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 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
115KNew |
$8.21M - $9.11M
|
115K
$8.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4+ 1.98% |
$285 - $316
|
206
$15K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5KNew |
$356K - $395K
|
5K
$365K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.34KNew |
$238K - $264K
|
3.34K
$244K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-3.2K- 18.99% |
$228K - $253K
|
13.6K
$996K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-992- 60.97% |
$70.6K - $78.4K
|
635
$46.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.32KNew |
$236K - $262K
|
3.32K
$242K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
203New |
$14.4K - $16K
|
203
$14.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
202KNew |
$14.4M - $16M
|
202K
$14.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$71.2 - $79
|
6
$438
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18New |
$1.28K - $1.42K
|
18
$1.31K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.85KNew |
$132K - $146K
|
1.85K
$135K
|
|
|
Jul 29, 2024
Q2 2024
|
Bloomberg Sen Inc.
Toronto, A6 |
SELL
|
- |
-27.4K- 2.57% |
$1.95M - $2.17M
|
1.04M
$75.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.75K+ 5.59% |
$124K - $138K
|
33.1K
$2.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-11.3K- 33.77% |
$804K - $892K
|
22.1K
$1.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-319- 4.82% |
$22.7K - $25.2K
|
6.29K
$459K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-12- 0.32% |
$854 - $948
|
3.78K
$276K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5- 16.13% |
$356 - $395
|
26
$1.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21New |
$1.27K - $1.65K
|
21
$1.53K
|
|
|
May 15, 2024
Q1 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
3.79KNew |
$230K - $298K
|
3.79K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
6.7K+ 223.33% |
$407K - $526K
|
9.7K
$708K
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-3K- 17.65% |
$182K - $236K
|
14K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Manatuck Hill Partners, LLC
Westport, CT |
SELL
|
- |
-64.2K- 64.2% |
$3.9M - $5.04M
|
35.8K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-8.18K- 99.96% |
$496K - $642K
|
3
$219
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.04K- 4.8% |
$63.2K - $81.8K
|
20.6K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.85K- 40.01% |
$112K - $145K
|
2.77K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-242- 8.77% |
$14.7K - $19K
|
2.52K
$184K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
38.9K+ 299.81% |
$2.36M - $3.05M
|
51.8K
$3.78M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-202- 0.85% |
$12.3K - $15.9K
|
23.6K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.54K- 99.98% |
$275K - $356K
|
1
$73
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.67K+ 23.46% |
$526K - $681K
|
45.6K
$3.33M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
64New |
$3.88K - $5.02K
|
64
$4.67K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.55KNew |
$155K - $200K
|
2.55K
$186K
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-254K- 43.49% |
$15.4M - $19.9M
|
330K
$24.1M
|
|
|
May 07, 2024
Q1 2024
|
Paradice Investment Management LLC
|
SELL
|
- |
-99K- 38.2% |
$6.01M - $7.78M
|
160K
$11.7M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-150- 16.57% |
$9.11K - $11.8K
|
755
$55.1K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.41K- 34.52% |
$146K - $189K
|
4.57K
$334K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6New |
$364 - $471
|
6
$438
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-300- 15.38% |
$18.2K - $23.6K
|
1.65K
$120K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
693New |
$42.1K - $54.4K
|
693
$50.6K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
55New |
$3.34K - $4.32K
|
55
$4.02K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.33K- 5.72% |
$80.6K - $104K
|
21.9K
$1.6M
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
3KNew |
$182K - $236K
|
3K
$219K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-875- 50.0% |
$53.1K - $68.7K
|
875
$63.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.14KNew |
$191K - $247K
|
3.14K
$229K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-5.02K- 62.28% |
$305K - $394K
|
3.04K
$222K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-23- 18.11% |
$1.4K - $1.81K
|
104
$7.59K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
500New |
$30.4K - $39.3K
|
500
$36.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.4KNew |
$206K - $267K
|
3.4K
$248K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
45New |
$2.26K - $2.82K
|
45
$3.29K
|
|