Institutional Ownership Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW). We have compiled data on the 955 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 $23.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
2
shares
|
$377
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
2
shares
|
$377
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2
shares
|
$377
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
2
shares
|
$377
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2
shares
|
$377
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
2
shares
|
$377
0.0% of portfolio
|
Q1 2025
Reduced 99.93%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$188
0.0% of portfolio
|
Q3 2024
Reduced 96.15%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1
shares
|
$188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1
shares
|
$188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1
shares
|
$188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$188
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Cbiz Investment Advisory Services, LLC
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|