Purchases and Sales Made in Q1 2024 in Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW) during Q1 2024. 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 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.07% |
$214 - $258
|
1.53K
$273K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.05% |
$214 - $258
|
1.85K
$331K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-1- 0.05% |
$214 - $258
|
2.05K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1- 0.29% |
$214 - $258
|
343
$61.3K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 6.67% |
$214 - $258
|
14
$2.5K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.04% |
$428 - $516
|
4.51K
$805K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3- 3.53% |
$642 - $774
|
82
$14.6K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 2.59% |
$642 - $774
|
113
$20.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-4- 12.9% |
$856 - $1.03K
|
27
$4.82K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4- 22.22% |
$856 - $1.03K
|
14
$2.5K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4- 0.21% |
$856 - $1.03K
|
1.94K
$346K
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-4- 0.4% |
$856 - $1.03K
|
987
$176K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-4- 33.33% |
$856 - $1.03K
|
8
$1.43K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-6- 0.15% |
$1.28K - $1.55K
|
3.88K
$692K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8- 10.13% |
$1.71K - $2.06K
|
71
$12.7K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-9- 0.74% |
$1.93K - $2.32K
|
1.2K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9- 1.01% |
$1.93K - $2.32K
|
884
$158K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.84% |
$2.14K - $2.58K
|
1.19K
$212K
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-13- 0.57% |
$2.78K - $3.35K
|
2.25K
$402K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-13- 1.14% |
$2.78K - $3.35K
|
1.13K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13- 0.98% |
$2.78K - $3.35K
|
1.31K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-14- 1.14% |
$3K - $3.61K
|
1.22K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-15- 0.96% |
$3.21K - $3.87K
|
1.54K
$276K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-19- 0.17% |
$4.07K - $4.9K
|
10.9K
$1.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-20- 0.14% |
$4.28K - $5.16K
|
14.1K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20- 0.64% |
$4.28K - $5.16K
|
3.12K
$556K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-20- 0.69% |
$4.28K - $5.16K
|
2.89K
$516K
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-22- 0.07% |
$4.71K - $5.67K
|
31.9K
$5.69M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-22- 1.51% |
$4.71K - $5.67K
|
1.44K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-23- 1.59% |
$4.92K - $5.93K
|
1.42K
$254K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-25- 1.37% |
$5.35K - $6.45K
|
1.8K
$321K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-26- 81.25% |
$5.57K - $6.7K
|
6
$1.07K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-26- 0.32% |
$5.57K - $6.7K
|
8.02K
$1.43M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-27- 2.36% |
$5.78K - $6.96K
|
1.12K
$199K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-28- 28.0% |
$5.99K - $7.22K
|
72
$12.9K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-28- 2.25% |
$5.99K - $7.22K
|
1.22K
$218K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-30- 0.73% |
$6.42K - $7.74K
|
4.11K
$733K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-30- 1.57% |
$6.42K - $7.74K
|
1.88K
$336K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-33- 4.07% |
$7.06K - $8.51K
|
778
$139K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-35- 4.5% |
$7.49K - $9.03K
|
742
$133K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-35- 2.31% |
$7.49K - $9.03K
|
1.48K
$265K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-38- 2.31% |
$8.13K - $9.8K
|
1.61K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38- 2.98% |
$8.13K - $9.8K
|
1.24K
$221K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-38- 2.58% |
$8.13K - $9.8K
|
1.43K
$256K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-41- 1.17% |
$8.78K - $10.6K
|
3.45K
$617K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-41- 82.0% |
$8.78K - $10.6K
|
9
$1.61K
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
SELL
|
- |
-41- 0.43% |
$8.78K - $10.6K
|
9.45K
$1.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-43- 2.03% |
$9.2K - $11.1K
|
2.08K
$371K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-46- 4.21% |
$9.85K - $11.9K
|
1.05K
$187K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-47- 1.72% |
$10.1K - $12.1K
|
2.69K
$481K
|