Rockefeller Capital Management L.P. Cbiz, Inc. Transaction History

Rockefeller Capital Management L.P.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$71.18 - $78.99 $8.21 Million - $9.11 Million	115,325 New	115,325 $8.55 Million
Q4 2022 Mar 06, 2023	SELL	$43.77 - $50.51 $3,676 - $4,242	-84 Reduced 7.01%	1,114 $52,000
Q3 2022 Nov 02, 2022	BUY	$39.89 - $48.01 $30,715 - $36,967	770 Added 179.91%	1,198 $51,000
Q2 2022 Aug 12, 2022	BUY	$37.17 - $43.74 $9,664 - $11,372	260 Added 154.76%	428 $17,000
Q4 2021 Feb 14, 2022	SELL	$33.06 - $40.19 $826 - $1,004	-25 Reduced 12.95%	168 $6,000
Q3 2021 Nov 12, 2021	BUY	$30.78 - $34.48 $1,200 - $1,344	39 Added 25.32%	193 $6,000
Q2 2021 Aug 10, 2021	SELL	$32.63 - $34.92 $2,414 - $2,584	-74 Reduced 32.46%	154 $5,000
Q1 2021 May 11, 2021	BUY	$25.61 - $34.03 $4,609 - $6,125	180 Added 375.0%	228 $7,000
Q4 2020 Feb 12, 2021	BUY	$22.37 - $26.82 $1,073 - $1,287	48 New	48 $1,000

295

47.3M

10.8K

300

Ticker CBZ
Exchange NYSE
Sector Industrials
Industry Specialty Business Services
Shares Outstandng 51,402,000
Market Cap $4B
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...

Get notified when there are updates to the investment portfolio of Rockefeller Capital Management L.P., based on Form 13F filings with the SEC.

Stay updated on Rockefeller Capital Management L.P. with notifications on news.