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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-3- 42.86% |
$154 - $233
|
4
$205
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-7.67K- 59.29% |
$393K - $597K
|
5.27K
$269K
|
|
|
Nov 20, 2025
Q3 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
7.39K+ 38.3% |
$378K - $575K
|
26.7K
$1.36M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.73K- 44.66% |
$191K - $291K
|
4.63K
$237K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
442+ 377.78% |
$22.6K - $34.4K
|
559
$28.6K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$5.12K - $7.78K
|
100
$5.11K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-880- 6.64% |
$45K - $68.5K
|
12.4K
$632K
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-154- 0.66% |
$7.88K - $12K
|
23.2K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.26KNew |
$218K - $332K
|
4.26K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
19.1K+ 16.74% |
$979K - $1.49M
|
133K
$6.82M
|
|
|
Nov 14, 2025
Q3 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-12K- 27.96% |
$614K - $934K
|
30.9K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-95.5K- 66.17% |
$4.89M - $7.43M
|
48.8K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-63.2K- 50.83% |
$3.23M - $4.91M
|
61.1K
$3.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
247K+ 35.24% |
$12.7M - $19.2M
|
949K
$48.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
29.1KNew |
$1.49M - $2.26M
|
29.1K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-12- 0.02% |
$614 - $934
|
53.9K
$2.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.12K+ 64.62% |
$211K - $320K
|
10.5K
$537K
|
|
|
Nov 14, 2025
Q3 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
50.2K+ 5.73% |
$2.57M - $3.91M
|
926K
$47.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
41.5K+ 583.57% |
$2.13M - $3.23M
|
48.7K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.79K- 38.87% |
$194K - $295K
|
5.96K
$305K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-213K- 40.88% |
$10.9M - $16.6M
|
308K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13K- 2.86% |
$665K - $1.01M
|
442K
$22.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.07K- 37.44% |
$106K - $161K
|
3.45K
$176K
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.12K- 14.19% |
$211K - $321K
|
24.9K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-342- 7.1% |
$17.5K - $26.6K
|
4.48K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.94KNew |
$253K - $384K
|
4.94K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
P2 Capital Partners, LLC
New York, NY |
SELL
|
- |
-90K- 4.98% |
$4.61M - $7M
|
1.72M
$87.8M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-55.9K- 4.61% |
$2.86M - $4.35M
|
1.15M
$59.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
183KNew |
$9.39M - $14.3M
|
183K
$9.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
75.7K+ 280.23% |
$3.87M - $5.89M
|
103K
$5.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-54.3K- 13.01% |
$2.78M - $4.22M
|
363K
$18.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18.1KNew |
$928K - $1.41M
|
18.1K
$927K
|
|
|
Nov 14, 2025
Q3 2025
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
151K+ 373.46% |
$7.71M - $11.7M
|
191K
$9.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
589+ 25.31% |
$30.2K - $45.8K
|
2.92K
$149K
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-69.5K- 40.19% |
$3.56M - $5.41M
|
103K
$5.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
640+ 13.11% |
$32.8K - $49.8K
|
5.52K
$282K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
282New |
$14.4K - $21.9K
|
282
$14.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-363K- 88.79% |
$18.6M - $28.3M
|
45.9K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
151K+ 4.64% |
$7.71M - $11.7M
|
3.4M
$174M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
102KNew |
$5.21M - $7.91M
|
102K
$5.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
29.4KNew |
$1.51M - $2.29M
|
29.4K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
447K+ 253.64% |
$22.9M - $34.8M
|
623K
$31.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.85K- 17.01% |
$197K - $300K
|
18.8K
$961K
|
|
|
Nov 14, 2025
Q3 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
24.8K+ 445.13% |
$1.27M - $1.93M
|
30.4K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
16.8KNew |
$860K - $1.31M
|
16.8K
$859K
|
|
|
Nov 14, 2025
Q3 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
12.3K+ 45.53% |
$630K - $957K
|
39.3K
$2.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
29KNew |
$1.49M - $2.26M
|
29K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
333+ 555.0% |
$17K - $25.9K
|
393
$20.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5New |
$256 - $389
|
5
$256
|
|