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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.85KNew |
$132K - $146K
|
1.85K
$135K
|
|
|
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
$461K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-12- 0.32% |
$854 - $948
|
3.78K
$277K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5- 16.13% |
$356 - $395
|
26
$1.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
293KNew |
$17.8M - $23M
|
293K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
3.79KNew |
$230K - $298K
|
3.79K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
6.7K+ 223.33% |
$407K - $526K
|
9.7K
$710K
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-3K- 17.65% |
$182K - $236K
|
14K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Manatuck Hill Partners, LLC
Westport, CT |
SELL
|
- |
-64.2K- 64.2% |
$3.9M - $5.04M
|
35.8K
$2.62M
|
|
|
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
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-8.18K- 99.96% |
$496K - $642K
|
3
$220
|
|
|
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
$3.8M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.54K- 99.98% |
$275K - $356K
|
1
$73.2
|
|
|
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 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.67K+ 23.46% |
$526K - $681K
|
45.6K
$3.34M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.55KNew |
$155K - $200K
|
2.55K
$187K
|
|
|
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 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-300- 15.38% |
$18.2K - $23.6K
|
1.65K
$121K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6New |
$364 - $471
|
6
$439
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.41K- 34.52% |
$146K - $189K
|
4.57K
$335K
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
3KNew |
$182K - $236K
|
3K
$220K
|
|
|
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
|
Creative Financial Designs Inc
|
BUY
|
- |
55New |
$3.34K - $4.32K
|
55
$4.03K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-875- 50.0% |
$53.1K - $68.7K
|
875
$64.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.14KNew |
$191K - $247K
|
3.14K
$230K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-5.02K- 62.28% |
$305K - $394K
|
3.04K
$223K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-23- 18.11% |
$1.4K - $1.81K
|
104
$7.62K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
500New |
$30.4K - $39.3K
|
500
$36.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.4KNew |
$206K - $267K
|
3.4K
$249K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-22.9K- 31.27% |
$1.15M - $1.44M
|
50.4K
$3.69M
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
16KNew |
$802K - $1M
|
16K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
134New |
$6.72K - $8.41K
|
134
$9.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
23.8KNew |
$1.19M - $1.49M
|
23.8K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
3.42KNew |
$171K - $215K
|
3.42K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-4.53K- 28.71% |
$227K - $284K
|
11.2K
$823K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3.25KNew |
$163K - $204K
|
3.25K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-38.7K- 36.67% |
$1.94M - $2.43M
|
66.8K
$4.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
8.74KNew |
$438K - $549K
|
8.74K
$640K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$5.01K - $6.28K
|
100
$7.32K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
2.64K+ 62.53% |
$132K - $166K
|
6.87K
$503K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
77New |
$3.86K - $4.83K
|
77
$5.64K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
23.1KNew |
$1.16M - $1.45M
|
23.1K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-36- 43.9% |
$1.81K - $2.26K
|
46
$3.37K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.35K- 11.45% |
$67.7K - $84.7K
|
10.4K
$765K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.81KNew |
$191K - $239K
|
3.81K
$279K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-600- 15.4% |
$30.1K - $37.7K
|
3.3K
$241K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
8.1KNew |
$417K - $459K
|
8.1K
$593K
|
|