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
DELL
Dell Technologies Inc.

Technology
10
New
$87.89 - $145.97 $879 - $1.46K
10 $1K
CVS
Cvs Health Corp

Healthcare
9
+ 3.53%
$55.81 - $63.18 $502 - $569
264 $16K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
24
+ 0.87%
$22.61 - $22.79 $543 - $547
2.79K $63K
HAL
Halliburton CO

Energy
36
New
$27.81 - $36.44 $1K - $1.31K
36 $1K
DOW
Dow Inc.

Basic Materials
30
New
$50.15 - $55.41 $1.5K - $1.66K
30 $1K
PEAK
Healthpeak Properties, Inc.

Real Estate
45
+ 72.58%
N/A
107 $2K
CMS
Cms Energy Corp

Utilities
7
New
$58.7 - $70.62 $411 - $494
7 $0
ZM
Zoom Video Communications, Inc.

Technology
8
New
$55.32 - $71.9 $443 - $575
8 $0
LUMN
Lumen Technologies, Inc.

Communication Services
2
New
$1.03 - $7.28 $2.06 - $14.6
2 $0
Solventum Corp
20
New
N/A
20 $0
WPC
W. P. Carey Inc.

Real Estate
8
New
$54.63 - $63.96 $437 - $512
8 $0
PARA
Paramount Global

Communication Services
34
New
$9.98 - $11.95 $339 - $406
34 $0
TFC
Truist Financial Corp

Financial Services
2
+ 1.09%
$38.22 - $44.94 $76.4 - $89.9
186 $7K
CAG
Conagra Brands Inc.

Consumer Defensive
15
New
$28.13 - $32.83 $422 - $492
15 $0
HBAN
Huntington Bancshares Inc

Financial Services
34
New
$12.84 - $15.15 $437 - $515
34 $0
USPH
U S Physical Therapy Inc

Healthcare
12
+ 6.25%
$81.64 - $98.68 $980 - $1.18K
204 $17K
Atlas Energy Solutions Inc
182
+ 28.04%
N/A
831 $0
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
19
New
$8.4 - $9.19 $160 - $175
19 $0
BAX
Baxter International Inc

Healthcare
22
New
$32.85 - $40.26 $723 - $886
22 $0
Brookfield Infrastructure CO
36
+ 7.07%
N/A
545 $0
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
7
+ 1.51%
$22.94 - $23.16 $161 - $162
470 $10K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
7
+ 1.54%
$23.08 - $23.52 $162 - $165
461 $10K
BSJR
Invesco Indx Tr

ETFs
7
+ 1.52%
$22.08 - $22.75 $155 - $159
468 $10K
Global X Fds
282
New
N/A
282 $0
DDOG
Datadog, Inc.

Technology
5
New
$104.97 - $134.56 $525 - $673
5 $0
DKNG
Draft Kings Inc.

Consumer Cyclical
2
New
$29.85 - $41.1 $59.7 - $82.2
2 $0
ARCC
Ares Capital Corp

Financial Services
3
+ 2.21%
$19.8 - $21.28 $59.4 - $63.8
139 $2K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
24
New
$13.24 - $14.64 $318 - $351
24 $0
AL
Air Lease Corp

Industrials
29
+ 7.16%
$40.73 - $49.94 $1.18K - $1.45K
434 $19K
LUV
Southwest Airlines CO

Industrials
17
New
$23.7 - $29.93 $403 - $509
17 $0
Siriusxm Holdings Inc
23
New
N/A
23 $0
NOG
Northern Oil & Gas, Inc.

Energy
39
+ 7.22%
$33.96 - $43.19 $1.32K - $1.68K
579 $20K
OGN
Organon & Co.

Healthcare
6
New
$18.65 - $23.03 $112 - $138
6 $0
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2
+ 0.73%
$81.31 - $83.29 $163 - $167
275 $22K
UGI
Ugi Corp

Utilities
1
+ 1.52%
$22.23 - $25.05 $22.2 - $25.1
67 $1K
MRNA
Moderna, Inc.

Healthcare
14
+ 127.27%
$63.64 - $125.14 $891 - $1.75K
25 $1K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1
+ 4.55%
$38.71 - $42.43 $38.7 - $42.4
23 $0
AES
Aes Corp

Utilities
31
New
$16.18 - $20.07 $502 - $622
31 $0
SSTK
Shutterstock, Inc.

Communication Services
30
+ 7.43%
$32.5 - $44.22 $975 - $1.33K
434 $15K
CNXC
Concentrix Corp

Technology
16
+ 6.64%
$51.25 - $75.58 $820 - $1.21K
257 $13K
CIVI
Civitas Resources, Inc.

Energy
20
+ 7.41%
$49.47 - $72.73 $989 - $1.45K
290 $14K
CHRD
Oasis Petroleum Inc.

Energy
8
+ 6.67%
$128.01 - $176.98 $1.02K - $1.42K
128 $16K
VDE
Vanguard Energy ETF

ETFs
3
+ 0.31%
$117.44 - $131.06 $352 - $393
977 $119K
ADBE
Adobe Inc.

Technology
6
+ 1.14%
$508.13 - $586.55 $3.05K - $3.52K
533 $275K
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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