Cbiz Investment Advisory Services, LLC Purchases in Q3 2024

Cbiz Investment Advisory Services, LLC

  • $1.93 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EVRG
Evergy, Inc.

Utilities
52
New
$52.46 - $62.01 $2.73K - $3.22K
52 $3K
IVT
Inven Trust Properties Corp.

Real Estate
4
+ 0.5%
$24.41 - $29.87 $97.6 - $119
810 $22K
POWI
Power Integrations Inc

Technology
78
+ 33.48%
$57.86 - $78.46 $4.51K - $6.12K
311 $19K
PATK
Patrick Industries Inc

Consumer Cyclical
25
New
$105.01 - $146.96 $2.63K - $3.67K
25 $3K
KLIC
Kulicke & Soffa Industries Inc

Technology
101
+ 37.41%
$38.57 - $53.24 $3.9K - $5.38K
371 $16K
LKFN
Lakeland Financial Corp

Financial Services
23
+ 7.47%
$57.94 - $71.18 $1.33K - $1.64K
331 $21K
UTZ
Utz Brands, Inc.

Consumer Defensive
91
+ 7.23%
$14.46 - $18.6 $1.32K - $1.69K
1.35K $23K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
27
+ 7.2%
$37.97 - $47.45 $1.03K - $1.28K
402 $17K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
9
+ 6.16%
$74.21 - $96.5 $668 - $869
155 $14K
NEE
Nextera Energy Inc

Utilities
28
+ 36.36%
$69.9 - $84.97 $1.96K - $2.38K
105 $8K
SO
Southern CO

Utilities
1
+ 0.35%
$77.0 - $90.52 $77 - $90.5
285 $25K
TRNO
Terreno Realty Corp

Real Estate
20
+ 7.25%
$59.43 - $71.02 $1.19K - $1.42K
296 $19K
CHE
Chemed Corp

Healthcare
2
+ 6.25%
$527.82 - $600.97 $1.06K - $1.2K
34 $20K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
38
+ 0.36%
$20.47 - $20.71 $778 - $787
10.5K $215K
IRMD
Iradimed Corp

Healthcare
11
+ 6.21%
$43.23 - $50.29 $476 - $553
188 $9K
CRM
Salesforce, Inc.

Technology
8
New
$238.42 - $276.53 $1.91K - $2.21K
8 $2K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
43
+ 1.09%
$19.2 - $19.82 $826 - $852
4K $78K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
42
+ 1.06%
$19.2 - $19.63 $806 - $824
4.01K $78K
CCI
Crown Castle International Corp

Real Estate
18
New
$95.29 - $120.24 $1.72K - $2.16K
18 $2K
SUI
Sun Communities Inc

Real Estate
18
New
$117.46 - $147.6 $2.11K - $2.66K
18 $2K
TNL
Travel & Leisure Co.

Consumer Cyclical
27
+ 7.24%
$40.55 - $49.87 $1.09K - $1.35K
400 $18K
LSTR
Landstar System Inc

Industrials
6
+ 6.52%
$173.24 - $193.87 $1.04K - $1.16K
98 $18K
CGNX
Cognex Corp

Technology
98
+ 28.82%
$36.85 - $52.91 $3.61K - $5.19K
438 $17K
WBD
Warner Bros. Discovery, Inc.

Communication Services
53
+ 2.9%
$6.71 - $8.78 $356 - $465
1.88K $15K
AGM
Federal Agricultural Mortgage Corp

Financial Services
8
+ 6.56%
$174.81 - $215.18 $1.4K - $1.72K
130 $24K
AGR
Avangrid, Inc.

Utilities
59
New
$35.27 - $36.04 $2.08K - $2.13K
59 $2K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
10
+ 0.97%
$46.29 - $48.52 $463 - $485
1.05K $50K
MUB
Ishares National Muni Bond ETF

ETFs
4
+ 0.69%
$106.13 - $108.7 $425 - $435
581 $63K
LBRDK
Liberty Broadband Corp

Communication Services
17
+ 62.96%
$52.66 - $78.14 $895 - $1.33K
44 $3K
LFUS
Littelfuse Inc

Technology
5
+ 7.81%
$233.9 - $274.34 $1.17K - $1.37K
69 $18K
MTRN
Materion Corp

Basic Materials
11
+ 6.51%
$101.87 - $120.55 $1.12K - $1.33K
180 $20K
DD
Du Pont De Nemours, Inc.

Basic Materials
25
New
$77.22 - $89.49 $1.93K - $2.24K
25 $2K
D
Dominion Energy, Inc

Utilities
9
+ 3.6%
$48.01 - $58.53 $432 - $527
259 $14K
STWD
Starwood Property Trust, Inc.

Real Estate
2
+ 1.96%
$18.75 - $21.11 $37.5 - $42.2
104 $2K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
14
New
$96.28 - $112.4 $1.35K - $1.57K
14 $1K
KFRC
Kforce Inc

Industrials
14
+ 6.22%
$59.4 - $70.22 $832 - $983
239 $14K
NOW
Service Now, Inc.

Technology
2
New
$730.87 - $937.36 $1.46K - $1.87K
2 $1K
WING
Wingstop Inc.

Consumer Cyclical
3
+ 5.66%
$352.46 - $427.92 $1.06K - $1.28K
56 $23K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
195
New
$8.26 - $12.16 $1.61K - $2.37K
195 $1K
PFE
Pfizer Inc

Healthcare
31
+ 8.42%
$27.7 - $31.39 $859 - $973
399 $11K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1
+ 1.49%
$55.06 - $62.25 $55.1 - $62.3
68 $4K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7
+ 1.24%
$91.42 - $91.82 $640 - $643
572 $52K
KWR
Quaker Chemical Corp

Basic Materials
6
+ 6.45%
$157.95 - $192.14 $948 - $1.15K
99 $16K
DVN
Devon Energy Corp

Energy
48
New
$37.87 - $48.65 $1.82K - $2.34K
48 $1K
WINA
Winmark Corp

Consumer Cyclical
2
+ 7.69%
$345.18 - $423.0 $690 - $846
28 $10K
BMY
Bristol Myers Squibb CO

Healthcare
10
+ 33.33%
$39.66 - $51.75 $397 - $518
40 $2K
NSP
Insperity, Inc.

Industrials
7
+ 6.48%
$85.48 - $103.18 $598 - $722
115 $10K
CTRA
Coterra Energy Inc.

Energy
79
New
$22.62 - $27.37 $1.79K - $2.16K
79 $1K
CTVA
Corteva, Inc.

Basic Materials
24
New
$50.72 - $58.78 $1.22K - $1.41K
24 $1K
Activity Summary
Buys All Purchases 195 New Holdings 50 Increased Positions 145 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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