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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-410- 8.38% |
$65.7K - $84.5K
|
4.48K
$810K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.31K- 4.55% |
$210K - $270K
|
27.5K
$4.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.58KNew |
$254K - $327K
|
1.58K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
871+ 55.23% |
$140K - $180K
|
2.45K
$442K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-45- 1.31% |
$7.21K - $9.28K
|
3.4K
$614K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-930- 18.35% |
$149K - $192K
|
4.14K
$748K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-718- 4.09% |
$115K - $148K
|
16.9K
$3.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-8.07K- 0.64% |
$1.29M - $1.66M
|
1.25M
$225M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
39+ 325.0% |
$6.25K - $8.04K
|
51
$9.22K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
306+ 17.47% |
$49K - $63.1K
|
2.06K
$372K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-414- 8.3% |
$66.3K - $85.3K
|
4.58K
$827K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.91K+ 16.76% |
$466K - $599K
|
20.2K
$3.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-977- 19.57% |
$157K - $201K
|
4.02K
$726K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-334K- 99.38% |
$53.5M - $68.9M
|
2.1K
$379K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
17.6K+ 24.75% |
$2.82M - $3.63M
|
88.7K
$16M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
344+ 0.29% |
$55.1K - $70.9K
|
121K
$21.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-205- 28.51% |
$32.9K - $42.3K
|
514
$92.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$321 - $412
|
2
$362
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 25.0% |
$160 - $206
|
3
$542
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6New |
$962 - $1.24K
|
6
$1.08K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-235- 3.61% |
$37.7K - $48.4K
|
6.27K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-59.3K- 41.72% |
$9.5M - $12.2M
|
82.8K
$15M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
24.4K+ 56.51% |
$3.92M - $5.04M
|
67.7K
$12.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
80+ 2.53% |
$12.8K - $16.5K
|
3.25K
$587K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
62+ 1550.0% |
$9.94K - $12.8K
|
66
$11.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
35+ 2.03% |
$5.61K - $7.21K
|
1.76K
$317K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
7+ 0.18% |
$1.12K - $1.44K
|
4K
$724K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
648+ 40.63% |
$104K - $134K
|
2.24K
$405K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-463- 11.31% |
$74.2K - $95.4K
|
3.63K
$656K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-115- 22.95% |
$18.4K - $23.7K
|
386
$69.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
145+ 2900.0% |
$23.2K - $29.9K
|
150
$27.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
19+ 2.97% |
$3.04K - $3.92K
|
658
$119K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
84+ 6.82% |
$13.5K - $17.3K
|
1.32K
$238K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
335+ 2.63% |
$53.7K - $69.1K
|
13K
$2.36M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 2.39% |
$1.6K - $2.06K
|
429
$77.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-58- 15.55% |
$9.3K - $12K
|
315
$56.9K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.22K- 7.09% |
$196K - $252K
|
16K
$2.9M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-33.2K- 5.85% |
$5.7M - $7.5M
|
535K
$96.7M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
455+ 15.79% |
$78K - $103K
|
3.34K
$603K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-15.6K- 5.71% |
$2.67M - $3.52M
|
257K
$46.5M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
1.39K+ 28.14% |
$239K - $314K
|
6.33K
$1.14M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
23New |
$3.94K - $5.19K
|
23
$4.16K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4New |
$686 - $903
|
4
$723
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
13New |
$2.23K - $2.93K
|
13
$2.35K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2New |
$343 - $451
|
2
$362
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-79- 5.18% |
$13.5K - $17.8K
|
1.45K
$261K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.2K- 73.33% |
$721K - $948K
|
1.53K
$276K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-48- 1.25% |
$8.23K - $10.8K
|
3.79K
$684K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-662- 95.25% |
$114K - $149K
|
33
$5.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.23KNew |
$211K - $278K
|
1.23K
$223K
|
|