A detailed history of Advisor Group Holdings, Inc. transactions in Cbiz, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 3,354 shares of CBZ stock, worth $270,399. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,354
Previous 2,098 59.87%
Holding current value
$270,399
Previous $155,000 45.16%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$64.51 - $86.02 $81,024 - $108,041
1,256 Added 59.87%
3,354 $225,000
Q2 2024

Aug 13, 2024

BUY
$71.18 - $78.99 $78,369 - $86,967
1,101 Added 110.43%
2,098 $155,000
Q1 2024

May 10, 2024

SELL
$60.7 - $78.5 $11,897 - $15,386
-196 Reduced 16.43%
997 $78,000
Q4 2023

Feb 12, 2024

SELL
$50.14 - $62.76 $43,922 - $54,977
-876 Reduced 42.34%
1,193 $74,000
Q3 2023

Nov 13, 2023

BUY
$51.45 - $56.72 $37,146 - $40,951
722 Added 53.6%
2,069 $107,000
Q2 2023

Aug 10, 2023

BUY
$48.43 - $54.61 $4,261 - $4,805
88 Added 6.99%
1,347 $71,000
Q1 2023

May 12, 2023

BUY
$45.6 - $51.1 $2,416 - $2,708
53 Added 4.39%
1,259 $62,000
Q4 2022

Feb 10, 2023

BUY
$43.77 - $50.51 $29,544 - $34,094
675 Added 127.12%
1,206 $56,000
Q3 2022

Nov 14, 2022

BUY
$39.89 - $48.01 $6,262 - $7,537
157 Added 41.98%
531 $22,000
Q2 2022

Aug 10, 2022

SELL
$37.17 - $43.74 $111 - $131
-3 Reduced 0.8%
374 $16,000
Q1 2022

May 04, 2022

SELL
$37.19 - $41.97 $111 - $125
-3 Reduced 0.79%
377 $16,000
Q3 2021

Nov 05, 2021

SELL
$30.78 - $34.48 $3,201 - $3,585
-104 Reduced 21.49%
380 $12,000
Q2 2021

Aug 02, 2021

BUY
$32.63 - $34.92 $261 - $279
8 Added 1.68%
484 $16,000
Q1 2021

May 13, 2021

BUY
$25.61 - $34.03 $3,354 - $4,457
131 Added 37.97%
476 $15,000
Q4 2020

Feb 10, 2021

SELL
$22.37 - $26.82 $10,111 - $12,122
-452 Reduced 56.71%
345 $9,000
Q3 2020

Nov 12, 2020

SELL
$22.14 - $25.68 $16,538 - $19,182
-747 Reduced 48.38%
797 $19,000
Q2 2020

Aug 14, 2020

BUY
$20.02 - $26.3 $27,967 - $36,741
1,397 Added 950.34%
1,544 $38,000
Q1 2020

May 18, 2020

BUY
$17.27 - $28.5 $2,538 - $4,189
147 New
147 $3,000

Others Institutions Holding CBZ

About CBIZ, Inc.


  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $4.14B
  • 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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