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 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
17+ 242.86% |
$3.03K - $3.64K
|
24
$4.19K
|
|
|
Apr 24, 2023
Q1 2023
|
Redwood Investments, LLC
|
BUY
|
- |
17+ 0.18% |
$3.03K - $3.64K
|
9.46K
$1.65M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16New |
$2.85K - $3.43K
|
16
$2.79K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
14+ 2.2% |
$2.49K - $3K
|
649
$113K
|
|
|
May 04, 2023
Q1 2023
|
Unison Asset Management LLC
|
BUY
|
- |
14+ 0.04% |
$2.49K - $3K
|
34.9K
$6.1M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.31% |
$2.31K - $2.79K
|
4.26K
$743K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
13+ 0.95% |
$2.31K - $2.79K
|
1.38K
$241K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
12New |
$2.14K - $2.57K
|
12
$2.09K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
12+ 0.1% |
$2.14K - $2.57K
|
12.3K
$2.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
11+ 122.22% |
$1.96K - $2.36K
|
20
$3.49K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
11+ 0.42% |
$1.96K - $2.36K
|
2.61K
$455K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 8.55% |
$1.78K - $2.14K
|
127
$22.2K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10+ 0.05% |
$1.78K - $2.14K
|
21.4K
$3.73M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10New |
$1.78K - $2.14K
|
10
$1.75K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 17.31% |
$1.6K - $1.93K
|
61
$10.6K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9New |
$1.6K - $1.93K
|
9
$1.57K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
8+ 0.39% |
$1.42K - $1.71K
|
2.09K
$364K
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
8+ 0.11% |
$1.42K - $1.71K
|
7.51K
$1.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
8+ 0.52% |
$1.42K - $1.71K
|
1.56K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 2.56% |
$1.42K - $1.71K
|
321
$56K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
7+ 9.72% |
$1.25K - $1.5K
|
79
$13.8K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7+ 0.74% |
$1.25K - $1.5K
|
953
$166K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
6+ 2.15% |
$1.07K - $1.29K
|
285
$49.7K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5+ 0.21% |
$890 - $1.07K
|
2.34K
$408K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.55% |
$890 - $1.07K
|
910
$159K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5+ 14.29% |
$890 - $1.07K
|
40
$6.98K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4+ 0.12% |
$712 - $857
|
3.47K
$605K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
4+ 2.84% |
$712 - $857
|
145
$25.3K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
4+ 0.04% |
$712 - $857
|
10.7K
$1.87M
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3+ 0.24% |
$534 - $643
|
1.28K
$223K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 3.33% |
$534 - $643
|
93
$16.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
3+ 0.16% |
$534 - $643
|
1.83K
$320K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3+ 1.19% |
$534 - $643
|
255
$44.5K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$534 - $643
|
3
$524
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.21% |
$356 - $429
|
938
$164K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 13.33% |
$356 - $429
|
17
$2.97K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.06% |
$356 - $429
|
3.39K
$592K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.58% |
$178 - $214
|
173
$30.2K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.46% |
$178 - $214
|
219
$38.2K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$178 - $214
|
1
$175
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 5.26% |
$178 - $214
|
20
$3.49K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$178 - $214
|
1
$175
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.02% |
$178 - $214
|
4.33K
$756K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.24% |
$178 - $214
|
416
$72.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.03% |
$178 - $214
|
3.44K
$601K
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.02% |
$356 - $429
|
12.1K
$2.11M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-2- 66.67% |
$356 - $429
|
1
$175
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.08% |
$356 - $429
|
2.6K
$454K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-5- 7.81% |
$890 - $1.07K
|
59
$10.3K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 6.58% |
$890 - $1.07K
|
71
$12.4K
|