Institutional Ownership Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW). We have compiled data on the 943 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $23.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
37
shares
|
$6,986
0.0% of portfolio
|
Q3 2023
Added 37.04%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
36
shares
|
$6,797
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
35
shares
|
$6,608
0.0% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
34
shares
|
$6,419
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
34
shares
|
$6,419
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
33
shares
|
$6,231
0.0% of portfolio
|
Q4 2024
Reduced 95.25%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
33
shares
|
$6,231
0.0% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
32
shares
|
$6,042
0.0% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
31
shares
|
$5,853
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
31
shares
|
$5,853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
30
shares
|
$5,664
0.0% of portfolio
|
Q3 2024
Reduced 34.78%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
30
shares
|
$5,664
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
30
shares
|
$5,664
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
28
shares
|
$5,286
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
28
shares
|
$5,286
0.0% of portfolio
|
Q1 2025
Added 366.67%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
27
shares
|
$5,098
0.0% of portfolio
|
Q1 2024
Added 1250.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
26
shares
|
$4,909
0.0% of portfolio
|
Q1 2025
Reduced 39.53%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
25
shares
|
$4,720
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
23
shares
|
$4,342
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
23
shares
|
$4,342
0.0% of portfolio
|
Q1 2025
Added 155.56%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
23
shares
|
$4,342
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
23
shares
|
$4,342
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
22
shares
|
$4,154
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
20
shares
|
$3,776
0.0% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
20
shares
|
$3,776
0.0% of portfolio
|
Q1 2025
New holding
|