Latest Institutional Transactions on Cdw Corp (CDW)
This table provides information on the latest institutional transactions involving Cdw Corp (CDW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-51- 0.26% |
$10.5K - $12.2K
|
19.4K
$3.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.29K- 5.88% |
$267K - $310K
|
20.7K
$3.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-257- 6.43% |
$53.1K - $61.6K
|
3.74K
$653K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
500New |
$103K - $120K
|
500
$87.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-41- 1.15% |
$8.47K - $9.83K
|
3.54K
$617K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
265+ 37.32% |
$54.8K - $63.6K
|
975
$170K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
45+ 3.99% |
$9.3K - $10.8K
|
1.17K
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-105- 5.97% |
$21.7K - $25.2K
|
1.65K
$288K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5New |
$1.03K - $1.2K
|
5
$873
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
12+ 1.27% |
$2.48K - $2.88K
|
958
$167K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
13+ 1.13% |
$2.69K - $3.12K
|
1.17K
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
222+ 3.04% |
$45.9K - $53.2K
|
7.52K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-932- 6.66% |
$193K - $224K
|
13.1K
$2.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-131- 5.71% |
$27.1K - $31.4K
|
2.17K
$378K
|
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
BUY
|
- |
737+ 2.32% |
$152K - $177K
|
32.5K
$5.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3+ 0.03% |
$620 - $720
|
9.72K
$1.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
233+ 22.91% |
$48.2K - $55.9K
|
1.25K
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-140- 23.37% |
$28.9K - $33.6K
|
459
$80.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.17KNew |
$243K - $282K
|
1.17K
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
377+ 0.22% |
$77.9K - $90.4K
|
172K
$30M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-358- 18.07% |
$74K - $85.9K
|
1.62K
$283K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.03K- 2.53% |
$420K - $488K
|
78.5K
$13.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-462- 4.16% |
$95.5K - $111K
|
10.7K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
305+ 229.32% |
$63K - $73.2K
|
438
$76.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-24- 1.23% |
$4.96K - $5.76K
|
1.92K
$335K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.6K- 16.94% |
$744K - $863K
|
17.6K
$3.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-16- 3.9% |
$3.31K - $3.84K
|
394
$68.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
187+ 5.58% |
$38.6K - $44.9K
|
3.54K
$618K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-760- 2.71% |
$157K - $182K
|
27.2K
$4.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-123- 0.48% |
$25.4K - $29.5K
|
25.5K
$4.45M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.45% |
$207 - $240
|
223
$38.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.2K+ 0.87% |
$248K - $288K
|
139K
$24.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
116+ 1.9% |
$24K - $27.8K
|
6.24K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-9- 0.56% |
$1.86K - $2.16K
|
1.61K
$280K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.06KNew |
$219K - $255K
|
1.06K
$185K
|
|
|
Oct 29, 2024
Q3 2024
|
Ceredex Value Advisors LLC
|
BUY
|
- |
80.7K+ 22.69% |
$16.7M - $19.3M
|
436K
$76.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
2.4KNew |
$496K - $576K
|
2.4K
$419K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
992New |
$205K - $238K
|
992
$173K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-18- 0.11% |
$3.72K - $4.32K
|
16.8K
$2.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
379+ 2.95% |
$78.3K - $90.9K
|
13.2K
$2.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
27+ 45.76% |
$5.58K - $6.48K
|
86
$15K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-24- 2.25% |
$4.96K - $5.76K
|
1.04K
$182K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
2.44K+ 11.01% |
$504K - $585K
|
24.6K
$4.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.26K- 5.55% |
$468K - $543K
|
38.5K
$6.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
49+ 4.31% |
$10.1K - $11.8K
|
1.19K
$207K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
1.8K+ 0.87% |
$371K - $431K
|
208K
$36.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-27.3K- 49.35% |
$5.64M - $6.55M
|
28K
$4.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
9.49K+ 16.93% |
$1.96M - $2.28M
|
65.6K
$11.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.64K+ 0.42% |
$338K - $392K
|
392K
$68.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-81- 1.19% |
$16.7K - $19.4K
|
6.72K
$1.17M
|