Mc Elhenny Sheffield Capital Management, LLC Cbiz, Inc. Transaction History

Mc Elhenny Sheffield Capital Management, LLC

$372 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 21, 2025	BUY	$66.19 - $79.64 $11.2 Million - $13.5 Million	169,000 New	169,000 $12.1 Million
Q4 2022 Jan 11, 2023	BUY	$43.77 - $50.51 $43,770 - $50,510	1,000 New	1,000 $0

Others Institutions Holding CBZ

# of Institutions

290

Shares Held

47.9M

Call Options Held

10K

Put Options Held

Vanguard Group Inc Valley Forge, PA

5.08M
Shares

$320 Million
0.01% of portfolio
Black Rock Inc. New York, NY

3.53M
Shares

$222 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.12M
Shares

$197 Million
0.02% of portfolio
Capital Research Global Investors Los Angeles, CA

2.99M
Shares

$188 Million
0.04% of portfolio
Eaton Vance Management Boston, MA

2.42M
Shares

$153 Million
0.15% of portfolio

View Full List

About CBIZ, Inc.

Ticker CBZ
Exchange NYSE
Sector Industrials
Industry Specialty Business Services
Shares Outstandng 51,402,000
Market Cap $3.24B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Elhenny Sheffield Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Elhenny Sheffield Capital Management, LLC with notifications on news.

Account