Purchases and Sales Made in Q1 2023 in Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW) during Q1 2023. The information is specifically focused on institutions that hold shares of CDW Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
93+ 1.56% |
$16.6K - $19.9K
|
6.06K
$1.06M
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
90+ 6.89% |
$16K - $19.3K
|
1.4K
$244K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
88+ 11.37% |
$15.7K - $18.9K
|
862
$150K
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
75+ 0.63% |
$13.4K - $16.1K
|
12.1K
$2.1M
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
73+ 5.97% |
$13K - $15.6K
|
1.3K
$226K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
72+ 0.68% |
$12.8K - $15.4K
|
10.7K
$1.87M
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
66+ 0.29% |
$11.8K - $14.1K
|
23K
$4.01M
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
66+ 0.16% |
$11.8K - $14.1K
|
41K
$7.16M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
64+ 2.44% |
$11.4K - $13.7K
|
2.69K
$469K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
64+ 11.79% |
$11.4K - $13.7K
|
607
$106K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
60+ 1.5% |
$10.7K - $12.9K
|
4.06K
$708K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
59New |
$10.5K - $12.6K
|
59
$10.3K
|
|
May 15, 2023
Q1 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
57+ 4.8% |
$10.1K - $12.2K
|
1.25K
$217K
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
53+ 1.12% |
$9.44K - $11.4K
|
4.79K
$837K
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
51+ 1.54% |
$9.08K - $10.9K
|
3.37K
$588K
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
51+ 3.55% |
$9.08K - $10.9K
|
1.49K
$259K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
48+ 11.32% |
$8.55K - $10.3K
|
472
$82.4K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
44New |
$7.83K - $9.43K
|
44
$7.68K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
41+ 0.73% |
$7.3K - $8.78K
|
5.69K
$992K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
40+ 7.43% |
$7.12K - $8.57K
|
578
$101K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
37+ 3.27% |
$6.59K - $7.93K
|
1.17K
$204K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
37+ 411.11% |
$6.59K - $7.93K
|
46
$8.03K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36+ 2.74% |
$6.41K - $7.71K
|
1.35K
$236K
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
36+ 2.35% |
$6.41K - $7.71K
|
1.57K
$274K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
34+ 340.0% |
$6.05K - $7.28K
|
44
$7.68K
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
34+ 0.52% |
$6.05K - $7.28K
|
6.57K
$1.15M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
34+ 0.92% |
$6.05K - $7.28K
|
3.71K
$648K
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
33+ 1.29% |
$5.88K - $7.07K
|
2.59K
$451K
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
33+ 0.03% |
$5.88K - $7.07K
|
94.4K
$16.5M
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
32+ 0.17% |
$5.7K - $6.86K
|
19.4K
$3.38M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
32+ 2.35% |
$5.7K - $6.86K
|
1.39K
$243K
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
32+ 0.63% |
$5.7K - $6.86K
|
5.08K
$886K
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
32+ 2.06% |
$5.7K - $6.86K
|
1.59K
$277K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
32+ 25.4% |
$5.7K - $6.86K
|
158
$27.6K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
31+ 1.74% |
$5.52K - $6.64K
|
1.81K
$316K
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
31+ 2.22% |
$5.52K - $6.64K
|
1.43K
$249K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
30New |
$5.34K - $6.43K
|
30
$5.24K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
27New |
$4.81K - $5.78K
|
27
$4.71K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 33.75% |
$4.81K - $5.78K
|
107
$18.7K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
26+ 5.96% |
$4.63K - $5.57K
|
462
$80.6K
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
25+ 1.16% |
$4.45K - $5.36K
|
2.18K
$381K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
25+ 23.15% |
$4.45K - $5.36K
|
133
$23.2K
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
24+ 0.08% |
$4.27K - $5.14K
|
29.3K
$5.11M
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
24+ 1.34% |
$4.27K - $5.14K
|
1.82K
$317K
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
23+ 1.18% |
$4.1K - $4.93K
|
1.97K
$345K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
22New |
$3.92K - $4.71K
|
22
$3.84K
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
21+ 0.48% |
$3.74K - $4.5K
|
4.43K
$772K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
20New |
$3.56K - $4.29K
|
20
$3.49K
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
20+ 1.02% |
$3.56K - $4.29K
|
1.97K
$344K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
19+ 1.0% |
$3.38K - $4.07K
|
1.93K
$336K
|