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 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
72New |
$3.28K - $3.68K
|
72
$5.61K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
67+ 1.1% |
$3.06K - $3.42K
|
6.18K
$482K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
65+ 2.21% |
$2.96K - $3.32K
|
3.01K
$234K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
64+ 206.45% |
$2.92K - $3.27K
|
95
$7.4K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
57+ 0.29% |
$2.6K - $2.91K
|
19.6K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53+ 4.39% |
$2.42K - $2.71K
|
1.26K
$98.1K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
44+ 0.79% |
$2.01K - $2.25K
|
5.63K
$438K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18New |
$821 - $920
|
18
$1.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 4.15% |
$365 - $409
|
201
$15.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 33.33% |
$45.6 - $51.1
|
4
$312
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 9.09% |
$45.6 - $51.1
|
12
$935
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$45.6 - $51.1
|
1
$77.9
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 1.2% |
$45.6 - $51.1
|
82
$6.39K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 28.57% |
$91.2 - $102
|
5
$390
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4- 3.64% |
$182 - $204
|
106
$8.26K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-5- 0.09% |
$228 - $256
|
5.76K
$449K
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-22- 0.02% |
$1K - $1.12K
|
112K
$8.74M
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-22- 0.02% |
$1K - $1.12K
|
112K
$8.74M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-29- 1.69% |
$1.32K - $1.48K
|
1.69K
$131K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-47- 54.65% |
$2.14K - $2.4K
|
39
$3.04K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-48- 0.35% |
$2.19K - $2.45K
|
13.8K
$1.08M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-61- 36.53% |
$2.78K - $3.12K
|
106
$8.26K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-64- 31.07% |
$2.92K - $3.27K
|
142
$11.1K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64- 71.11% |
$2.92K - $3.27K
|
26
$2.03K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-113- 0.59% |
$5.15K - $5.77K
|
19.1K
$1.48M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-221- 3.18% |
$10.1K - $11.3K
|
6.73K
$525K
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
SELL
|
- |
-362- 1.64% |
$16.5K - $18.5K
|
21.6K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-451- 15.14% |
$20.6K - $23K
|
2.53K
$197K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-518- 0.76% |
$23.6K - $26.5K
|
67.3K
$5.25M
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-601- 9.75% |
$27.4K - $30.7K
|
5.57K
$434K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-860- 5.7% |
$39.2K - $43.9K
|
14.2K
$1.11M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-875Closed |
$39.9K - $44.7K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.11K- 14.31% |
$50.8K - $56.9K
|
6.67K
$520K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.34K- 22.83% |
$61.3K - $68.7K
|
4.54K
$354K
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.35K- 4.26% |
$61.4K - $68.8K
|
30.2K
$2.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-1.44K- 4.14% |
$65.7K - $73.6K
|
33.4K
$2.6M
|
|
|
May 11, 2023
Q1 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-1.47K- 2.06% |
$67K - $75.1K
|
69.8K
$5.44M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.48K- 13.48% |
$67.6K - $75.8K
|
9.52K
$742K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.51K- 11.65% |
$68.7K - $77K
|
11.4K
$890K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.51K- 6.97% |
$68.7K - $77K
|
20.1K
$1.57M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.61K- 2.71% |
$73.4K - $82.3K
|
57.8K
$4.5M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-1.93K- 13.42% |
$88K - $98.6K
|
12.5K
$970K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.14K- 24.95% |
$97.6K - $109K
|
6.44K
$502K
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-2.82K- 0.15% |
$129K - $144K
|
1.88M
$146M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.54K- 14.51% |
$161K - $181K
|
20.9K
$1.62M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.93K- 29.08% |
$179K - $201K
|
9.59K
$747K
|
|
|
May 04, 2023
Q1 2023
|
Royce & Associates LP
|
SELL
|
- |
-4.2K- 20.01% |
$192K - $215K
|
16.8K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.8K- 34.82% |
$219K - $245K
|
8.99K
$700K
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-6.52K- 0.9% |
$297K - $333K
|
716K
$55.8M
|