Latest Institutional Transactions on Cbiz, Inc. (CBZ)

CBZ Quotes by TradingView

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 15, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
15
+ 0.11%
$726 - $819
13.4K $1.04M
Aug 15, 2023 Q2 2023
Castleark Management LLC

Chicago, IL
SELL
 -
-12.2K
- 11.89%
$593K - $668K
90.7K $7.07M
Aug 14, 2023 Q2 2023
Silicon Valley Capital Partners

BUY
 -
293
New
$14.2K - $16K
293 $22.8K
Aug 11, 2023 Q2 2023
Hillsdale Investment Management Inc.

Toronto, A6
SELL
 -
-17.3K
- 99.54%
$839K - $946K
80 $6.23K
Aug 11, 2023 Q2 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
68
New
$3.29K - $3.71K
68 $5.3K
Aug 11, 2023 Q2 2023
Eam Investors, LLC

Solana Beach, CA
SELL
 -
-31.1K
- 68.25%
$1.5M - $1.7M
14.5K $1.13M
Aug 11, 2023 Q2 2023
Pine Bridge Investments, L.P.

BUY
 -
403
+ 53.31%
$19.5K - $22K
1.16K $90.3K
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
32
+ 0.51%
$1.55K - $1.75K
6.29K $490K
Aug 10, 2023 Q2 2023
Aviva PLC

SELL
 -
-2.22K
- 7.59%
$107K - $121K
27K $2.1M
Aug 08, 2023 Q2 2023
Column Capital Advisors, LLC

BUY
 -
3.21K
+ 27.76%
$156K - $175K
14.8K $1.15M
Jul 27, 2023 Q2 2023
Ea Series Trust

Havertown, PA
BUY
 -
9.53K
New
$461K - $520K
9.53K $742K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
1
New
$48.4 - $54.6
1 $77.9
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
1
+ 25.0%
$48.4 - $54.6
5 $389
Q1 2023
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
4.4K
New
$201K - $225K
4.4K $343K
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-23.8K
- 76.38%
$1.08M - $1.21M
7.35K $573K
May 15, 2023 Q1 2023
Systematic Alpha Investments, LLC

Princeton, NJ
BUY
 -
1.12K
New
$51K - $57.1K
1.12K $87.1K
May 12, 2023 Q1 2023
Systematic Financial Management LP

Teaneck, NJ
BUY
 -
2.9K
New
$132K - $148K
2.9K $226K
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
216K
New
$9.85M - $11M
216K $16.8M
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1
New
$45.6 - $51.1
1 $77.9
Apr 19, 2023 Q1 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
25.2K
New
$1.15M - $1.29M
25.2K $1.96M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
85
New
$3.88K - $4.34K
85 $6.62K
Q4 2022
Feb 17, 2023 Q4 2022
Kb Financial Partners, LLC

Princeton, NJ
SELL
 -
-31
- 19.75%
$1.36K - $1.57K
126 $9.81K
Feb 14, 2023 Q4 2022
Eam Global Investors LLC

Solana Beach, CA
SELL
 -
-6.55K
- 12.34%
$287K - $331K
46.5K $3.62M
Feb 14, 2023 Q4 2022
Graham Capital Management, L.P.

Rowayton, CT
BUY
 -
32.2K
New
$1.41M - $1.63M
32.2K $2.51M
Feb 14, 2023 Q4 2022
Centiva Capital, LP

New York, NY
BUY
 -
5.67K
New
$248K - $286K
5.67K $441K
Feb 14, 2023 Q4 2022
Pdt Partners, LLC

New York, NY
BUY
 -
10.8K
New
$472K - $545K
10.8K $840K
Feb 14, 2023 Q4 2022
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
5.14K
New
$225K - $259K
5.14K $400K
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
500
New
$21.9K - $25.3K
500 $38.9K
Feb 10, 2023 Q4 2022
Peak6 Investments LLC

Chicago, IL
BUY
 PUT
4.3K
+ 63.24%
$188K - $217K
11.1K $865K
Feb 10, 2023 Q4 2022
Peak6 Investments LLC

Chicago, IL
SELL
 -
-1.07K
- 31.01%
$46.7K - $53.9K
2.38K $185K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
142
New
$6.22K - $7.17K
142 $11.1K
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
1
+ 0.28%
$43.8 - $50.5
364 $28.4K
Jan 31, 2023 Q4 2022
Schubert & CO

SELL
 -
-2
- 10.0%
$87.5 - $101
18 $1.4K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
1K
New
$43.8K - $50.5K
1K $77.9K
Q3 2022
Nov 15, 2022 Q3 2022
Ima Wealth, Inc.

Wichita, KS
BUY
 -
4
New
$160 - $192
4 $312
Nov 14, 2022 Q3 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
7K
New
$279K - $336K
7K $545K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
SELL
 -
-33.8K
- 1.37%
$1.35M - $1.62M
2.42M $189M
Nov 14, 2022 Q3 2022
Morse Asset Management, Inc

Darien, CT
SELL
 -
-200
- 2.11%
$7.98K - $9.6K
9.3K $724K
Nov 14, 2022 Q3 2022
Gsa Capital Partners LLP

London, X0
BUY
 -
12.5K
New
$498K - $599K
12.5K $972K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
40
New
$1.6K - $1.92K
40 $3.12K
Nov 14, 2022 Q3 2022
Atlanta Capital Management CO L L C

Atlanta, GA
SELL
 -
-64K
- 5.09%
$2.55M - $3.07M
1.2M $93.1M
Nov 09, 2022 Q3 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
11
New
$439 - $528
11 $857
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
13
New
$519 - $624
13 $1.01K
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
22
New
$878 - $1.06K
22 $1.71K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
3.13K
New
$125K - $150K
3.13K $244K
Oct 25, 2022 Q3 2022
Versor Investments LP

SELL
 -
-6.32K
- 56.91%
$252K - $303K
4.78K $373K
Oct 21, 2022 Q3 2022
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
600
+ 8.39%
$23.9K - $28.8K
7.75K $604K
Q2 2022
Aug 15, 2022 Q2 2022
Wellington Management Group LLP

Boston, MA
SELL
 -
-247K
- 25.49%
$9.18M - $10.8M
722K $56.2M
Aug 15, 2022 Q2 2022
Cooper Creek Partners Management LLC

New York, NY
SELL
 -
-20.1K
Closed
$745K - $877K
0 $0

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