Institutional Ownership Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ). We have compiled data on the 277 institutions that hold shares in the stock, with a total of 47.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.56 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Federated Hermes, Inc.
Pittsburgh, PA |
May 14, 2024 Q1 2024 |
510
shares
|
$38,005
0.0% of portfolio
|
Q1 2024
Reduced 34.53%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
500
shares
|
$37,260
0.02% of portfolio
|
Q4 2022
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
500
shares
|
$37,260
0.0% of portfolio
|
Q4 2019
New holding
|
|
Trust CO
|
Apr 11, 2024 Q1 2024 |
500
shares
|
$37,260
0.01% of portfolio
|
Q1 2024
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
406
shares
|
$30,255
0.01% of portfolio
|
Q1 2021
New holding
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
394
shares
|
$29,360
0.01% of portfolio
|
Q1 2024
Added 62.81%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
300
shares
|
$22,356
0.0% of portfolio
|
Q1 2024
Reduced 16.43%
|
|
Silicon Valley Capital Partners
|
Apr 29, 2024 Q1 2024 |
293
shares
|
$21,834
0.0% of portfolio
|
Q2 2023
New holding
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
244
shares
|
$18,182
0.0% of portfolio
|
Q1 2024
Added 320.69%
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Apr 26, 2024 Q1 2024 |
240
shares
|
$17,884
0.0% of portfolio
|
Q1 2024
Added 10.6%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
221
shares
|
$16,468
0.0% of portfolio
|
Q1 2024
Added 11.06%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 15, 2024 Q1 2024 |
202
shares
|
$15,053
0.0% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
189
shares
|
$14,084
0.0% of portfolio
|
Q4 2023
Reduced 5.97%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
188
shares
|
$14,009
0.0% of portfolio
|
Q4 2023
New holding
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
167
shares
|
$12,444
0.0% of portfolio
|
Q2 2023
Reduced 6.6%
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 09, 2024 Q1 2024 |
144
shares
|
$10,730
0.0% of portfolio
|
Q3 2023
New holding
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
126
shares
|
$9,389
0.0% of portfolio
|
Q4 2022
Reduced 19.75%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
125
shares
|
$9,315
0.0% of portfolio
|
Q2 2024
Added 101.61%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
110
shares
|
$8,197
0.0% of portfolio
|
Q4 2023
New holding
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 02, 2024 Q2 2024 |
104
shares
|
$7,750
0.0% of portfolio
|
Q1 2024
Reduced 18.11%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
91
shares
|
$6,781
0.0% of portfolio
|
Q1 2024
Added 133.33%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
90
shares
|
$6,706
0.0% of portfolio
|
Q1 2024
New holding
|
|
Quarry LP
New York, NY |
May 15, 2024 Q1 2024 |
79
shares
|
$5,887
0.0% of portfolio
|
Q1 2024
Reduced 67.36%
|
|
Crewe Advisors LLC
|
May 13, 2024 Q1 2024 |
77
shares
|
$5,738
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
64
shares
|
$4,769
0.0% of portfolio
|
Q1 2024
New holding
|