Purchases and Sales Made in Q3 2024 in Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
495New |
$102K - $119K
|
495
$92.1K
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
BUY
|
- |
474+ 49.12% |
$98K - $114K
|
1.44K
$268K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
468+ 3.22% |
$96.7K - $112K
|
15K
$2.79M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
457+ 0.29% |
$94.4K - $110K
|
157K
$29.2M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
451+ 7.26% |
$93.2K - $108K
|
6.67K
$1.24M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
445+ 31.63% |
$92K - $107K
|
1.85K
$344K
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
427+ 14.15% |
$88.2K - $102K
|
3.45K
$641K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
426+ 34.72% |
$88K - $102K
|
1.65K
$307K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
423+ 5.91% |
$87.4K - $101K
|
7.58K
$1.41M
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
415+ 0.05% |
$85.8K - $99.5K
|
858K
$160M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
412+ 19.73% |
$85.1K - $98.8K
|
2.5K
$465K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
403+ 5.46% |
$83.3K - $96.7K
|
7.79K
$1.45M
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
399+ 0.62% |
$82.5K - $95.7K
|
64.6K
$12M
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
398New |
$82.3K - $95.5K
|
398
$74K
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
387+ 17.78% |
$80K - $92.8K
|
2.56K
$477K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
379+ 2.95% |
$78.3K - $90.9K
|
13.2K
$2.46M
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
377+ 0.22% |
$77.9K - $90.4K
|
172K
$32M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
359+ 10.72% |
$74.2K - $86.1K
|
3.71K
$690K
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
357+ 1.84% |
$73.8K - $85.6K
|
19.8K
$3.68M
|
|
Oct 18, 2024
Q3 2024
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
342+ 0.46% |
$70.7K - $82K
|
74.8K
$13.9M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
340+ 155.96% |
$70.3K - $81.5K
|
558
$104K
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
317+ 16.65% |
$65.5K - $76K
|
2.22K
$413K
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
307+ 3.95% |
$63.4K - $73.6K
|
8.08K
$1.5M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
305+ 3.05% |
$63K - $73.2K
|
10.3K
$1.92M
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
305+ 5.82% |
$63K - $73.2K
|
5.55K
$1.03M
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
305+ 229.32% |
$63K - $73.2K
|
438
$81.5K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
297+ 2.13% |
$61.4K - $71.2K
|
14.3K
$2.65M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
294+ 9.02% |
$60.8K - $70.5K
|
3.56K
$661K
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
293+ 20.08% |
$60.6K - $70.3K
|
1.75K
$326K
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
284+ 7.99% |
$58.7K - $68.1K
|
3.84K
$714K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
280+ 3.49% |
$57.9K - $67.2K
|
8.29K
$1.54M
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
270+ 0.45% |
$55.8K - $64.8K
|
60.1K
$11.2M
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
267+ 18.09% |
$55.2K - $64K
|
1.74K
$324K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
265+ 37.32% |
$54.8K - $63.6K
|
975
$181K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
256New |
$52.9K - $61.4K
|
256
$47.6K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
251+ 18.62% |
$51.9K - $60.2K
|
1.6K
$297K
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
240+ 25.75% |
$49.6K - $57.6K
|
1.17K
$218K
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
233+ 22.91% |
$48.2K - $55.9K
|
1.25K
$233K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
222+ 3.04% |
$45.9K - $53.2K
|
7.52K
$1.4M
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
220+ 9.97% |
$45.5K - $52.8K
|
2.43K
$451K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
210+ 47.73% |
$43.4K - $50.4K
|
650
$121K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
202+ 23.17% |
$41.7K - $48.4K
|
1.07K
$200K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
200+ 10.93% |
$41.3K - $48K
|
2.03K
$377K
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
199+ 19.98% |
$41.1K - $47.7K
|
1.2K
$222K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
199+ 5.26% |
$41.1K - $47.7K
|
3.98K
$741K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
190New |
$39.3K - $45.6K
|
190
$35.3K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
190+ 17.91% |
$39.3K - $45.6K
|
1.25K
$233K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
187+ 5.58% |
$38.6K - $44.9K
|
3.54K
$659K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
185+ 10.84% |
$38.2K - $44.4K
|
1.89K
$352K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
184+ 0.62% |
$38K - $44.1K
|
29.9K
$5.56M
|