Purchases and Sales Made in Q3 2024 in Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.4K+ 29.45% |
$90.4K - $121K
|
6.16K
$517K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.26K+ 59.87% |
$81K - $108K
|
3.35K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.12K+ 1.04% |
$72.3K - $96.4K
|
108K
$9.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.08K+ 6335.29% |
$69.5K - $92.6K
|
1.09K
$91.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.07KNew |
$69.1K - $92.1K
|
1.07K
$89.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
750New |
$48.4K - $64.5K
|
750
$63K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
726+ 2.48% |
$46.8K - $62.5K
|
30.1K
$2.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
667+ 3.44% |
$43K - $57.4K
|
20.1K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
656+ 1.53% |
$42.3K - $56.4K
|
43.7K
$3.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
633+ 16.69% |
$40.8K - $54.5K
|
4.43K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
622+ 15.32% |
$40.1K - $53.5K
|
4.68K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
384+ 3.05% |
$24.8K - $33K
|
13K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
360+ 0.49% |
$23.2K - $31K
|
73.8K
$6.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
356+ 29.74% |
$23K - $30.6K
|
1.55K
$130K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
344+ 55.75% |
$22.2K - $29.6K
|
961
$80.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
279+ 1.72% |
$18K - $24K
|
16.5K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
261+ 54.04% |
$16.8K - $22.5K
|
744
$62.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
249+ 16.1% |
$16.1K - $21.4K
|
1.8K
$151K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
216+ 142.11% |
$13.9K - $18.6K
|
368
$30.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
200+ 0.27% |
$12.9K - $17.2K
|
74K
$6.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
147+ 2.78% |
$9.48K - $12.6K
|
5.44K
$456K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
131+ 818.75% |
$8.45K - $11.3K
|
147
$12.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
111New |
$7.16K - $9.55K
|
111
$9.32K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
109New |
$7.03K - $9.38K
|
109
$9.15K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
103+ 10.25% |
$6.64K - $8.86K
|
1.11K
$93K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
95+ 0.18% |
$6.13K - $8.17K
|
51.5K
$4.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
87+ 2.86% |
$5.61K - $7.48K
|
3.13K
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
70+ 0.63% |
$4.52K - $6.02K
|
11.2K
$942K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
65+ 325.0% |
$4.19K - $5.59K
|
85
$7.14K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60+ 54.55% |
$3.87K - $5.16K
|
170
$14.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59+ 0.31% |
$3.81K - $5.08K
|
18.9K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
49New |
$3.16K - $4.21K
|
49
$4.11K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
47New |
$3.03K - $4.04K
|
47
$3.95K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
42New |
$2.71K - $3.61K
|
42
$3.53K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40New |
$2.58K - $3.44K
|
40
$3.36K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22+ 0.49% |
$1.42K - $1.89K
|
4.52K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21+ 0.22% |
$1.35K - $1.81K
|
9.38K
$788K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17+ 0.19% |
$1.1K - $1.46K
|
8.82K
$741K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
17+ 70.83% |
$1.1K - $1.46K
|
41
$3.44K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 300.0% |
$968 - $1.29K
|
20
$1.68K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
14New |
$903 - $1.2K
|
14
$1.18K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
11New |
$710 - $946
|
11
$923
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
9New |
$581 - $774
|
9
$756
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 4.23% |
$516 - $688
|
197
$16.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.07% |
$516 - $688
|
12.1K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 50.0% |
$387 - $516
|
18
$1.51K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 0.15% |
$194 - $258
|
2.03K
$170K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$194 - $258
|
3
$252
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$129 - $172
|
31.8K
$2.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 2.56% |
$129 - $172
|
80
$6.72K
|