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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
236New |
$16.2K - $20.9K
|
236
$17.3K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
235+ 5.57% |
$16.1K - $20.8K
|
4.45K
$326K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
209+ 4.4% |
$14.3K - $18.5K
|
4.96K
$363K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
195+ 5.69% |
$13.3K - $17.3K
|
3.62K
$265K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
150+ 19.87% |
$10.3K - $13.3K
|
905
$66.3K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
148+ 5.34% |
$10.1K - $13.1K
|
2.92K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
138+ 3.0% |
$9.45K - $12.2K
|
4.74K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
130New |
$8.9K - $11.5K
|
130
$9.52K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
113+ 37.67% |
$7.74K - $10K
|
413
$30.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
112+ 0.13% |
$7.67K - $9.93K
|
84.6K
$6.19M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
110New |
$7.53K - $9.75K
|
110
$8.06K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
102+ 0.24% |
$6.98K - $9.04K
|
42.9K
$3.14M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
96+ 4800.0% |
$6.57K - $8.51K
|
98
$7.18K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
90+ 0.11% |
$6.16K - $7.98K
|
82.2K
$6.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
90+ 40.36% |
$6.16K - $7.98K
|
313
$22.9K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
64New |
$4.38K - $5.67K
|
64
$4.69K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
56+ 35.9% |
$3.83K - $4.96K
|
212
$15.5K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
54+ 16.22% |
$3.7K - $4.79K
|
387
$28.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
52New |
$3.56K - $4.61K
|
52
$3.81K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31New |
$2.12K - $2.75K
|
31
$2.27K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
29+ 45.31% |
$1.99K - $2.57K
|
93
$6.81K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 11.48% |
$1.92K - $2.48K
|
272
$19.9K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
16+ 35.56% |
$1.1K - $1.42K
|
61
$4.47K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$1.03K - $1.33K
|
15
$1.1K
|
|
|
May 07, 2025
Q1 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
14+ 0.0% |
$958 - $1.24K
|
304K
$22.3M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13New |
$890 - $1.15K
|
13
$952
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
13+ 6.37% |
$890 - $1.15K
|
217
$15.9K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10New |
$685 - $887
|
10
$732
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.03% |
$548 - $709
|
31.8K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$548 - $709
|
8
$586
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8New |
$548 - $709
|
8
$586
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
6+ 0.37% |
$411 - $532
|
1.64K
$120K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$342 - $443
|
5
$366
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
3New |
$205 - $266
|
3
$220
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$205 - $266
|
3
$220
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
3+ 13.64% |
$205 - $266
|
25
$1.83K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 1.59% |
$205 - $266
|
192
$14.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 0.74% |
$205 - $266
|
411
$30.1K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 4.08% |
$137 - $177
|
51
$3.73K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$68.5 - $88.7
|
1
$73.2
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$68.5 - $88.7
|
1
$73.2
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
113K+ 85.6% |
$7.18M - $9.39M
|
244K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Emmett Investment Management, LP
New York, NY |
BUY
|
- |
53.8KNew |
$3.43M - $4.49M
|
53.8K
$3.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
46.7KNew |
$2.98M - $3.9M
|
46.7K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
40.4KNew |
$2.57M - $3.37M
|
40.4K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
35.3KNew |
$2.25M - $2.94M
|
35.3K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
17.7K+ 72.38% |
$1.13M - $1.48M
|
42.1K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
12.2KNew |
$780K - $1.02M
|
12.2K
$896K
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
11.8KNew |
$754K - $987K
|
11.8K
$866K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
10.2KNew |
$651K - $852K
|
10.2K
$748K
|
|