Purchases and Sales Made in Q1 2025 in Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ) during Q1 2025. 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 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.09KNew |
$417K - $539K
|
6.09K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.29KNew |
$362K - $469K
|
5.29K
$405K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
4.74K+ 1.52% |
$325K - $420K
|
316K
$24.2M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.74K+ 1.12% |
$324K - $420K
|
428K
$32.7M
|
|
|
May 14, 2025
Q1 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
4.57K+ 9.47% |
$313K - $405K
|
52.9K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.46K+ 16.07% |
$305K - $395K
|
32.2K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.22KNew |
$289K - $374K
|
4.22K
$323K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.61KNew |
$247K - $320K
|
3.61K
$276K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.47KNew |
$237K - $308K
|
3.47K
$266K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.23K+ 4.31% |
$221K - $286K
|
78.2K
$5.99M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.1KNew |
$212K - $275K
|
3.1K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.9KNew |
$199K - $257K
|
2.9K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
2.89KNew |
$198K - $257K
|
2.89K
$222K
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
2.89K+ 3.36% |
$198K - $256K
|
89K
$6.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.57K+ 3.69% |
$176K - $228K
|
72.2K
$5.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.31K+ 4.52% |
$158K - $204K
|
53.3K
$4.08M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.26K+ 8.66% |
$155K - $200K
|
28.3K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.24K+ 29.96% |
$154K - $199K
|
9.73K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.85K+ 15.48% |
$127K - $164K
|
13.8K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
BUY
|
- |
1.6K+ 0.38% |
$109K - $142K
|
425K
$32.5M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.55K+ 27.76% |
$106K - $137K
|
7.11K
$544K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.34KNew |
$91.5K - $119K
|
1.34K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.32K+ 4.71% |
$90.2K - $117K
|
29.3K
$2.24M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
1.3K+ 0.62% |
$89K - $115K
|
210K
$16.1M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.1K+ 15.79% |
$75.3K - $97.5K
|
8.07K
$618K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.07K+ 27.28% |
$73.3K - $94.9K
|
5K
$383K
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
962+ 0.22% |
$65.9K - $85.3K
|
432K
$33.1M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
928New |
$63.5K - $82.3K
|
928
$71K
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
BUY
|
- |
904+ 32.26% |
$61.9K - $80.1K
|
3.71K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
805+ 2.64% |
$55.1K - $71.4K
|
31.3K
$2.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
727New |
$49.8K - $64.4K
|
727
$55.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
685+ 11.57% |
$46.9K - $60.7K
|
6.6K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
682+ 6.18% |
$46.7K - $60.5K
|
11.7K
$898K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
574+ 26.59% |
$39.3K - $50.9K
|
2.73K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
489+ 4.1% |
$33.5K - $43.3K
|
12.4K
$951K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
457+ 10.89% |
$31.3K - $40.5K
|
4.66K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
442New |
$30.3K - $39.2K
|
442
$33.8K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
347New |
$23.8K - $30.8K
|
347
$26.6K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
330+ 9.85% |
$22.6K - $29.3K
|
3.68K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
326New |
$22.3K - $28.9K
|
326
$25K
|
|
|
May 12, 2025
Q1 2025
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
320+ 0.07% |
$21.9K - $28.4K
|
456K
$34.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
300+ 243.9% |
$20.5K - $26.6K
|
423
$32.4K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
280+ 1.62% |
$19.2K - $24.8K
|
17.5K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
280+ 0.75% |
$19.2K - $24.8K
|
37.7K
$2.88M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
272+ 6.2% |
$18.6K - $24.1K
|
4.66K
$357K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
243+ 0.77% |
$16.6K - $21.5K
|
31.8K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
236New |
$16.2K - $20.9K
|
236
$18.1K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
235+ 5.57% |
$16.1K - $20.8K
|
4.45K
$341K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
209+ 4.4% |
$14.3K - $18.5K
|
4.96K
$379K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
195+ 5.69% |
$13.3K - $17.3K
|
3.62K
$277K
|