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 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
251+ 2.61% |
$12.9K - $14.2K
|
9.88K
$724K
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-5.87K- 69.96% |
$302K - $333K
|
2.52K
$185K
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-249- 5.23% |
$12.8K - $14.1K
|
4.52K
$331K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.7K- 38.11% |
$448K - $493K
|
14.1K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5New |
$257 - $284
|
5
$366
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.49KNew |
$180K - $198K
|
3.49K
$256K
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-17.7K- 79.09% |
$909K - $1M
|
4.67K
$342K
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
7.69KNew |
$396K - $436K
|
7.69K
$563K
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
11.2K+ 100.0% |
$576K - $635K
|
22.4K
$1.64M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-2.07K- 34.74% |
$107K - $117K
|
3.89K
$285K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2- 0.03% |
$103 - $113
|
7.08K
$518K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
144New |
$7.41K - $8.17K
|
144
$10.5K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25New |
$1.29K - $1.42K
|
25
$1.83K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3New |
$154 - $170
|
3
$220
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
15+ 0.11% |
$726 - $819
|
13.4K
$982K
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-12.2K- 11.89% |
$593K - $668K
|
90.7K
$6.64M
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
293New |
$14.2K - $16K
|
293
$21.5K
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
403+ 53.31% |
$19.5K - $22K
|
1.16K
$84.9K
|
|
Aug 11, 2023
Q2 2023
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-31.1K- 68.25% |
$1.5M - $1.7M
|
14.5K
$1.06M
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
68New |
$3.29K - $3.71K
|
68
$4.98K
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-17.3K- 99.54% |
$839K - $946K
|
80
$5.86K
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
SELL
|
- |
-2.22K- 7.59% |
$107K - $121K
|
27K
$1.98M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
32+ 0.51% |
$1.55K - $1.75K
|
6.29K
$461K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 27.76% |
$156K - $175K
|
14.8K
$1.08M
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
17.1KNew |
$828K - $934K
|
17.1K
$1.25M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
9.53KNew |
$461K - $520K
|
9.53K
$698K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$48.4 - $54.6
|
1
$73.2
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 25.0% |
$48.4 - $54.6
|
5
$366
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-23.8K- 76.38% |
$1.08M - $1.21M
|
7.35K
$538K
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.12KNew |
$51K - $57.1K
|
1.12K
$81.9K
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
2.9KNew |
$132K - $148K
|
2.9K
$212K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
216KNew |
$9.85M - $11M
|
216K
$15.8M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$45.6 - $51.1
|
1
$73.2
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
85New |
$3.88K - $4.34K
|
85
$6.22K
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-31- 19.75% |
$1.36K - $1.57K
|
126
$9.23K
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-6.55K- 12.34% |
$287K - $331K
|
46.5K
$3.41M
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
32.2KNew |
$1.41M - $1.63M
|
32.2K
$2.36M
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.67KNew |
$248K - $286K
|
5.67K
$415K
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$472K - $545K
|
10.8K
$790K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.14KNew |
$225K - $259K
|
5.14K
$376K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
500New |
$21.9K - $25.3K
|
500
$36.6K
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1.07K- 31.01% |
$46.7K - $53.9K
|
2.38K
$174K
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
4.3K+ 63.24% |
$188K - $217K
|
11.1K
$813K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
142New |
$6.22K - $7.17K
|
142
$10.4K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.28% |
$43.8 - $50.5
|
364
$26.7K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-2- 10.0% |
$87.5 - $101
|
18
$1.32K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4New |
$160 - $192
|
4
$293
|
|
Nov 14, 2022
Q3 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-200- 2.11% |
$7.98K - $9.6K
|
9.3K
$681K
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
7KNew |
$279K - $336K
|
7K
$513K
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.5KNew |
$498K - $599K
|
12.5K
$914K
|