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 $3.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
197
shares
|
$15,344
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
190
shares
|
$14,799
0.0% of portfolio
|
Q3 2024
Reduced 59.83%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
180
shares
|
$14,020
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
170
shares
|
$13,241
0.0% of portfolio
|
Q3 2024
Added 54.55%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
147
shares
|
$11,449
0.0% of portfolio
|
Q3 2024
Added 818.75%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
144
shares
|
$11,216
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
126
shares
|
$9,814
0.0% of portfolio
|
Q4 2022
Reduced 19.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
111
shares
|
$8,645
0.0% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
111
shares
|
$8,645
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
109
shares
|
$8,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
104
shares
|
$8,100
0.0% of portfolio
|
Q1 2024
Reduced 18.11%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
100
shares
|
$7,789
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
85
shares
|
$6,620
0.0% of portfolio
|
Q3 2024
Added 325.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
80
shares
|
$6,231
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
76
shares
|
$5,919
0.0% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
64
shares
|
$4,984
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
51
shares
|
$3,972
0.0% of portfolio
|
Q2 2024
Added 920.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
49
shares
|
$3,816
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
47
shares
|
$3,660
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
46
shares
|
$3,582
0.0% of portfolio
|
Q4 2023
Reduced 43.9%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
45
shares
|
$3,505
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
42
shares
|
$3,271
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
41
shares
|
$3,193
0.0% of portfolio
|
Q3 2024
Added 70.83%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
40
shares
|
$3,115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
26
shares
|
$2,025
0.0% of portfolio
|
Q2 2024
Reduced 16.13%
|