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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-128- 5.33% |
$26.5K - $30.7K
|
2.27K
$397K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
10+ 8.26% |
$2.07K - $2.4K
|
131
$22.9K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
902New |
$186K - $216K
|
902
$157K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-96- 1.7% |
$19.8K - $23K
|
5.54K
$967K
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
2.66K+ 14.93% |
$549K - $637K
|
20.4K
$3.57M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
451+ 7.26% |
$93.2K - $108K
|
6.67K
$1.16M
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
16+ 2.09% |
$3.31K - $3.84K
|
781
$136K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
359+ 10.72% |
$74.2K - $86.1K
|
3.71K
$647K
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-11- 0.84% |
$2.27K - $2.64K
|
1.3K
$227K
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-24- 0.06% |
$4.96K - $5.76K
|
37.5K
$6.54M
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-200- 2.32% |
$41.3K - $48K
|
8.43K
$1.47M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-10- 52.63% |
$2.07K - $2.4K
|
9
$1.57K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
36+ 1.7% |
$7.44K - $8.63K
|
2.15K
$375K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.64K- 30.85% |
$338K - $392K
|
3.66K
$639K
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-60- 2.63% |
$12.4K - $14.4K
|
2.22K
$388K
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
BUY
|
- |
474+ 49.12% |
$98K - $114K
|
1.44K
$251K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
925New |
$191K - $222K
|
925
$161K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
76.9KNew |
$15.9M - $18.4M
|
76.9K
$13.4M
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 8.7% |
$413 - $480
|
21
$3.67K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
871+ 3.15% |
$180K - $209K
|
28.5K
$4.98M
|
|
Oct 22, 2024
Q3 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-371K- 91.83% |
$76.7M - $89M
|
33K
$5.76M
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-34- 6.38% |
$7.03K - $8.15K
|
499
$87.1K
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-877- 4.46% |
$181K - $210K
|
18.8K
$3.28M
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.72% |
$207 - $240
|
140
$24.4K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
25+ 1.53% |
$5.17K - $6K
|
1.66K
$289K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-90- 0.9% |
$18.6K - $21.6K
|
9.92K
$1.73M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.18% |
$207 - $240
|
551
$96.2K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-107- 3.9% |
$22.1K - $25.7K
|
2.63K
$460K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.78K- 12.68% |
$575K - $668K
|
19.2K
$3.35M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8- 29.63% |
$1.65K - $1.92K
|
19
$3.32K
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.68K- 3.89% |
$554K - $643K
|
66.2K
$11.6M
|
|
Oct 18, 2024
Q3 2024
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
342+ 0.46% |
$70.7K - $82K
|
74.8K
$13.1M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-22- 3.32% |
$4.55K - $5.28K
|
640
$112K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
168+ 2.07% |
$34.7K - $40.3K
|
8.29K
$1.45M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.3K- 2.36% |
$682K - $791K
|
136K
$23.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.35K+ 3.8% |
$279K - $324K
|
36.9K
$6.45M
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.9K+ 184.18% |
$2.87M - $3.33M
|
21.5K
$3.74M
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
280+ 3.49% |
$57.9K - $67.2K
|
8.29K
$1.45M
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
124+ 4.27% |
$25.6K - $29.7K
|
3.03K
$528K
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
911New |
$188K - $218K
|
911
$159K
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-106- 2.49% |
$21.9K - $25.4K
|
4.15K
$725K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-83- 8.15% |
$17.2K - $19.9K
|
936
$163K
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
126+ 0.87% |
$26K - $30.2K
|
14.6K
$2.55M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-662- 2.0% |
$137K - $159K
|
32.4K
$5.65M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-695- 18.72% |
$144K - $167K
|
3.02K
$527K
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-704- 15.13% |
$145K - $169K
|
3.95K
$689K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 20.58% |
$210K - $243K
|
5.95K
$1.04M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-243- 4.19% |
$50.2K - $58.3K
|
5.56K
$971K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19.6K- 8.72% |
$4.05M - $4.7M
|
205K
$35.8M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-43- 3.05% |
$8.89K - $10.3K
|
1.37K
$239K
|