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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.79KNew |
$309K - $412K
|
4.79K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
6.55KNew |
$423K - $564K
|
6.55K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-700- 18.82% |
$45.2K - $60.2K
|
3.02K
$154K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
111New |
$7.16K - $9.55K
|
111
$5.68K
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
6.26KNew |
$404K - $538K
|
6.26K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
17.2KNew |
$1.11M - $1.48M
|
17.2K
$881K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-13.7K- 23.78% |
$884K - $1.18M
|
43.9K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
6.04KNew |
$389K - $519K
|
6.04K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-4.01K- 18.59% |
$259K - $345K
|
17.6K
$898K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.8K- 99.81% |
$374K - $499K
|
11
$562
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.07KNew |
$69.1K - $92.1K
|
1.07K
$54.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
11KNew |
$711K - $948K
|
11K
$563K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.04K+ 35.85% |
$132K - $176K
|
7.75K
$396K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.06KNew |
$133K - $177K
|
2.06K
$105K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
47New |
$3.03K - $4.04K
|
47
$2.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
42New |
$2.71K - $3.61K
|
42
$2.15K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$194 - $258
|
3
$153
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
17KNew |
$1.1M - $1.46M
|
17K
$869K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.65KNew |
$235K - $314K
|
3.65K
$187K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
11New |
$710 - $946
|
11
$562
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.3KNew |
$213K - $284K
|
3.3K
$169K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-23- 62.16% |
$1.48K - $1.98K
|
14
$716
|
|
| Q2 2024 | |||||||
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
21.8KNew |
$1.55M - $1.72M
|
21.8K
$1.11M
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-258- 0.78% |
$18.4K - $20.4K
|
32.8K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-6.42K- 58.61% |
$457K - $507K
|
4.54K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-131K- 10.39% |
$9.33M - $10.4M
|
1.13M
$57.8M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.84K- 35.23% |
$487K - $541K
|
12.6K
$643K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.86KNew |
$204K - $226K
|
2.86K
$146K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
31.2KNew |
$2.22M - $2.46M
|
31.2K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-359K- 52.97% |
$25.6M - $28.4M
|
319K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.5KNew |
$463K - $513K
|
6.5K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
85.6K+ 2.48% |
$6.09M - $6.76M
|
3.53M
$181M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-22.3K- 30.87% |
$1.59M - $1.76M
|
50K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Cardinal Capital Management LLC
Greenwich, CT |
SELL
|
- |
-235K- 70.77% |
$16.8M - $18.6M
|
97.2K
$4.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-15.5K- 45.08% |
$1.1M - $1.22M
|
18.8K
$962K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
17.3K+ 7218.33% |
$1.23M - $1.37M
|
17.6K
$898K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5KNew |
$356K - $395K
|
5K
$256K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-992- 60.97% |
$70.6K - $78.4K
|
635
$32.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.34KNew |
$238K - $264K
|
3.34K
$171K
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.32KNew |
$236K - $262K
|
3.32K
$170K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
203New |
$14.4K - $16K
|
203
$10.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18New |
$1.28K - $1.42K
|
18
$920
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.85KNew |
$132K - $146K
|
1.85K
$94.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.75K+ 5.59% |
$124K - $138K
|
33.1K
$1.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-11.3K- 33.77% |
$804K - $892K
|
22.1K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-319- 4.82% |
$22.7K - $25.2K
|
6.29K
$322K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-12- 0.32% |
$854 - $948
|
3.78K
$193K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5- 16.13% |
$356 - $395
|
26
$1.33K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
3.79KNew |
$230K - $298K
|
3.79K
$194K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
6.7K+ 223.33% |
$407K - $526K
|
9.7K
$496K
|
|