Cbiz Investment Advisory Services, LLC Purchases in Q2 2025

Cbiz Investment Advisory Services, LLC

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSA
Msa Safety Inc

Industrials
1
+ 0.75%
$130.21 - $169.16 $130 - $169
134 $22K
NUE
Nucor Corp

Basic Materials
29
New
$103.22 - $131.43 $2.99K - $3.81K
29 $3K
BSY
Bentley Systems Inc

Technology
71
New
$38.62 - $53.97 $2.74K - $3.83K
71 $3K
ADM
Archer Daniels Midland CO

Consumer Defensive
57
New
$41.79 - $54.16 $2.38K - $3.09K
57 $3K
ODFL
Old Dominion Freight Line, Inc.

Industrials
19
New
$146.74 - $176.07 $2.79K - $3.35K
19 $3K
LNT
Alliant Energy Corp

Utilities
59
New
$58.79 - $64.85 $3.47K - $3.83K
59 $3K
DTE
Dte Energy CO

Utilities
28
New
$127.39 - $139.49 $3.57K - $3.91K
28 $3K
WST
West Pharmaceutical Services Inc

Healthcare
14
New
$190.39 - $227.7 $2.67K - $3.19K
14 $3K
FICO
Fair Isaac Corp

Technology
2
New
$1503.62 - $2206.01 $3.01K - $4.41K
2 $3K
CBRE
Cbre Group, Inc.

Real Estate
28
New
$113.94 - $140.12 $3.19K - $3.92K
28 $3K
URI
United Rentals, Inc.

Industrials
3
+ 100.0%
$551.94 - $753.4 $1.66K - $2.26K
6 $4K
ROK
Rockwell Automation, Inc

Industrials
10
+ 250.0%
$218.97 - $332.17 $2.19K - $3.32K
14 $4K
SCVL
Shoe Carnival Inc

Consumer Cyclical
270
+ 31.4%
$16.75 - $23.0 $4.52K - $6.21K
1.13K $21K
KHC
Kraft Heinz CO

Consumer Defensive
128
New
$25.61 - $30.81 $3.28K - $3.94K
128 $3K
FDX
Fedex Corp

Industrials
15
+ 750.0%
$198.07 - $245.17 $2.97K - $3.68K
17 $3K
VRSK
Verisk Analytics, Inc.

Industrials
9
+ 450.0%
$277.03 - $321.33 $2.49K - $2.89K
11 $3K
TNL
Travel & Leisure Co.

Consumer Cyclical
7
+ 1.28%
$38.78 - $51.89 $271 - $363
555 $28K
VZ
Verizon Communications Inc

Communication Services
178
+ 7.11%
$41.67 - $45.62 $7.42K - $8.12K
2.68K $116K
VRSN
Verisign Inc

Technology
13
New
$234.49 - $288.8 $3.05K - $3.75K
13 $3K
SHW
Sherwin Williams CO

Basic Materials
13
+ 11.61%
$313.51 - $363.51 $4.08K - $4.73K
125 $42K
TTWO
Take Two Interactive Software Inc

Communication Services
14
+ 700.0%
$194.58 - $243.05 $2.72K - $3.4K
16 $3K
XEL
Xcel Energy Inc

Utilities
52
New
$65.65 - $72.39 $3.41K - $3.76K
52 $3K
HEI
Heico Corp

Industrials
8
New
$236.44 - $328.0 $1.89K - $2.62K
8 $2K
CSGP
Costar Group, Inc.

Real Estate
26
+ 433.33%
$72.62 - $83.22 $1.89K - $2.16K
32 $2K
IRMD
Iradimed Corp

Healthcare
1
+ 0.32%
$48.67 - $60.8 $48.7 - $60.8
310 $18K
IRM
Iron Mountain Inc

Real Estate
20
+ 117.65%
$76.93 - $105.25 $1.54K - $2.11K
37 $3K
DDOG
Datadog, Inc.

Technology
3
+ 5.66%
$87.0 - $134.33 $261 - $403
56 $7K
KEY
Keycorp

Financial Services
119
+ 177.61%
$13.23 - $17.42 $1.57K - $2.07K
186 $3K
K
Kellogg CO

Consumer Defensive
34
+ 136.0%
$77.85 - $82.88 $2.65K - $2.82K
59 $4K
KMI
Kinder Morgan, Inc.

Energy
60
+ 65.22%
$25.21 - $29.4 $1.51K - $1.76K
152 $4K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 100.0%
$919.93 - $1101.66 $920 - $1.1K
2 $2K
LSTR
Landstar System Inc

Industrials
31
+ 23.13%
$131.55 - $151.93 $4.08K - $4.71K
165 $22K
STZ
Constellation Brands, Inc.

Consumer Defensive
14
New
$160.0 - $195.62 $2.24K - $2.74K
14 $2K
CNC
Centene Corp

Healthcare
52
New
$53.4 - $64.29 $2.78K - $3.34K
52 $2K
GM
General Motors CO

Consumer Cyclical
22
+ 13.5%
$42.48 - $50.46 $935 - $1.11K
185 $9K
JBHT
Hunt J B Transport Services Inc

Industrials
15
New
$124.73 - $152.78 $1.87K - $2.29K
15 $2K
INTC
Intel Corp

Technology
103
+ 27.25%
$18.13 - $22.69 $1.87K - $2.34K
481 $10K
YOU
Clear Secure, Inc.

Technology
11
+ 1.18%
$23.96 - $27.76 $264 - $305
941 $26K
EVRG
Evergy, Inc.

Utilities
31
+ 59.62%
$64.06 - $69.64 $1.99K - $2.16K
83 $5K
BIIB
Biogen Inc.

Healthcare
16
+ 228.57%
$113.38 - $135.49 $1.81K - $2.17K
23 $2K
EOG
Eog Resources Inc

Energy
17
+ 50.0%
$104.61 - $129.97 $1.78K - $2.21K
51 $6K
WRB
Berkley W R Corp

Financial Services
31
New
$64.28 - $75.17 $1.99K - $2.33K
31 $2K
ETR
Entergy Corp

Utilities
28
+ 24.56%
$79.01 - $86.61 $2.21K - $2.43K
142 $11K
EW
Edwards Lifesciences Corp

Healthcare
32
New
$67.07 - $78.22 $2.15K - $2.5K
32 $2K
RPG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.44%
$33.86 - $45.77 $33.9 - $45.8
229 $10K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
11
+ 1100.0%
$225.56 - $335.19 $2.48K - $3.69K
12 $2K
NWSA
News Corp

Communication Services
78
New
$23.97 - $29.72 $1.87K - $2.32K
78 $2K
UNF
Unifirst Corp

Industrials
2
+ 1.6%
$161.86 - $189.64 $324 - $379
127 $23K
AON
Aon PLC

Financial Services
5
+ 100.0%
$335.85 - $398.81 $1.68K - $1.99K
10 $3K
Activity Summary
Buys All Purchases 480 New Holdings 150 Increased Positions 330 Sells All Sells 137 Reductions 135 Sold out 2 Options Calls 0 Puts 0
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