Janney Montgomery Scott LLC Cbiz, Inc. Transaction History

Janney Montgomery Scott LLC

$35.8 Billion
Q3 2024

A detailed history of Janney Montgomery Scott LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Janney Montgomery Scott LLC holds 4,522 shares of CBZ stock, worth $352,806. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,522

Previous 4,500 0.49%

Holding current value

$352,806

Previous $333,000 8.71%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$64.51 - $86.02 $1,419 - $1,892	22 Added 0.49%	4,522 $304,000
Q1 2024 May 01, 2024	SELL	$60.7 - $78.5 $109,199 - $141,221	-1,799 Reduced 28.56%	4,500 $353,000
Q3 2023 Nov 08, 2023	SELL	$51.45 - $56.72 $51,450 - $56,720	-1,000 Reduced 13.7%	6,299 $327,000
Q2 2023 Jul 26, 2023	BUY	$48.43 - $54.61 $353,490 - $398,598	7,299 New	7,299 $389,000
Q2 2022 Aug 03, 2022	BUY	$37.17 - $43.74 $53,710 - $63,204	1,445 Added 3.36%	44,445 $1.74 Million
Q1 2022 May 04, 2022	SELL	$37.19 - $41.97 $93,570 - $105,596	-2,516 Reduced 5.53%	43,000 $1.81 Million
Q4 2021 Jan 27, 2022	BUY	$33.06 - $40.19 $117,925 - $143,357	3,567 Added 8.5%	45,516 $1.78 Million
Q3 2021 Oct 29, 2021	SELL	$30.78 - $34.48 $51,094 - $57,236	-1,660 Reduced 3.81%	41,949 $1.36 Million
Q2 2021 Jul 26, 2021	BUY	$32.63 - $34.92 $478,779 - $512,381	14,673 Added 50.71%	43,609 $1.43 Million
Q1 2021 Apr 27, 2021	BUY	$25.61 - $34.03 $19,079 - $25,352	745 Added 2.64%	28,936 $945,000
Q4 2020 Jan 25, 2021	BUY	$22.37 - $26.82 $143,212 - $171,701	6,402 Added 29.38%	28,191 $750,000
Q3 2020 Nov 06, 2020	SELL	$22.14 - $25.68 $2,391 - $2,773	-108 Reduced 0.49%	21,789 $498,000
Q2 2020 Jul 23, 2020	BUY	$20.02 - $26.3 $33,193 - $43,605	1,658 Added 8.19%	21,897 $525,000
Q1 2020 Apr 30, 2020	SELL	$17.27 - $28.5 $124,102 - $204,801	-7,186 Reduced 26.2%	20,239 $423,000
Q4 2019 Jan 21, 2020	BUY	$23.12 - $28.1 $16,160 - $19,641	699 Added 2.62%	27,425 $739,000
Q3 2019 Oct 29, 2019	SELL	$19.58 - $24.58 $4,855 - $6,095	-248 Reduced 0.92%	26,726 $628,000
Q2 2019 Jul 29, 2019	BUY	$19.31 - $20.84 $1,699 - $1,833	88 Added 0.33%	26,974 $528,000
Q1 2019 Apr 30, 2019	SELL	$19.07 - $21.36 $5,511 - $6,173	-289 Reduced 1.06%	26,886 $544,000
Q4 2018 Feb 01, 2019	SELL	$18.76 - $23.98 $63,127 - $80,692	-3,365 Reduced 11.02%	27,175 $535,000
Q3 2018 Nov 05, 2018	SELL	$21.55 - $24.25 $8,663 - $9,748	-402 Reduced 1.3%	30,540 $724,000
Q2 2018 Jul 24, 2018	BUY	$18.2 - $23.15 $23,641 - $30,071	1,299 Added 4.38%	30,942 $712,000
Q1 2018 Apr 19, 2018	BUY	$15.7 - $19.4 $116,038 - $143,385	7,391 Added 33.21%	29,643 $541,000
Q4 2017 Feb 14, 2018	BUY	$14.75 - $17.25 $328,217 - $383,847	22,252	22,252 $344,000

Others Institutions Holding CBZ

# of Institutions

292

Shares Held

47.8M

Call Options Held

17.7K

Put Options Held

100

View Full List

About CBIZ, Inc.

Ticker CBZ
Exchange NYSE
Sector Industrials
Industry Specialty Business Services
Shares Outstandng 51,402,000
Market Cap $4.01B
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...

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Janney Montgomery Scott LLC Cbiz, Inc. Transaction History