Morgan Stanley Cbiz, Inc. Transaction History

Morgan Stanley

$1.39 Trillion
Q4 2024

A detailed history of Morgan Stanley transactions in Cbiz, Inc. stock. As of the latest transaction made, Morgan Stanley holds 3,063,258 shares of CBZ stock, worth $248 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,063,258

Previous 3,114,729 1.65%

Holding current value

$248 Million

Previous $210 Million 19.6%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$63.78 - $83.43 $3.28 Million - $4.29 Million	-51,471 Reduced 1.65%	3,063,258 $251 Million
Q3 2024 Nov 14, 2024	BUY	$64.51 - $86.02 $10.8 Million - $14.4 Million	167,607 Added 5.69%	3,114,729 $210 Million
Q2 2024 Oct 17, 2024	SELL	$71.18 - $78.99 $29.8 Million - $33.1 Million	-418,942 Reduced 12.45%	2,947,122 $218 Million
Q2 2024 Aug 14, 2024	SELL	$71.18 - $78.99 $29.8 Million - $33.1 Million	-418,942 Reduced 12.45%	2,947,122 $218 Million
Q1 2024 Oct 17, 2024	BUY	$60.7 - $78.5 $25.4 Million - $32.9 Million	418,942 Added 14.22%	3,366,064 $264 Million
Q1 2024 Aug 16, 2024	SELL	$60.7 - $78.5 $17.7 Million - $22.9 Million	-292,089 Reduced 7.98%	3,366,064 $264 Million
Q1 2024 May 15, 2024	SELL	$60.7 - $78.5 $17.7 Million - $22.9 Million	-292,089 Reduced 7.98%	3,366,064 $264 Million
Q4 2023 Aug 16, 2024	BUY	$50.14 - $62.76 $35.7 Million - $44.6 Million	711,031 Added 24.13%	3,658,153 $229 Million
Q4 2023 Feb 13, 2024	SELL	$50.14 - $62.76 $11 Million - $13.8 Million	-219,162 Reduced 5.65%	3,658,153 $229 Million
Q3 2023 Nov 15, 2023	SELL	$51.45 - $56.72 $3.67 Million - $4.05 Million	-71,365 Reduced 1.81%	3,877,315 $201 Million
Q2 2023 Aug 14, 2023	BUY	$48.43 - $54.61 $2.38 Million - $2.68 Million	49,098 Added 1.26%	3,948,680 $210 Million
Q1 2023 May 15, 2023	BUY	$45.6 - $51.1 $1.28 Million - $1.44 Million	28,166 Added 0.73%	3,899,582 $193 Million
Q4 2022 Feb 14, 2023	BUY	$43.77 - $50.51 $152 Million - $175 Million	3,465,585 Added 853.95%	3,871,416 $181 Million
Q3 2022 Nov 14, 2022	BUY	$39.89 - $48.01 $4.12 Million - $4.96 Million	103,335 Added 34.16%	405,831 $17.4 Million
Q2 2022 Oct 27, 2022	BUY	$37.17 - $43.74 $6.37 Million - $7.5 Million	171,390 Added 130.73%	302,496 $12.1 Million
Q2 2022 Aug 15, 2022	BUY	$37.17 - $43.74 $6.37 Million - $7.5 Million	171,390 Added 130.73%	302,496 $12.1 Million
Q1 2022 Oct 27, 2022	SELL	$37.19 - $41.97 $6.37 Million - $7.19 Million	-171,390 Reduced 56.66%	131,106 $5.5 Million
Q1 2022 May 13, 2022	SELL	$37.19 - $41.97 $56,751 - $64,046	-1,526 Reduced 1.15%	131,106 $5.5 Million
Q4 2021 Feb 14, 2022	SELL	$33.06 - $40.19 $4.42 Million - $5.37 Million	-133,736 Reduced 50.21%	132,632 $5.19 Million
Q3 2021 Nov 15, 2021	BUY	$30.78 - $34.48 $8.2 Million - $9.18 Million	266,368 New	266,368 $8.61 Million

Others Institutions Holding CBZ

# of Institutions

292

Shares Held

47.9M

Call Options Held

9.7K

Put Options Held

500

View Full List

About CBIZ, Inc.

Ticker CBZ
Exchange NYSE
Sector Industrials
Industry Specialty Business Services
Shares Outstandng 51,402,000
Market Cap $4.16B
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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