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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
57+ 38.78% |
$3.64K - $4.76K
|
204
$14.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
125+ 0.96% |
$7.97K - $10.4K
|
13.1K
$957K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.83KNew |
$308K - $403K
|
4.83K
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 4.06% |
$510 - $667
|
189
$13.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
140K+ 49.66% |
$8.96M - $11.7M
|
423K
$30.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.65KNew |
$169K - $221K
|
2.65K
$193K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-545- 1.06% |
$34.8K - $45.5K
|
51K
$3.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
11.9KNew |
$761K - $996K
|
11.9K
$871K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
46.7KNew |
$2.98M - $3.9M
|
46.7K
$3.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
7.78KNew |
$496K - $649K
|
7.78K
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47+ 43.12% |
$3K - $3.92K
|
156
$11.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3.52K- 0.43% |
$225K - $294K
|
815K
$59.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
276+ 75.0% |
$17.6K - $23K
|
644
$47K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$128 - $167
|
2
$146
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-559- 96.55% |
$35.7K - $46.6K
|
20
$1.46K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-944- 6.0% |
$60.2K - $78.8K
|
14.8K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 200.0% |
$2.55K - $3.34K
|
60
$4.38K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
475+ 1.58% |
$30.3K - $39.6K
|
30.5K
$2.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-50- 2.97% |
$3.19K - $4.17K
|
1.63K
$119K
|
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-1.99K- 9.46% |
$127K - $166K
|
19.1K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
30K+ 10.27% |
$1.91M - $2.5M
|
322K
$23.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
735New |
$46.9K - $61.3K
|
735
$53.7K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
52+ 18.51% |
$3.32K - $4.34K
|
333
$24.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
31.5KNew |
$2.01M - $2.63M
|
31.5K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-474- 1.71% |
$30.2K - $39.5K
|
27.2K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-342- 8.79% |
$21.8K - $28.5K
|
3.55K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-129- 2.19% |
$8.23K - $10.8K
|
5.77K
$421K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-817- 5.85% |
$52.1K - $68.2K
|
13.1K
$959K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.35KNew |
$86.1K - $113K
|
1.35K
$98.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-12.3K- 22.39% |
$786K - $1.03M
|
42.7K
$3.12M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.78K- 4.53% |
$241K - $316K
|
79.7K
$5.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-490- 1.13% |
$31.3K - $40.9K
|
42.8K
$3.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
2.87KNew |
$183K - $240K
|
2.87K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
452+ 0.65% |
$28.8K - $37.7K
|
69.7K
$5.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
BUY
|
- |
2.8KNew |
$179K - $234K
|
2.8K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-32- 78.05% |
$2.04K - $2.67K
|
9
$657
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 27.78% |
$319 - $417
|
13
$949
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.14K- 25.4% |
$72.5K - $94.9K
|
3.34K
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-9- 0.13% |
$574 - $751
|
7.08K
$517K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 57.14% |
$510 - $667
|
22
$1.61K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
26.3K+ 14.73% |
$1.68M - $2.19M
|
205K
$14.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11.8K- 1.05% |
$753K - $984K
|
1.11M
$81.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
9.67K+ 30.41% |
$617K - $807K
|
41.5K
$3.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-15- 0.4% |
$957 - $1.25K
|
3.77K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.68KNew |
$171K - $224K
|
2.68K
$196K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-26.9K- 31.22% |
$1.72M - $2.24M
|
59.3K
$4.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
223New |
$14.2K - $18.6K
|
223
$16.3K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.93KNew |
$187K - $244K
|
2.93K
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
197New |
$12.6K - $16.4K
|
197
$14.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
73+ 0.74% |
$4.66K - $6.09K
|
9.97K
$728K
|