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 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.03% |
$548 - $709
|
31.8K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$548 - $709
|
8
$586
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-65.3K- 8.49% |
$4.47M - $5.79M
|
704K
$51.5M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
90+ 0.11% |
$6.16K - $7.98K
|
82.2K
$6.02M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
236New |
$16.2K - $20.9K
|
236
$17.3K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
457+ 10.89% |
$31.3K - $40.5K
|
4.66K
$341K
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
BUY
|
- |
1.6K+ 0.38% |
$109K - $142K
|
425K
$31.1M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-144K- 28.06% |
$9.88M - $12.8M
|
370K
$27.1M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-64.6K- 1.37% |
$4.43M - $5.73M
|
4.65M
$341M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
3+ 13.64% |
$205 - $266
|
25
$1.83K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-11.8K- 2.19% |
$805K - $1.04M
|
524K
$38.4M
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$205 - $266
|
3
$220
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-2.7K- 0.33% |
$185K - $239K
|
811K
$59.4M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
148+ 5.34% |
$10.1K - $13.1K
|
2.92K
$214K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
56+ 35.9% |
$3.83K - $4.96K
|
212
$15.5K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.12K- 23.13% |
$214K - $277K
|
10.4K
$760K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.1K+ 15.79% |
$75.3K - $97.5K
|
8.07K
$591K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.8KNew |
$941K - $1.22M
|
13.8K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
29.9K+ 14.61% |
$2.05M - $2.65M
|
235K
$17.2M
|
|
|
May 07, 2025
Q1 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
14+ 0.0% |
$958 - $1.24K
|
304K
$22.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18K+ 89.45% |
$1.23M - $1.6M
|
38.2K
$2.8M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
30.8KNew |
$2.11M - $2.73M
|
30.8K
$2.25M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
209+ 4.4% |
$14.3K - $18.5K
|
4.96K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-75.7K- 49.69% |
$5.18M - $6.71M
|
76.7K
$5.61M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-212- 1.29% |
$14.5K - $18.8K
|
16.2K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
1.3K+ 0.62% |
$89K - $115K
|
210K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.47KNew |
$237K - $308K
|
3.47K
$254K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
150+ 19.87% |
$10.3K - $13.3K
|
905
$66.3K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-10- 0.17% |
$685 - $887
|
5.72K
$419K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6- 0.01% |
$411 - $532
|
42.8K
$3.13M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.61KNew |
$247K - $320K
|
3.61K
$264K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
78.8K+ 9.67% |
$5.4M - $6.99M
|
894K
$65.4M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 1.59% |
$205 - $266
|
192
$14.1K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
6.4KNew |
$438K - $567K
|
6.4K
$468K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-6.78K- 11.52% |
$464K - $601K
|
52.1K
$3.82M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
17.9K+ 12.08% |
$1.23M - $1.59M
|
166K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13New |
$890 - $1.15K
|
13
$952
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
442New |
$30.3K - $39.2K
|
442
$32.4K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
96+ 4800.0% |
$6.57K - $8.51K
|
98
$7.18K
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-190- 0.44% |
$13K - $16.8K
|
42.6K
$3.12M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.81K- 12.23% |
$124K - $160K
|
13K
$950K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-155- 1.18% |
$10.6K - $13.7K
|
13K
$949K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-86- 3.86% |
$5.89K - $7.62K
|
2.14K
$157K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
195+ 5.69% |
$13.3K - $17.3K
|
3.62K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.4K- 10.4% |
$95.9K - $124K
|
12.1K
$884K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4- 44.44% |
$274 - $355
|
5
$366
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.23K+ 4.31% |
$221K - $286K
|
78.2K
$5.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-522- 9.05% |
$35.7K - $46.3K
|
5.25K
$384K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
727New |
$49.8K - $64.4K
|
727
$53.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Bancreek Capital Management, LP
Santa Monica, CA |
SELL
|
- |
-9.94K- 10.83% |
$680K - $881K
|
81.8K
$5.99M
|