Private Advisor Group, LLC Cbiz, Inc. Transaction History

Private Advisor Group, LLC

$17.4 Billion
Q4 2024

A detailed history of Private Advisor Group, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Private Advisor Group, LLC holds 42,763 shares of CBZ stock, worth $3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

42,763

Previous 43,253 1.13%

Holding current value

$3 Million

Previous $2.91 Million 20.24%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$63.78 - $83.43 $31,252 - $40,880	-490 Reduced 1.13%	42,763 $3.5 Million
Q3 2024 Oct 22, 2024	SELL	$64.51 - $86.02 $4,064 - $5,419	-63 Reduced 0.15%	43,253 $2.91 Million
Q2 2024 Aug 05, 2024	SELL	$71.18 - $78.99 $10,605 - $11,769	-149 Reduced 0.34%	43,316 $3.21 Million
Q1 2024 Apr 30, 2024	BUY	$60.7 - $78.5 $68,591 - $88,705	1,130 Added 2.67%	43,465 $3.41 Million
Q4 2023 Feb 06, 2024	BUY	$50.14 - $62.76 $3,910 - $4,895	78 Added 0.18%	42,335 $2.65 Million
Q3 2022 Oct 14, 2022	SELL	$39.89 - $48.01 $241,853 - $291,084	-6,063 Reduced 12.55%	42,257 $1.81 Million
Q2 2022 Jul 13, 2022	SELL	$37.17 - $43.74 $155,370 - $182,833	-4,180 Reduced 7.96%	48,320 $1.93 Million
Q1 2022 May 12, 2022	BUY	$37.19 - $41.97 $632 - $713	17 Added 0.03%	52,500 $2.2 Million
Q4 2021 Feb 10, 2022	BUY	$33.06 - $40.19 $235,552 - $286,353	7,125 Added 15.71%	52,483 $2.05 Million
Q3 2021 Oct 14, 2021	SELL	$30.78 - $34.48 $19,083 - $21,377	-620 Reduced 1.35%	45,358 $1.47 Million
Q2 2021 Aug 12, 2021	SELL	$32.63 - $34.92 $9,462 - $10,126	-290 Reduced 0.63%	45,978 $1.51 Million
Q1 2021 Apr 22, 2021	SELL	$25.61 - $34.03 $27,838 - $36,990	-1,087 Reduced 2.3%	46,268 $1.51 Million
Q4 2020 Apr 01, 2021	BUY	$22.37 - $26.82 $20,960 - $25,130	937 Added 2.02%	47,355 $1.26 Million
Q1 2020 May 12, 2020	SELL	$17.27 - $28.5 $708,070 - $1.17 Million	-41,000 Reduced 46.9%	46,418 $971,000
Q3 2019 Nov 13, 2019	SELL	$19.58 - $24.58 $52,376 - $65,751	-2,675 Reduced 2.97%	87,418 $2.05 Million
Q2 2019 Aug 14, 2019	BUY	$19.31 - $20.84 $14,424 - $15,567	747 Added 0.84%	90,093 $1.77 Million
Q1 2019 May 13, 2019	SELL	$19.07 - $21.36 $966,200 - $1.08 Million	-50,666 Reduced 36.19%	89,346 $1.81 Million
Q4 2018 Feb 11, 2019	BUY	$18.76 - $23.98 $81,962 - $104,768	4,369 Added 3.22%	140,012 $2.76 Million
Q3 2018 Nov 01, 2018	BUY	$21.55 - $24.25 $142,359 - $160,195	6,606 Added 5.12%	135,643 $3.22 Million
Q2 2018 Aug 09, 2018	BUY	$18.2 - $23.15 $2.35 Million - $2.99 Million	129,037 New	129,037 $3.01 Million
Q1 2018 May 09, 2018	SELL	$15.7 - $19.4 $2.02 Million - $2.5 Million	-128,622 Closed	0 $0
Q4 2017 Feb 07, 2018	SELL	$14.75 - $17.25 $143,856 - $168,239	-9,753 Reduced 7.05%	128,622 $2.05 Million
Q3 2017 Nov 13, 2017	SELL	$14.45 - $16.5 $140,829 - $160,809	-9,746 Reduced 6.58%	138,375 $2.31 Million
Q2 2017 Aug 10, 2017	BUY	N/A	148,121	148,121 $2.19 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 $3.61B
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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Private Advisor Group, LLC Cbiz, Inc. Transaction History