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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
23New |
$3.75K - $4.45K
|
23
$4.01K
|
|
|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-144- 11.62% |
$23.5K - $27.9K
|
1.1K
$191K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
99New |
$16.1K - $19.2K
|
99
$17.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-70- 50.0% |
$11.4K - $13.6K
|
70
$12.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
8New |
$1.31K - $1.55K
|
8
$1.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 11.76% |
$326 - $387
|
15
$2.62K
|
|
| Q1 2023 | |||||||
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
23.1K+ 2162.62% |
$4.12M - $4.96M
|
24.2K
$4.23M
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3.5KClosed |
$623K - $750K
|
0
$0
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
30New |
$5.34K - $6.43K
|
30
$5.24K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
22New |
$3.92K - $4.71K
|
22
$3.84K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-464- 29.11% |
$82.6K - $99.4K
|
1.13K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-315- 6.63% |
$56.1K - $67.5K
|
4.44K
$775K
|
|
|
May 15, 2023
Q1 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
525+ 0.99% |
$93.5K - $112K
|
53.4K
$9.31M
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
16.5KNew |
$2.94M - $3.54M
|
16.5K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-221- 16.81% |
$39.4K - $47.3K
|
1.09K
$191K
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.67KNew |
$298K - $359K
|
1.67K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6- 30.0% |
$1.07K - $1.29K
|
14
$2.44K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.5K- 13.12% |
$268K - $322K
|
9.96K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9New |
$1.6K - $1.93K
|
9
$1.57K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
36+ 2.35% |
$6.41K - $7.71K
|
1.57K
$274K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.02KNew |
$538K - $647K
|
3.02K
$527K
|
|
|
May 12, 2023
Q1 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
34.2KNew |
$6.09M - $7.33M
|
34.2K
$5.97M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2KNew |
$357K - $429K
|
2K
$350K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
27New |
$4.81K - $5.78K
|
27
$4.71K
|
|
|
May 11, 2023
Q1 2023
|
Paralel Advisors LLC
|
BUY
|
- |
266+ 2.7% |
$47.4K - $57K
|
10.1K
$1.77M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.15K+ 171.02% |
$382K - $460K
|
3.4K
$594K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
500New |
$89K - $107K
|
500
$87.3K
|
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
2KNew |
$356K - $429K
|
2K
$349K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-9- 1.2% |
$1.6K - $1.93K
|
741
$129K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10New |
$1.78K - $2.14K
|
10
$1.75K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-67- 4.6% |
$11.9K - $14.4K
|
1.39K
$242K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
11KNew |
$1.96M - $2.36M
|
11K
$1.92M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.25MNew |
$223M - $268M
|
1.25M
$219M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
34+ 340.0% |
$6.05K - $7.28K
|
44
$7.68K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50- 28.74% |
$8.9K - $10.7K
|
124
$21.6K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.33KNew |
$237K - $286K
|
1.33K
$233K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-336- 16.2% |
$59.8K - $72K
|
1.74K
$303K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
9.26KNew |
$1.65M - $1.98M
|
9.26K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-80- 16.13% |
$14.2K - $17.1K
|
416
$72.6K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-65- 5.49% |
$11.6K - $13.9K
|
1.12K
$195K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-15- 0.2% |
$2.67K - $3.21K
|
7.31K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$178 - $214
|
1
$175
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$196K - $235K
|
1.1K
$192K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-65- 21.31% |
$11.6K - $13.9K
|
240
$41.9K
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.12K- 31.18% |
$200K - $240K
|
2.47K
$432K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.32KNew |
$1.12M - $1.35M
|
6.32K
$1.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
59New |
$10.5K - $12.6K
|
59
$10.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.72K- 9.07% |
$662K - $797K
|
37.3K
$6.51M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-838- 16.54% |
$149K - $180K
|
4.23K
$738K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-100- 7.93% |
$17.8K - $21.4K
|
1.16K
$203K
|
|