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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 0.42% |
$3.21K - $3.87K
|
3.56K
$584K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
14New |
$3K - $3.61K
|
14
$2.3K
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
BUY
|
- |
13+ 0.58% |
$2.78K - $3.35K
|
2.25K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13New |
$2.78K - $3.35K
|
13
$2.13K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13New |
$2.78K - $3.35K
|
13
$2.13K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
13+ 61.9% |
$2.78K - $3.35K
|
34
$5.58K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
12+ 0.68% |
$2.57K - $3.09K
|
1.78K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12New |
$2.57K - $3.09K
|
12
$1.97K
|
|
|
Apr 25, 2024
Q1 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
11+ 0.86% |
$2.35K - $2.84K
|
1.29K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11+ 78.57% |
$2.35K - $2.84K
|
25
$4.1K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.26% |
$2.35K - $2.84K
|
4.25K
$697K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
10+ 1.11% |
$2.14K - $2.58K
|
912
$150K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
10New |
$2.14K - $2.58K
|
10
$1.64K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8+ 0.28% |
$1.71K - $2.06K
|
2.92K
$478K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 6.02% |
$1.71K - $2.06K
|
141
$23.1K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
8New |
$1.71K - $2.06K
|
8
$1.31K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
8+ 6.35% |
$1.71K - $2.06K
|
134
$22K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7+ 0.12% |
$1.5K - $1.81K
|
5.79K
$949K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
7+ 0.42% |
$1.5K - $1.81K
|
1.68K
$275K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7+ 87.5% |
$1.5K - $1.81K
|
15
$2.46K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 58.33% |
$1.5K - $1.81K
|
19
$3.12K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
7+ 38.89% |
$1.5K - $1.81K
|
25
$4.1K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 2.82% |
$1.5K - $1.81K
|
255
$41.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 26.09% |
$1.28K - $1.55K
|
29
$4.76K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6New |
$1.28K - $1.55K
|
6
$984
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$1.28K - $1.55K
|
6
$984
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
6+ 0.25% |
$1.28K - $1.55K
|
2.41K
$395K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
5+ 0.01% |
$1.07K - $1.29K
|
36.8K
$6.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5New |
$1.07K - $1.29K
|
5
$820
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$1.07K - $1.29K
|
5
$820
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
4+ 0.31% |
$856 - $1.03K
|
1.29K
$212K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4New |
$856 - $1.03K
|
4
$656
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 7.32% |
$642 - $774
|
44
$7.22K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.07% |
$642 - $774
|
4.34K
$712K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
3New |
$642 - $774
|
3
$492
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.26% |
$428 - $516
|
762
$125K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2+ 0.18% |
$428 - $516
|
1.12K
$183K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 20.0% |
$428 - $516
|
12
$1.97K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.14% |
$428 - $516
|
1.42K
$233K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 66.67% |
$428 - $516
|
5
$820
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
2+ 0.09% |
$428 - $516
|
2.33K
$382K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.07% |
$214 - $258
|
1.53K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$214 - $258
|
1
$164
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1New |
$214 - $258
|
1
$164
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.69% |
$214 - $258
|
146
$24K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 2.22% |
$214 - $258
|
46
$7.55K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$214 - $258
|
1
$164
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.11% |
$214 - $258
|
947
$155K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.72% |
$214 - $258
|
139
$22.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 1.02% |
$214 - $258
|
99
$16.2K
|