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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
506+ 8.71% |
$30.7K - $39.7K
|
6.32K
$471K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
754+ 22.44% |
$45.8K - $59.2K
|
4.11K
$307K
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
178+ 0.25% |
$10.8K - $14K
|
70.2K
$5.23M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.54K- 99.98% |
$275K - $356K
|
1
$74.5
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-202- 0.85% |
$12.3K - $15.9K
|
23.6K
$1.76M
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.3K- 2.91% |
$79K - $102K
|
43.5K
$3.24M
|
|
May 13, 2024
Q1 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
BUY
|
- |
28.3K+ 1.32% |
$1.72M - $2.22M
|
2.18M
$162M
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-24.8K- 3.64% |
$1.5M - $1.95M
|
656K
$48.9M
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.4K- 20.43% |
$85K - $110K
|
5.45K
$406K
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
2.55KNew |
$155K - $200K
|
2.55K
$190K
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
29.8K+ 2.9% |
$1.81M - $2.34M
|
1.06M
$78.7M
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-8.38K- 32.68% |
$509K - $658K
|
17.3K
$1.29M
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20.6K+ 6.66% |
$1.25M - $1.61M
|
329K
$24.5M
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
186+ 320.69% |
$11.3K - $14.6K
|
244
$18.2K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.17K- 5.45% |
$70.8K - $91.5K
|
20.2K
$1.51M
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
152+ 62.81% |
$9.23K - $11.9K
|
394
$29.4K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-97.6K- 2.75% |
$5.92M - $7.66M
|
3.45M
$257M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
122K+ 864.82% |
$7.43M - $9.6M
|
136K
$10.2M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
64New |
$3.88K - $5.02K
|
64
$4.77K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
311+ 0.72% |
$18.9K - $24.4K
|
43.7K
$3.26M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-619- 11.73% |
$37.6K - $48.6K
|
4.66K
$347K
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-301K- 12.97% |
$18.3M - $23.6M
|
2.02M
$150M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.67K+ 23.46% |
$526K - $681K
|
45.6K
$3.4M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100+ 1.53% |
$6.07K - $7.85K
|
6.62K
$494K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.88K+ 35.16% |
$236K - $305K
|
14.9K
$1.11M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6- 0.06% |
$364 - $471
|
10.3K
$764K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-196- 16.43% |
$11.9K - $15.4K
|
997
$74.3K
|
|
May 10, 2024
Q1 2024
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
23.6K+ 28.48% |
$1.43M - $1.86M
|
107K
$7.94M
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
4.04KNew |
$245K - $317K
|
4.04K
$301K
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
987K+ 36.3% |
$59.9M - $77.5M
|
3.71M
$276M
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
221+ 45.47% |
$13.4K - $17.3K
|
707
$52.7K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.7K- 11.59% |
$1.56M - $2.02M
|
196K
$14.6M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
66K+ 102.72% |
$4M - $5.18M
|
130K
$9.7M
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.52KNew |
$274K - $355K
|
4.52K
$337K
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.23K- 3.1% |
$135K - $175K
|
69.7K
$5.19M
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.63KNew |
$220K - $285K
|
3.63K
$270K
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3K- 5.03% |
$182K - $236K
|
56.7K
$4.23M
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.55KNew |
$155K - $200K
|
2.55K
$190K
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-8.2K- 99.82% |
$498K - $644K
|
15
$1.12K
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
650+ 9.09% |
$39.5K - $51K
|
7.8K
$582K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-257- 2.44% |
$15.6K - $20.2K
|
10.3K
$767K
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
678+ 8.54% |
$41.2K - $53.2K
|
8.62K
$642K
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-4.77K- 12.49% |
$290K - $375K
|
33.4K
$2.49M
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
655+ 120.85% |
$39.8K - $51.4K
|
1.2K
$89.2K
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.9K- 19.88% |
$844K - $1.09M
|
56.1K
$4.18M
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.38K+ 3.46% |
$144K - $187K
|
71.2K
$5.3M
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-230K- 20.81% |
$14M - $18.1M
|
875K
$65.2M
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-10- 0.26% |
$607 - $785
|
3.8K
$283K
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
3.16K+ 23.09% |
$192K - $248K
|
16.8K
$1.26M
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.95K- 13.96% |
$240K - $310K
|
24.3K
$1.81M
|