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
Jan 02, 2024 Q3 2023
Virginia Retirement Systems Et Al

Richmond, VA
BUY
 -
8.1K
New
$417K - $459K
8.1K $593K
Nov 13, 2023 Q3 2023
Capstone Investment Advisors, LLC

New York, NY
BUY
 -
7.69K
New
$396K - $436K
7.69K $563K
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
3.49K
New
$180K - $198K
3.49K $256K
Nov 17, 2023 Q3 2023
Diversified Trust CO

BUY
 -
251
+ 2.61%
$12.9K - $14.2K
9.88K $724K
Nov 07, 2023 Q3 2023
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.

BUY
 -
144
New
$7.41K - $8.17K
144 $10.5K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
25
New
$1.29K - $1.42K
25 $1.83K
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
BUY
 -
5
New
$257 - $284
5 $366
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
3
New
$154 - $170
3 $220
Q2 2023
Aug 03, 2023 Q2 2023
Illinois Municipal Retirement Fund

BUY
 -
17.1K
New
$828K - $934K
17.1K $1.25M
Jul 27, 2023 Q2 2023
Ea Series Trust

Havertown, PA
BUY
 -
9.53K
New
$461K - $520K
9.53K $698K
Aug 11, 2023 Q2 2023
Pine Bridge Investments, L.P.

BUY
 -
403
+ 53.31%
$19.5K - $22K
1.16K $84.9K
Aug 14, 2023 Q2 2023
Silicon Valley Capital Partners

BUY
 -
293
New
$14.2K - $16K
293 $21.5K
Aug 11, 2023 Q2 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
68
New
$3.29K - $3.71K
68 $4.98K
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
32
+ 0.51%
$1.55K - $1.75K
6.29K $461K
Aug 15, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
15
+ 0.11%
$726 - $819
13.4K $982K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
1
New
$48.4 - $54.6
1 $73.2
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
1
+ 25.0%
$48.4 - $54.6
5 $366
Q1 2023
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
216K
New
$9.85M - $11M
216K $15.8M
May 12, 2023 Q1 2023
Systematic Financial Management LP

Teaneck, NJ
BUY
 -
2.9K
New
$132K - $148K
2.9K $212K
May 15, 2023 Q1 2023
Systematic Alpha Investments, LLC

Princeton, NJ
BUY
 -
1.12K
New
$51K - $57.1K
1.12K $81.9K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
85
New
$3.88K - $4.34K
85 $6.22K
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1
New
$45.6 - $51.1
1 $73.2
Q4 2022
Feb 14, 2023 Q4 2022
Graham Capital Management, L.P.

Rowayton, CT
BUY
 -
32.2K
New
$1.41M - $1.63M
32.2K $2.36M
Feb 14, 2023 Q4 2022
Pdt Partners, LLC

New York, NY
BUY
 -
10.8K
New
$472K - $545K
10.8K $790K
Feb 14, 2023 Q4 2022
Centiva Capital, LP

New York, NY
BUY
 -
5.67K
New
$248K - $286K
5.67K $415K
Feb 14, 2023 Q4 2022
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
5.14K
New
$225K - $259K
5.14K $376K
Feb 10, 2023 Q4 2022
Peak6 Investments LLC

Chicago, IL
BUY
 PUT
4.3K
+ 63.24%
$188K - $217K
11.1K $813K
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
500
New
$21.9K - $25.3K
500 $36.6K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
142
New
$6.22K - $7.17K
142 $10.4K
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
1
+ 0.28%
$43.8 - $50.5
364 $26.7K
Q3 2022
Nov 14, 2022 Q3 2022
Gsa Capital Partners LLP

London, X0
BUY
 -
12.5K
New
$498K - $599K
12.5K $914K
Nov 14, 2022 Q3 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
7K
New
$279K - $336K
7K $513K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
3.13K
New
$125K - $150K
3.13K $229K
Oct 21, 2022 Q3 2022
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
600
+ 8.39%
$23.9K - $28.8K
7.75K $567K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
40
New
$1.6K - $1.92K
40 $2.93K
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
22
New
$878 - $1.06K
22 $1.61K
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
13
New
$519 - $624
13 $952
Nov 09, 2022 Q3 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
11
New
$439 - $528
11 $806
Nov 15, 2022 Q3 2022
Ima Wealth, Inc.

Wichita, KS
BUY
 -
4
New
$160 - $192
4 $293
Q2 2022
Aug 15, 2022 Q2 2022
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
17.6K
New
$653K - $769K
17.6K $1.29M
Aug 08, 2022 Q2 2022
Stanley Laman Group, Ltd.

Berwyn, PA
BUY
 -
5.85K
New
$217K - $256K
5.85K $428K
Aug 11, 2022 Q2 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
373
New
$13.9K - $16.3K
373 $27.3K
Q4 2021
Jan 14, 2022 Q4 2021
Next Capital Management LLC

BUY
 -
11K
New
$364K - $442K
11K $806K
Q3 2021
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
212
New
$6.53K - $7.31K
212 $15.5K
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
16
New
$492 - $552
16 $1.17K
Q4 2020
Feb 03, 2021 Q4 2020
Compton Wealth Advisory Group, LLC

BUY
 -
35.8K
New
$801K - $961K
35.8K $2.62M
Dec 01, 2022 Q4 2020
Robeco Institutional Asset Management B.V.

BUY
 -
14.2K
New
$318K - $381K
14.2K $1.04M
Mar 02, 2021 Q4 2020
Rbf Capital, LLC

San Francisco, CA
BUY
 -
10K
New
$224K - $268K
10K $732K
Q1 2020
May 14, 2020 Q1 2020
Apg Asset Management N.V.

Amsterdam, P7
BUY
 -
32.1K
New
$554K - $915K
32.1K $2.35M

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