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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.59K+ 145.76% |
$465K - $524K
|
16.2K
$1.21M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
9.53KNew |
$461K - $520K
|
9.53K
$710K
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.63KNew |
$224K - $253K
|
4.63K
$345K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 27.76% |
$156K - $175K
|
14.8K
$1.1M
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
403+ 53.31% |
$19.5K - $22K
|
1.16K
$86.4K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
293New |
$14.2K - $16K
|
293
$21.8K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
68New |
$3.29K - $3.71K
|
68
$5.07K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
32+ 0.51% |
$1.55K - $1.75K
|
6.29K
$469K
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
15+ 0.11% |
$726 - $819
|
13.4K
$999K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5New |
$242 - $273
|
5
$373
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$48.4 - $54.6
|
1
$74.5
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 25.0% |
$48.4 - $54.6
|
5
$373
|
|
Q1 2023 | |||||||
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
401KNew |
$18.3M - $20.5M
|
401K
$29.9M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
216KNew |
$9.85M - $11M
|
216K
$16.1M
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
25.2KNew |
$1.15M - $1.29M
|
25.2K
$1.88M
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.38K+ 13.27% |
$245K - $275K
|
45.9K
$3.42M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.4KNew |
$201K - $225K
|
4.4K
$328K
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
2.9KNew |
$132K - $148K
|
2.9K
$216K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.85KNew |
$84.4K - $94.5K
|
1.85K
$138K
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.12KNew |
$51K - $57.1K
|
1.12K
$83.3K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
85New |
$3.88K - $4.34K
|
85
$6.33K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
64+ 206.45% |
$2.92K - $3.27K
|
95
$7.08K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$45.6 - $51.1
|
1
$74.5
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
32.2KNew |
$1.41M - $1.63M
|
32.2K
$2.4M
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$472K - $545K
|
10.8K
$804K
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.67KNew |
$248K - $286K
|
5.67K
$422K
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
5.32K+ 2.14% |
$233K - $269K
|
254K
$18.9M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.14KNew |
$225K - $259K
|
5.14K
$383K
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
4.3K+ 63.24% |
$188K - $217K
|
11.1K
$827K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1KNew |
$43.8K - $50.5K
|
1K
$74.5K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
500New |
$21.9K - $25.3K
|
500
$37.3K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
142New |
$6.22K - $7.17K
|
142
$10.6K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.28% |
$43.8 - $50.5
|
364
$27.1K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
13.2KNew |
$528K - $636K
|
13.2K
$987K
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.5KNew |
$498K - $599K
|
12.5K
$930K
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
7KNew |
$279K - $336K
|
7K
$522K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.13KNew |
$125K - $150K
|
3.13K
$233K
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
600+ 8.39% |
$23.9K - $28.8K
|
7.75K
$577K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
40New |
$1.6K - $1.92K
|
40
$2.98K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
22New |
$878 - $1.06K
|
22
$1.64K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13New |
$519 - $624
|
13
$969
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11New |
$439 - $528
|
11
$820
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4New |
$160 - $192
|
4
$298
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
17.6KNew |
$653K - $769K
|
17.6K
$1.31M
|
|
Aug 15, 2022
Q2 2022
|
Sg Capital Management LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$583K - $686K
|
15.7K
$1.17M
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5.85KNew |
$217K - $256K
|
5.85K
$436K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
373New |
$13.9K - $16.3K
|
373
$27.8K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
43New |
$1.6K - $1.88K
|
43
$3.2K
|
|
Q4 2021 | |||||||
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
11KNew |
$364K - $442K
|
11K
$820K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
212New |
$6.53K - $7.31K
|
212
$15.8K
|