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 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.85KNew |
$182K - $238K
|
2.85K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.41KNew |
$218K - $285K
|
3.41K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
3.52KNew |
$225K - $294K
|
3.52K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
605+ 1.13% |
$38.6K - $50.5K
|
54K
$3.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-7.1K- 64.55% |
$453K - $592K
|
3.9K
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
10.2KNew |
$651K - $852K
|
10.2K
$748K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
193New |
$12.3K - $16.1K
|
193
$14.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 19.74% |
$957 - $1.25K
|
61
$4.47K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.75KNew |
$175K - $229K
|
2.75K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21+ 0.14% |
$1.34K - $1.75K
|
15.1K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
470New |
$30K - $39.2K
|
470
$34.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-150- 0.79% |
$9.57K - $12.5K
|
18.8K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$63.8 - $83.4
|
1
$73.2
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
626+ 8.48% |
$39.9K - $52.2K
|
8.01K
$586K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.65KNew |
$169K - $221K
|
2.65K
$194K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.83KNew |
$308K - $403K
|
4.83K
$354K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
46.7KNew |
$2.98M - $3.9M
|
46.7K
$3.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
735New |
$46.9K - $61.3K
|
735
$53.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
2.87KNew |
$183K - $240K
|
2.87K
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.78K- 4.53% |
$241K - $316K
|
79.7K
$5.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.35KNew |
$86.1K - $113K
|
1.35K
$98.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-342- 8.79% |
$21.8K - $28.5K
|
3.55K
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.14K- 25.4% |
$72.5K - $94.9K
|
3.34K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-26.9K- 31.22% |
$1.72M - $2.24M
|
59.3K
$4.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.68KNew |
$171K - $224K
|
2.68K
$196K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-15- 0.4% |
$957 - $1.25K
|
3.77K
$276K
|
|
|
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
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
191New |
$12.2K - $15.9K
|
191
$14K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
73+ 0.74% |
$4.66K - $6.09K
|
9.97K
$730K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-250- 4.09% |
$15.9K - $20.9K
|
5.86K
$429K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-180- 4.2% |
$11.5K - $15K
|
4.11K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
468+ 30.14% |
$29.8K - $39K
|
2.02K
$148K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.84K+ 20.6% |
$436K - $570K
|
40K
$2.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 5.0% |
$255 - $334
|
76
$5.57K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-15.2K- 41.3% |
$969K - $1.27M
|
21.6K
$1.58M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.59KNew |
$489K - $653K
|
7.59K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-16.1K- 65.24% |
$1.04M - $1.38M
|
8.57K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
147+ 2.78% |
$9.48K - $12.6K
|
5.44K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.01KNew |
$259K - $345K
|
4.01K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14- 53.85% |
$903 - $1.2K
|
12
$879
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
750New |
$48.4K - $64.5K
|
750
$54.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
20.9K+ 24.61% |
$1.35M - $1.8M
|
106K
$7.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
56.9KNew |
$3.67M - $4.89M
|
56.9K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
11.3KNew |
$727K - $969K
|
11.3K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
28.2KNew |
$1.82M - $2.43M
|
28.2K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
10.1KNew |
$649K - $865K
|
10.1K
$736K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.79KNew |
$309K - $412K
|
4.79K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
6.55KNew |
$423K - $564K
|
6.55K
$480K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-700- 18.82% |
$45.2K - $60.2K
|
3.02K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
111New |
$7.16K - $9.55K
|
111
$8.13K
|
|