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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.28% |
$43.8 - $50.5
|
364
$28.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.5KNew |
$498K - $599K
|
12.5K
$989K
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
7KNew |
$279K - $336K
|
7K
$554K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.13KNew |
$125K - $150K
|
3.13K
$248K
|
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
600+ 8.39% |
$23.9K - $28.8K
|
7.75K
$614K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
40New |
$1.6K - $1.92K
|
40
$3.17K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
22New |
$878 - $1.06K
|
22
$1.74K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13New |
$519 - $624
|
13
$1.03K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11New |
$439 - $528
|
11
$871
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4New |
$160 - $192
|
4
$317
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
17.6KNew |
$653K - $769K
|
17.6K
$1.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Sg Capital Management LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$583K - $686K
|
15.7K
$1.24M
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5.85KNew |
$217K - $256K
|
5.85K
$463K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
373New |
$13.9K - $16.3K
|
373
$29.5K
|
|
| Q4 2021 | |||||||
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
11KNew |
$364K - $442K
|
11K
$871K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
212New |
$6.53K - $7.31K
|
212
$16.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
16New |
$492 - $552
|
16
$1.27K
|
|
| Q1 2021 | |||||||
|
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
406New |
$10.4K - $13.8K
|
406
$32.1K
|
|
| Q4 2020 | |||||||
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
35.8KNew |
$801K - $961K
|
35.8K
$2.84M
|
|
|
Dec 01, 2022
Q4 2020
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
14.2KNew |
$318K - $381K
|
14.2K
$1.12M
|
|
|
Mar 02, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$224K - $268K
|
10K
$792K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
32.1KNew |
$554K - $915K
|
32.1K
$2.54M
|
|
| Q4 2019 | |||||||
|
Nov 23, 2022
Q4 2019
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
12.5KNew |
$289K - $351K
|
12.5K
$990K
|
|
|
Feb 14, 2020
Q4 2019
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500New |
$11.6K - $14.1K
|
500
$39.6K
|
|
| Q3 2019 | |||||||
|
Oct 17, 2019
Q3 2019
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
9.02KNew |
$177K - $222K
|
9.02K
$714K
|
|
|
Nov 22, 2024
Q3 2019
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
30.5KNew |
$658K - $741K
|
30.5K
$2.42M
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.63K+ 2308.92% |
$56.9K - $70.3K
|
3.78K
$299K
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.3KNew |
$19.2K - $22.4K
|
1.3K
$103K
|
|