2015Q1 20151
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q1 2016Q1 20161
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Wilmington Trust, National Association 110.01%0.01%0.01%Q2 2013Q2 20131
Avestar Capital, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
SECURITY NATIONAL TRUST CO 110.00%0.00%0.00%Q1 2016Q1 20161
Cable Hill Partners, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
INVESTMENT CENTERS OF AMERICA INC 110.01%0.01%0.01%Q1 2017Q1 20171
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
J.W. COLE ADVISORS, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
Tradewinds Global Investors, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q1 2018Q1 20181
Krilogy Financial LLC 110.00%0.00%0.00%Q1 2016Q1 20161
AllSquare Wealth Management LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Dakota Wealth Management 110.00%0.00%0.00%Q2 2023Q2 20231
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q1 2017Q1 20171
Perella Weinberg Partners Capital Management LP 110.02%0.02%0.02%Q2 2013Q2 20131
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2015Q1 20151
Capstone Financial Advisors, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Miracle Mile Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
First Personal Financial Services 110.09%0.09%0.09%Q4 2017Q4 20171
Commonwealth Financial Services, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
RBA Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Destination Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Merriman Wealth Management, LLC 110.17%0.17%0.17%Q4 2014Q4 20141
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q4 2014Q4 20141
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q1 2023Q1 20231
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
ACCURATE INVESTMENT SOLUTIONS, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Center for Financial Planning, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2014Q4 20141
Verdence Capital Advisors LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Disciplined Investments, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Cutter & CO Brokerage, Inc. 110.09%0.09%0.09%Q2 2016Q2 20161
Laurion Capital Management LP 110.01%0.01%0.01%Q4 2017Q4 20171
Placemark Investments, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
Intrinsic Edge Capital Management LLC 110.05%0.05%0.05%Q4 2016Q4 20161
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Independent Portfolio Consultants, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
KHP Capital, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Squarepoint Ops LLC 110.07%0.07%0.07%Q4 2015Q4 20151
Royal Fund Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
External links

This page lists all the filers that currently own CBRE CLARION GLOBAL REAL EST or have owned CBRE CLARION GLOBAL REAL EST in the past.