A detailed history of Millington Financial Advisors, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Millington Financial Advisors, LLC holds 28,937 shares of CBZ stock, worth $2.16 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
28,937
Previous 28,065 3.11%
Holding current value
$2.16 Million
Previous $1.76 Billion 29.32%
% of portfolio
1.62%
Previous 1.41%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$60.7 - $78.5 $52,930 - $68,452
872 Added 3.11%
28,937 $2.27 Billion
Q4 2023

Feb 01, 2024

SELL
$50.14 - $62.76 $131,918 - $165,121
-2,631 Reduced 8.57%
28,065 $1.76 Billion
Q3 2023

Nov 02, 2023

BUY
$51.45 - $56.72 $45,378 - $50,027
882 Added 2.96%
30,696 $1.59 Million
Q2 2023

Aug 08, 2023

SELL
$48.43 - $54.61 $19,856 - $22,390
-410 Reduced 1.36%
29,814 $1.59 Billion
Q1 2023

May 12, 2023

SELL
$45.6 - $51.1 $61,377 - $68,780
-1,346 Reduced 4.26%
30,224 $1.5 Billion
Q4 2022

Feb 08, 2023

BUY
$43.77 - $50.51 $1.38 Million - $1.59 Million
31,570 New
31,570 $1.48 Billion

Others Institutions Holding CBZ

About CBIZ, Inc.


  • Ticker CBZ
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 51,402,000
  • Market Cap $3.83B
  • 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
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