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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.34KNew |
$91.5K - $119K
|
1.34K
$68.4K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
800+ 24.24% |
$54.8K - $70.9K
|
4.1K
$210K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
727New |
$49.8K - $64.4K
|
727
$37.2K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
442New |
$30.3K - $39.2K
|
442
$22.6K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
347New |
$23.8K - $30.8K
|
347
$17.7K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
235+ 5.57% |
$16.1K - $20.8K
|
4.45K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
130New |
$8.9K - $11.5K
|
130
$6.65K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
64New |
$4.38K - $5.67K
|
64
$3.27K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
54+ 16.22% |
$3.7K - $4.79K
|
387
$19.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
52New |
$3.56K - $4.61K
|
52
$2.66K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31New |
$2.12K - $2.75K
|
31
$1.59K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
29+ 45.31% |
$1.99K - $2.57K
|
93
$4.76K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
16+ 35.56% |
$1.1K - $1.42K
|
61
$3.12K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$1.03K - $1.33K
|
15
$767
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10New |
$685 - $887
|
10
$511
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8New |
$548 - $709
|
8
$409
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
6+ 0.37% |
$411 - $532
|
1.64K
$83.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$342 - $443
|
5
$256
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$205 - $266
|
3
$153
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 1.59% |
$205 - $266
|
192
$9.82K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 0.74% |
$205 - $266
|
411
$21K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$68.5 - $88.7
|
1
$51.1
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$68.5 - $88.7
|
1
$51.1
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
113K+ 85.6% |
$7.18M - $9.39M
|
244K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Emmett Investment Management, LP
New York, NY |
BUY
|
- |
53.8KNew |
$3.43M - $4.49M
|
53.8K
$2.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
46.7KNew |
$2.98M - $3.9M
|
46.7K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
12.2KNew |
$780K - $1.02M
|
12.2K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
11.8KNew |
$754K - $987K
|
11.8K
$605K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.84K+ 20.6% |
$436K - $570K
|
40K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.83KNew |
$308K - $403K
|
4.83K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
3.52KNew |
$225K - $294K
|
3.52K
$180K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.41KNew |
$218K - $285K
|
3.41K
$175K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.93KNew |
$187K - $244K
|
2.93K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.9KNew |
$185K - $242K
|
2.9K
$148K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
2.87KNew |
$183K - $240K
|
2.87K
$147K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.75KNew |
$175K - $229K
|
2.75K
$141K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.68KNew |
$171K - $224K
|
2.68K
$137K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
2.65KNew |
$169K - $221K
|
2.65K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
2.49KNew |
$159K - $208K
|
2.49K
$127K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.35KNew |
$86.1K - $113K
|
1.35K
$69K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
735New |
$46.9K - $61.3K
|
735
$37.6K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
470New |
$30K - $39.2K
|
470
$24K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
367+ 193.16% |
$23.4K - $30.6K
|
557
$28.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
193New |
$12.3K - $16.1K
|
193
$9.87K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
191New |
$12.2K - $15.9K
|
191
$9.77K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
59+ 7.93% |
$3.76K - $4.92K
|
803
$41.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
36New |
$2.3K - $3K
|
36
$1.84K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$63.8 - $83.4
|
1
$51.1
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
133K+ 517.4% |
$8.57M - $11.4M
|
159K
$8.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
56.9KNew |
$3.67M - $4.89M
|
56.9K
$2.91M
|
|