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 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-277- 8.88% |
$45.2K - $53.7K
|
2.84K
$467K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-693- 13.33% |
$113K - $134K
|
4.51K
$740K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12New |
$1.96K - $2.32K
|
12
$1.97K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-396- 7.89% |
$64.6K - $76.7K
|
4.62K
$760K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
200New |
$32.6K - $38.7K
|
200
$32.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
9.34KNew |
$1.52M - $1.81M
|
9.34K
$1.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
59New |
$9.62K - $11.4K
|
59
$9.69K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
2New |
$326 - $387
|
2
$329
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-125- 62.5% |
$20.4K - $24.2K
|
75
$12.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$220K - $261K
|
1.35K
$222K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
100New |
$16.3K - $19.4K
|
100
$16.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.13KNew |
$184K - $218K
|
1.13K
$185K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
8.02KNew |
$1.31M - $1.55M
|
8.02K
$1.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-69- 2.62% |
$11.3K - $13.4K
|
2.57K
$422K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.41K+ 11741.67% |
$230K - $273K
|
1.42K
$233K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1- 20.0% |
$163 - $194
|
4
$657
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.92K- 99.02% |
$313K - $371K
|
19
$3.12K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-647- 18.97% |
$106K - $125K
|
2.76K
$454K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.35KNew |
$220K - $261K
|
1.35K
$222K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
23New |
$3.75K - $4.45K
|
23
$3.78K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
23New |
$3.75K - $4.45K
|
23
$3.78K
|
|
|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-144- 11.62% |
$23.5K - $27.9K
|
1.1K
$180K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
99New |
$16.1K - $19.2K
|
99
$16.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-70- 50.0% |
$11.4K - $13.6K
|
70
$11.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
8New |
$1.31K - $1.55K
|
8
$1.31K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 11.76% |
$326 - $387
|
15
$2.46K
|
|
| Q1 2023 | |||||||
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3.5KClosed |
$623K - $750K
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
22New |
$3.92K - $4.71K
|
22
$3.61K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-464- 29.11% |
$82.6K - $99.4K
|
1.13K
$186K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-315- 6.63% |
$56.1K - $67.5K
|
4.44K
$729K
|
|
|
May 15, 2023
Q1 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
525+ 0.99% |
$93.5K - $112K
|
53.4K
$8.77M
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
16.5KNew |
$2.94M - $3.54M
|
16.5K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-221- 16.81% |
$39.4K - $47.3K
|
1.09K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6- 30.0% |
$1.07K - $1.29K
|
14
$2.3K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.5K- 13.12% |
$268K - $322K
|
9.96K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9New |
$1.6K - $1.93K
|
9
$1.48K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.02KNew |
$538K - $647K
|
3.02K
$496K
|
|
|
May 12, 2023
Q1 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
34.2KNew |
$6.09M - $7.33M
|
34.2K
$5.62M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2KNew |
$357K - $429K
|
2K
$329K
|
|
|
May 11, 2023
Q1 2023
|
Paralel Advisors LLC
|
BUY
|
- |
266+ 2.7% |
$47.4K - $57K
|
10.1K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.15K+ 171.02% |
$382K - $460K
|
3.4K
$559K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
500New |
$89K - $107K
|
500
$82.1K
|
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
2KNew |
$356K - $429K
|
2K
$329K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-9- 1.2% |
$1.6K - $1.93K
|
741
$122K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10New |
$1.78K - $2.14K
|
10
$1.64K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-67- 4.6% |
$11.9K - $14.4K
|
1.39K
$228K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
11KNew |
$1.96M - $2.36M
|
11K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.25MNew |
$223M - $268M
|
1.25M
$206M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
34+ 340.0% |
$6.05K - $7.28K
|
44
$7.23K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50- 28.74% |
$8.9K - $10.7K
|
124
$20.4K
|
|