Latest Institutional Transactions on Cbiz, Inc. (CBZ)
This table provides information on the latest institutional transactions involving Cbiz, Inc. (CBZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
197New |
$12.6K - $16.4K
|
197
$16.5K
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.93KNew |
$187K - $244K
|
2.93K
$246K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
191New |
$12.2K - $15.9K
|
191
$16K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
73+ 0.74% |
$4.66K - $6.09K
|
9.97K
$837K
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
468+ 30.14% |
$29.8K - $39K
|
2.02K
$170K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
245+ 612.5% |
$15.6K - $20.4K
|
285
$23.9K
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-180- 4.2% |
$11.5K - $15K
|
4.11K
$345K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-250- 4.09% |
$15.9K - $20.9K
|
5.86K
$492K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.84K+ 20.6% |
$436K - $570K
|
40K
$3.36M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2- 0.05% |
$128 - $167
|
3.93K
$330K
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.06K- 0.24% |
$67.4K - $88.1K
|
431K
$36.2M
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 12.5% |
$63.8 - $83.4
|
9
$756
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 5.0% |
$255 - $334
|
76
$6.38K
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.3K- 21.14% |
$83K - $109K
|
4.86K
$408K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
170+ 7.19% |
$10.8K - $14.2K
|
2.54K
$213K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
529+ 31.15% |
$33.7K - $44.1K
|
2.23K
$187K
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
61.4K+ 18.46% |
$3.91M - $5.12M
|
394K
$33.1M
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
10.1K+ 13.29% |
$644K - $842K
|
86.1K
$7.23M
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-15.2K- 41.3% |
$969K - $1.27M
|
21.6K
$1.81M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 0.49% |
$128 - $167
|
408
$34.3K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
75+ 75.0% |
$4.78K - $6.26K
|
175
$14.7K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
60+ 117.65% |
$3.83K - $5.01K
|
111
$9.32K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
49K+ 7.47% |
$3.16M - $4.21M
|
705K
$59.2M
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
8.03K+ 10.28% |
$518K - $691K
|
86.2K
$7.24M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.89KNew |
$251K - $335K
|
3.89K
$326K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-283- 59.83% |
$18.3K - $24.3K
|
190
$16K
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
667+ 3.44% |
$43K - $57.4K
|
20.1K
$1.69M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
61.7K+ 362.14% |
$3.98M - $5.31M
|
78.7K
$6.61M
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
12.9K+ 11.99% |
$830K - $1.11M
|
120K
$10.1M
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.59KNew |
$489K - $653K
|
7.59K
$637K
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-72.1K- 21.2% |
$4.65M - $6.2M
|
268K
$22.5M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.12K- 69.19% |
$395K - $526K
|
2.72K
$229K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.12K+ 1.04% |
$72.3K - $96.4K
|
108K
$9.11M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14- 53.85% |
$903 - $1.2K
|
12
$1.01K
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.01KNew |
$259K - $345K
|
4.01K
$337K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$129 - $172
|
31.8K
$2.67M
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.8K- 1.79% |
$116K - $155K
|
98.8K
$8.3M
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-275- 0.19% |
$17.7K - $23.7K
|
146K
$12.3M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
656+ 1.53% |
$42.3K - $56.4K
|
43.7K
$3.67M
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
6.31KNew |
$407K - $543K
|
6.31K
$529K
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-378K- 31.79% |
$24.4M - $32.5M
|
811K
$68.1M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.74K+ 52.35% |
$306K - $408K
|
13.8K
$1.16M
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2.66K+ 3.2% |
$172K - $229K
|
86K
$7.22M
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
80KNew |
$5.16M - $6.88M
|
80K
$6.72M
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
86KNew |
$5.55M - $7.4M
|
86K
$7.22M
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
132K+ 14970.75% |
$8.52M - $11.4M
|
133K
$11.2M
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-43.8K- 8.49% |
$2.83M - $3.77M
|
473K
$39.7M
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-10.7K- 84.92% |
$690K - $920K
|
1.9K
$160K
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.86K+ 83.01% |
$313K - $418K
|
10.7K
$899K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-11.2K- 8.65% |
$720K - $960K
|
118K
$9.89M
|