Latest Institutional Purchases of Cbiz, Inc. (CBZ)
This list provides information on the latest institutional transactions involving Cbiz, Inc. (CBZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
169KNew |
$11.2M - $13.5M
|
169K
$12.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Bloomberg Sen Inc.
Toronto, A6 |
BUY
|
- |
97K+ 9.49% |
$6.42M - $7.72M
|
1.12M
$82M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15K+ 39.07% |
$991K - $1.19M
|
53.3K
$3.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6.9K+ 17.08% |
$457K - $550K
|
47.3K
$3.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.14K+ 3.76% |
$274K - $330K
|
114K
$8.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3.05KNew |
$202K - $243K
|
3.05K
$223K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.66K+ 22.03% |
$176K - $212K
|
14.7K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2K+ 22.99% |
$132K - $159K
|
10.7K
$784K
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
697+ 0.78% |
$46.1K - $55.5K
|
89.7K
$6.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
240New |
$15.9K - $19.1K
|
240
$17.6K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
129+ 4.2% |
$8.54K - $10.3K
|
3.2K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
86+ 9.16% |
$5.69K - $6.85K
|
1.03K
$75.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
40+ 0.01% |
$2.65K - $3.19K
|
432K
$31.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11New |
$728 - $876
|
11
$806
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2+ 1.96% |
$132 - $159
|
104
$7.62K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
410KNew |
$28.1M - $36.4M
|
410K
$30M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
310KNew |
$21.2M - $27.5M
|
310K
$22.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
BUY
|
- |
238K+ 60.42% |
$16.3M - $21.1M
|
632K
$46.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
188K+ 90.7% |
$12.9M - $16.7M
|
396K
$29M
|
|
|
May 13, 2025
Q1 2025
|
Burgundy Asset Management Ltd.
Toronto, A6 |
BUY
|
- |
139K+ 6.67% |
$9.51M - $12.3M
|
2.22M
$163M
|
|
|
May 15, 2025
Q1 2025
|
P2 Capital Partners, LLC
New York, NY |
BUY
|
- |
108K+ 5.98% |
$7.4M - $9.58M
|
1.92M
$140M
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
107K+ 9.39% |
$7.3M - $9.45M
|
1.24M
$90.9M
|
|
|
May 14, 2025
Q1 2025
|
Alpha Wave Global, LP
New York, NY |
BUY
|
- |
88.5KNew |
$6.06M - $7.85M
|
88.5K
$6.48M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
78.8K+ 9.67% |
$5.4M - $6.99M
|
894K
$65.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.5K+ 1.88% |
$3.93M - $5.09M
|
3.12M
$229M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
56.4K+ 59.39% |
$3.86M - $5M
|
151K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
51.2K+ 7.28% |
$3.5M - $4.54M
|
754K
$55.2M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
41.9K+ 231.67% |
$2.87M - $3.72M
|
60.1K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
31.4K+ 7.91% |
$2.15M - $2.78M
|
428K
$31.3M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
30.8KNew |
$2.11M - $2.73M
|
30.8K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
30.5KNew |
$2.09M - $2.7M
|
30.5K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
30.1K+ 72.57% |
$2.06M - $2.67M
|
71.6K
$5.24M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
29.9K+ 14.61% |
$2.05M - $2.65M
|
235K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
27.6K+ 76.31% |
$1.89M - $2.45M
|
63.9K
$4.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
25K+ 7.76% |
$1.71M - $2.22M
|
347K
$25.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24K+ 32.29% |
$1.64M - $2.13M
|
98.2K
$7.19M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.5K+ 39.44% |
$1.47M - $1.91M
|
76K
$5.57M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.5K+ 4.98% |
$1.47M - $1.91M
|
453K
$33.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.2K+ 96.14% |
$1.38M - $1.79M
|
41.2K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
18.7K+ 6.56% |
$1.28M - $1.66M
|
304K
$22.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18K+ 89.45% |
$1.23M - $1.6M
|
38.2K
$2.8M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
17.9K+ 12.08% |
$1.23M - $1.59M
|
166K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
17.7K+ 1.6% |
$1.21M - $1.57M
|
1.13M
$82.6M
|
|
|
May 15, 2025
Q1 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
17.7KNew |
$1.21M - $1.57M
|
17.7K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16.2K+ 3.94% |
$1.11M - $1.44M
|
428K
$31.3M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
14.6KNew |
$1M - $1.29M
|
14.6K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.8KNew |
$941K - $1.22M
|
13.8K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
13.6K+ 14.78% |
$931K - $1.21M
|
106K
$7.73M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
13.5K+ 30.39% |
$924K - $1.2M
|
57.9K
$4.24M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.2KNew |
$907K - $1.17M
|
13.2K
$970K
|
|