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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.04K- 98.54% |
$653K - $778K
|
45
$7.34K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-11- 5.21% |
$2.36K - $2.81K
|
200
$32.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
3.2KNew |
$687K - $818K
|
3.2K
$522K
|
|
|
Aug 12, 2024
Q2 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.93K- 1.4% |
$413K - $492K
|
136K
$22.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.5KNew |
$322K - $384K
|
1.5K
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-12- 1.31% |
$2.58K - $3.07K
|
905
$148K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-149- 14.24% |
$32K - $38.1K
|
897
$146K
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
28.6KNew |
$6.14M - $7.31M
|
28.6K
$4.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-97- 39.43% |
$20.8K - $24.8K
|
149
$24.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.91KNew |
$625K - $745K
|
2.91K
$475K
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.12K- 25.62% |
$241K - $287K
|
3.26K
$531K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1New |
$215 - $256
|
1
$163
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.18KNew |
$467K - $557K
|
2.18K
$355K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
8New |
$1.72K - $2.05K
|
8
$1.31K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.55KNew |
$333K - $396K
|
1.55K
$253K
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
172+ 1.75% |
$36.9K - $44K
|
10K
$1.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.53K- 47.96% |
$542K - $646K
|
2.74K
$447K
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
6.77KNew |
$1.45M - $1.73M
|
6.77K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
100New |
$21.5K - $25.6K
|
100
$16.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.2K- 31.06% |
$257K - $306K
|
2.65K
$433K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
30New |
$6.44K - $7.67K
|
30
$4.89K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
34.1KNew |
$7.31M - $8.71M
|
34.1K
$5.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
88+ 1.36% |
$18.9K - $22.5K
|
6.54K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 50.0% |
$644 - $767
|
9
$1.47K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.53KNew |
$329K - $392K
|
1.53K
$250K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-2.5K- 69.55% |
$536K - $639K
|
1.09K
$178K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-670- 59.61% |
$144K - $171K
|
454
$74.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
85+ 4.88% |
$18.2K - $21.7K
|
1.83K
$298K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
40+ 23.95% |
$8.58K - $10.2K
|
207
$33.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-9.26K- 83.3% |
$1.99M - $2.37M
|
1.86K
$303K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
364+ 3.35% |
$78.1K - $93.1K
|
11.2K
$1.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Suncoast Equity Management
|
BUY
|
- |
75+ 3.76% |
$16.1K - $19.2K
|
2.07K
$338K
|
|
|
Jul 19, 2024
Q2 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
2.8K+ 106.95% |
$601K - $716K
|
5.42K
$884K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30New |
$6.44K - $7.67K
|
30
$4.89K
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-7.19K- 17.46% |
$1.54M - $1.84M
|
34K
$5.54M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-355- 73.8% |
$76.2K - $90.8K
|
126
$20.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-340- 5.5% |
$73K - $87K
|
5.84K
$952K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-61- 8.66% |
$13.1K - $15.6K
|
643
$105K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-36- 0.56% |
$7.73K - $9.21K
|
6.41K
$1.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-27- 27.27% |
$5.79K - $6.91K
|
72
$11.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.31KNew |
$281K - $335K
|
1.31K
$214K
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
82+ 1.02% |
$17.6K - $21K
|
8.09K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
12.7KNew |
$2.74M - $3.26M
|
12.7K
$2.08M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-103- 78.63% |
$22.1K - $26.3K
|
28
$4.57K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-21- 0.31% |
$4.51K - $5.37K
|
6.67K
$1.09M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6- 0.21% |
$1.29K - $1.53K
|
2.91K
$475K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
75New |
$16.1K - $19.2K
|
75
$12.2K
|
|
| Q1 2024 | |||||||
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
8.6K+ 51.88% |
$1.84M - $2.22M
|
25.2K
$4.11M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
20+ 1.41% |
$4.28K - $5.16K
|
1.43K
$234K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.88KNew |
$830K - $1M
|
3.88K
$632K
|
|