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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
233KNew |
$15.4M - $18.6M
|
233K
$17.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-95.5K- 11.25% |
$6.32M - $7.61M
|
754K
$57.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-486- 3.74% |
$32.2K - $38.7K
|
12.5K
$956K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-2.12K- 34.07% |
$141K - $169K
|
4.11K
$315K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.8K+ 148.56% |
$712K - $856K
|
18K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-20Closed |
$1.32K - $1.59K
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.89K+ 1.61% |
$456K - $549K
|
434K
$33.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.15K+ 25.32% |
$208K - $250K
|
15.6K
$1.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 7.69% |
$66.2 - $79.6
|
12
$919
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
924+ 20.39% |
$61.2K - $73.6K
|
5.46K
$418K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-21- 84.0% |
$1.39K - $1.67K
|
4
$306
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2K+ 22.99% |
$132K - $159K
|
10.7K
$819K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
12+ 0.78% |
$794 - $956
|
1.55K
$119K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6.9K+ 17.08% |
$457K - $550K
|
47.3K
$3.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.66K+ 22.03% |
$176K - $212K
|
14.7K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
40+ 0.01% |
$2.65K - $3.19K
|
432K
$33.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-6.2K- 44.22% |
$410K - $494K
|
7.82K
$599K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
169KNew |
$11.2M - $13.5M
|
169K
$12.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.93K- 14.87% |
$128K - $154K
|
11K
$845K
|
|
|
Jul 18, 2025
Q2 2025
|
Bloomberg Sen Inc.
Toronto, A6 |
BUY
|
- |
97K+ 9.49% |
$6.42M - $7.72M
|
1.12M
$85.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 16.67% |
$66.2 - $79.6
|
5
$383
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
129+ 4.2% |
$8.54K - $10.3K
|
3.2K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-2.08K- 6.53% |
$138K - $166K
|
29.8K
$2.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-245- 0.46% |
$16.2K - $19.5K
|
53K
$4.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
86+ 9.16% |
$5.69K - $6.85K
|
1.03K
$78.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 44.44% |
$265 - $319
|
5
$383
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-258- 5.16% |
$17.1K - $20.5K
|
4.74K
$363K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.14K+ 3.76% |
$274K - $330K
|
114K
$8.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3.05KNew |
$202K - $243K
|
3.05K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
697+ 0.78% |
$46.1K - $55.5K
|
89.7K
$6.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-13- 5.99% |
$860 - $1.04K
|
204
$15.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
240New |
$15.9K - $19.1K
|
240
$18.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14- 13.21% |
$927 - $1.11K
|
92
$7.04K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11New |
$728 - $876
|
11
$842
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15K+ 39.07% |
$991K - $1.19M
|
53.3K
$4.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2+ 1.96% |
$132 - $159
|
104
$7.96K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-78- 1.1% |
$5.16K - $6.21K
|
7K
$536K
|
|
|
Jul 07, 2025
Q2 2025
|
Pacific Capital Partners LTD
London, |
SELL
|
- |
-30K- 24.0% |
$1.99M - $2.39M
|
95K
$7.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 6.31% |
$463 - $557
|
104
$7.96K
|
|
| Q1 2025 | |||||||
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-272- 5.84% |
$18.6K - $24.1K
|
4.39K
$336K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
113+ 37.67% |
$7.74K - $10K
|
413
$31.6K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
8.53K+ 36.99% |
$584K - $756K
|
31.6K
$2.42M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
7.68K+ 5.66% |
$525K - $680K
|
143K
$11M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-1.19K- 2.87% |
$81.5K - $106K
|
40.3K
$3.08M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$68.5 - $88.7
|
1
$76.6
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
64New |
$4.38K - $5.67K
|
64
$4.9K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-198- 12.48% |
$13.6K - $17.6K
|
1.39K
$106K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.5K+ 1.88% |
$3.93M - $5.09M
|
3.12M
$239M
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-554- 2.74% |
$37.9K - $49.1K
|
19.7K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-24.1K- 28.15% |
$1.65M - $2.14M
|
61.5K
$4.71M
|
|