A detailed history of Cresset Asset Management, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Cresset Asset Management, LLC holds 5,436 shares of CBZ stock, worth $423,410. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,436
Previous 5,289 2.78%
Holding current value
$423,410
Previous $391,000 6.65%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$64.51 - $86.02 $9,482 - $12,644
147 Added 2.78%
5,436 $365,000
Q2 2024

Aug 14, 2024

SELL
$71.18 - $78.99 $18,506 - $20,537
-260 Reduced 4.69%
5,289 $391,000
Q1 2024

May 15, 2024

SELL
$60.7 - $78.5 $28,832 - $37,287
-475 Reduced 7.89%
5,549 $435,000
Q4 2023

Feb 14, 2024

BUY
$50.14 - $62.76 $36,652 - $45,877
731 Added 13.81%
6,024 $377,000
Q3 2023

Nov 14, 2023

BUY
$51.45 - $56.72 $40,491 - $44,638
787 Added 17.47%
5,293 $274,000
Q2 2023

Aug 14, 2023

BUY
$48.43 - $54.61 $218,225 - $246,072
4,506 New
4,506 $240,000

Others Institutions Holding CBZ

About CBIZ, Inc.


  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $4B
  • 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
Track This Portfolio

Track Cresset Asset Management, LLC Portfolio

Follow Cresset Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cresset Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cresset Asset Management, LLC with notifications on news.