Purchases and Sales Made in Q1 2023 in Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ) during Q1 2023. The information is specifically focused on institutions that hold shares of CBIZ, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.38K+ 13.27% |
$245K - $275K
|
45.9K
$3.59M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
5.27K+ 9.62% |
$240K - $269K
|
60K
$4.69M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.88K+ 67.46% |
$222K - $249K
|
12.1K
$947K
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.71K+ 6.29% |
$215K - $241K
|
79.6K
$6.22M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.4KNew |
$201K - $225K
|
4.4K
$344K
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.37K+ 9.91% |
$199K - $223K
|
48.4K
$3.78M
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
4.35K+ 27.44% |
$198K - $222K
|
20.2K
$1.58M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.63K+ 522.88% |
$166K - $186K
|
4.33K
$338K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.49K+ 16.83% |
$159K - $178K
|
24.2K
$1.89M
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.36K+ 21.39% |
$153K - $172K
|
19.1K
$1.49M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.1K+ 51.97% |
$141K - $158K
|
9.05K
$708K
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
2.9KNew |
$132K - $148K
|
2.9K
$227K
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.75K+ 18.35% |
$125K - $141K
|
17.7K
$1.39M
|
|
Apr 13, 2023
Q1 2023
|
Laurus Investment Counsel Inc.
|
BUY
|
- |
2.34K+ 4.42% |
$107K - $120K
|
55.3K
$4.32M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.21K+ 10.53% |
$101K - $113K
|
23.2K
$1.82M
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2K+ 25.0% |
$91.2K - $102K
|
10K
$782K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.85KNew |
$84.4K - $94.5K
|
1.85K
$145K
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.68K+ 15.95% |
$76.4K - $85.6K
|
12.2K
$952K
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.66K+ 382.26% |
$75.7K - $84.8K
|
2.09K
$164K
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.59K+ 1.26% |
$72.4K - $81.1K
|
127K
$9.93M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.24K+ 18.2% |
$56.4K - $63.2K
|
8.03K
$628K
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.2KNew |
$54.7K - $61.3K
|
1.2K
$93.8K
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.18K+ 5.67% |
$53.9K - $60.5K
|
22K
$1.72M
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.12KNew |
$51K - $57.1K
|
1.12K
$87.4K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
970+ 2.38% |
$44.2K - $49.6K
|
41.7K
$3.26M
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
922+ 1.94% |
$42K - $47.1K
|
48.5K
$3.79M
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
780+ 6.14% |
$35.6K - $39.9K
|
13.5K
$1.05M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
725New |
$33.1K - $37K
|
725
$56.7K
|
|
Apr 20, 2023
Q1 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
664+ 0.12% |
$30.3K - $33.9K
|
566K
$44.2M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
521+ 2.86% |
$23.8K - $26.6K
|
18.7K
$1.46M
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
495+ 9.87% |
$22.6K - $25.3K
|
5.51K
$431K
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
345+ 4.98% |
$15.7K - $17.6K
|
7.28K
$569K
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
258+ 2.96% |
$11.8K - $13.2K
|
8.98K
$702K
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
225+ 2.47% |
$10.3K - $11.5K
|
9.35K
$731K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
221+ 2.14% |
$10.1K - $11.3K
|
10.6K
$825K
|
|
May 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
BUY
|
- |
219+ 0.39% |
$9.99K - $11.2K
|
56K
$4.37M
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
200+ 0.58% |
$9.12K - $10.2K
|
34.4K
$2.69M
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
197+ 1.51% |
$8.98K - $10.1K
|
13.3K
$1.04M
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
195+ 0.71% |
$8.89K - $9.96K
|
27.6K
$2.16M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
191+ 248.05% |
$8.71K - $9.76K
|
268
$20.9K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
190+ 16.14% |
$8.66K - $9.71K
|
1.37K
$107K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
189New |
$8.62K - $9.66K
|
189
$14.8K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
175+ 60.76% |
$7.98K - $8.94K
|
463
$36.2K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
174+ 55.41% |
$7.93K - $8.89K
|
488
$38.1K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
164+ 0.72% |
$7.48K - $8.38K
|
22.8K
$1.78M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
141+ 2.64% |
$6.43K - $7.21K
|
5.49K
$429K
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
114+ 1.76% |
$5.2K - $5.83K
|
6.58K
$515K
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
87+ 0.45% |
$3.97K - $4.45K
|
19.4K
$1.52M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
85New |
$3.88K - $4.34K
|
85
$6.64K
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
82+ 1.19% |
$3.74K - $4.19K
|
7K
$547K
|