Purchases and Sales Made in Q2 2023 in Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.63KNew |
$224K - $253K
|
4.63K
$367K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.54KNew |
$220K - $248K
|
4.54K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.51KNew |
$218K - $246K
|
4.51K
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.12KNew |
$200K - $225K
|
4.12K
$327K
|
|
|
Jul 14, 2023
Q2 2023
|
Laurus Investment Counsel Inc.
|
BUY
|
- |
3.93K+ 7.11% |
$190K - $215K
|
59.2K
$4.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.7KNew |
$179K - $202K
|
3.7K
$293K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 27.76% |
$156K - $175K
|
14.8K
$1.17M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.03KNew |
$147K - $165K
|
3.03K
$240K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.69KNew |
$130K - $147K
|
2.69K
$213K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.36K+ 3.5% |
$114K - $129K
|
69.7K
$5.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.26K+ 25.09% |
$109K - $123K
|
11.2K
$891K
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.37K+ 2.83% |
$66.3K - $74.8K
|
49.8K
$3.94M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.13K+ 54.04% |
$54.8K - $61.8K
|
3.22K
$255K
|
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
BUY
|
- |
925+ 1.65% |
$44.8K - $50.5K
|
56.9K
$4.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
887+ 19.52% |
$43K - $48.4K
|
5.43K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
876New |
$42.4K - $47.8K
|
876
$69.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
726+ 8.02% |
$35.2K - $39.6K
|
9.78K
$774K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
689+ 12.53% |
$33.4K - $37.6K
|
6.19K
$490K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
673+ 12.09% |
$32.6K - $36.8K
|
6.24K
$494K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
666+ 136.48% |
$32.3K - $36.4K
|
1.15K
$91.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
604+ 9.06% |
$29.3K - $33K
|
7.27K
$576K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
588+ 0.46% |
$28.5K - $32.1K
|
128K
$10.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
545+ 6.07% |
$26.4K - $29.8K
|
9.53K
$754K
|
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
499+ 1.06% |
$24.2K - $27.3K
|
47.4K
$3.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
444+ 2.13% |
$21.5K - $24.2K
|
21.3K
$1.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
420+ 1.66% |
$20.3K - $22.9K
|
25.8K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
403+ 53.31% |
$19.5K - $22K
|
1.16K
$91.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
401+ 7.28% |
$19.4K - $21.9K
|
5.91K
$468K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
336+ 3.18% |
$16.3K - $18.3K
|
10.9K
$863K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
308+ 4.53% |
$14.9K - $16.8K
|
7.1K
$562K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
293New |
$14.2K - $16K
|
293
$23.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
278+ 2.97% |
$13.5K - $15.2K
|
9.63K
$763K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
261+ 1.14% |
$12.6K - $14.3K
|
23.1K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
251+ 5.8% |
$12.2K - $13.7K
|
4.58K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
244+ 1.28% |
$11.8K - $13.3K
|
19.3K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
240+ 7.98% |
$11.6K - $13.1K
|
3.25K
$257K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
115+ 0.5% |
$5.57K - $6.28K
|
23.3K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
88+ 6.99% |
$4.26K - $4.81K
|
1.35K
$107K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
81+ 57.04% |
$3.92K - $4.42K
|
223
$17.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
68New |
$3.29K - $3.71K
|
68
$5.38K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
63+ 2.49% |
$3.05K - $3.44K
|
2.59K
$205K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
50+ 0.1% |
$2.42K - $2.73K
|
48.6K
$3.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
32+ 0.51% |
$1.55K - $1.75K
|
6.29K
$498K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27+ 0.13% |
$1.31K - $1.47K
|
20.1K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18+ 0.29% |
$872 - $983
|
6.2K
$491K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17New |
$823 - $928
|
17
$1.35K
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
16+ 0.22% |
$775 - $874
|
7.29K
$577K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
15+ 0.11% |
$726 - $819
|
13.4K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
12+ 1.81% |
$581 - $655
|
676
$53.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12+ 0.01% |
$581 - $655
|
83.8K
$6.63M
|