Purchases and Sales Made in Q4 2024 in Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
367+ 193.16% |
$23.4K - $30.6K
|
557
$40.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
299+ 9.56% |
$19.1K - $24.9K
|
3.43K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
276+ 75.0% |
$17.6K - $23K
|
644
$46.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
245+ 288.24% |
$15.6K - $20.4K
|
330
$23.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
245+ 612.5% |
$15.6K - $20.4K
|
285
$20.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
231+ 4.83% |
$14.7K - $19.3K
|
5.01K
$361K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
223New |
$14.2K - $18.6K
|
223
$16.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
199+ 1.95% |
$12.7K - $16.6K
|
10.4K
$749K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
197New |
$12.6K - $16.4K
|
197
$14.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
193New |
$12.3K - $16.1K
|
193
$13.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
191New |
$12.2K - $15.9K
|
191
$13.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
191+ 9.41% |
$12.2K - $15.9K
|
2.22K
$160K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
170+ 7.19% |
$10.8K - $14.2K
|
2.54K
$183K
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
132+ 0.66% |
$8.42K - $11K
|
20.2K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
128+ 1.36% |
$8.16K - $10.7K
|
9.51K
$685K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
125+ 0.96% |
$7.97K - $10.4K
|
13.1K
$944K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
123New |
$7.84K - $10.3K
|
123
$8.86K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
98+ 0.59% |
$6.25K - $8.18K
|
16.6K
$1.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
75+ 75.0% |
$4.78K - $6.26K
|
175
$12.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
73+ 0.74% |
$4.66K - $6.09K
|
9.97K
$718K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
60+ 117.65% |
$3.83K - $5.01K
|
111
$7.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
59+ 7.93% |
$3.76K - $4.92K
|
803
$57.8K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
57+ 38.78% |
$3.64K - $4.76K
|
204
$14.7K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
52+ 18.51% |
$3.32K - $4.34K
|
333
$24K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48+ 0.24% |
$3.06K - $4K
|
20.2K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47+ 43.12% |
$3K - $3.92K
|
156
$11.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 200.0% |
$2.55K - $3.34K
|
60
$4.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
36New |
$2.3K - $3K
|
36
$2.59K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 10.41% |
$1.47K - $1.92K
|
244
$17.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21+ 0.14% |
$1.34K - $1.75K
|
15.1K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15+ 0.25% |
$957 - $1.25K
|
5.93K
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 57.14% |
$510 - $667
|
22
$1.58K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.02% |
$319 - $417
|
31.8K
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$128 - $167
|
2
$144
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 0.49% |
$128 - $167
|
408
$29.4K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1+ 0.5% |
$63.8 - $83.4
|
203
$14.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$63.8 - $83.4
|
1
$72
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 12.5% |
$63.8 - $83.4
|
9
$648
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2- 0.05% |
$128 - $167
|
3.93K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 5.0% |
$255 - $334
|
76
$5.47K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 27.78% |
$319 - $417
|
13
$936
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-6- -0.0% |
$383 - $501
|
120K
$8.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 4.06% |
$510 - $667
|
189
$13.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-9- 0.13% |
$574 - $751
|
7.08K
$510K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 19.74% |
$957 - $1.25K
|
61
$4.39K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-15- 0.4% |
$957 - $1.25K
|
3.77K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-32- 78.05% |
$2.04K - $2.67K
|
9
$648
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-50- 2.97% |
$3.19K - $4.17K
|
1.63K
$118K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-57- 0.81% |
$3.64K - $4.76K
|
6.97K
$502K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-66- 1.93% |
$4.21K - $5.51K
|
3.35K
$241K
|