Purchases and Sales Made in Q2 2025 in Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW) during Q2 2025. 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 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
86+ 1.55% |
$12.4K - $16.4K
|
5.64K
$925K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
83+ 10.07% |
$12K - $15.8K
|
907
$149K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
82+ 1640.0% |
$11.8K - $15.6K
|
87
$14.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
77+ 3.55% |
$11.1K - $14.7K
|
2.24K
$368K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
72New |
$10.4K - $13.7K
|
72
$11.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
71+ 10.87% |
$10.3K - $13.5K
|
724
$119K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
70+ 269.23% |
$10.1K - $13.3K
|
96
$15.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
61+ 3.85% |
$8.81K - $11.6K
|
1.65K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
52New |
$7.51K - $9.92K
|
52
$8.53K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
51+ 6.85% |
$7.37K - $9.72K
|
795
$130K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
47+ 3.07% |
$6.79K - $8.96K
|
1.58K
$259K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
44+ 628.57% |
$6.36K - $8.39K
|
51
$8.37K
|
|
|
Aug 07, 2025
Q2 2025
|
Stf Management LP
Frisco, TX |
BUY
|
- |
38+ 1.88% |
$5.49K - $7.25K
|
2.06K
$337K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
36New |
$5.2K - $6.86K
|
36
$5.91K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
34+ 0.85% |
$4.91K - $6.48K
|
4.05K
$664K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
33+ 25.78% |
$4.77K - $6.29K
|
161
$26.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
33+ 0.73% |
$4.77K - $6.29K
|
4.57K
$750K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
30New |
$4.33K - $5.72K
|
30
$4.92K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29+ 3.27% |
$4.19K - $5.53K
|
917
$150K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
29+ 580.0% |
$4.19K - $5.53K
|
34
$5.58K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
28New |
$4.05K - $5.34K
|
28
$4.59K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
27+ 27.55% |
$3.9K - $5.15K
|
125
$20.5K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
27+ 52.94% |
$3.9K - $5.15K
|
78
$12.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
25+ 1.2% |
$3.61K - $4.77K
|
2.1K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
24+ 0.57% |
$3.47K - $4.58K
|
4.27K
$700K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
22+ 18.33% |
$3.18K - $4.19K
|
142
$23.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
22+ 1100.0% |
$3.18K - $4.19K
|
24
$3.94K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
22+ 0.11% |
$3.18K - $4.19K
|
19.8K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
22+ 68.75% |
$3.18K - $4.19K
|
54
$8.86K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
21New |
$3.03K - $4K
|
21
$3.45K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21New |
$3.03K - $4K
|
21
$3.45K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
21New |
$3.03K - $4K
|
21
$3.45K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
19New |
$2.75K - $3.62K
|
19
$3.12K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
19+ 190.0% |
$2.75K - $3.62K
|
29
$4.76K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16+ 34.04% |
$2.31K - $3.05K
|
63
$10.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
15+ 5.64% |
$2.17K - $2.86K
|
281
$46.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 1300.0% |
$1.88K - $2.48K
|
14
$2.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
13+ 2.59% |
$1.88K - $2.48K
|
515
$84.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
12+ 0.31% |
$1.73K - $2.29K
|
3.91K
$641K
|
|
|
Aug 12, 2025
Q2 2025
|
Eulav Asset Management
|
BUY
|
- |
12+ 0.0% |
$1.73K - $2.29K
|
344K
$56.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
11New |
$1.59K - $2.1K
|
11
$1.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
10+ 0.12% |
$1.44K - $1.91K
|
8.18K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10New |
$1.44K - $1.91K
|
10
$1.64K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 8.04% |
$1.3K - $1.72K
|
121
$19.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 5.63% |
$1.16K - $1.53K
|
150
$24.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
8+ 0.24% |
$1.16K - $1.53K
|
3.33K
$547K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 7.02% |
$1.16K - $1.53K
|
122
$20K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7New |
$1.01K - $1.33K
|
7
$1.15K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7New |
$1.01K - $1.33K
|
7
$1.15K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
7New |
$1.01K - $1.33K
|
7
$1.15K
|