Purchases and Sales Made in Q3 2023 in Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
70+ 0.51% |
$3.6K - $3.97K
|
13.7K
$1.17M
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
38+ 0.64% |
$1.96K - $2.16K
|
5.95K
$510K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30+ 0.16% |
$1.54K - $1.7K
|
18.8K
$1.61M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25New |
$1.29K - $1.42K
|
25
$2.14K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14New |
$720 - $794
|
14
$1.2K
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
10+ 0.04% |
$515 - $567
|
25.4K
$2.18M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 12.82% |
$257 - $284
|
44
$3.77K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5New |
$257 - $284
|
5
$429
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 29.41% |
$257 - $284
|
22
$1.89K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3New |
$154 - $170
|
3
$257
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 20.0% |
$51.5 - $56.7
|
6
$514
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 14.29% |
$51.5 - $56.7
|
8
$686
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 8.33% |
$51.5 - $56.7
|
13
$1.11K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2- 0.03% |
$103 - $113
|
7.08K
$607K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-3- 0.03% |
$154 - $170
|
9.81K
$841K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 0.35% |
$206 - $227
|
1.15K
$98.6K
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-8- 0.13% |
$412 - $454
|
6.23K
$534K
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-13- 0.01% |
$669 - $737
|
112K
$9.62M
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-13- 0.01% |
$669 - $737
|
112K
$9.62M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-18- 0.55% |
$926 - $1.02K
|
3.23K
$277K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-21- 0.19% |
$1.08K - $1.19K
|
10.9K
$932K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-22- 9.87% |
$1.13K - $1.25K
|
201
$17.2K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-37- 2.31% |
$1.9K - $2.1K
|
1.57K
$134K
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-55- 0.76% |
$2.83K - $3.12K
|
7.16K
$613K
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-56- 0.83% |
$2.88K - $3.18K
|
6.67K
$572K
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-136- 0.62% |
$7K - $7.71K
|
21.9K
$1.88M
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-175- 2.4% |
$9K - $9.93K
|
7.12K
$610K
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-184- 1.7% |
$9.47K - $10.4K
|
10.6K
$911K
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-245- 0.5% |
$12.6K - $13.9K
|
48.4K
$4.15M
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-249- 5.23% |
$12.8K - $14.1K
|
4.52K
$387K
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-410- 1.59% |
$21.1K - $23.3K
|
25.4K
$2.18M
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-410- 1.59% |
$21.1K - $23.3K
|
25.4K
$2.18M
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-458- 8.13% |
$23.6K - $26K
|
5.18K
$444K
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-474- 0.07% |
$24.4K - $26.9K
|
710K
$60.9M
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-527- 9.7% |
$27.1K - $29.9K
|
4.9K
$420K
|
|
Nov 02, 2023
Q3 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-539- 0.87% |
$27.7K - $30.6K
|
61.7K
$5.29M
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-610- 2.21% |
$31.4K - $34.6K
|
27K
$2.31M
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-807- 0.63% |
$41.5K - $45.8K
|
127K
$10.9M
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-900- 2.04% |
$46.3K - $51K
|
43.2K
$3.71M
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-962- 5.42% |
$49.5K - $54.6K
|
16.8K
$1.44M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 13.7% |
$51.5K - $56.7K
|
6.3K
$540K
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.13K- 13.62% |
$58.3K - $64.3K
|
7.19K
$617K
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.5K- 5.1% |
$77.2K - $85.1K
|
27.9K
$2.39M
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-1.85K- 30.48% |
$95.3K - $105K
|
4.23K
$362K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-2.07K- 34.74% |
$107K - $117K
|
3.89K
$333K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-2.45K- 13.45% |
$126K - $139K
|
15.8K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-3.25K- 9.8% |
$167K - $185K
|
29.9K
$2.57M
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.46K- 7.41% |
$178K - $196K
|
43.2K
$3.71M
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.5K- 2.25% |
$180K - $199K
|
152K
$13M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.18K- 32.74% |
$215K - $237K
|
8.59K
$736K
|