Cbiz Investment Advisory Services, LLC Incresed Positions in Q3 2024

Cbiz Investment Advisory Services, LLC

  • $1.93 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HLNE
Hamilton Lane Inc

Financial Services
14
+ 6.6%
$123.12 - $168.4 $1.72K - $2.36K
226 $38K
EMR
Emerson Electric CO

Industrials
112
+ 69.57%
$98.19 - $118.87 $11K - $13.3K
273 $29K
MDT
Medtronic PLC

Healthcare
110
+ 108.91%
$76.84 - $91.03 $8.45K - $10K
211 $18K
FSV
First Service Corp

Real Estate
44
+ 81.48%
$152.13 - $183.13 $6.69K - $8.06K
98 $17K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
109
+ 149.32%
$70.42 - $80.82 $7.68K - $8.81K
182 $14K
NSSC
Napco Security Technologies, Inc

Industrials
255
+ 123.79%
$34.23 - $58.0 $8.73K - $14.8K
461 $18K
T
At&T Inc.

Communication Services
262
+ 38.76%
$18.21 - $22.28 $4.77K - $5.84K
938 $20K
CNS
Cohen & Steers, Inc.

Financial Services
17
+ 6.97%
$70.88 - $97.15 $1.2K - $1.65K
261 $25K
XOM
Exxon Mobil Corp

Energy
38
+ 5.76%
$109.72 - $119.0 $4.17K - $4.52K
698 $81K
MRK
Merck & Co., Inc.

Healthcare
61
+ 37.89%
$111.15 - $128.97 $6.78K - $7.87K
222 $25K
PSMT
Pricesmart Inc

Consumer Defensive
46
+ 27.38%
$78.22 - $91.74 $3.6K - $4.22K
214 $19K
BC
Brunswick Corp

Consumer Cyclical
55
+ 28.35%
$69.46 - $84.53 $3.82K - $4.65K
249 $20K
UMH
Umh Properties, Inc.

Real Estate
81
+ 7.05%
$16.04 - $20.43 $1.3K - $1.65K
1.23K $24K
EHC
Encompass Health Corp

Healthcare
21
+ 6.84%
$83.97 - $97.17 $1.76K - $2.04K
328 $31K
SXI
Standex International Corp

Industrials
10
+ 7.04%
$155.0 - $188.75 $1.55K - $1.89K
152 $27K
XLF
Financial Sector Spdr

ETFs
79
+ 33.76%
$40.84 - $45.74 $3.23K - $3.61K
313 $14K
CBT
Cabot Corp

Basic Materials
12
+ 6.03%
$86.96 - $111.73 $1.04K - $1.34K
211 $23K
LMAT
Lemaitre Vascular Inc

Healthcare
20
+ 7.04%
$80.3 - $92.89 $1.61K - $1.86K
304 $28K
SNDR
Schneider National, Inc.

Industrials
48
+ 7.38%
$22.89 - $28.65 $1.1K - $1.38K
698 $19K
UFPI
Ufp Industries Inc

Basic Materials
9
+ 7.26%
$107.65 - $135.34 $969 - $1.22K
133 $17K
HXL
Hexcel Corp

Industrials
63
+ 26.47%
$59.36 - $69.03 $3.74K - $4.35K
301 $18K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
133
+ 0.57%
$21.05 - $21.17 $2.8K - $2.82K
23.3K $491K
PRGO
Perrigo CO PLC

Healthcare
144
+ 27.59%
$25.44 - $29.27 $3.66K - $4.21K
666 $17K
EXPI
Exp World Holdings, Inc.

Real Estate
65
+ 6.96%
$10.51 - $14.73 $683 - $957
999 $14K
KNSL
Kinsale Capital Group, Inc.

Financial Services
3
+ 7.14%
$370.41 - $491.09 $1.11K - $1.47K
45 $20K
HOMB
Home Bancshares Inc

Financial Services
53
+ 6.72%
$23.43 - $28.83 $1.24K - $1.53K
842 $22K
NFLX
Netflix Inc

Communication Services
5
+ 100.0%
$598.55 - $722.26 $2.99K - $3.61K
10 $7K
APH
Amphenol Corp

Technology
100
+ 9.42%
$58.39 - $70.41 $5.84K - $7.04K
1.16K $75K
BWXT
Bwx Technologies, Inc.

Industrials
11
+ 5.98%
$92.38 - $108.7 $1.02K - $1.2K
195 $21K
SJM
J M Smucker CO

Consumer Defensive
14
+ 8.09%
$109.12 - $122.4 $1.53K - $1.71K
187 $22K
CPK
Chesapeake Utilities Corp

Utilities
9
+ 6.92%
$106.02 - $124.17 $954 - $1.12K
139 $17K
NXST
Nexstar Media Group, Inc.

Communication Services
23
+ 25.0%
$154.25 - $184.79 $3.55K - $4.25K
115 $19K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
27
+ 7.2%
$37.97 - $47.45 $1.03K - $1.28K
402 $17K
UTZ
Utz Brands, Inc.

Consumer Defensive
91
+ 7.23%
$14.46 - $18.6 $1.32K - $1.69K
1.35K $23K
IVT
Inven Trust Properties Corp.

Real Estate
4
+ 0.5%
$24.41 - $29.87 $97.6 - $119
810 $22K
KLIC
Kulicke & Soffa Industries Inc

Technology
101
+ 37.41%
$38.57 - $53.24 $3.9K - $5.38K
371 $16K
ST
Sensata Technologies Holding PLC

Technology
110
+ 32.74%
$34.15 - $42.3 $3.76K - $4.65K
446 $15K
VMI
Valmont Industries Inc

Industrials
5
+ 6.94%
$260.22 - $302.59 $1.3K - $1.51K
77 $22K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
9
+ 6.16%
$74.21 - $96.5 $668 - $869
155 $14K
SO
Southern CO

Utilities
1
+ 0.35%
$77.0 - $90.52 $77 - $90.5
285 $25K
CHE
Chemed Corp

Healthcare
2
+ 6.25%
$527.82 - $600.97 $1.06K - $1.2K
34 $20K
NEE
Nextera Energy Inc

Utilities
28
+ 36.36%
$69.9 - $84.97 $1.96K - $2.38K
105 $8K
POWI
Power Integrations Inc

Technology
78
+ 33.48%
$57.86 - $78.46 $4.51K - $6.12K
311 $19K
LKFN
Lakeland Financial Corp

Financial Services
23
+ 7.47%
$57.94 - $71.18 $1.33K - $1.64K
331 $21K
TRNO
Terreno Realty Corp

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

Industrials
5
+ 7.04%
$164.34 - $198.74 $822 - $994
76 $15K
LSTR
Landstar System Inc

Industrials
6
+ 6.52%
$173.24 - $193.87 $1.04K - $1.16K
98 $18K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
10
+ 0.97%
$46.29 - $48.52 $463 - $485
1.05K $50K
LBRDK
Liberty Broadband Corp

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