Purchases and Sales Made in Q4 2023 in Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10New |
$1.97K - $2.29K
|
10
$2.21K
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
9+ 0.54% |
$1.77K - $2.06K
|
1.67K
$370K
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
9+ 0.71% |
$1.77K - $2.06K
|
1.28K
$284K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
8+ 0.25% |
$1.58K - $1.83K
|
3.22K
$712K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8New |
$1.58K - $1.83K
|
8
$1.77K
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8+ 0.25% |
$1.58K - $1.83K
|
3.22K
$714K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
8+ 0.23% |
$1.58K - $1.83K
|
3.5K
$776K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
8+ 0.19% |
$1.58K - $1.83K
|
4.24K
$939K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 100.0% |
$1.18K - $1.37K
|
12
$2.66K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
6+ 1.17% |
$1.18K - $1.37K
|
518
$115K
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
6+ 0.0% |
$1.18K - $1.37K
|
1.99M
$440M
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.12% |
$1.18K - $1.37K
|
541
$120K
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$985 - $1.14K
|
5
$1.11K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5+ 1.47% |
$985 - $1.14K
|
344
$76.2K
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4+ 0.15% |
$788 - $915
|
2.59K
$572K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 1.03% |
$591 - $686
|
295
$65.3K
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.26% |
$591 - $686
|
1.14K
$252K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3+ 10.0% |
$591 - $686
|
33
$7.31K
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3+ 0.23% |
$591 - $686
|
1.29K
$285K
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3+ 0.27% |
$591 - $686
|
1.11K
$246K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3New |
$591 - $686
|
3
$664
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3New |
$591 - $686
|
3
$664
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.34% |
$394 - $457
|
584
$129K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$394 - $457
|
2
$443
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2+ 0.07% |
$394 - $457
|
2.93K
$648K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 1.46% |
$394 - $457
|
139
$30.8K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 4.65% |
$394 - $457
|
45
$9.97K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2New |
$394 - $457
|
2
$443
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2+ 0.12% |
$394 - $457
|
1.67K
$370K
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1+ 0.05% |
$197 - $229
|
2.12K
$470K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 11.11% |
$197 - $229
|
10
$2.21K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.1% |
$197 - $229
|
997
$221K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.45% |
$197 - $229
|
221
$48.9K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 1.19% |
$197 - $229
|
85
$18.8K
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 7.14% |
$197 - $229
|
15
$3.32K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1+ 0.03% |
$197 - $229
|
3.19K
$706K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1- 0.03% |
$197 - $229
|
3.95K
$874K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.85% |
$197 - $229
|
116
$25.7K
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 8.7% |
$394 - $457
|
21
$4.65K
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-3- 0.1% |
$591 - $686
|
2.94K
$652K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3- 0.38% |
$591 - $686
|
777
$172K
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3- 0.13% |
$591 - $686
|
2.32K
$513K
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-5- 3.82% |
$985 - $1.14K
|
126
$27.9K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5Closed |
$985 - $1.14K
|
0
$0
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-5- 12.5% |
$985 - $1.14K
|
35
$7.75K
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-6- 0.1% |
$1.18K - $1.37K
|
6.04K
$1.34M
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-6- 0.54% |
$1.18K - $1.37K
|
1.1K
$244K
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-6- 0.17% |
$1.18K - $1.37K
|
3.59K
$796K
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-7- 0.18% |
$1.38K - $1.6K
|
3.99K
$884K
|