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 $3.52 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
55
shares
|
$4,098
0.0% of portfolio
|
Q1 2024
New holding
|
|
Manchester Capital Management LLC
Manchester, VT |
May 06, 2024 Q1 2024 |
46
shares
|
$3,427
0.0% of portfolio
|
Q4 2023
Reduced 43.9%
|
|
Wealth Collab, LLC
Bellevue, WA |
May 10, 2024 Q1 2024 |
45
shares
|
$3,353
0.0% of portfolio
|
Q4 2023
New holding
|
|
Hexagon Capital Partners LLC
|
Apr 18, 2024 Q1 2024 |
42
shares
|
$3,129
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
41
shares
|
$3,055
0.0% of portfolio
|
Q1 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
26
shares
|
$1,937
0.0% of portfolio
|
Q1 2023
Reduced 71.11%
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
26
shares
|
$1,937
0.0% of portfolio
|
Q2 2024
Reduced 16.13%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$1,863
0.0% of portfolio
|
Q3 2023
New holding
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
21
shares
|
$1,564
0.0% of portfolio
|
Q1 2024
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
19
shares
|
$1,415
0.0% of portfolio
|
Q1 2024
Reduced 17.39%
|
|
Quest Partners LLC
New York, NY |
May 09, 2024 Q1 2024 |
15
shares
|
$1,117
0.0% of portfolio
|
Q1 2024
Reduced 99.82%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
14
shares
|
$1,043
0.0% of portfolio
|
Q3 2023
New holding
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
13
shares
|
$968
0.0% of portfolio
|
Q3 2022
New holding
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
12
shares
|
$894
0.0% of portfolio
|
Q4 2023
Reduced 7.69%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
11
shares
|
$819
0.0% of portfolio
|
Q3 2022
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
8
shares
|
$596
0.0% of portfolio
|
Q3 2023
Added 14.29%
|
|
Riggs Asset Managment Co. Inc.
|
May 03, 2024 Q1 2024 |
6
shares
|
$447
0.0% of portfolio
|
Q1 2024
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
5
shares
|
$372
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bokf, Na
Tulsa, OK |
May 15, 2024 Q1 2024 |
5
shares
|
$372
0.0% of portfolio
|
Q3 2023
New holding
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
5
shares
|
$372
0.0% of portfolio
|
Q2 2023
New holding
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
3
shares
|
$223
0.0% of portfolio
|
Q1 2024
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
3
shares
|
$223
0.0% of portfolio
|
Q3 2023
New holding
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2024 Q1 2024 |
3
shares
|
$223
0.0% of portfolio
|
Q1 2024
Reduced 99.96%
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
1
shares
|
$74
0.0% of portfolio
|
Q1 2024
Reduced 99.98%
|