Latest Institutional Purchases of Cbiz, Inc. (CBZ)

CBZ Quotes by TradingView

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
Nov 08, 2024 Q3 2024
Moran Wealth Management, LLC

Naples, FL
BUY
 -
2.04K
+ 35.85%
$132K - $176K
7.75K $567K
Nov 12, 2024 Q3 2024
Acadian Asset Management LLC

Boston, MA
BUY
 -
1.07K
New
$69.1K - $92.1K
1.07K $78.4K
Nov 14, 2024 Q3 2024
Nbt Bank N A

BUY
 -
750
New
$48.4K - $64.5K
750 $54.9K
Nov 14, 2024 Q3 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
147
+ 2.78%
$9.48K - $12.6K
5.44K $398K
Nov 13, 2024 Q3 2024
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
111
New
$7.16K - $9.55K
111 $8.13K
Oct 28, 2024 Q3 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
60
+ 54.55%
$3.87K - $5.16K
170 $12.4K
Nov 06, 2024 Q3 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
47
New
$3.03K - $4.04K
47 $3.44K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
42
New
$2.71K - $3.61K
42 $3.08K
Oct 17, 2024 Q3 2024
Riverview Trust CO

BUY
 -
11
New
$710 - $946
11 $806
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
3
New
$194 - $258
3 $220
Q2 2024
Aug 12, 2024 Q2 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
115K
New
$8.21M - $9.11M
115K $8.45M
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
85.6K
+ 2.48%
$6.09M - $6.76M
3.53M $259M
Aug 13, 2024 Q2 2024
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
BUY
 -
31.2K
New
$2.22M - $2.46M
31.2K $2.28M
Feb 25, 2025 Q2 2024
Axa S.A.

Paris, I0
BUY
 -
21.8K
New
$1.55M - $1.72M
21.8K $1.6M
Aug 12, 2024 Q2 2024
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
17.3K
+ 7218.33%
$1.23M - $1.37M
17.6K $1.29M
Aug 13, 2024 Q2 2024
Harvest Investment Services, LLC

BUY
 -
6.5K
New
$463K - $513K
6.5K $476K
Aug 09, 2024 Q2 2024
Avantax Planning Partners, Inc.

BUY
 -
5K
New
$356K - $395K
5K $366K
Aug 08, 2024 Q2 2024
Thoroughbred Financial Services, LLC

BUY
 -
3.34K
New
$238K - $264K
3.34K $245K
Aug 07, 2024 Q2 2024
Two West Capital Advisors LLC

Overland Park, KS
BUY
 -
3.32K
New
$236K - $262K
3.32K $243K
Aug 14, 2024 Q2 2024
Nebula Research & Development LLC

New York, NY
BUY
 -
2.86K
New
$204K - $226K
2.86K $210K
Jul 29, 2024 Q2 2024
Ridgewood Investments LLC

BUY
 -
1.85K
New
$132K - $146K
1.85K $135K
Jul 29, 2024 Q2 2024
Panagora Asset Management Inc

Boston, MA
BUY
 -
1.75K
+ 5.59%
$124K - $138K
33.1K $2.42M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
203
New
$14.4K - $16K
203 $14.9K
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
18
New
$1.28K - $1.42K
18 $1.32K
Aug 12, 2024 Q2 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
4
+ 1.98%
$285 - $316
206 $15.1K
Q1 2024
May 14, 2025 Q1 2024
Norges Bank

Oslo, Q8
BUY
 -
293K
New
$17.8M - $23M
293K $21.4M
May 14, 2024 Q1 2024
Trexquant Investment LP

Stamford, CT
BUY
 -
38.9K
+ 299.81%
$2.36M - $3.05M
51.8K $3.8M
May 10, 2024 Q1 2024
Credit Suisse Ag

Zurich, V8
BUY
 -
8.67K
+ 23.46%
$526K - $681K
45.6K $3.34M
May 15, 2024 Q1 2024
Aquatic Capital Management LLC

Chicago, IL
BUY
 -
6.7K
+ 223.33%
$407K - $526K
9.7K $710K
May 15, 2024 Q1 2024
Aristides Capital LLC

Ottawa Hills, OH
BUY
 -
3.79K
New
$230K - $298K
3.79K $278K
Apr 11, 2024 Q1 2024
Sanders Morris Harris LLC

BUY
 -
3.4K
New
$206K - $267K
3.4K $249K
Apr 30, 2024 Q1 2024
Pinnacle Financial Partners Inc

BUY
 -
3.14K
New
$191K - $247K
3.14K $230K
May 01, 2024 Q1 2024
Cross Staff Investments Inc

BUY
 -
3K
New
$182K - $236K
3K $220K
May 09, 2024 Q1 2024
Sound View Wealth Advisors Group, LLC

BUY
 -
2.55K
New
$155K - $200K
2.55K $187K
Apr 11, 2024 Q1 2024
Trust CO

BUY
 -
500
New
$30.4K - $39.3K
500 $36.6K
May 01, 2024 Q1 2024
Creative Financial Designs Inc

BUY
 -
55
New
$3.34K - $4.32K
55 $4.03K
May 03, 2024 Q1 2024
Riggs Asset Managment Co. Inc.

BUY
 -
6
New
$364 - $471
6 $439
Q4 2023
Feb 14, 2024 Q4 2023
Old Mission Capital LLC

BUY
 -
23.8K
New
$1.19M - $1.49M
23.8K $1.74M
Feb 08, 2024 Q4 2023
Brown Advisory Inc

BUY
 -
23.1K
New
$1.16M - $1.45M
23.1K $1.69M
Mar 21, 2024 Q4 2023
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
BUY
 -
16K
New
$802K - $1M
16K $1.17M
Feb 12, 2024 Q4 2023
Dodds Wealth, LLC

Greenwood Village, CO
BUY
 -
8.74K
New
$438K - $549K
8.74K $640K
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
3.81K
New
$191K - $239K
3.81K $279K
Feb 14, 2024 Q4 2023
Susquehanna Portfolio Strategies, LLC

Bala Cynwyd, PA
BUY
 -
3.42K
New
$171K - $215K
3.42K $250K
Feb 12, 2024 Q4 2023
Acorn Creek Capital LLC

Fort Collins, CO
BUY
 -
3.25K
New
$163K - $204K
3.25K $238K
Feb 09, 2024 Q4 2023
Aigen Investment Management, LP

BUY
 -
2.64K
+ 62.53%
$132K - $166K
6.87K $503K
Feb 14, 2024 Q4 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
134
New
$6.72K - $8.41K
134 $9.81K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
100
New
$5.01K - $6.28K
100 $7.32K
Feb 09, 2024 Q4 2023
Crewe Advisors LLC

BUY
 -
77
New
$3.86K - $4.83K
77 $5.64K
Q3 2023
Nov 09, 2023 Q3 2023
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
BUY
 -
11.2K
+ 100.0%
$576K - $635K
22.4K $1.64M

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