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
Feb 08, 2024 Q4 2023	Brown Advisory Inc	BUY	-	23.1K New	$1.16M - $1.45M	23.1K $1.89M
Mar 21, 2024 Q4 2023	Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6	BUY	-	16K New	$802K - $1M	16K $1.31M
Feb 12, 2024 Q4 2023	Dodds Wealth, LLC Greenwood Village, CO	BUY	-	8.74K New	$438K - $549K	8.74K $715K
Jul 16, 2024 Q4 2023	Axa S.A. Paris, I0	BUY	-	6.92K + 31.72%	$347K - $434K	28.7K $2.35M
Jan 29, 2024 Q4 2023	Sawtooth Solutions, LLC	BUY	-	3.81K New	$191K - $239K	3.81K $311K
Feb 14, 2024 Q4 2023	Susquehanna Portfolio Strategies, LLC Bala Cynwyd, PA	BUY	-	3.42K New	$171K - $215K	3.42K $280K
Feb 06, 2024 Q4 2023	Welch & Forbes LLC	BUY	-	3.38K New	$170K - $212K	3.38K $277K
Feb 12, 2024 Q4 2023	Acorn Creek Capital LLC Fort Collins, CO	BUY	-	3.25K New	$163K - $204K	3.25K $266K
Feb 09, 2024 Q4 2023	Aigen Investment Management, LP	BUY	-	2.64K + 62.53%	$132K - $166K	6.87K $562K
Feb 14, 2024 Q4 2023	West Tower Group, LLC Richmond, VA	BUY	-	134 New	$6.72K - $8.41K	134 $11K
Feb 09, 2024 Q4 2023	Advisory Services Network, LLC	BUY	-	100 New	$5.01K - $6.28K	100 $8.18K
Feb 09, 2024 Q4 2023	Crewe Advisors LLC	BUY	-	77 New	$3.86K - $4.83K	77 $6.3K
Apr 03, 2024 Q4 2023	Wealth Collab, LLC Bellevue, WA	BUY	-	45 New	$2.26K - $2.82K	45 $3.68K
Jan 19, 2024 Q4 2023	Advisor Net Financial, Inc	BUY	-	2 + 33.33%	$100 - $126	8 $654
Q3 2023
Nov 13, 2024 Q3 2023	Norges Bank Oslo, Q8	BUY	-	368K New	$18.9M - $20.9M	368K $30.1M
Nov 09, 2023 Q3 2023	Skandinaviska Enskilda Banken Ab (Publ) Stockholm, V7	BUY	-	11.2K + 100.0%	$576K - $635K	22.4K $1.83M
Jan 02, 2024 Q3 2023	Virginia Retirement Systems Et Al Richmond, VA	BUY	-	8.1K New	$417K - $459K	8.1K $662K
Nov 13, 2023 Q3 2023	Capstone Investment Advisors, LLC New York, NY	BUY	-	7.69K New	$396K - $436K	7.69K $629K
Nov 14, 2023 Q3 2023	Flaharty Asset Management, LLC	BUY	-	3.49K New	$180K - $198K	3.49K $286K
Nov 17, 2023 Q3 2023	Diversified Trust CO	BUY	-	251 + 2.61%	$12.9K - $14.2K	9.88K $808K
Nov 07, 2023 Q3 2023	Mitsubishi Ufj Kokusai Asset Management Co., Ltd.	BUY	-	144 New	$7.41K - $8.17K	144 $11.8K
Oct 20, 2023 Q3 2023	Steward Financial Group LLC	BUY	-	25 New	$1.29K - $1.42K	25 $2.04K
Nov 14, 2023 Q3 2023	Bokf, Na Tulsa, OK	BUY	-	5 New	$257 - $284	5 $409
Oct 13, 2023 Q3 2023	Global Retirement Partners, LLC	BUY	-	3 New	$154 - $170	3 $245
Oct 17, 2023 Q3 2023	Sjs Investment Consulting Inc. Sylvania, OH	BUY	-	1 + 14.29%	$51.5 - $56.7	8 $654
Q2 2023
Aug 03, 2023 Q2 2023	Illinois Municipal Retirement Fund	BUY	-	17.1K New	$828K - $934K	17.1K $1.4M
Jul 27, 2023 Q2 2023	Ea Series Trust Havertown, PA	BUY	-	9.53K New	$461K - $520K	9.53K $779K
Aug 08, 2023 Q2 2023	Column Capital Advisors, LLC	BUY	-	3.21K + 27.76%	$156K - $175K	14.8K $1.21M
Aug 11, 2023 Q2 2023	Pine Bridge Investments, L.P.	BUY	-	403 + 53.31%	$19.5K - $22K	1.16K $94.8K
Aug 14, 2023 Q2 2023	Silicon Valley Capital Partners	BUY	-	293 New	$14.2K - $16K	293 $24K
Aug 11, 2023 Q2 2023	Ci Investments Inc. Toronto, A6	BUY	-	68 New	$3.29K - $3.71K	68 $5.56K
Aug 10, 2023 Q2 2023	Pictet Asset Management Sa Geneva 73, V8	BUY	-	32 + 0.51%	$1.55K - $1.75K	6.29K $515K
Aug 15, 2023 Q2 2023	Zacks Investment Management Chicago, IL	BUY	-	15 + 0.11%	$726 - $819	13.4K $1.1M
Jul 11, 2023 Q2 2023	Gradient Investments LLC	BUY	-	1 New	$48.4 - $54.6	1 $81.8
Jul 10, 2023 Q2 2023	Disciplined Investments, LLC Tulsa, OK	BUY	-	1 + 25.0%	$48.4 - $54.6	5 $409
Q1 2023
May 09, 2023 Q1 2023	Bank Of New York Mellon Corp New York, NY	BUY	-	216K New	$9.85M - $11M	216K $17.7M
Apr 19, 2023 Q1 2023	Proficio Capital Partners LLC Newton, MA	BUY	-	25.2K New	$1.15M - $1.29M	25.2K $2.06M
Jun 13, 2024 Q1 2023	Bank Of Montreal Toronto, A6	BUY	-	4.4K New	$201K - $225K	4.4K $360K
May 12, 2023 Q1 2023	Systematic Financial Management LP Teaneck, NJ	BUY	-	2.9K New	$132K - $148K	2.9K $237K
May 15, 2023 Q1 2023	Systematic Alpha Investments, LLC Princeton, NJ	BUY	-	1.12K New	$51K - $57.1K	1.12K $91.4K
Apr 12, 2023 Q1 2023	Private Trust CO Na	BUY	-	85 New	$3.88K - $4.34K	85 $6.95K
May 03, 2023 Q1 2023	Guardian Wealth Advisors, LLC Bloomington, MN	BUY	-	1 New	$45.6 - $51.1	1 $81.8
Q4 2022
Feb 14, 2023 Q4 2022	Graham Capital Management, L.P. Rowayton, CT	BUY	-	32.2K New	$1.41M - $1.63M	32.2K $2.63M
Feb 14, 2023 Q4 2022	Pdt Partners, LLC New York, NY	BUY	-	10.8K New	$472K - $545K	10.8K $882K
Feb 14, 2023 Q4 2022	Centiva Capital, LP New York, NY	BUY	-	5.67K New	$248K - $286K	5.67K $463K
Feb 14, 2023 Q4 2022	Mill Creek Capital Advisors, LLC Conshohocken, PA	BUY	-	5.14K New	$225K - $259K	5.14K $420K
Feb 10, 2023 Q4 2022	Peak6 Investments LLC Chicago, IL	BUY	PUT	4.3K + 63.24%	$188K - $217K	11.1K $908K
Jan 11, 2023 Q4 2022	Mc Elhenny Sheffield Capital Management, LLC	BUY	-	1K New	$43.8K - $50.5K	1K $81.8K
Feb 13, 2023 Q4 2022	Cassady Schiller Wealth Management, LLC Cincinnati, OH	BUY	-	500 New	$21.9K - $25.3K	500 $40.9K
Feb 08, 2023 Q4 2022	Belpointe Asset Management LLC	BUY	-	142 New	$6.22K - $7.17K	142 $11.6K

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Latest Institutional Purchases of Cbiz, Inc. (CBZ)

23.1K

16K

8.74K

6.92K

3.81K

3.42K

3.38K

3.25K

2.64K

134

100

77

45

2

368K

11.2K

8.1K

7.69K

3.49K

251

144

25

5

3

1

17.1K

9.53K

3.21K

403

293

68

32

15

1

1

216K

25.2K

4.4K

2.9K

1.12K

85

1

32.2K

10.8K

5.67K

5.14K

4.3K

1K

500

142

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