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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$1,947
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
20
shares
|
$1,557
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
18
shares
|
$1,402
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
14
shares
|
$1,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
14
shares
|
$1,090
0.0% of portfolio
|
Q3 2024
Reduced 62.16%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
13
shares
|
$1,012
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
12
shares
|
$934
0.0% of portfolio
|
Q3 2024
Reduced 53.85%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
11
shares
|
$856
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
11
shares
|
$856
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
11
shares
|
$856
0.0% of portfolio
|
Q3 2024
Reduced 99.81%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
9
shares
|
$701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
8
shares
|
$623
0.0% of portfolio
|
Q3 2023
Added 14.29%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
7
shares
|
$545
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
6
shares
|
$467
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
5
shares
|
$389
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3
shares
|
$233
0.0% of portfolio
|
Q3 2024
New holding
|