Institutional Ownership Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW). We have compiled data on the 975 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 $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
19
shares
|
$3,400
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
19
shares
|
$3,400
0.0% of portfolio
|
Q3 2024
Reduced 29.63%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
18
shares
|
$3,221
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
16
shares
|
$2,863
0.0% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
16
shares
|
$2,863
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
16
shares
|
$2,863
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
15
shares
|
$2,684
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
15
shares
|
$2,684
0.0% of portfolio
|
Q2 2022
Reduced 90.8%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
14
shares
|
$2,505
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
14
shares
|
$2,505
0.0% of portfolio
|
Q3 2024
Reduced 94.44%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
14
shares
|
$2,505
0.0% of portfolio
|
Q3 2024
Reduced 98.95%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
14
shares
|
$2,505
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
14
shares
|
$2,505
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
13
shares
|
$2,326
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
12
shares
|
$2,147
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
12
shares
|
$2,147
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
11
shares
|
$1,968
0.0% of portfolio
|
Q3 2023
Reduced 96.89%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
10
shares
|
$1,789
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
10
shares
|
$1,789
0.0% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
9
shares
|
$1,610
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
9
shares
|
$1,610
0.0% of portfolio
|
Q3 2024
Reduced 65.38%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
9
shares
|
$1,610
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9
shares
|
$1,610
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
9
shares
|
$1,610
0.0% of portfolio
|
Q1 2024
Reduced 82.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
8
shares
|
$1,431
0.0% of portfolio
|
Q4 2021
New holding
|