CIBC Private Wealth Group, LLC 

GA

  SEC # 1298088

        

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Relationships

        

17  Owner Relationships  (where the Issuers of the  CIBC Private Wealth Group, LLC-owned  securities are...)

First		Latest Filing		Filing		Issuer / Subject
		1/11/24		SC 13G			Barclays Bank plc
		1/11/24		SC 13G		PA	Equitrans Midstream Corp.
11/1/21		11/20/23		SC 13G		TX	Crestwood Equity Partners LP
2/13/18		1/11/23		SC 13G			Barclays plc
1/7/22		3/22/22		SC 13G		FL	Treace Medical Concepts, Inc.
11/4/20		1/7/22		SC 13G		TX	Archaea Energy Inc. [ formerly Rice Acquisition Corp. ]
9/26/18		2/16/21		SC 13G		CO	ALPS ETF Trust
2/3/20		2/16/21		SC 13G			Barclays Bank plc (Barclays Capital Fund Solutions)
2/13/18		2/16/21		SC 13G		MA	Netscout Systems Inc.
		2/16/21		SC 13G			UBS AG
2/13/18		2/8/19		SC 13G		CA	Aemetis, Inc.
		2/13/18		SC 13G		CA	Zosano Pharma Corp.
		2/13/17		SC 13G		TX	JP Energy Partners LP
		2/13/17		SC 13G		TX	Midcoast Energy Partners, L.P.
2/9/15		2/13/17		SC 13G		PA	Rice Midstream Partners LP
2/9/15		2/13/17		SC 13G		TX	Western Refining Logistics, LP
		2/9/15		SC 13G		TX	Andeavor Midstream Partners LP [ formerly QEP Midstream Partners, LP ]

        

and there are...  Recent Holdings Reports for this and 2 Related Money Managers

History:  Assets Under Management

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager and Related Managers Managers with whom Investment Discretion is Shared
2/13/24			12/31/23				1,141		$47,214,495		GA	CIBC Private Wealth Group, LLC
							937		$46,820,849		GA	CIBC National Trust Co.
							967		$46,777,864		GA	CIBC Private Wealth Advisors, Inc.
11/13/23			9/30/23				1,077		$17,428,673		GA	CIBC Private Wealth Group, LLC
											and 2 Other Managers
11/21/23			6/30/23				1,290		$44,962,725		GA	CIBC Private Wealth Group, LLC
											and 2 Other Managers
8/10/23			6/30/23				1,164		$45,730		GA	CIBC Private Wealth Group, LLC
											and 2 Other Managers
11/21/23			3/31/23				1,291		$28,141,828		GA	CIBC Private Wealth Group, LLC
											and 2 Other Managers
5/11/23			3/31/23				1,236		$45,166		GA	CIBC Private Wealth Group, LLC
											and 2 Other Managers
6/1/23			12/31/22				1,138		$29,772		GA	CIBC Private Wealth Group, LLC
											and 2 Other Managers
11/15/22			9/30/22				1,330		$37,130		GA	CIBC Private Wealth Group, LLC
											and 2 Other Managers
8/3/22			6/30/22				1,639		$38,504		GA	CIBC Private Wealth Group, LLC
											and 2 Other Managers
5/16/22			3/31/22				1,697		$45,814		GA	CIBC Private Wealth Group, LLC
											and 2 Other Managers

        

No  Issuer Relationships  (where the Owners of the  CIBC Private Wealth Group, LLC  securities are...)

        

No  Insider & Control Relationships  (Directors & Officers, Owners, Parent / Subs., et al.)

        

No  Joint-Filer Relationships  (Co-Filer Registrants:  Partners, Affiliates, et al.)

        

1  Group-Member Relationship  (Co-Filer Non-Registrants:  Partners, Affiliates, et al.)

        

Filing Agent Relationships  (SEC Filing Agents, Attorneys, Printers, et al. — Affiliates:  Directors & Officers, et al.)

CIBC Private Wealth Group, LLC  has been the Filing Agent for  6  Affiliates:

Latest Filing						Affiliate			Filings
		Type		As Party
3/22/24		144		Insider:³		IL	Lemonis Marcus		1
2/13/24		13F-NT		Filer:¹		GA	CIBC National Trust Co.		30
2/13/24		13F-NT		Filer:¹		GA	CIBC Private Wealth Advisors, Inc.		29
8/11/23		144		Insider:³		IL	Cellitti Thomas R		2
8/16/21		13F-NT		Filer:¹		IL	CIBC Bancorp USA Inc. [ formerly CIBC Bancorp USA ]		1
1/29/20		13F-HR		Filer:¹		IL	Cibc Bank USA [ formerly Private Bank & Trust Co. ]		5
Total:									68
__________
¹   Filer:  Filing by the Affiliate filed re: themself.  ³   Insider:  Filing by the Affiliate filed as a Director, Officer, 10% Owner and/or Other “insider” of the Registrant, who is an Issuer.

3  Filing Agents and/or Registrants have submitted Filings for  CIBC Private Wealth Group, LLC:

Latest Filing				Filing Agentª, Registrant or SEC — SEC #			Filings
		Type
2/13/24		13F-HR			No Filing Agent:  Self-filed — 1298088		92
2/13/08		13F-NT		TX	Bowne – Houston/FA — 950129		9
11/12/04		13F-HR		MA	Bowne of Boston/FA — 950135		3
Total:							104
__________  ª  Proprietary to SEC Info℠:  The SEC does not publish the names of SEC Filing Agents.