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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
32+ 0.51% |
$1.55K - $1.75K
|
6.29K
$469K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 27.76% |
$156K - $175K
|
14.8K
$1.1M
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
17.1KNew |
$828K - $934K
|
17.1K
$1.27M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
9.53KNew |
$461K - $520K
|
9.53K
$710K
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-4.91K- 42.59% |
$238K - $268K
|
6.61K
$493K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$48.4 - $54.6
|
1
$74.5
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5New |
$242 - $273
|
5
$373
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 25.0% |
$48.4 - $54.6
|
5
$373
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.4KNew |
$201K - $225K
|
4.4K
$328K
|
|
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
401KNew |
$18.3M - $20.5M
|
401K
$29.9M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-23.8K- 76.38% |
$1.08M - $1.21M
|
7.35K
$548K
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.12KNew |
$51K - $57.1K
|
1.12K
$83.3K
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
2.9KNew |
$132K - $148K
|
2.9K
$216K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64- 71.11% |
$2.92K - $3.27K
|
26
$1.94K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
216KNew |
$9.85M - $11M
|
216K
$16.1M
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.38K+ 13.27% |
$245K - $275K
|
45.9K
$3.42M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$45.6 - $51.1
|
1
$74.5
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.85KNew |
$84.4K - $94.5K
|
1.85K
$138K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
25.2KNew |
$1.15M - $1.29M
|
25.2K
$1.88M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
64+ 206.45% |
$2.92K - $3.27K
|
95
$7.08K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
85New |
$3.88K - $4.34K
|
85
$6.33K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-84- 7.01% |
$3.68K - $4.24K
|
1.11K
$83K
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-31- 19.75% |
$1.36K - $1.57K
|
126
$9.39K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.14KNew |
$225K - $259K
|
5.14K
$383K
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-6.55K- 12.34% |
$287K - $331K
|
46.5K
$3.47M
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
32.2KNew |
$1.41M - $1.63M
|
32.2K
$2.4M
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.67KNew |
$248K - $286K
|
5.67K
$422K
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$472K - $545K
|
10.8K
$804K
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
5.32K+ 2.14% |
$233K - $269K
|
254K
$18.9M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
500New |
$21.9K - $25.3K
|
500
$37.3K
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
4.3K+ 63.24% |
$188K - $217K
|
11.1K
$827K
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1.07K- 31.01% |
$46.7K - $53.9K
|
2.38K
$177K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
142New |
$6.22K - $7.17K
|
142
$10.6K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.28% |
$43.8 - $50.5
|
364
$27.1K
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.67K- 10.72% |
$248K - $286K
|
47.2K
$3.52M
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-2- 10.0% |
$87.5 - $101
|
18
$1.34K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1KNew |
$43.8K - $50.5K
|
1K
$74.5K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4New |
$160 - $192
|
4
$298
|
|
Nov 14, 2022
Q3 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-200- 2.11% |
$7.98K - $9.6K
|
9.3K
$693K
|
|
Nov 14, 2022
Q3 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.08K- 27.01% |
$123K - $148K
|
8.31K
$619K
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.5KNew |
$498K - $599K
|
12.5K
$930K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-33.8K- 1.37% |
$1.35M - $1.62M
|
2.42M
$181M
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-64K- 5.09% |
$2.55M - $3.07M
|
1.2M
$89.1M
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
13.2KNew |
$528K - $636K
|
13.2K
$987K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
40New |
$1.6K - $1.92K
|
40
$2.98K
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
7KNew |
$279K - $336K
|
7K
$522K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11New |
$439 - $528
|
11
$820
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13New |
$519 - $624
|
13
$969
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
22New |
$878 - $1.06K
|
22
$1.64K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.13KNew |
$125K - $150K
|
3.13K
$233K
|