Institutional Ownership Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW). We have compiled data on the 973 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $25.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
8
shares
|
$1,726
0.0% of portfolio
|
Q4 2021
New holding
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
7
shares
|
$1,510
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
5
shares
|
$1,079
0.0% of portfolio
|
Q2 2021
Reduced 92.31%
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
5
shares
|
$1,079
0.0% of portfolio
|
Q2 2024
New holding
|
|
Avion Wealth
The Woodlands, TX |
Jul 26, 2024 Q2 2024 |
4
shares
|
$863
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
Financial Management Professionals, Inc.
|
Jul 12, 2024 Q2 2024 |
4
shares
|
$863
0.0% of portfolio
|
Q2 2021
New holding
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
3
shares
|
$647
0.0% of portfolio
|
Q2 2022
Reduced 70.0%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 12, 2024 Q2 2024 |
3
shares
|
$647
0.0% of portfolio
|
Q4 2023
New holding
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Aug 07, 2024 Q2 2024 |
3
shares
|
$647
0.0% of portfolio
|
Q3 2023
New holding
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
3
shares
|
$647
0.0% of portfolio
|
Q1 2024
Reduced 22.22%
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
2
shares
|
$431
0.0% of portfolio
|
Q2 2024
Reduced 89.47%
|
|
Peak6 Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2
shares
|
$431
0.0% of portfolio
|
Q2 2024
New holding
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 12, 2024 Q2 2024 |
2
shares
|
$431
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
1
shares
|
$215
0.0% of portfolio
|
Q2 2024
New holding
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
1
shares
|
$215
0.0% of portfolio
|
Q1 2024
New holding
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jul 12, 2024 Q2 2024 |
1
shares
|
$215
0.0% of portfolio
|
Q2 2024
New holding
|
|
West End Advisors, LLC
|
Jul 29, 2024 Q2 2024 |
1
shares
|
$215
0.0% of portfolio
|
Q3 2023
New holding
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
1
shares
|
$215
0.0% of portfolio
|
Q2 2024
New holding
|
|
Nvwm, LLC
|
Aug 13, 2024 Q2 2024 |
1
shares
|
$215
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|