Purchases and Sales Made in Q1 2024 in Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ) during Q1 2024. 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 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
3.16K+ 23.09% |
$192K - $248K
|
16.8K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.14KNew |
$191K - $247K
|
3.14K
$257K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.1K+ 0.62% |
$188K - $243K
|
506K
$41.4M
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
3KNew |
$182K - $236K
|
3K
$245K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.97KNew |
$180K - $233K
|
2.97K
$243K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.9KNew |
$176K - $228K
|
2.9K
$237K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
2.9KNew |
$176K - $227K
|
2.9K
$237K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.84K+ 4.52% |
$173K - $223K
|
65.7K
$5.38M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.55KNew |
$155K - $200K
|
2.55K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
2.55KNew |
$155K - $200K
|
2.55K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.47K+ 10.1% |
$150K - $194K
|
26.9K
$2.2M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.38K+ 3.46% |
$144K - $187K
|
71.2K
$5.82M
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.2KNew |
$134K - $173K
|
2.2K
$180K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.13KNew |
$129K - $167K
|
2.13K
$174K
|
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.11K+ 4.31% |
$128K - $166K
|
51.2K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.63KNew |
$98.8K - $128K
|
1.63K
$133K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.47K+ 3.63% |
$89.4K - $116K
|
42K
$3.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.13K+ 2.67% |
$68.6K - $88.7K
|
43.5K
$3.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Fenimore Asset Management Inc
|
BUY
|
- |
950+ 0.18% |
$57.7K - $74.6K
|
527K
$43.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
BUY
|
- |
879+ 1.76% |
$53.4K - $69K
|
51K
$4.17M
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
872+ 3.11% |
$52.9K - $68.5K
|
28.9K
$2.37M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
754+ 22.44% |
$45.8K - $59.2K
|
4.11K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
713+ 0.57% |
$43.3K - $56K
|
126K
$10.3M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
693New |
$42.1K - $54.4K
|
693
$56.7K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
678+ 8.54% |
$41.2K - $53.2K
|
8.62K
$705K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
655+ 120.85% |
$39.8K - $51.4K
|
1.2K
$97.9K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
650+ 9.09% |
$39.5K - $51K
|
7.8K
$638K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
587+ 11.0% |
$35.6K - $46.1K
|
5.92K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
563+ 17.84% |
$34.2K - $44.2K
|
3.72K
$304K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
506+ 8.71% |
$30.7K - $39.7K
|
6.32K
$517K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
500New |
$30.4K - $39.3K
|
500
$40.9K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
492+ 15.13% |
$29.9K - $38.6K
|
3.74K
$306K
|
|
|
Apr 12, 2024
Q1 2024
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
359+ 0.79% |
$21.8K - $28.2K
|
45.8K
$3.75M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
311+ 0.72% |
$18.9K - $24.4K
|
43.7K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
286+ 5.62% |
$17.4K - $22.5K
|
5.38K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
246+ 4.35% |
$14.9K - $19.3K
|
5.9K
$483K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
221+ 45.47% |
$13.4K - $17.3K
|
707
$57.8K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
186+ 320.69% |
$11.3K - $14.6K
|
244
$20K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
178+ 0.25% |
$10.8K - $14K
|
70.2K
$5.75M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
152+ 62.81% |
$9.23K - $11.9K
|
394
$32.2K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
106+ 173.77% |
$6.43K - $8.32K
|
167
$13.7K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100+ 1.53% |
$6.07K - $7.85K
|
6.62K
$542K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
90New |
$5.46K - $7.07K
|
90
$7.36K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
64New |
$3.88K - $5.02K
|
64
$5.24K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
58+ 0.96% |
$3.52K - $4.55K
|
6.12K
$501K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
56+ 3.68% |
$3.4K - $4.4K
|
1.58K
$129K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
55New |
$3.34K - $4.32K
|
55
$4.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
53+ 0.75% |
$3.22K - $4.16K
|
7.09K
$580K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
52+ 133.33% |
$3.16K - $4.08K
|
91
$7.44K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
44+ 0.28% |
$2.67K - $3.45K
|
15.7K
$1.29M
|