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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
169K+ 23.88% |
$11.2M - $13.5M
|
876K
$55.2M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
53.1K+ 4.59% |
$3.51M - $4.23M
|
1.21M
$76.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
75+ 18.16% |
$4.96K - $5.97K
|
488
$30.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.35K+ 23.54% |
$89.2K - $107K
|
7.07K
$445K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
280K+ 10.34% |
$18.5M - $22.3M
|
2.99M
$188M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
367K+ 29.57% |
$24.3M - $29.2M
|
1.61M
$101M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-10.4K- 20.03% |
$691K - $831K
|
41.7K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-770- 2.46% |
$51K - $61.3K
|
30.6K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.38K- 5.49% |
$290K - $349K
|
75.3K
$4.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-29.9K- 21.45% |
$1.98M - $2.38M
|
110K
$6.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
25.7KNew |
$1.7M - $2.05M
|
25.7K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-3.41K- 6.45% |
$226K - $271K
|
49.5K
$3.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.55KNew |
$367K - $442K
|
5.55K
$350K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10.8K+ 16.94% |
$716K - $862K
|
74.7K
$4.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.38K- 50.38% |
$91.1K - $110K
|
1.36K
$85.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11+ 137.5% |
$728 - $876
|
19
$1.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.05K- 8.72% |
$69.7K - $83.9K
|
11K
$694K
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-104K- 19.38% |
$6.9M - $8.31M
|
434K
$27.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.21K- 19.8% |
$79.8K - $96K
|
4.88K
$307K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
230+ 2.43% |
$15.2K - $18.3K
|
9.69K
$610K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
112KNew |
$7.41M - $8.92M
|
112K
$7.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Alpha Wave Global, LP
New York, NY |
BUY
|
- |
144K+ 162.19% |
$9.5M - $11.4M
|
232K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-34.5K- 3.7% |
$2.28M - $2.75M
|
897K
$56.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Burgundy Asset Management Ltd.
Toronto, A6 |
BUY
|
- |
101K+ 4.55% |
$6.68M - $8.04M
|
2.32M
$146M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.9KNew |
$391K - $470K
|
5.9K
$372K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.36K+ 12.07% |
$223K - $268K
|
31.2K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-887- 1.05% |
$58.7K - $70.6K
|
83.7K
$5.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-101K- 14.35% |
$6.69M - $8.04M
|
603K
$38M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
450+ 165.44% |
$29.8K - $35.8K
|
722
$45.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
2.03K+ 15.66% |
$134K - $162K
|
15K
$944K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
40.8K+ 66.27% |
$2.7M - $3.25M
|
102K
$6.44M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-457- 12.16% |
$30.2K - $36.4K
|
3.3K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.56K+ 22.42% |
$567K - $682K
|
46.7K
$2.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10.2K+ 6.94% |
$672K - $809K
|
156K
$9.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bancreek Capital Management, LP
Santa Monica, CA |
SELL
|
- |
-4.72K- 5.77% |
$313K - $376K
|
77.1K
$4.85M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11- 0.3% |
$728 - $876
|
3.6K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
109KNew |
$7.22M - $8.69M
|
109K
$6.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
8.59K+ 11.88% |
$568K - $684K
|
80.8K
$5.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
505+ 10.42% |
$33.4K - $40.2K
|
5.35K
$337K
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
34.4K+ 20.65% |
$2.28M - $2.74M
|
201K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-120K- 38.59% |
$7.91M - $9.52M
|
190K
$12M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.15K- 9.77% |
$208K - $251K
|
29.1K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 13.04% |
$596 - $717
|
60
$3.78K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-14.1K- 19.21% |
$932K - $1.12M
|
59.2K
$3.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.96K+ 80.35% |
$196K - $235K
|
6.64K
$418K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
31.1K+ 5.94% |
$2.06M - $2.48M
|
555K
$35M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-741K- 52.53% |
$49M - $59M
|
669K
$42.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-70.5K- 11.16% |
$4.67M - $5.62M
|
561K
$35.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
6.22K+ 16.76% |
$411K - $495K
|
43.3K
$2.73M
|