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 |
---|---|---|---|---|---|
Inspire Investing, LLC
Meridian, ID |
May 07, 2024 Q1 2024 |
4,567
shares
|
$340,332
0.04% of portfolio
|
Q1 2024
Reduced 25.66%
|
|
Landscape Capital Management, L.L.C.
|
May 09, 2024 Q1 2024 |
4,520
shares
|
$336,830
0.03% of portfolio
|
Q1 2024
New holding
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
4,500
shares
|
$335,340
0.0% of portfolio
|
Q1 2024
Reduced 28.56%
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
May 14, 2024 Q1 2024 |
4,285
shares
|
$319,318
0.06% of portfolio
|
Q1 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
4,114
shares
|
$306,575
0.0% of portfolio
|
Q1 2024
Added 22.44%
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 10, 2024 Q1 2024 |
4,035
shares
|
$300,688
0.06% of portfolio
|
Q1 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
3,970
shares
|
$295,844
0.0% of portfolio
|
Q1 2024
Reduced 5.92%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,805
shares
|
$283,548
0.01% of portfolio
|
Q4 2023
New holding
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 08, 2024 Q1 2024 |
3,795
shares
|
$282,803
0.01% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
3,795
shares
|
$282,803
0.01% of portfolio
|
Q1 2024
New holding
|
|
Aristides Capital LLC
Ottawa Hills, OH |
May 15, 2024 Q1 2024 |
3,793
shares
|
$282,654
0.13% of portfolio
|
Q1 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
3,743
shares
|
$278,928
0.0% of portfolio
|
Q1 2024
Added 15.13%
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 10, 2024 Q1 2024 |
3,720
shares
|
$277,214
0.0% of portfolio
|
Q4 2023
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
3,719
shares
|
$277,139
0.0% of portfolio
|
Q1 2024
Added 17.84%
|
|
Inceptionr LLC
Lafayette, CA |
May 09, 2024 Q1 2024 |
3,628
shares
|
$270,358
0.07% of portfolio
|
Q1 2024
New holding
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
3,616
shares
|
$269,464
0.0% of portfolio
|
Q1 2024
Reduced 5.86%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
3,594
shares
|
$267,824
0.0% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
Flaharty Asset Management, LLC
|
May 14, 2024 Q1 2024 |
3,492
shares
|
$260,223
0.04% of portfolio
|
Q3 2023
New holding
|
|
Sanders Morris Harris LLC
|
Apr 11, 2024 Q1 2024 |
3,400
shares
|
$253,368
0.05% of portfolio
|
Q1 2024
New holding
|
|
Welch & Forbes LLC
|
May 02, 2024 Q1 2024 |
3,383
shares
|
$252,101
0.0% of portfolio
|
Q4 2023
New holding
|
|
Xtx Topco LTD
London, X0 |
May 13, 2024 Q1 2024 |
3,316
shares
|
$247,108
0.04% of portfolio
|
Q1 2024
New holding
|
|
Compass Ion Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
3,297
shares
|
$245,692
0.04% of portfolio
|
Q4 2023
Reduced 15.4%
|
|
Pinnacle Financial Partners Inc
|
Apr 30, 2024 Q1 2024 |
3,142
shares
|
$234,141
0.01% of portfolio
|
Q1 2024
New holding
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,133
shares
|
$233,471
0.01% of portfolio
|
Q3 2022
New holding
|
|
Lazard Asset Management LLC
New York, NY |
May 14, 2024 Q1 2024 |
3,040
shares
|
$226,540
0.0% of portfolio
|
Q1 2024
Reduced 71.84%
|