Purchases and Sales Made in Q3 2023 in Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
227+ 4.42% |
$41.5K - $48.4K
|
5.36K
$935K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
223+ 7.61% |
$40.7K - $47.6K
|
3.16K
$551K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
211+ 0.25% |
$38.5K - $45K
|
83.1K
$14.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
210+ 0.56% |
$38.4K - $44.8K
|
38K
$6.63M
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
208+ 3.38% |
$38K - $44.4K
|
6.36K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
205+ 8.57% |
$37.5K - $43.7K
|
2.6K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
201+ 7.38% |
$36.7K - $42.9K
|
2.92K
$510K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
199+ 2.36% |
$36.4K - $42.4K
|
8.61K
$1.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
196+ 7.91% |
$35.8K - $41.8K
|
2.68K
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
193+ 135.92% |
$35.3K - $41.2K
|
335
$58.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
186+ 0.25% |
$34K - $39.7K
|
73.4K
$12.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
184+ 3.16% |
$33.6K - $39.2K
|
6K
$1.05M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
182+ 1.68% |
$33.3K - $38.8K
|
11K
$1.92M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
173+ 1.61% |
$31.6K - $36.9K
|
10.9K
$1.91M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
173New |
$31.6K - $36.9K
|
173
$30.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
172+ 0.55% |
$31.4K - $36.7K
|
31.6K
$5.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
172+ 6.94% |
$31.4K - $36.7K
|
2.65K
$463K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
165+ 0.54% |
$30.1K - $35.2K
|
31K
$5.41M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
165+ 8.81% |
$30.1K - $35.2K
|
2.04K
$356K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
165+ 2.94% |
$30.1K - $35.2K
|
5.78K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
164+ 1.47% |
$30K - $35K
|
11.3K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
163+ 1.0% |
$29.8K - $34.8K
|
16.5K
$2.88M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
163+ 7.43% |
$29.8K - $34.8K
|
2.36K
$411K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
163+ 0.52% |
$29.8K - $34.8K
|
31.4K
$5.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
162+ 9.23% |
$29.6K - $34.6K
|
1.92K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
154+ 38.79% |
$28.1K - $32.8K
|
551
$96.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
152+ 0.63% |
$27.8K - $32.4K
|
24.3K
$4.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
148+ 137.04% |
$27K - $31.6K
|
256
$44.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
143+ 80.79% |
$26.1K - $30.5K
|
320
$55.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
139+ 14.62% |
$25.4K - $29.6K
|
1.09K
$190K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
138New |
$25.2K - $29.4K
|
138
$24.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
131New |
$23.9K - $27.9K
|
131
$22.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
129+ 84.31% |
$23.6K - $27.5K
|
282
$49.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
124+ 7.37% |
$22.7K - $26.4K
|
1.81K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
124+ 16.27% |
$22.7K - $26.4K
|
886
$155K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
123+ 1.03% |
$22.5K - $26.2K
|
12K
$2.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
121+ 1.1% |
$22.1K - $25.8K
|
11.1K
$1.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
119+ 3.94% |
$21.7K - $25.4K
|
3.14K
$548K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
118+ 28.3% |
$21.6K - $25.2K
|
535
$93.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
116+ 8.07% |
$21.2K - $24.7K
|
1.55K
$271K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
115+ 3.81% |
$21K - $24.5K
|
3.14K
$547K
|
|
|
Oct 23, 2023
Q3 2023
|
Suncoast Equity Management
|
BUY
|
- |
115+ 6.57% |
$21K - $24.5K
|
1.87K
$325K
|
|
|
Oct 13, 2023
Q3 2023
|
Triad Investment Management
|
BUY
|
- |
109+ 0.87% |
$19.9K - $23.2K
|
12.7K
$2.22M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
105+ 2.06% |
$19.2K - $22.4K
|
5.2K
$908K
|
|
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
104+ 0.17% |
$19K - $22.2K
|
60.9K
$10.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
102+ 9.11% |
$18.6K - $21.8K
|
1.22K
$213K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
101+ 2.28% |
$18.5K - $21.5K
|
4.53K
$791K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
101+ 7.91% |
$18.5K - $21.5K
|
1.38K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.43% |
$18.3K - $21.3K
|
23.3K
$4.07M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
100New |
$18.3K - $21.3K
|
100
$17.5K
|