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
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
11+ 0.86% |
$2.35K - $2.84K
|
1.29K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
10+ 1.11% |
$2.14K - $2.58K
|
912
$159K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
10New |
$2.14K - $2.58K
|
10
$1.75K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
8New |
$1.71K - $2.06K
|
8
$1.4K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8+ 0.28% |
$1.71K - $2.06K
|
2.92K
$509K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 6.02% |
$1.71K - $2.06K
|
141
$24.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
8+ 6.35% |
$1.71K - $2.06K
|
134
$23.4K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
7+ 38.89% |
$1.5K - $1.81K
|
25
$4.36K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 2.82% |
$1.5K - $1.81K
|
255
$44.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7+ 87.5% |
$1.5K - $1.81K
|
15
$2.62K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7+ 0.12% |
$1.5K - $1.81K
|
5.79K
$1.01M
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
7+ 0.42% |
$1.5K - $1.81K
|
1.68K
$293K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 58.33% |
$1.5K - $1.81K
|
19
$3.32K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 26.09% |
$1.28K - $1.55K
|
29
$5.06K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
6+ 0.25% |
$1.28K - $1.55K
|
2.41K
$420K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6New |
$1.28K - $1.55K
|
6
$1.05K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$1.28K - $1.55K
|
6
$1.05K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$1.07K - $1.29K
|
5
$873
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
5+ 0.01% |
$1.07K - $1.29K
|
36.8K
$6.43M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5New |
$1.07K - $1.29K
|
5
$873
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
4+ 0.31% |
$856 - $1.03K
|
1.29K
$225K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4New |
$856 - $1.03K
|
4
$698
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.07% |
$642 - $774
|
4.34K
$757K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 7.32% |
$642 - $774
|
44
$7.68K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
3New |
$642 - $774
|
3
$524
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 20.0% |
$428 - $516
|
12
$2.09K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 66.67% |
$428 - $516
|
5
$873
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.26% |
$428 - $516
|
762
$133K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.14% |
$428 - $516
|
1.42K
$248K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
2+ 0.09% |
$428 - $516
|
2.33K
$406K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2+ 0.18% |
$428 - $516
|
1.12K
$195K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.45% |
$214 - $258
|
222
$38.7K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 2.22% |
$214 - $258
|
46
$8.03K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1New |
$214 - $258
|
1
$175
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$214 - $258
|
1
$175
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.1% |
$214 - $258
|
989
$173K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.72% |
$214 - $258
|
139
$24.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.11% |
$214 - $258
|
947
$165K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$214 - $258
|
1
$175
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.69% |
$214 - $258
|
146
$25.5K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.07% |
$214 - $258
|
1.53K
$266K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 1.02% |
$214 - $258
|
99
$17.3K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-1- 0.05% |
$214 - $258
|
2.05K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1- 0.29% |
$214 - $258
|
343
$59.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.05% |
$214 - $258
|
1.85K
$323K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 6.67% |
$214 - $258
|
14
$2.44K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.04% |
$428 - $516
|
4.51K
$787K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3- 3.53% |
$642 - $774
|
82
$14.3K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 2.59% |
$642 - $774
|
113
$19.7K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-4- 33.33% |
$856 - $1.03K
|
8
$1.4K
|