A detailed history of Cbiz Investment Advisory Services, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 5,454 shares of CBZ stock, worth $406,432. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,454
Previous 6,854 20.43%
Holding current value
$406,432
Previous $428,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$60.7 - $78.5 $84,980 - $109,900
-1,400 Reduced 20.43%
5,454 $428,000
Q4 2023

Feb 09, 2024

SELL
$50.14 - $62.76 $8,523 - $10,669
-170 Reduced 2.42%
6,854 $428,000
Q2 2023

Aug 08, 2023

SELL
$48.43 - $54.61 $84,994 - $95,840
-1,755 Reduced 19.99%
7,024 $374,000
Q1 2023

May 09, 2023

BUY
$45.6 - $51.1 $400,322 - $448,606
8,779 New
8,779 $434,000

Others Institutions Holding CBZ

About CBIZ, Inc.


  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $3.83B
  • 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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