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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5New |
$242 - $273
|
5
$396
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5+ 0.02% |
$242 - $273
|
22K
$1.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 40.0% |
$96.9 - $109
|
7
$554
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 25.0% |
$48.4 - $54.6
|
5
$396
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$48.4 - $54.6
|
1
$79.2
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 25.0% |
$48.4 - $54.6
|
5
$396
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.02% |
$48.4 - $54.6
|
5.49K
$435K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 6.6% |
$339 - $382
|
99
$7.84K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 6.6% |
$339 - $382
|
99
$7.84K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-12- 0.18% |
$581 - $655
|
6.72K
$532K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-16- 3.46% |
$775 - $874
|
447
$35.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-22- 0.11% |
$1.07K - $1.2K
|
19.3K
$1.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-33- 0.26% |
$1.6K - $1.8K
|
12.8K
$1.01M
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-37- 0.03% |
$1.79K - $2.02K
|
112K
$8.88M
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-37- 0.03% |
$1.79K - $2.02K
|
112K
$8.88M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-51- 0.36% |
$2.47K - $2.79K
|
14.2K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-81- 4.81% |
$3.92K - $4.42K
|
1.6K
$127K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-90- 3.34% |
$4.36K - $4.91K
|
2.6K
$206K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-100- 0.57% |
$4.84K - $5.46K
|
17.4K
$1.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-175- 8.24% |
$8.48K - $9.56K
|
1.95K
$154K
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-394- 1.37% |
$19.1K - $21.5K
|
28.3K
$2.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-410- 1.36% |
$19.9K - $22.4K
|
29.8K
$2.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-501- 3.78% |
$24.3K - $27.4K
|
12.8K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-854- 5.99% |
$41.4K - $46.6K
|
13.4K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-923- 13.19% |
$44.7K - $50.4K
|
6.08K
$481K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-983- 8.6% |
$47.6K - $53.7K
|
10.4K
$827K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.26K- 13.12% |
$60.9K - $68.7K
|
8.33K
$659K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.3K- 23.16% |
$63.1K - $71.2K
|
4.32K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.3K- 23.16% |
$63.1K - $71.2K
|
4.32K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1.4K- 7.14% |
$67.8K - $76.5K
|
18.2K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.57K- 27.29% |
$76.2K - $85.9K
|
4.19K
$332K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.63K- 0.88% |
$79.1K - $89.2K
|
183K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.7K- 8.43% |
$82.4K - $92.9K
|
18.5K
$1.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.76K- 19.99% |
$85K - $95.8K
|
7.02K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.77K- 9.46% |
$85.8K - $96.8K
|
17K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.8K- 2.24% |
$87.2K - $98.3K
|
78.6K
$6.23M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.87K- 3.24% |
$90.6K - $102K
|
55.9K
$4.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2.2K- 4.75% |
$107K - $120K
|
44.1K
$3.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
SELL
|
- |
-2.22K- 7.59% |
$107K - $121K
|
27K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.31K- 24.28% |
$112K - $126K
|
7.21K
$571K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.6K- 19.26% |
$126K - $142K
|
10.9K
$861K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.03K- 21.89% |
$147K - $165K
|
10.8K
$856K
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-3.23K- 19.17% |
$156K - $176K
|
13.6K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.49K- 0.72% |
$169K - $191K
|
484K
$38.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.63K- 5.91% |
$176K - $198K
|
57.8K
$4.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
SELL
|
- |
-3.77K- 17.39% |
$182K - $206K
|
17.9K
$1.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.94K- 11.82% |
$191K - $215K
|
29.4K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.95K- 5.29% |
$191K - $216K
|
70.8K
$5.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-4.91K- 42.59% |
$238K - $268K
|
6.61K
$524K
|