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 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
4.57K+ 4.22% |
$943K - $1.09M
|
113K
$19.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.09KNew |
$225K - $261K
|
1.09K
$190K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.77K- 39.04% |
$986K - $1.14M
|
7.45K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
293+ 20.08% |
$60.6K - $70.3K
|
1.75K
$306K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
202+ 23.17% |
$41.7K - $48.4K
|
1.07K
$187K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 5.19% |
$827 - $959
|
81
$14.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
50+ 42.37% |
$10.3K - $12K
|
168
$29.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
307+ 3.95% |
$63.4K - $73.6K
|
8.08K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$207 - $240
|
1
$175
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
25+ 20.83% |
$5.17K - $6K
|
145
$25.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
387+ 17.78% |
$80K - $92.8K
|
2.56K
$447K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
140+ 4.81% |
$28.9K - $33.6K
|
3.05K
$532K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 6.54% |
$5.79K - $6.72K
|
456
$79.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
199+ 19.98% |
$41.1K - $47.7K
|
1.2K
$209K
|
|
|
Oct 16, 2024
Q3 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
2.56KNew |
$529K - $614K
|
2.56K
$447K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-143- 11.75% |
$29.6K - $34.3K
|
1.07K
$187K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32- 0.53% |
$6.61K - $7.67K
|
6.03K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 5.88% |
$207 - $240
|
16
$2.79K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-20- 17.86% |
$4.13K - $4.8K
|
92
$16.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
1.5K+ 11.28% |
$310K - $360K
|
14.8K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-12- 28.57% |
$2.48K - $2.88K
|
30
$5.24K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
220+ 9.97% |
$45.5K - $52.8K
|
2.43K
$423K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
240+ 25.75% |
$49.6K - $57.6K
|
1.17K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.21K- 21.1% |
$249K - $289K
|
4.51K
$787K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
736+ 27.73% |
$152K - $177K
|
3.39K
$592K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.28% |
$413 - $480
|
704
$123K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
694+ 4.58% |
$143K - $166K
|
15.9K
$2.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
50+ 3.15% |
$10.3K - $12K
|
1.64K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Washington Capital Management Inc
|
BUY
|
- |
900New |
$186K - $216K
|
900
$157K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-23- 1.26% |
$4.75K - $5.52K
|
1.8K
$314K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
876+ 7300.0% |
$181K - $210K
|
888
$155K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
174+ 3.25% |
$36K - $41.7K
|
5.52K
$964K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-104- 7.33% |
$21.5K - $24.9K
|
1.31K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-351- 0.51% |
$72.5K - $84.2K
|
68.4K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-427- 12.31% |
$88.2K - $102K
|
3.04K
$531K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-2- 11.11% |
$413 - $480
|
16
$2.79K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
340+ 155.96% |
$70.3K - $81.5K
|
558
$97.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
78+ 2.68% |
$16.1K - $18.7K
|
2.99K
$522K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
297+ 2.13% |
$61.4K - $71.2K
|
14.3K
$2.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
6+ 0.25% |
$1.24K - $1.44K
|
2.42K
$422K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.5K+ 332.3% |
$310K - $360K
|
1.95K
$341K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-15- 0.07% |
$3.1K - $3.6K
|
21.1K
$3.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.92% |
$1.45K - $1.68K
|
767
$134K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-675- 0.54% |
$140K - $162K
|
124K
$21.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-77- 6.82% |
$15.9K - $18.5K
|
1.05K
$184K
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
20+ 0.21% |
$4.13K - $4.8K
|
9.41K
$1.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
65.6KNew |
$13.6M - $15.7M
|
65.6K
$11.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
807+ 50.72% |
$167K - $194K
|
2.4K
$419K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
62+ 63.92% |
$12.8K - $14.9K
|
159
$27.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-248- 7.36% |
$51.3K - $59.5K
|
3.12K
$545K
|