Purchases and Sales Made in Q2 2024 in Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
176+ 1.19% |
$12.5K - $13.9K
|
15K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
152New |
$10.8K - $12K
|
152
$13K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
150+ 38.07% |
$10.7K - $11.8K
|
544
$46.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
142+ 4.9% |
$10.1K - $11.2K
|
3.04K
$261K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
129+ 2.77% |
$9.18K - $10.2K
|
4.79K
$410K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
96+ 1.67% |
$6.83K - $7.58K
|
5.85K
$502K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
93+ 0.95% |
$6.62K - $7.35K
|
9.9K
$849K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
91+ 2.29% |
$6.48K - $7.19K
|
4.06K
$348K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
66+ 4.08% |
$4.7K - $5.21K
|
1.68K
$144K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
63+ 101.61% |
$4.48K - $4.98K
|
125
$10.7K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
62+ 0.98% |
$4.41K - $4.9K
|
6.38K
$547K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
46+ 920.0% |
$3.27K - $3.63K
|
51
$4.37K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37+ 90.24% |
$2.63K - $2.92K
|
78
$6.69K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
36+ 1.68% |
$2.56K - $2.84K
|
2.18K
$186K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
31+ 0.47% |
$2.21K - $2.45K
|
6.66K
$571K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29+ 31.87% |
$2.06K - $2.29K
|
120
$10.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 700.0% |
$1.49K - $1.66K
|
24
$2.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19+ 8.6% |
$1.35K - $1.5K
|
240
$20.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18New |
$1.28K - $1.42K
|
18
$1.54K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18+ 3.01% |
$1.28K - $1.42K
|
617
$52.9K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
16New |
$1.14K - $1.26K
|
16
$1.37K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
15+ 7.98% |
$1.07K - $1.18K
|
203
$17.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$427 - $474
|
6
$514
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 42.86% |
$427 - $474
|
20
$1.71K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$356 - $395
|
5
$429
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4+ 1.98% |
$285 - $316
|
206
$17.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$71.2 - $79
|
6
$514
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 11.9% |
$356 - $395
|
37
$3.17K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$356 - $395
|
6.11K
$524K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5- 16.13% |
$356 - $395
|
26
$2.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-8- 0.13% |
$569 - $632
|
5.92K
$507K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10- 11.11% |
$712 - $790
|
80
$6.86K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11- 3.67% |
$783 - $869
|
289
$24.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-12- 0.32% |
$854 - $948
|
3.78K
$324K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-12- 0.32% |
$854 - $948
|
3.78K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-18- 0.02% |
$1.28K - $1.42K
|
107K
$9.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-20- 0.04% |
$1.42K - $1.58K
|
51.4K
$4.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-23- 0.39% |
$1.64K - $1.82K
|
5.88K
$504K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-27- 5.29% |
$1.92K - $2.13K
|
483
$41.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27- 0.14% |
$1.92K - $2.13K
|
18.9K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-27- 0.91% |
$1.92K - $2.13K
|
2.95K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-31- 1.96% |
$2.21K - $2.45K
|
1.55K
$133K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33- 0.16% |
$2.35K - $2.61K
|
20.2K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-62- 78.48% |
$4.41K - $4.9K
|
17
$1.46K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-65- 1.19% |
$4.63K - $5.13K
|
5.39K
$462K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-88- 12.45% |
$6.26K - $6.95K
|
619
$53.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-92- 55.09% |
$6.55K - $7.27K
|
75
$6.43K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-149- 0.34% |
$10.6K - $11.8K
|
43.3K
$3.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-175- 4.84% |
$12.5K - $13.8K
|
3.44K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-190- 3.21% |
$13.5K - $15K
|
5.73K
$491K
|