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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
196+ 3.3% |
$9.83K - $12.3K
|
6.14K
$527K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
189+ 3.85% |
$9.48K - $11.9K
|
5.09K
$437K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
188New |
$9.43K - $11.8K
|
188
$16.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
180+ 24.83% |
$9.03K - $11.3K
|
905
$77.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
153+ 0.82% |
$7.67K - $9.6K
|
18.9K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
134New |
$6.72K - $8.41K
|
134
$11.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
115+ 0.16% |
$5.77K - $7.22K
|
71.1K
$6.09M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
112+ 0.74% |
$5.62K - $7.03K
|
15.3K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
110New |
$5.52K - $6.9K
|
110
$9.43K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100New |
$5.01K - $6.28K
|
100
$8.57K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
91+ 33.96% |
$4.56K - $5.71K
|
359
$30.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
78+ 0.18% |
$3.91K - $4.9K
|
42.3K
$3.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
77New |
$3.86K - $4.83K
|
77
$6.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
58New |
$2.91K - $3.64K
|
58
$4.97K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
55+ 76.39% |
$2.76K - $3.45K
|
127
$10.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
47New |
$2.36K - $2.95K
|
47
$4.03K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
45New |
$2.26K - $2.82K
|
45
$3.86K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42+ 95.45% |
$2.11K - $2.64K
|
86
$7.37K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
32+ 0.04% |
$1.6K - $2.01K
|
85.6K
$7.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25+ 0.16% |
$1.25K - $1.57K
|
16K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22+ 0.68% |
$1.1K - $1.38K
|
3.25K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21+ 0.37% |
$1.05K - $1.32K
|
5.66K
$485K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 2.62% |
$752 - $941
|
587
$50.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 5.29% |
$501 - $628
|
199
$17.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 27.78% |
$251 - $314
|
23
$1.97K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$251 - $314
|
5
$429
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 1.0% |
$100 - $126
|
203
$17.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 33.33% |
$100 - $126
|
8
$686
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 7.69% |
$50.1 - $62.8
|
12
$1.03K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1- 0.01% |
$50.1 - $62.8
|
9.81K
$841K
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
SELL
|
- |
-10- 0.06% |
$501 - $628
|
18K
$1.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 5.97% |
$602 - $753
|
189
$16.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-23- 0.43% |
$1.15K - $1.44K
|
5.34K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-31- 0.16% |
$1.55K - $1.95K
|
19.5K
$1.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-31- 0.43% |
$1.55K - $1.95K
|
7.15K
$613K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-36- 43.9% |
$1.81K - $2.26K
|
46
$3.94K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-38- 38.38% |
$1.91K - $2.38K
|
61
$5.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-45- 2.87% |
$2.26K - $2.82K
|
1.52K
$130K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-50- 0.94% |
$2.51K - $3.14K
|
5.28K
$452K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-83- 1.17% |
$4.16K - $5.21K
|
7.03K
$603K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-88- 1.32% |
$4.41K - $5.52K
|
6.58K
$564K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-97- 0.41% |
$4.86K - $6.09K
|
23.8K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-156- 0.21% |
$7.82K - $9.79K
|
72.9K
$6.25M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-161- 3.67% |
$8.07K - $10.1K
|
4.22K
$362K
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-170- 2.42% |
$8.52K - $10.7K
|
6.85K
$588K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-194- 3.19% |
$9.73K - $12.2K
|
5.88K
$504K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-216- 3.0% |
$10.8K - $13.6K
|
6.98K
$598K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-225- 74.01% |
$11.3K - $14.1K
|
79
$6.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-307- 55.92% |
$15.4K - $19.3K
|
242
$20.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-310- 2.41% |
$15.5K - $19.5K
|
12.5K
$1.07M
|