Patriot Financial Group Insurance Agency, LLC Cbiz, Inc. Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Jan 15, 2021	SELL	$22.37 - $26.82 $67 - $80	-3 Closed	0 $0
Q2 2020 Jul 10, 2020	BUY	$20.02 - $26.3 $60 - $78	3 New	3 $0
Q3 2019 Oct 25, 2019	SELL	$19.58 - $24.58 $39 - $49	-2 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	$19.31 - $20.84 $38 - $41	2 New	2 $1,000

Others Institutions Holding CBZ

# of Institutions

277

Shares Held

47.8M

Call Options Held

24.9K

Put Options Held

1.9K

Vanguard Group Inc Valley Forge, PA

3.71M
Shares

$275 Million
0.01% of portfolio
Black Rock Inc. New York, NY

3.45M
Shares

$255 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.37M
Shares

$250 Million
0.02% of portfolio
Capital Research Global Investors Los Angeles, CA

3.13M
Shares

$232 Million
0.06% of portfolio
Eaton Vance Management Boston, MA

2.42M
Shares

$180 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 $3.81B
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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