Purchases and Sales Made in Q4 2022 in Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.96KNew |
$261K - $301K
|
5.96K
$466K
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
5.89KNew |
$258K - $297K
|
5.89K
$460K
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.67KNew |
$248K - $286K
|
5.67K
$443K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.58KNew |
$244K - $282K
|
5.58K
$436K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
5.54K+ 10.85% |
$242K - $280K
|
56.6K
$4.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.53K+ 69.91% |
$242K - $279K
|
13.4K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.5K+ 4.54% |
$241K - $278K
|
127K
$9.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
5.32K+ 2.14% |
$233K - $269K
|
254K
$19.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
5.14KNew |
$225K - $260K
|
5.14K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.14KNew |
$225K - $259K
|
5.14K
$401K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.02K+ 109.2% |
$220K - $254K
|
9.62K
$752K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5K+ 99.52% |
$219K - $253K
|
10K
$784K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5KNew |
$219K - $253K
|
5K
$391K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
4.65K+ 0.28% |
$204K - $235K
|
1.66M
$130M
|
|
|
Feb 14, 2023
Q4 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
4.46K+ 1.48% |
$195K - $225K
|
306K
$24M
|
|
|
Jan 12, 2023
Q4 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
4.4KNew |
$193K - $222K
|
4.4K
$344K
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
4.2K+ 25.01% |
$184K - $212K
|
21K
$1.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.2K+ 24.95% |
$184K - $212K
|
21K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.54K+ 1.46% |
$155K - $179K
|
245K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.4K+ 44.65% |
$149K - $172K
|
11K
$860K
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.07K+ 4.75% |
$135K - $155K
|
67.9K
$5.3M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.04KNew |
$133K - $154K
|
3.04K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.9K+ 13.07% |
$127K - $146K
|
25.1K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.06K+ 2.83% |
$90.1K - $104K
|
74.9K
$5.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.85K+ 0.07% |
$80.8K - $93.3K
|
2.61M
$204M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.45K+ 12.02% |
$63.5K - $73.2K
|
13.5K
$1.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
BUY
|
- |
1.28K+ 2.34% |
$55.8K - $64.4K
|
55.7K
$4.36M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1KNew |
$43.8K - $50.5K
|
1K
$78.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
879+ 11.2% |
$38.5K - $44.4K
|
8.73K
$682K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
826+ 15.47% |
$36.2K - $41.7K
|
6.17K
$482K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
675+ 127.12% |
$29.5K - $34.1K
|
1.21K
$94.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
522+ 0.04% |
$22.8K - $26.4K
|
1.19M
$92.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
500New |
$21.9K - $25.3K
|
500
$39.1K
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
451+ 17.84% |
$19.7K - $22.8K
|
2.98K
$233K
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
417+ 6.4% |
$18.3K - $21.1K
|
6.93K
$542K
|
|
|
Feb 08, 2023
Q4 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
400+ 0.36% |
$17.5K - $20.2K
|
112K
$8.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
308+ 5133.33% |
$13.5K - $15.6K
|
314
$24.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
306+ 2.4% |
$13.4K - $15.5K
|
13.1K
$1.02M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
157+ 3.23% |
$6.87K - $7.93K
|
5.01K
$392K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
142New |
$6.22K - $7.17K
|
142
$11.1K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
141+ 4.97% |
$6.17K - $7.12K
|
2.98K
$233K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
141+ 4.97% |
$6.17K - $7.12K
|
2.98K
$233K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
138+ 250.91% |
$6.04K - $6.97K
|
193
$15.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$4.38K - $5.05K
|
100
$7.82K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
90New |
$3.94K - $4.55K
|
90
$7.04K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
77New |
$3.37K - $3.89K
|
77
$6.02K
|
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
72+ 0.06% |
$3.15K - $3.64K
|
112K
$8.77M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
71+ 1.17% |
$3.11K - $3.59K
|
6.12K
$478K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
62+ 9.79% |
$2.71K - $3.13K
|
695
$54.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
57New |
$2.49K - $2.88K
|
57
$4.46K
|