Institutional Ownership Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ). We have compiled data on the 294 institutions that hold shares in the stock, with a total of 47.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,796
shares
|
$145,098
0.0% of portfolio
|
Q3 2024
Added 16.1%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,698
shares
|
$137,181
0.0% of portfolio
|
Q3 2024
Reduced 21.93%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
1,684
shares
|
$136,050
0.0% of portfolio
|
Q2 2024
Added 4.08%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,650
shares
|
$133,303
0.01% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
1,553
shares
|
$125,466
0.0% of portfolio
|
Q3 2024
Added 29.74%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,108
shares
|
$89,515
0.0% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,094
shares
|
$88,384
0.02% of portfolio
|
Q3 2024
Added 6335.29%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,071
shares
|
$86,526
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
961
shares
|
$77,639
0.0% of portfolio
|
Q3 2024
Added 55.75%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
875
shares
|
$70,691
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
755
shares
|
$60,996
0.0% of portfolio
|
Q1 2024
Reduced 16.57%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
750
shares
|
$60,592
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
744
shares
|
$60,107
0.0% of portfolio
|
Q3 2024
Added 54.04%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
500
shares
|
$40,395
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
500
shares
|
$40,395
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
500
shares
|
$40,395
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
406
shares
|
$32,800
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
375
shares
|
$30,296
0.02% of portfolio
|
Q3 2024
Reduced 39.42%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
368
shares
|
$29,730
0.0% of portfolio
|
Q3 2024
Added 142.11%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
293
shares
|
$23,671
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
281
shares
|
$22,701
0.0% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
235
shares
|
$18,985
0.0% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
221
shares
|
$17,854
0.0% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
206
shares
|
$16,642
0.0% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
202
shares
|
$16,319
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|