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 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-70- 7.28% |
$4.46K - $5.84K
|
891
$64.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-78- 0.18% |
$4.97K - $6.51K
|
44.3K
$3.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-98- 1.09% |
$6.25K - $8.18K
|
8.92K
$642K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-129- 2.19% |
$8.23K - $10.8K
|
5.77K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-150- 0.79% |
$9.57K - $12.5K
|
18.8K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-159- 1.17% |
$10.1K - $13.3K
|
13.5K
$970K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-180- 4.2% |
$11.5K - $15K
|
4.11K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-206- 4.66% |
$13.1K - $17.2K
|
4.22K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-250- 4.09% |
$15.9K - $20.9K
|
5.86K
$422K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-342- 8.79% |
$21.8K - $28.5K
|
3.55K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-373- 99.47% |
$23.8K - $31.1K
|
2
$144
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-425- 0.99% |
$27.1K - $35.5K
|
42.4K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-474- 1.71% |
$30.2K - $39.5K
|
27.2K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-490- 1.13% |
$31.3K - $40.9K
|
42.8K
$3.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-519- 11.0% |
$33.1K - $43.3K
|
4.2K
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-545- 1.06% |
$34.8K - $45.5K
|
51K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-550- 0.38% |
$35.1K - $45.9K
|
146K
$10.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-559- 96.55% |
$35.7K - $46.6K
|
20
$1.44K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-622- 13.28% |
$39.7K - $51.9K
|
4.06K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-658- 2.46% |
$42K - $54.9K
|
26K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-817- 5.85% |
$52.1K - $68.2K
|
13.1K
$946K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-944- 6.0% |
$60.2K - $78.8K
|
14.8K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1K- 18.56% |
$63.8K - $83.4K
|
4.39K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.02K- 11.51% |
$64.8K - $84.8K
|
7.81K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.03K- 92.6% |
$65.4K - $85.6K
|
82
$5.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.06K- 0.24% |
$67.4K - $88.1K
|
431K
$31.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 7.01% |
$70.2K - $91.9K
|
14.6K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.14K- 25.4% |
$72.5K - $94.9K
|
3.34K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.14K- 41.78% |
$72.6K - $94.9K
|
1.59K
$114K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.2K- 35.63% |
$76.2K - $99.7K
|
2.16K
$155K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.3K- 21.14% |
$83K - $109K
|
4.86K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.71K- 27.05% |
$109K - $142K
|
4.6K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-1.8K- 94.74% |
$115K - $150K
|
100
$7.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.81K- 14.11% |
$116K - $151K
|
11K
$795K
|
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-1.99K- 9.46% |
$127K - $166K
|
19.1K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.22K- 28.51% |
$142K - $185K
|
5.57K
$401K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.53K- 0.36% |
$161K - $211K
|
702K
$50.6M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.57K- 3.56% |
$164K - $215K
|
69.7K
$5.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.75K- 11.84% |
$175K - $229K
|
20.5K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-2.96K- 87.17% |
$189K - $247K
|
436
$31.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-3.1K- 5.26% |
$198K - $258K
|
55.8K
$4.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3.52K- 0.43% |
$225K - $294K
|
815K
$58.7M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.78K- 4.53% |
$241K - $316K
|
79.7K
$5.74M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-4.02K- 44.04% |
$256K - $335K
|
5.1K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.83K- 45.05% |
$308K - $403K
|
5.89K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-6.8K- 6.88% |
$434K - $567K
|
92K
$6.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-7.1K- 64.55% |
$453K - $592K
|
3.9K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-7.19K- 0.48% |
$459K - $600K
|
1.49M
$107M
|
|
|
May 08, 2025
Q4 2024
|
Pacific Capital Partners LTD
London, |
SELL
|
- |
-7.5K- 6.0% |
$478K - $626K
|
118K
$8.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-8.55K- 53.31% |
$545K - $713K
|
7.49K
$539K
|