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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 1.33% |
$64.5 - $86
|
76
$6.52K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 16.67% |
$64.5 - $86
|
7
$600
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1- 0.49% |
$64.5 - $86
|
202
$17.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3- 0.08% |
$194 - $258
|
3.78K
$324K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-3- 0.03% |
$194 - $258
|
9.9K
$849K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8- 2.77% |
$516 - $688
|
281
$24.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 3.69% |
$581 - $774
|
235
$20.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 7.5% |
$581 - $774
|
111
$9.52K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14- 53.85% |
$903 - $1.2K
|
12
$1.03K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-19- 7.92% |
$1.23K - $1.63K
|
221
$18.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-23- 62.16% |
$1.48K - $1.98K
|
14
$1.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-25- 20.0% |
$1.61K - $2.15K
|
100
$8.57K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25- 0.73% |
$1.61K - $2.15K
|
3.42K
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-63- 0.15% |
$4.06K - $5.42K
|
43.3K
$3.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-70- 1.46% |
$4.52K - $6.02K
|
4.72K
$404K
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-96- 0.17% |
$6.19K - $8.26K
|
55.1K
$4.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-107- 0.53% |
$6.9K - $9.2K
|
20.1K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-143- 3.1% |
$9.22K - $12.3K
|
4.48K
$384K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-240- 3.3% |
$15.5K - $20.6K
|
7.02K
$602K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-244- 39.42% |
$15.7K - $21K
|
375
$32.2K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-275- 0.19% |
$17.7K - $23.7K
|
146K
$12.5M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-283- 59.83% |
$18.3K - $24.3K
|
190
$16.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-292- 4.72% |
$18.8K - $25.1K
|
5.9K
$506K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-355- 1.48% |
$22.9K - $30.5K
|
23.6K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-367- 2.28% |
$23.7K - $31.6K
|
15.7K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-477- 21.93% |
$30.8K - $41K
|
1.7K
$146K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-572- 2.1% |
$36.9K - $49.2K
|
26.7K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-700- 18.82% |
$45.2K - $60.2K
|
3.02K
$259K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-831- 5.02% |
$53.6K - $71.5K
|
15.7K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.27K- 2.88% |
$81.9K - $109K
|
42.9K
$3.68M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.55K- 72.82% |
$100K - $133K
|
579
$49.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.62K- 6.51% |
$104K - $139K
|
23.2K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.8K- 1.79% |
$116K - $155K
|
98.8K
$8.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.1K- 14.06% |
$136K - $181K
|
12.9K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.06K- 11.27% |
$197K - $263K
|
24.1K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.09K- 4.27% |
$199K - $266K
|
69.2K
$5.93M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.51K- 4.03% |
$226K - $302K
|
83.5K
$7.16M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-4.01K- 18.59% |
$259K - $345K
|
17.6K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.26K- 7.39% |
$275K - $367K
|
53.4K
$4.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-4.77K- 7.88% |
$308K - $410K
|
55.8K
$4.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5.06K- 3.92% |
$326K - $435K
|
124K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.8K- 99.81% |
$374K - $499K
|
11
$943
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.03K- 11.97% |
$389K - $519K
|
44.4K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.12K- 69.19% |
$395K - $526K
|
2.72K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.33K- 21.15% |
$602K - $802K
|
34.8K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.59K- 15.67% |
$619K - $825K
|
51.6K
$4.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-10.7K- 84.92% |
$690K - $920K
|
1.9K
$163K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-11K- 82.24% |
$707K - $942K
|
2.37K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-11.2K- 8.65% |
$720K - $960K
|
118K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-12.1K- 1.37% |
$778K - $1.04M
|
866K
$74.2M
|