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 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
243+ 0.77% |
$16.6K - $21.5K
|
31.8K
$2.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-4.98K- 44.43% |
$341K - $442K
|
6.23K
$457K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
685+ 11.57% |
$46.9K - $60.7K
|
6.6K
$484K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
54+ 16.22% |
$3.7K - $4.79K
|
387
$28.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
90+ 40.36% |
$6.16K - $7.98K
|
313
$22.9K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
13+ 6.37% |
$890 - $1.15K
|
217
$15.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
6+ 0.37% |
$411 - $532
|
1.64K
$120K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-265K- 23.78% |
$18.1M - $23.5M
|
849K
$62.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
BUY
|
- |
238K+ 60.42% |
$16.3M - $21.1M
|
632K
$46.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16.2K+ 3.94% |
$1.11M - $1.44M
|
428K
$31.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8New |
$548 - $709
|
8
$586
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$342 - $443
|
5
$366
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31New |
$2.12K - $2.75K
|
31
$2.27K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$1.03K - $1.33K
|
15
$1.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
52New |
$3.56K - $4.61K
|
52
$3.81K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 33.17% |
$103K - $133K
|
3.02K
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
BUY
|
- |
904+ 32.26% |
$61.9K - $80.1K
|
3.71K
$271K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
25K+ 7.76% |
$1.71M - $2.22M
|
347K
$25.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.7K+ 462.42% |
$803K - $1.04M
|
14.3K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
805+ 2.64% |
$55.1K - $71.4K
|
31.3K
$2.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
112+ 0.13% |
$7.67K - $9.93K
|
84.6K
$6.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 8.33% |
$342 - $443
|
55
$4.03K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 0.74% |
$205 - $266
|
411
$30.1K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.94K+ 2.69% |
$251K - $328K
|
150K
$11M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.52K- 55.47% |
$96.7K - $126K
|
1.22K
$89.1K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.57K- 3.56% |
$164K - $215K
|
69.7K
$5.1M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-12.9K- 14.14% |
$823K - $1.08M
|
78.3K
$5.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-34.6K- 62.07% |
$2.21M - $2.89M
|
21.2K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
36New |
$2.3K - $3K
|
36
$2.64K
|
|
|
Feb 14, 2025
Q4 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
40.4KNew |
$2.57M - $3.37M
|
40.4K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Emmett Investment Management, LP
New York, NY |
BUY
|
- |
53.8KNew |
$3.43M - $4.49M
|
53.8K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.83K- 45.05% |
$308K - $403K
|
5.89K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
113K+ 85.6% |
$7.18M - $9.39M
|
244K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-75.5K- 87.79% |
$4.81M - $6.3M
|
10.5K
$769K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.03K- 92.6% |
$65.4K - $85.6K
|
82
$6K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-34.4K- 87.82% |
$2.19M - $2.87M
|
4.77K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
367+ 193.16% |
$23.4K - $30.6K
|
557
$40.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
12.2KNew |
$780K - $1.02M
|
12.2K
$896K
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
17.7K+ 72.38% |
$1.13M - $1.48M
|
42.1K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
2.49KNew |
$159K - $208K
|
2.49K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.84KNew |
$181K - $237K
|
2.84K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
11.8KNew |
$754K - $987K
|
11.8K
$866K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
59+ 7.93% |
$3.76K - $4.92K
|
803
$58.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-2.96K- 87.17% |
$189K - $247K
|
436
$31.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.93KNew |
$187K - $244K
|
2.93K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-373- 99.47% |
$23.8K - $31.1K
|
2
$146
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.9KNew |
$185K - $242K
|
2.9K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-1.8K- 94.74% |
$115K - $150K
|
100
$7.32K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-36.8K- 40.82% |
$2.35M - $3.07M
|
53.4K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
35.3KNew |
$2.25M - $2.94M
|
35.3K
$2.58M
|
|