J.W. Cole Advisors, Inc. Cbiz, Inc. Transaction History
J.W. Cole Advisors, Inc.
- $4.58 Billion
- Q2 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Cbiz, Inc. stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 3,600 shares of CBZ stock, worth $190,512. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,600
Previous 3,611
0.3%
Holding current value
$190,512
Previous $273,000
5.49%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CBZ
# of Institutions
282Shares Held
49.1MCall Options Held
6.1KPut Options Held
4.7K-
Vanguard Group Inc Valley Forge, PA5.08MShares$269 Million0.01% of portfolio
-
Black Rock Inc. New York, NY3.53MShares$187 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.25MShares$172 Million0.02% of portfolio
-
Capital Research Global Investors Los Angeles, CA2.99MShares$158 Million0.04% of portfolio
-
Eaton Vance Management Boston, MA2.42MShares$128 Million0.15% of portfolio
About CBIZ, Inc.
- Ticker CBZ
- Exchange NYSE
- Sector Industrials
- Industry Specialty Business Services
- Shares Outstandng 51,402,000
- Market Cap $2.72B
- 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...