Purchases and Sales Made in Q1 2025 in Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW) during Q1 2025. The information is specifically focused on institutions that hold shares of CDW Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
34New |
$5.45K - $7.01K
|
34
$5.59K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
32+ 1.02% |
$5.13K - $6.6K
|
3.17K
$521K
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
30+ 0.37% |
$4.81K - $6.18K
|
8.06K
$1.32M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
28New |
$4.49K - $5.77K
|
28
$4.6K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28+ 3.91% |
$4.49K - $5.77K
|
744
$122K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
28+ 0.51% |
$4.49K - $5.77K
|
5.55K
$912K
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
28+ 112.0% |
$4.49K - $5.77K
|
53
$8.71K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
26+ 36.11% |
$4.17K - $5.36K
|
98
$16.1K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26+ 2.21% |
$4.17K - $5.36K
|
1.2K
$197K
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
25+ 0.04% |
$4.01K - $5.15K
|
57.5K
$9.45M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
24+ 0.89% |
$3.85K - $4.95K
|
2.73K
$449K
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
24+ 1.09% |
$3.85K - $4.95K
|
2.23K
$367K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
23+ 62.16% |
$3.69K - $4.74K
|
60
$9.86K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
22+ 366.67% |
$3.53K - $4.53K
|
28
$4.6K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
20New |
$3.21K - $4.12K
|
20
$3.29K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
19+ 2.97% |
$3.04K - $3.92K
|
658
$108K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
17+ 27.42% |
$2.72K - $3.5K
|
79
$13K
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
16+ 30.77% |
$2.56K - $3.3K
|
68
$11.2K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
16+ 61.54% |
$2.56K - $3.3K
|
42
$6.9K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16+ 0.47% |
$2.56K - $3.3K
|
3.41K
$560K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15+ 500.0% |
$2.4K - $3.09K
|
18
$2.96K
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
14+ 155.56% |
$2.24K - $2.89K
|
23
$3.78K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13+ 0.23% |
$2.08K - $2.68K
|
5.57K
$915K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13New |
$2.08K - $2.68K
|
13
$2.14K
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
13+ 0.16% |
$2.08K - $2.68K
|
7.92K
$1.3M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
12New |
$1.92K - $2.47K
|
12
$1.97K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.09% |
$1.6K - $2.06K
|
11.5K
$1.88M
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 2.39% |
$1.6K - $2.06K
|
429
$70.5K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
7New |
$1.12K - $1.44K
|
7
$1.15K
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
7+ 0.18% |
$1.12K - $1.44K
|
4K
$658K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 8.22% |
$962 - $1.24K
|
79
$13K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6+ 22.22% |
$962 - $1.24K
|
33
$5.42K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6+ 75.0% |
$962 - $1.24K
|
14
$2.3K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 150.0% |
$962 - $1.24K
|
10
$1.64K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
6+ 0.14% |
$962 - $1.24K
|
4.24K
$696K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6New |
$962 - $1.24K
|
6
$986
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$801 - $1.03K
|
5
$821
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
4+ 0.31% |
$641 - $825
|
1.31K
$215K
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4New |
$641 - $825
|
4
$657
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
4New |
$641 - $825
|
4
$657
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$641 - $825
|
4
$657
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3New |
$481 - $618
|
3
$493
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3+ 1.91% |
$481 - $618
|
160
$26.3K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 2.75% |
$481 - $618
|
112
$18.4K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3+ 0.16% |
$481 - $618
|
1.85K
$304K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 66.67% |
$321 - $412
|
5
$821
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$321 - $412
|
2
$329
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.11% |
$321 - $412
|
1.8K
$296K
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 14.29% |
$321 - $412
|
16
$2.63K
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2+ 0.13% |
$321 - $412
|
1.5K
$247K
|