Purchases and Sales Made in Q4 2023 in Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.13KNew |
$307K - $385K
|
6.13K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
6.02K+ 8.26% |
$302K - $378K
|
78.9K
$6.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.61K+ 9.57% |
$281K - $352K
|
64.2K
$5.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
5.36K+ 13.37% |
$269K - $336K
|
45.4K
$3.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
5.26K+ 7.27% |
$264K - $330K
|
77.6K
$6.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4.54K+ 453500.0% |
$227K - $285K
|
4.54K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.51KNew |
$226K - $283K
|
4.51K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
4.4KNew |
$221K - $276K
|
4.4K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
4.23K+ 10.44% |
$212K - $266K
|
44.8K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
4.19KNew |
$210K - $263K
|
4.19K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.95K+ 22.27% |
$198K - $248K
|
21.7K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.89K+ 31.4% |
$195K - $244K
|
16.3K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.84KNew |
$193K - $241K
|
3.84K
$322K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.81KNew |
$191K - $239K
|
3.81K
$319K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.81KNew |
$191K - $239K
|
3.81K
$319K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.72KNew |
$187K - $233K
|
3.72K
$312K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.5K+ 115.67% |
$175K - $220K
|
6.52K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
3.42KNew |
$171K - $215K
|
3.42K
$287K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.4K+ 46.28% |
$171K - $214K
|
10.8K
$903K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
3.38KNew |
$170K - $212K
|
3.38K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.36KNew |
$168K - $211K
|
3.36K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3.25KNew |
$163K - $204K
|
3.25K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.88K+ 7.11% |
$145K - $181K
|
43.4K
$3.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.82K+ 0.3% |
$141K - $177K
|
941K
$79M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.75KNew |
$138K - $173K
|
2.75K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.74K+ 33.95% |
$137K - $172K
|
10.8K
$906K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
2.64K+ 62.53% |
$132K - $166K
|
6.87K
$576K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.58K+ 6.8% |
$129K - $162K
|
40.5K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.36K+ 297.48% |
$118K - $148K
|
3.16K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.96K+ 22.85% |
$98.4K - $123K
|
10.6K
$886K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.71K+ 27.41% |
$85.6K - $107K
|
7.94K
$666K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.67K+ 0.78% |
$83.7K - $105K
|
216K
$18.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.66K+ 22.93% |
$83.3K - $104K
|
8.9K
$747K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.33K+ 6.05% |
$66.4K - $83.2K
|
23.2K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.01KNew |
$50.4K - $63.1K
|
1.01K
$84.4K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
875+ 100.0% |
$43.9K - $54.9K
|
1.75K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
818+ 16.39% |
$41K - $51.3K
|
5.81K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
815+ 2.92% |
$40.9K - $51.1K
|
28.7K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
731+ 13.81% |
$36.7K - $45.9K
|
6.02K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
542New |
$27.2K - $34K
|
542
$45.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
501+ 3.96% |
$25.1K - $31.4K
|
13.2K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
454+ 4.29% |
$22.8K - $28.5K
|
11K
$927K
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
434+ 1.34% |
$21.8K - $27.2K
|
32.8K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
426+ 0.86% |
$21.4K - $26.7K
|
50.1K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
415+ 0.33% |
$20.8K - $26K
|
127K
$10.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
242New |
$12.1K - $15.2K
|
242
$20.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
233+ 1.1% |
$11.7K - $14.6K
|
21.4K
$1.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
230+ 0.46% |
$11.5K - $14.4K
|
50.4K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
217New |
$10.9K - $13.6K
|
217
$18.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
200+ 4.2% |
$10K - $12.6K
|
4.97K
$417K
|