Purchases and Sales Made in Q2 2025 in Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
169KNew |
$11.2M - $13.5M
|
169K
$12.4M
|
|
Jul 18, 2025
Q2 2025
|
Bloomberg Sen Inc.
Toronto, A6 |
BUY
|
- |
97K+ 9.49% |
$6.42M - $7.72M
|
1.12M
$82M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15K+ 39.07% |
$991K - $1.19M
|
53.3K
$3.9M
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6.9K+ 17.08% |
$457K - $550K
|
47.3K
$3.47M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.89K+ 1.61% |
$456K - $549K
|
434K
$31.8M
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.14K+ 3.76% |
$274K - $330K
|
114K
$8.37M
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.15K+ 25.32% |
$208K - $250K
|
15.6K
$1.14M
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3.05KNew |
$202K - $243K
|
3.05K
$223K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.66K+ 22.03% |
$176K - $212K
|
14.7K
$1.08M
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2K+ 22.99% |
$132K - $159K
|
10.7K
$784K
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
924+ 20.39% |
$61.2K - $73.6K
|
5.46K
$399K
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
697+ 0.78% |
$46.1K - $55.5K
|
89.7K
$6.57M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
240New |
$15.9K - $19.1K
|
240
$17.6K
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
129+ 4.2% |
$8.54K - $10.3K
|
3.2K
$234K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
86+ 9.16% |
$5.69K - $6.85K
|
1.03K
$75.1K
|
|
Jul 22, 2025
Q2 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
40+ 0.01% |
$2.65K - $3.19K
|
432K
$31.7M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
12+ 0.78% |
$794 - $956
|
1.55K
$113K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11New |
$728 - $876
|
11
$806
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2+ 1.96% |
$132 - $159
|
104
$7.62K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 7.69% |
$66.2 - $79.6
|
12
$879
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 16.67% |
$66.2 - $79.6
|
5
$366
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 44.44% |
$265 - $319
|
5
$366
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 6.31% |
$463 - $557
|
104
$7.62K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-13- 5.99% |
$860 - $1.04K
|
204
$14.9K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14- 13.21% |
$927 - $1.11K
|
92
$6.74K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-20Closed |
$1.32K - $1.59K
|
0
$0
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-78- 1.1% |
$5.16K - $6.21K
|
7K
$513K
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-245- 0.46% |
$16.2K - $19.5K
|
53K
$3.88M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-258- 5.16% |
$17.1K - $20.5K
|
4.74K
$347K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.93K- 14.87% |
$128K - $154K
|
11K
$808K
|
|
Jul 17, 2025
Q2 2025
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-2.08K- 6.53% |
$138K - $166K
|
29.8K
$2.18M
|
|
Jul 22, 2025
Q2 2025
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-6.2K- 44.22% |
$410K - $494K
|
7.82K
$573K
|
|
Jul 07, 2025
Q2 2025
|
Pacific Capital Partners LTD
London, |
SELL
|
- |
-30K- 24.0% |
$1.99M - $2.39M
|
95K
$6.96M
|