Institutional Ownership Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW). We have compiled data on the 974 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $21.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
63
shares
|
$11,200
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
61
shares
|
$10,845
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
54
shares
|
$9,600
0.01% of portfolio
|
Q3 2024
Added 260.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
44
shares
|
$7,822
0.0% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
43
shares
|
$7,644
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
43
shares
|
$7,644
0.0% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
39
shares
|
$6,933
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
37
shares
|
$6,578
0.0% of portfolio
|
Q3 2023
Added 37.04%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
35
shares
|
$6,222
0.0% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
34
shares
|
$6,044
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
31
shares
|
$5,511
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
30
shares
|
$5,333
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
30
shares
|
$5,333
0.0% of portfolio
|
Q3 2024
Reduced 34.78%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
27
shares
|
$4,800
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
27
shares
|
$4,800
0.0% of portfolio
|
Q1 2024
Added 1250.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
25
shares
|
$4,444
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
23
shares
|
$4,089
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
23
shares
|
$4,089
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
23
shares
|
$4,089
0.0% of portfolio
|
Q2 2024
Reduced 8.0%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
22
shares
|
$3,911
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
21
shares
|
$3,733
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
21
shares
|
$3,733
0.0% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
20
shares
|
$3,555
0.0% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
19
shares
|
$3,378
0.0% of portfolio
|
Q2 2023
Reduced 99.02%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
19
shares
|
$3,378
0.0% of portfolio
|
Q3 2024
Reduced 29.63%
|