Latest Institutional Transactions on Cdw Corp (CDW)
This table provides information on the latest institutional transactions involving Cdw Corp (CDW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-121- 5.94% |
$17.5K - $23.1K
|
1.92K
$315K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
99.7K+ 48.03% |
$14.4M - $19M
|
307K
$50.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-6- 0.32% |
$867 - $1.14K
|
1.87K
$307K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
139New |
$20.1K - $26.5K
|
139
$22.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
130+ 139.78% |
$18.8K - $24.8K
|
223
$36.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-25- 0.04% |
$3.61K - $4.77K
|
57.5K
$9.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 2.86% |
$28.9K - $38.1K
|
6.8K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-871- 11.73% |
$126K - $166K
|
6.56K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-112- 75.17% |
$16.2K - $21.4K
|
37
$6.08K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.13KNew |
$163K - $215K
|
1.13K
$185K
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.86KNew |
$268K - $354K
|
1.86K
$305K
|
|
|
Jul 30, 2025
Q2 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
9.25K+ 4.04% |
$1.34M - $1.76M
|
238K
$39.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
21New |
$3.03K - $4K
|
21
$3.45K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-79- 1.17% |
$11.4K - $15.1K
|
6.7K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.48K- 4.81% |
$503K - $663K
|
68.9K
$11.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$144 - $191
|
2.23K
$367K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-206- 4.98% |
$29.8K - $39.3K
|
3.93K
$646K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-92- 2.8% |
$13.3K - $17.5K
|
3.2K
$526K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.72KNew |
$248K - $327K
|
1.72K
$282K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-315- 7.31% |
$45.5K - $60.1K
|
4K
$657K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21New |
$3.03K - $4K
|
21
$3.45K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
44+ 628.57% |
$6.36K - $8.39K
|
51
$8.38K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
305+ 22.49% |
$44.1K - $58.2K
|
1.66K
$273K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-112- 6.59% |
$16.2K - $21.4K
|
1.59K
$261K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-35- 24.31% |
$5.06K - $6.67K
|
109
$17.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
784+ 6.94% |
$113K - $149K
|
12.1K
$1.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.14KNew |
$165K - $218K
|
1.14K
$188K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-103- 3.1% |
$14.9K - $19.6K
|
3.22K
$529K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-204- 0.29% |
$29.5K - $38.9K
|
70.7K
$11.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-48- 3.58% |
$6.94K - $9.15K
|
1.29K
$212K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
579+ 37.45% |
$83.7K - $110K
|
2.13K
$349K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16+ 34.04% |
$2.31K - $3.05K
|
63
$10.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-421- 1.95% |
$60.8K - $80.3K
|
21.1K
$3.47M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-4.04K- 60.97% |
$584K - $771K
|
2.59K
$425K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-396- 2.56% |
$57.2K - $75.5K
|
15.1K
$2.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
168+ 3.78% |
$24.3K - $32K
|
4.61K
$758K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.2KNew |
$318K - $420K
|
2.2K
$362K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.96KNew |
$283K - $373K
|
1.96K
$321K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.25KNew |
$181K - $239K
|
1.25K
$206K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-29.8K- 95.62% |
$4.31M - $5.69M
|
1.37K
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
479+ 11.41% |
$69.2K - $91.3K
|
4.68K
$769K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
1.21KNew |
$175K - $231K
|
1.21K
$199K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-867- 1.32% |
$125K - $165K
|
64.9K
$10.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.57KNew |
$227K - $300K
|
1.57K
$258K
|
|
|
Jul 28, 2025
Q2 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-18.5K- 27.3% |
$2.67M - $3.52M
|
49.2K
$8.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-180- 14.98% |
$26K - $34.3K
|
1.02K
$168K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-3- 1.88% |
$433 - $572
|
157
$25.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
29.1KNew |
$4.2M - $5.55M
|
29.1K
$4.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-617- 71.58% |
$89.2K - $118K
|
245
$40.3K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-288- 0.26% |
$41.6K - $54.9K
|
110K
$18.1M
|