Purchases and Sales Made in Q2 2023 in Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
116+ 2.88% |
$18.9K - $22.5K
|
4.14K
$722K
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
116+ 2.04% |
$18.9K - $22.5K
|
5.82K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
114+ 6.94% |
$18.6K - $22.1K
|
1.76K
$306K
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
113+ 5.02% |
$18.4K - $21.9K
|
2.36K
$412K
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
102New |
$16.6K - $19.8K
|
102
$17.8K
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
101New |
$16.5K - $19.6K
|
101
$17.6K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
99New |
$16.1K - $19.2K
|
99
$17.3K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
94+ 5.04% |
$15.3K - $18.2K
|
1.96K
$342K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
89+ 10.32% |
$14.5K - $17.2K
|
951
$166K
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
84+ 3.59% |
$13.7K - $16.3K
|
2.42K
$423K
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
84+ 0.71% |
$13.7K - $16.3K
|
11.9K
$2.08M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
78+ 4.33% |
$12.7K - $15.1K
|
1.88K
$328K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
77+ 4.2% |
$12.6K - $14.9K
|
1.91K
$333K
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
73+ 1.15% |
$11.9K - $14.1K
|
6.39K
$1.12M
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
71+ 6.64% |
$11.6K - $13.8K
|
1.14K
$199K
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
BUY
|
- |
71+ 1.08% |
$11.6K - $13.8K
|
6.64K
$1.16M
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
70+ 0.36% |
$11.4K - $13.6K
|
19.3K
$3.38M
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
69+ 87.34% |
$11.3K - $13.4K
|
148
$25.8K
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
67+ 5.67% |
$10.9K - $13K
|
1.25K
$218K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
63+ 1.31% |
$10.3K - $12.2K
|
4.86K
$848K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
61New |
$9.95K - $11.8K
|
61
$10.6K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
59New |
$9.62K - $11.4K
|
59
$10.3K
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
58+ 2.22% |
$9.46K - $11.2K
|
2.67K
$466K
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
57+ 0.08% |
$9.3K - $11K
|
73.3K
$12.8M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
56+ 107.69% |
$9.14K - $10.8K
|
108
$18.8K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
55+ 4.25% |
$8.97K - $10.7K
|
1.35K
$236K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
51+ 1.01% |
$8.32K - $9.88K
|
5.1K
$889K
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
51+ 0.88% |
$8.32K - $9.88K
|
5.84K
$1.02M
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
49New |
$7.99K - $9.49K
|
49
$8.55K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
47+ 4700.0% |
$7.67K - $9.1K
|
48
$8.38K
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
46+ 2.95% |
$7.5K - $8.91K
|
1.6K
$280K
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
44New |
$7.18K - $8.52K
|
44
$7.68K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
41+ 2.93% |
$6.69K - $7.94K
|
1.44K
$251K
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
38+ 1.93% |
$6.2K - $7.36K
|
2.01K
$351K
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
34+ 12.64% |
$5.55K - $6.59K
|
303
$52.9K
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
32+ 0.01% |
$5.22K - $6.2K
|
537K
$93.7M
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
32+ 1.62% |
$5.22K - $6.2K
|
2K
$350K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
31+ 0.11% |
$5.06K - $6K
|
28K
$4.88M
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
30+ 150.0% |
$4.89K - $5.81K
|
50
$8.73K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
29+ 126.09% |
$4.73K - $5.62K
|
52
$9.08K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
23New |
$3.75K - $4.45K
|
23
$4.01K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
23New |
$3.75K - $4.45K
|
23
$4.01K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
21+ 0.44% |
$3.43K - $4.07K
|
4.84K
$845K
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
20+ 0.86% |
$3.26K - $3.87K
|
2.33K
$407K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19+ 118.75% |
$3.1K - $3.68K
|
35
$6.11K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
19+ 316.67% |
$3.1K - $3.68K
|
25
$4.36K
|
|
Jul 14, 2023
Q2 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
18+ 1.45% |
$2.94K - $3.49K
|
1.26K
$220K
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
17+ 0.09% |
$2.77K - $3.29K
|
19.4K
$3.38M
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
16+ 0.1% |
$2.61K - $3.1K
|
16K
$2.79M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 15.0% |
$2.45K - $2.91K
|
115
$20.1K
|