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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Versor Investments LP
|
SELL
|
- |
-6.32K- 56.91% |
$252K - $303K
|
4.78K
$356K
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
600+ 8.39% |
$23.9K - $28.8K
|
7.75K
$577K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
43New |
$1.6K - $1.88K
|
43
$3.2K
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-5.76KClosed |
$214K - $252K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
17.6KNew |
$653K - $769K
|
17.6K
$1.31M
|
|
Aug 15, 2022
Q2 2022
|
Sg Capital Management LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$583K - $686K
|
15.7K
$1.17M
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-247K- 25.49% |
$9.18M - $10.8M
|
722K
$53.8M
|
|
Aug 15, 2022
Q2 2022
|
Cooper Creek Partners Management LLC
New York, NY |
SELL
|
- |
-20.1KClosed |
$745K - $877K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-85.4K- 61.05% |
$3.17M - $3.73M
|
54.5K
$4.06M
|
|
Aug 12, 2022
Q2 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-7.13K- 7.08% |
$265K - $312K
|
93.6K
$6.98M
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-6Closed |
$223 - $262
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
373New |
$13.9K - $16.3K
|
373
$27.8K
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5.85KNew |
$217K - $256K
|
5.85K
$436K
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-9.98KClosed |
$371K - $437K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
SELL
|
- |
-492- 3.58% |
$18.3K - $21.5K
|
13.2K
$987K
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-32.9K- 67.86% |
$1.22M - $1.38M
|
15.6K
$1.16M
|
|
May 16, 2022
Q1 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-32.9K- 67.86% |
$1.22M - $1.38M
|
15.6K
$1.16M
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2- 0.62% |
$74.4 - $83.9
|
321
$23.9K
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-277Closed |
$10.3K - $11.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-16.9KClosed |
$628K - $709K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-9.7KClosed |
$361K - $407K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-57Closed |
$2.12K - $2.39K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-900Closed |
$29.8K - $36.2K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-15.7KClosed |
$520K - $632K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Empire Life Investments Inc.
|
SELL
|
- |
-22.5KClosed |
$743K - $903K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
11KNew |
$364K - $442K
|
11K
$820K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-11KClosed |
$339K - $380K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-6.24KClosed |
$192K - $215K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-150Closed |
$4.62K - $5.17K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
16New |
$492 - $552
|
16
$1.19K
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-135Closed |
$4.16K - $4.65K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-25.5KClosed |
$784K - $878K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-43Closed |
$1.32K - $1.48K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
212New |
$6.53K - $7.31K
|
212
$15.8K
|
|
Oct 18, 2021
Q3 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-13.3KClosed |
$409K - $458K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-400Closed |
$12.3K - $13.8K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Denali Advisors LLC
|
SELL
|
- |
-39Closed |
$1.2K - $1.34K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 11, 2021
Q2 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-23.3KClosed |
$759K - $812K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-423Closed |
$13.8K - $14.8K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-145Closed |
$4.73K - $5.06K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.3KClosed |
$140K - $150K
|
0
$0
|
|
Q1 2021 | |||||||
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
406New |
$10.4K - $13.8K
|
406
$30.3K
|
|
May 17, 2021
Q1 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-661Closed |
$16.9K - $22.5K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-11KClosed |
$281K - $374K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-106KClosed |
$2.71M - $3.6M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1KClosed |
$25.6K - $34K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-61Closed |
$1.56K - $2.08K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-628Closed |
$16.1K - $21.4K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-47- 0.42% |
$1.2K - $1.6K
|
11.1K
$831K
|
|
Q4 2020 | |||||||
May 24, 2024
Q4 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.2K- 18.6% |
$93.9K - $113K
|
18.4K
$1.37M
|