Purchases and Sales Made in Q2 2024 in Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 33.33% |
$429 - $512
|
4
$725
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-2- 8.0% |
$429 - $512
|
23
$4.17K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2- 0.26% |
$429 - $512
|
760
$138K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-2- 66.67% |
$429 - $512
|
1
$181
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3- 0.21% |
$644 - $767
|
1.46K
$264K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 6.82% |
$644 - $767
|
41
$7.43K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 6.52% |
$644 - $767
|
43
$7.79K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4- 13.33% |
$858 - $1.02K
|
26
$4.71K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-5- 0.53% |
$1.07K - $1.28K
|
942
$171K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6- 0.21% |
$1.29K - $1.53K
|
2.91K
$527K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6- 0.21% |
$1.29K - $1.53K
|
2.91K
$527K
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-7- 0.24% |
$1.5K - $1.79K
|
2.9K
$526K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-7- 28.0% |
$1.5K - $1.79K
|
18
$3.26K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-9- 25.71% |
$1.93K - $2.3K
|
26
$4.71K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-11- 5.21% |
$2.36K - $2.81K
|
200
$36.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11- 0.72% |
$2.36K - $2.81K
|
1.51K
$274K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-11- 0.68% |
$2.36K - $2.81K
|
1.61K
$292K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-11- 0.69% |
$2.36K - $2.81K
|
1.59K
$289K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-12- 0.68% |
$2.58K - $3.07K
|
1.77K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-12- 1.31% |
$2.58K - $3.07K
|
905
$164K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-13- 5.96% |
$2.79K - $3.32K
|
205
$37.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-13- 38.24% |
$2.79K - $3.32K
|
21
$3.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 1.8% |
$3K - $3.58K
|
764
$138K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-14- 0.85% |
$3K - $3.58K
|
1.63K
$296K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-16- 1.12% |
$3.43K - $4.09K
|
1.42K
$257K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-17- 89.47% |
$3.65K - $4.35K
|
2
$362
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-20- 0.47% |
$4.29K - $5.12K
|
4.22K
$765K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-20- 11.3% |
$4.29K - $5.12K
|
157
$28.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-20- 1.06% |
$4.29K - $5.12K
|
1.87K
$339K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-20- 1.39% |
$4.29K - $5.12K
|
1.41K
$256K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-21- 1.46% |
$4.51K - $5.37K
|
1.42K
$257K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-21- 0.31% |
$4.51K - $5.37K
|
6.67K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-22- 1.31% |
$4.72K - $5.63K
|
1.66K
$300K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-23- 1.09% |
$4.94K - $5.88K
|
2.09K
$378K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-23- 0.68% |
$4.94K - $5.88K
|
3.35K
$607K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-24- 1.56% |
$5.15K - $6.14K
|
1.52K
$275K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-24- 1.3% |
$5.15K - $6.14K
|
1.83K
$331K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-25- 0.45% |
$5.37K - $6.39K
|
5.48K
$993K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-25- 0.7% |
$5.37K - $6.39K
|
3.54K
$640K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-27- 27.27% |
$5.79K - $6.91K
|
72
$13K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-28- 0.77% |
$6.01K - $7.16K
|
3.61K
$655K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-30- 8.0% |
$6.44K - $7.67K
|
345
$62.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-33- 0.88% |
$7.08K - $8.44K
|
3.71K
$673K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-34- 0.72% |
$7.3K - $8.7K
|
4.7K
$852K
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-35- 0.03% |
$7.51K - $8.95K
|
102K
$18.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-35- 0.44% |
$7.51K - $8.95K
|
7.98K
$1.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-36- 0.56% |
$7.73K - $9.21K
|
6.41K
$1.16M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-36- 3.96% |
$7.73K - $9.21K
|
872
$158K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-36- 4.85% |
$7.73K - $9.21K
|
706
$128K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-36- 6.32% |
$7.73K - $9.21K
|
534
$96.7K
|