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 14, 2025
Q1 2025
|
Alpha Wave Global, LP
New York, NY |
BUY
|
- |
88.5KNew |
$6.06M - $7.85M
|
88.5K
$6.48M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-166- 70.64% |
$11.4K - $14.7K
|
69
$5.05K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.86K- 17.88% |
$127K - $165K
|
8.54K
$625K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.09KNew |
$417K - $539K
|
6.09K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-330Closed |
$22.6K - $29.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-27.6K- 71.51% |
$1.89M - $2.45M
|
11K
$805K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
13.5K+ 30.39% |
$924K - $1.2M
|
57.9K
$4.24M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.2K+ 96.14% |
$1.38M - $1.79M
|
41.2K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.55K+ 27.76% |
$106K - $137K
|
7.11K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-13.6K- 36.02% |
$929K - $1.2M
|
24.1K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
14.6KNew |
$1M - $1.29M
|
14.6K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
41.9K+ 231.67% |
$2.87M - $3.72M
|
60.1K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-23K- 4.09% |
$1.57M - $2.04M
|
538K
$39.4M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-4.21K- 15.47% |
$288K - $373K
|
23K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.34KNew |
$91.5K - $119K
|
1.34K
$97.9K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.1KNew |
$212K - $275K
|
3.1K
$227K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-303- 7.46% |
$20.7K - $26.9K
|
3.76K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
102+ 0.24% |
$6.98K - $9.04K
|
42.9K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
6.15K+ 137.15% |
$421K - $545K
|
10.6K
$779K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 11.48% |
$1.92K - $2.48K
|
272
$19.9K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-79.7K- 5.35% |
$5.46M - $7.06M
|
1.41M
$103M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.06K+ 6.95% |
$620K - $803K
|
139K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
3New |
$205 - $266
|
3
$220
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
27.6K+ 76.31% |
$1.89M - $2.45M
|
63.9K
$4.68M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
17.7K+ 1.6% |
$1.21M - $1.57M
|
1.13M
$82.6M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
330+ 9.85% |
$22.6K - $29.3K
|
3.68K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
280+ 1.62% |
$19.2K - $24.8K
|
17.5K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-569- 7.29% |
$39K - $50.4K
|
7.24K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
110New |
$7.53K - $9.75K
|
110
$8.06K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.85K- 0.94% |
$606K - $784K
|
932K
$68.2M
|
|
|
May 13, 2025
Q1 2025
|
Burgundy Asset Management Ltd.
Toronto, A6 |
BUY
|
- |
139K+ 6.67% |
$9.51M - $12.3M
|
2.22M
$163M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
56.4K+ 59.39% |
$3.86M - $5M
|
151K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 4.08% |
$137 - $177
|
51
$3.73K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
13.2KNew |
$903K - $1.17M
|
13.2K
$966K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
410KNew |
$28.1M - $36.4M
|
410K
$30M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-2.59K- 33.3% |
$177K - $230K
|
5.19K
$380K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-166- 3.31% |
$11.4K - $14.7K
|
4.85K
$355K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.24K+ 29.96% |
$154K - $199K
|
9.73K
$712K
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-819K- 23.23% |
$56.1M - $72.6M
|
2.71M
$198M
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
107K+ 9.39% |
$7.3M - $9.45M
|
1.24M
$90.9M
|
|
|
May 12, 2025
Q1 2025
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
320+ 0.07% |
$21.9K - $28.4K
|
456K
$33.4M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-26.9K- 41.22% |
$1.84M - $2.38M
|
38.3K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
4.74K+ 1.52% |
$325K - $420K
|
316K
$23.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
51.2K+ 7.28% |
$3.5M - $4.54M
|
754K
$55.2M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-11- 5.42% |
$753 - $975
|
192
$14.1K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.4K- 1.57% |
$95.8K - $124K
|
87.5K
$6.41M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.9KNew |
$199K - $257K
|
2.9K
$213K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$68.5 - $88.7
|
1
$73.2
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
310KNew |
$21.2M - $27.5M
|
310K
$22.7M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10New |
$685 - $887
|
10
$732
|