A detailed history of Captrust Financial Advisors transactions in Cbiz, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 10,200 shares of CBZ stock, worth $839,358. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,200
Previous 23,644 56.86%
Holding current value
$839,358
Previous $1.75 Million 60.84%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$64.51 - $86.02 $867,272 - $1.16 Million
-13,444 Reduced 56.86%
10,200 $686,000
Q2 2024

Aug 14, 2024

SELL
$71.18 - $78.99 $33,810 - $37,520
-475 Reduced 1.97%
23,644 $1.75 Million
Q1 2024

May 15, 2024

BUY
$60.7 - $78.5 $665,089 - $860,124
10,957 Added 83.25%
24,119 $1.89 Million
Q4 2023

Feb 14, 2024

BUY
$50.14 - $62.76 $25,120 - $31,442
501 Added 3.96%
13,162 $823,000
Q3 2023

Nov 14, 2023

BUY
$51.45 - $56.72 $332,418 - $366,467
6,461 Added 104.21%
12,661 $657,000
Q2 2023

Aug 14, 2023

BUY
$48.43 - $54.61 $871 - $982
18 Added 0.29%
6,200 $330,000
Q1 2023

May 15, 2023

BUY
$45.6 - $51.1 $3,055 - $3,423
67 Added 1.1%
6,182 $305,000
Q4 2022

Feb 15, 2023

BUY
$43.77 - $50.51 $3,107 - $3,586
71 Added 1.17%
6,115 $286,000
Q3 2022

Nov 16, 2022

BUY
$39.89 - $48.01 $4,188 - $5,041
105 Added 1.77%
6,044 $259,000
Q2 2022

Aug 23, 2022

SELL
$37.17 - $43.74 $2,341 - $2,755
-63 Reduced 1.05%
5,939 $237,000
Q2 2022

Aug 16, 2022

BUY
$37.17 - $43.74 $2,416 - $2,843
65 Added 1.09%
6,002 $240,000
Q1 2022

May 16, 2022

SELL
$37.19 - $41.97 $2,268 - $2,560
-61 Reduced 1.02%
5,937 $249,000
Q4 2021

Feb 14, 2022

SELL
$33.06 - $40.19 $2,975 - $3,617
-90 Reduced 1.48%
5,998 $235,000
Q3 2021

Nov 16, 2021

BUY
$30.78 - $34.48 $5,601 - $6,275
182 Added 3.08%
6,088 $197,000
Q2 2021

Aug 16, 2021

SELL
$32.63 - $34.92 $2,153 - $2,304
-66 Reduced 1.11%
5,906 $194,000
Q1 2021

May 17, 2021

BUY
$25.61 - $34.03 $152,942 - $203,227
5,972 New
5,972 $195,000

Others Institutions Holding CBZ

About CBIZ, Inc.


  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $4.23B
  • 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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