A detailed history of Moran Wealth Management, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Moran Wealth Management, LLC holds 7,745 shares of CBZ stock, worth $592,337. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,745
Previous 5,701 35.85%
Holding current value
$592,337
Previous $422,000 23.46%
% of portfolio
0.02%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$64.51 - $86.02 $131,858 - $175,824
2,044 Added 35.85%
7,745 $521,000
Q2 2024

Aug 13, 2024

BUY
$71.18 - $78.99 $22,919 - $25,434
322 Added 5.99%
5,701 $422,000
Q1 2024

May 15, 2024

BUY
$60.7 - $78.5 $17,360 - $22,451
286 Added 5.62%
5,379 $422,000
Q4 2023

Feb 07, 2024

BUY
$50.14 - $62.76 $9,476 - $11,861
189 Added 3.85%
5,093 $318,000
Q3 2023

Nov 13, 2023

SELL
$51.45 - $56.72 $27,114 - $29,891
-527 Reduced 9.7%
4,904 $254,000
Q2 2023

Aug 10, 2023

BUY
$48.43 - $54.61 $42,957 - $48,439
887 Added 19.52%
5,431 $289,000
Q1 2023

May 10, 2023

SELL
$45.6 - $51.1 $61,286 - $68,678
-1,344 Reduced 22.83%
4,544 $224,000
Q4 2022

Feb 13, 2023

BUY
$43.77 - $50.51 $257,717 - $297,402
5,888 New
5,888 $0

Others Institutions Holding CBZ

About CBIZ, Inc.


  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $3.93B
  • Description
  • CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healt...
More about CBZ
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