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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 16.67% |
$64.5 - $86
|
7
$573
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
202KNew |
$14.4M - $16M
|
202K
$16.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
115KNew |
$8.21M - $9.11M
|
115K
$9.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
85.6K+ 2.48% |
$6.09M - $6.76M
|
3.53M
$289M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
31.2KNew |
$2.22M - $2.46M
|
31.2K
$2.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
17.3K+ 7218.33% |
$1.23M - $1.37M
|
17.6K
$1.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
13.4K+ 20.74% |
$956K - $1.06M
|
78.2K
$6.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
11.6KNew |
$827K - $918K
|
11.6K
$950K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.5KNew |
$463K - $513K
|
6.5K
$531K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
5.85KNew |
$416K - $462K
|
5.85K
$478K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5KNew |
$356K - $395K
|
5K
$409K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.34KNew |
$238K - $264K
|
3.34K
$273K
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.32KNew |
$236K - $262K
|
3.32K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.96K+ 11.98% |
$211K - $234K
|
27.7K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.86KNew |
$204K - $226K
|
2.86K
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.74KNew |
$195K - $216K
|
2.74K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.59K+ 85.33% |
$185K - $205K
|
5.63K
$461K
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.57K+ 70.87% |
$183K - $203K
|
6.2K
$507K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.85KNew |
$132K - $146K
|
1.85K
$151K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.75K+ 5.59% |
$124K - $138K
|
33.1K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
710+ 1.35% |
$50.5K - $56.1K
|
53.4K
$4.37M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
367+ 2.34% |
$26.1K - $29K
|
16.1K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
203New |
$14.4K - $16K
|
203
$16.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
180New |
$12.8K - $14.2K
|
180
$14.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
150+ 38.07% |
$10.7K - $11.8K
|
544
$44.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
66+ 4.08% |
$4.7K - $5.21K
|
1.68K
$138K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
46+ 920.0% |
$3.27K - $3.63K
|
51
$4.17K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18New |
$1.28K - $1.42K
|
18
$1.47K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4+ 1.98% |
$285 - $316
|
206
$16.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$71.2 - $79
|
6
$491
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
38.9K+ 299.81% |
$2.36M - $3.05M
|
51.8K
$4.24M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.67K+ 23.46% |
$526K - $681K
|
45.6K
$3.73M
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
6.7K+ 223.33% |
$407K - $526K
|
9.7K
$793K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.52KNew |
$274K - $355K
|
4.52K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.29KNew |
$260K - $336K
|
4.29K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
3.79KNew |
$230K - $298K
|
3.79K
$310K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.4KNew |
$206K - $267K
|
3.4K
$278K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.14KNew |
$191K - $247K
|
3.14K
$257K
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
3KNew |
$182K - $236K
|
3K
$245K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.9KNew |
$176K - $228K
|
2.9K
$237K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.55KNew |
$155K - $200K
|
2.55K
$209K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.13KNew |
$129K - $167K
|
2.13K
$174K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
693New |
$42.1K - $54.4K
|
693
$56.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
500New |
$30.4K - $39.3K
|
500
$40.9K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
64New |
$3.88K - $5.02K
|
64
$5.23K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
55New |
$3.34K - $4.32K
|
55
$4.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
53+ 0.75% |
$3.22K - $4.16K
|
7.09K
$580K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21New |
$1.27K - $1.65K
|
21
$1.72K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6New |
$364 - $471
|
6
$491
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
23.8KNew |
$1.19M - $1.49M
|
23.8K
$1.94M
|
|