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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
15+ 0.91% |
$2.45K - $2.91K
|
1.67K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15New |
$2.45K - $2.91K
|
15
$2.62K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
15+ 1.09% |
$2.45K - $2.91K
|
1.39K
$243K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 15.0% |
$2.45K - $2.91K
|
115
$20.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
15+ 1.01% |
$2.45K - $2.91K
|
1.5K
$262K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 2.39% |
$2.28K - $2.71K
|
600
$105K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13+ 1.12% |
$2.12K - $2.52K
|
1.18K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13+ 0.71% |
$2.12K - $2.52K
|
1.85K
$322K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12New |
$1.96K - $2.32K
|
12
$2.09K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
12+ 0.32% |
$1.96K - $2.32K
|
3.72K
$649K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
11+ 0.62% |
$1.79K - $2.13K
|
1.78K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 1.2% |
$1.47K - $1.74K
|
762
$133K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 1.2% |
$1.47K - $1.74K
|
762
$133K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9+ 0.44% |
$1.47K - $1.74K
|
2.06K
$360K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
9New |
$1.47K - $1.74K
|
9
$1.57K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
8New |
$1.31K - $1.55K
|
8
$1.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
7+ 0.61% |
$1.14K - $1.36K
|
1.16K
$202K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
6+ 0.61% |
$979 - $1.16K
|
993
$173K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5New |
$816 - $968
|
5
$873
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 1.28% |
$816 - $968
|
397
$69.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
5+ 0.39% |
$816 - $968
|
1.28K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5+ 0.01% |
$816 - $968
|
36.7K
$6.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5+ 0.28% |
$816 - $968
|
1.82K
$317K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
5+ 25.0% |
$816 - $968
|
25
$4.36K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
5+ 3.76% |
$816 - $968
|
138
$24.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4+ 2.31% |
$653 - $775
|
177
$30.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.25% |
$653 - $775
|
1.58K
$275K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$489 - $581
|
4.43K
$773K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3+ 0.27% |
$489 - $581
|
1.11K
$193K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3+ 0.01% |
$489 - $581
|
31.4K
$5.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.06% |
$326 - $387
|
3.44K
$601K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
2New |
$326 - $387
|
2
$349
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2+ 1.27% |
$326 - $387
|
160
$27.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 2.06% |
$326 - $387
|
99
$17.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.35% |
$326 - $387
|
580
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.12% |
$163 - $194
|
805
$140K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.46% |
$163 - $194
|
220
$38.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$163 - $194
|
417
$72.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 33.33% |
$163 - $194
|
4
$698
|
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
SELL
|
- |
-1- 0.01% |
$163 - $194
|
11K
$1.91M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1- 20.0% |
$163 - $194
|
4
$698
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 10.0% |
$326 - $387
|
18
$3.14K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 11.76% |
$326 - $387
|
15
$2.62K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-3- 3.23% |
$489 - $581
|
90
$15.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.21% |
$653 - $775
|
1.92K
$336K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5- 0.12% |
$816 - $968
|
4.28K
$746K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5- 0.12% |
$816 - $968
|
4.25K
$742K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-5- 83.33% |
$816 - $968
|
1
$175
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 1.87% |
$979 - $1.16K
|
315
$55K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7- 0.13% |
$1.14K - $1.36K
|
5.31K
$927K
|