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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.2KNew |
$134K - $173K
|
2.2K
$164K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3New |
$182 - $236
|
3
$224
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.8KNew |
$230K - $298K
|
3.8K
$283K
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-5.02K- 62.28% |
$305K - $394K
|
3.04K
$227K
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-71.9K- 76.91% |
$4.37M - $5.65M
|
21.6K
$1.61M
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
53+ 0.75% |
$3.22K - $4.16K
|
7.09K
$528K
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.31K- 76.66% |
$322K - $417K
|
1.62K
$121K
|
|
Apr 23, 2024
Q1 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-202- 0.34% |
$12.3K - $15.9K
|
58.9K
$4.39M
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-806- 5.57% |
$48.9K - $63.3K
|
13.7K
$1.02M
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-23- 18.11% |
$1.4K - $1.81K
|
104
$7.75K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
42New |
$2.55K - $3.3K
|
42
$3.13K
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-120K- 9.27% |
$7.29M - $9.43M
|
1.18M
$87.6M
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
5.69K+ 12.43% |
$345K - $447K
|
51.5K
$3.83M
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
219KNew |
$13.3M - $17.2M
|
219K
$16.3M
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
13K+ 471.71% |
$789K - $1.02M
|
15.7K
$1.17M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11+ 0.07% |
$668 - $864
|
16.1K
$1.2M
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.97KNew |
$180K - $233K
|
2.97K
$222K
|
|
Apr 12, 2024
Q1 2024
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
359+ 0.79% |
$21.8K - $28.2K
|
45.8K
$3.41M
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
500New |
$30.4K - $39.3K
|
500
$37.3K
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.4KNew |
$206K - $267K
|
3.4K
$253K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
90New |
$5.46K - $7.07K
|
90
$6.71K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.79K- 12.67% |
$169K - $219K
|
19.2K
$1.43M
|
|
Q4 2023 | |||||||
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
45New |
$2.26K - $2.82K
|
45
$3.35K
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
16KNew |
$802K - $1M
|
16K
$1.19M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
3.42KNew |
$171K - $215K
|
3.42K
$255K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
23.8KNew |
$1.19M - $1.49M
|
23.8K
$1.77M
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.94K- 18.82% |
$97.4K - $122K
|
8.38K
$624K
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-5.41K- 18.08% |
$271K - $340K
|
24.5K
$1.83M
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
4.4KNew |
$221K - $276K
|
4.4K
$328K
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22K+ 434.79% |
$1.1M - $1.38M
|
27.1K
$2.02M
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
28.7K+ 162.89% |
$1.44M - $1.8M
|
46.4K
$3.46M
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
134New |
$6.72K - $8.41K
|
134
$9.99K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.3K- 22.22% |
$1.07M - $1.33M
|
74.4K
$5.55M
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-386K- 36.27% |
$19.3M - $24.2M
|
678K
$50.5M
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-4.53K- 28.71% |
$227K - $284K
|
11.2K
$838K
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
8.74KNew |
$438K - $549K
|
8.74K
$651K
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-38.7K- 36.67% |
$1.94M - $2.43M
|
66.8K
$4.98M
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3.25KNew |
$163K - $204K
|
3.25K
$242K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.01KNew |
$50.4K - $63.1K
|
1.01K
$74.9K
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
77New |
$3.86K - $4.83K
|
77
$5.74K
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
2.64K+ 62.53% |
$132K - $166K
|
6.87K
$512K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$5.01K - $6.28K
|
100
$7.45K
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
23.1KNew |
$1.16M - $1.45M
|
23.1K
$1.72M
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-36- 43.9% |
$1.81K - $2.26K
|
46
$3.43K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 7.69% |
$50.1 - $62.8
|
12
$894
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
110New |
$5.52K - $6.9K
|
110
$8.2K
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-10.8K- 10.9% |
$542K - $678K
|
88.3K
$6.58M
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.35K- 11.45% |
$67.7K - $84.7K
|
10.4K
$778K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
188New |
$9.43K - $11.8K
|
188
$14K
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
3.38KNew |
$170K - $212K
|
3.38K
$252K
|