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 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-18.4K- 46.08% |
$1.31M - $1.46M
|
21.6K
$1.44M
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-335- 1.38% |
$23.8K - $26.5K
|
24K
$1.6M
|
|
Aug 07, 2024
Q2 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-3.75K- 6.37% |
$267K - $296K
|
55.2K
$3.69M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33- 0.16% |
$2.35K - $2.61K
|
20.2K
$1.35M
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
225+ 1184.21% |
$16K - $17.8K
|
244
$16.3K
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
447+ 2980.0% |
$31.8K - $35.3K
|
462
$30.9K
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
93+ 0.95% |
$6.62K - $7.35K
|
9.9K
$662K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-31- 1.96% |
$2.21K - $2.45K
|
1.55K
$103K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
203New |
$14.4K - $16K
|
203
$13.6K
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-300- 2.44% |
$21.4K - $23.7K
|
12K
$802K
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
4.5K+ 6.49% |
$320K - $355K
|
73.8K
$4.93M
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-227- 3.54% |
$16.2K - $17.9K
|
6.19K
$413K
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-4.05K- 9.34% |
$288K - $320K
|
39.2K
$2.62M
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
275+ 2.23% |
$19.6K - $21.7K
|
12.6K
$842K
|
|
Aug 05, 2024
Q2 2024
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
110K+ 103.32% |
$7.84M - $8.7M
|
217K
$14.5M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-149- 0.34% |
$10.6K - $11.8K
|
43.3K
$2.89M
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.9K- 51.61% |
$2.06M - $2.29M
|
27.1K
$1.81M
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$356 - $395
|
6.11K
$408K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
15+ 7.98% |
$1.07K - $1.18K
|
203
$13.6K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
31+ 0.47% |
$2.21K - $2.45K
|
6.66K
$445K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
150+ 38.07% |
$10.7K - $11.8K
|
544
$36.3K
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.62K+ 3.76% |
$186K - $207K
|
72.3K
$4.83M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29+ 31.87% |
$2.06K - $2.29K
|
120
$8.02K
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
202KNew |
$14.4M - $16M
|
202K
$13.5M
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1.41K+ 1.65% |
$100K - $111K
|
87K
$5.81M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27- 0.14% |
$1.92K - $2.13K
|
18.9K
$1.26M
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
12.1K+ 89.16% |
$858K - $953K
|
25.6K
$1.71M
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$71.2 - $79
|
6
$401
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$356 - $395
|
5
$334
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.75K+ 5.59% |
$124K - $138K
|
33.1K
$2.21M
|
|
Jul 29, 2024
Q2 2024
|
Bloomberg Sen Inc.
Toronto, A6 |
SELL
|
- |
-27.4K- 2.57% |
$1.95M - $2.17M
|
1.04M
$69.5M
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-2.24K- 23.28% |
$159K - $177K
|
7.38K
$493K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.85KNew |
$132K - $146K
|
1.85K
$124K
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.68K+ 13.79% |
$191K - $212K
|
22.1K
$1.48M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18+ 3.01% |
$1.28K - $1.42K
|
617
$41.2K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18New |
$1.28K - $1.42K
|
18
$1.2K
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
391+ 1.35% |
$27.8K - $30.9K
|
29.3K
$1.96M
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$427 - $474
|
6
$401
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-61.3K- 5.22% |
$4.37M - $4.84M
|
1.11M
$74.4M
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-11.3K- 33.77% |
$804K - $892K
|
22.1K
$1.48M
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
13.4K+ 20.74% |
$956K - $1.06M
|
78.2K
$5.22M
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
BUY
|
- |
22.3K+ 43.68% |
$1.58M - $1.76M
|
73.2K
$4.89M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 700.0% |
$1.49K - $1.66K
|
24
$1.6K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 42.86% |
$427 - $474
|
20
$1.34K
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
36+ 1.68% |
$2.56K - $2.84K
|
2.18K
$145K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11- 3.67% |
$783 - $869
|
289
$19.3K
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-330- 6.67% |
$23.5K - $26.1K
|
4.62K
$309K
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
16New |
$1.14K - $1.26K
|
16
$1.07K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
185+ 1.15% |
$13.2K - $14.6K
|
16.2K
$1.08M
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-319- 4.82% |
$22.7K - $25.2K
|
6.29K
$420K
|