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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
42New |
$2.55K - $3.3K
|
42
$3.44K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
41New |
$2.49K - $3.22K
|
41
$3.35K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
38+ 1.81% |
$2.31K - $2.98K
|
2.14K
$175K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
23+ 10.6% |
$1.4K - $1.81K
|
240
$19.6K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 11.06% |
$1.34K - $1.73K
|
221
$18.1K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21New |
$1.27K - $1.65K
|
21
$1.72K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
15+ 31.91% |
$911 - $1.18K
|
62
$5.07K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 2.04% |
$728 - $942
|
599
$49K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11+ 0.07% |
$668 - $864
|
16.1K
$1.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 40.91% |
$546 - $707
|
31
$2.54K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6New |
$364 - $471
|
6
$491
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4+ 0.07% |
$243 - $314
|
5.93K
$485K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3New |
$182 - $236
|
3
$245
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2+ 0.02% |
$121 - $157
|
9.81K
$803K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.49% |
$60.7 - $78.5
|
202
$16.5K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 17.39% |
$243 - $314
|
19
$1.55K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6- 0.06% |
$364 - $471
|
10.3K
$839K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-10- 0.26% |
$607 - $785
|
3.8K
$310K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-20- 0.02% |
$1.21K - $1.57K
|
85.6K
$7M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-23- 18.11% |
$1.4K - $1.81K
|
104
$8.51K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26- 0.14% |
$1.58K - $2.04K
|
18.9K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-32- 0.88% |
$1.94K - $2.51K
|
3.59K
$294K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-59- 16.43% |
$3.58K - $4.63K
|
300
$24.5K
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-110- 0.27% |
$6.68K - $8.64K
|
40K
$3.27M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-150- 16.57% |
$9.11K - $11.8K
|
755
$61.8K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-161- 2.45% |
$9.77K - $12.6K
|
6.42K
$525K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-163- 67.36% |
$9.89K - $12.8K
|
79
$6.46K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-182- 3.67% |
$11K - $14.3K
|
4.78K
$391K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-196- 16.43% |
$11.9K - $15.4K
|
997
$81.6K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-202- 0.85% |
$12.3K - $15.9K
|
23.6K
$1.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-202- 0.34% |
$12.3K - $15.9K
|
58.9K
$4.82M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-207- 1.65% |
$12.6K - $16.2K
|
12.3K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-225- 5.86% |
$13.7K - $17.7K
|
3.62K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-242- 8.77% |
$14.7K - $19K
|
2.52K
$206K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-250- 5.92% |
$15.2K - $19.6K
|
3.97K
$325K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-257- 2.44% |
$15.6K - $20.2K
|
10.3K
$842K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-269- 34.53% |
$16.3K - $21.1K
|
510
$41.7K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-300- 15.38% |
$18.2K - $23.6K
|
1.65K
$135K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-475- 7.89% |
$28.8K - $37.3K
|
5.55K
$454K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-619- 11.73% |
$37.6K - $48.6K
|
4.66K
$381K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-806- 5.57% |
$48.9K - $63.3K
|
13.7K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-875- 50.0% |
$53.1K - $68.7K
|
875
$71.6K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-930- 15.82% |
$56.5K - $73K
|
4.95K
$405K
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-958- 2.92% |
$58.2K - $75.2K
|
31.9K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.04K- 4.8% |
$63.2K - $81.8K
|
20.6K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.11K- 1.09% |
$67.3K - $87K
|
101K
$8.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.14K- 10.6% |
$69.3K - $89.6K
|
9.62K
$787K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.17K- 5.45% |
$70.8K - $91.5K
|
20.2K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.3K- 2.91% |
$79K - $102K
|
43.5K
$3.56M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.33K- 5.72% |
$80.6K - $104K
|
21.9K
$1.79M
|