Latest Institutional Purchases of Cdw Corp (CDW)
This list provides information on the latest institutional transactions involving Cdw Corp (CDW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
785New |
$168K - $202K
|
785
$129K
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
784New |
$168K - $202K
|
784
$129K
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
783New |
$168K - $202K
|
783
$129K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
603+ 12.13% |
$129K - $155K
|
5.57K
$916K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
437+ 27.68% |
$93.5K - $113K
|
2.02K
$331K
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
410New |
$87.8K - $106K
|
410
$67.4K
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
BUY
|
- |
295New |
$63.1K - $76.1K
|
295
$48.5K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
277+ 24.23% |
$59.3K - $71.4K
|
1.42K
$233K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
170+ 515.15% |
$36.4K - $43.8K
|
203
$33.4K
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$21.4K - $25.8K
|
100
$16.4K
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
83+ 21.56% |
$17.8K - $21.4K
|
468
$76.9K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
40New |
$8.56K - $10.3K
|
40
$6.57K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
25+ 1250.0% |
$5.35K - $6.45K
|
27
$4.44K
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
20+ 1.41% |
$4.28K - $5.16K
|
1.43K
$236K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
14New |
$3K - $3.61K
|
14
$2.3K
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13New |
$2.78K - $3.35K
|
13
$2.14K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12New |
$2.57K - $3.09K
|
12
$1.97K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11+ 78.57% |
$2.35K - $2.84K
|
25
$4.11K
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
10+ 1.11% |
$2.14K - $2.58K
|
912
$150K
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
8New |
$1.71K - $2.06K
|
8
$1.31K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 26.09% |
$1.28K - $1.55K
|
29
$4.76K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5New |
$1.07K - $1.29K
|
5
$821
|
|
Q4 2023 | |||||||
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
102KNew |
$20.2M - $23.4M
|
102K
$16.8M
|
|
Feb 14, 2024
Q4 2023
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
7.3KNew |
$1.44M - $1.67M
|
7.3K
$1.2M
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
3.76KNew |
$740K - $859K
|
3.76K
$617K
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.52KNew |
$693K - $804K
|
3.52K
$578K
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
3.3KNew |
$650K - $755K
|
3.3K
$542K
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
3.12KNew |
$614K - $713K
|
3.12K
$512K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.32K+ 0.99% |
$456K - $530K
|
236K
$38.8M
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
2.25KNew |
$443K - $514K
|
2.25K
$369K
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
1.98KNew |
$391K - $454K
|
1.98K
$326K
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.97KNew |
$389K - $451K
|
1.97K
$324K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.53KNew |
$301K - $350K
|
1.53K
$251K
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.21KNew |
$238K - $277K
|
1.21K
$199K
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$232K - $269K
|
1.18K
$194K
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.03KNew |
$203K - $236K
|
1.03K
$170K
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.02KNew |
$201K - $233K
|
1.02K
$168K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1K+ 1265.82% |
$197K - $229K
|
1.08K
$177K
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
988New |
$195K - $226K
|
988
$162K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
956New |
$188K - $219K
|
956
$157K
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
948New |
$187K - $217K
|
948
$156K
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
894New |
$176K - $204K
|
894
$147K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
590+ 1.46% |
$116K - $135K
|
41K
$6.74M
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
566New |
$112K - $129K
|
566
$93K
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
428+ 1.34% |
$84.3K - $97.9K
|
32.4K
$5.33M
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
392New |
$77.2K - $89.7K
|
392
$64.4K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
261+ 18.75% |
$51.4K - $59.7K
|
1.65K
$272K
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
229New |
$45.1K - $52.4K
|
229
$37.6K
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
220New |
$43.4K - $50.3K
|
220
$36.1K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
193New |
$38K - $44.1K
|
193
$31.7K
|