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 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
98+ 4.84% |
$17.9K - $20.9K
|
2.12K
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
83+ 98.81% |
$15.2K - $17.7K
|
167
$29.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
81+ 1.67% |
$14.8K - $17.3K
|
4.92K
$859K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
80New |
$14.6K - $17.1K
|
80
$14K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
80+ 4.27% |
$14.6K - $17.1K
|
1.95K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
79+ 0.65% |
$14.4K - $16.8K
|
12.3K
$2.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
74+ 0.38% |
$13.5K - $15.8K
|
19.4K
$3.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
72New |
$13.2K - $15.4K
|
72
$12.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
66+ 4.77% |
$12.1K - $14.1K
|
1.45K
$253K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
64+ 0.29% |
$11.7K - $13.6K
|
22.5K
$3.92M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
64New |
$11.7K - $13.6K
|
64
$11.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
63+ 3.61% |
$11.5K - $13.4K
|
1.81K
$315K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
60+ 4.31% |
$11K - $12.8K
|
1.45K
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
60+ 13.7% |
$11K - $12.8K
|
498
$86.9K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
60+ 13.7% |
$11K - $12.8K
|
498
$86.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
55+ 61.11% |
$10K - $11.7K
|
145
$25.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
54+ 1.11% |
$9.87K - $11.5K
|
4.91K
$857K
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
52+ 4.3% |
$9.5K - $11.1K
|
1.26K
$220K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
50+ 3.34% |
$9.14K - $10.7K
|
1.55K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
50+ 1.45% |
$9.14K - $10.7K
|
3.5K
$610K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
47+ 2.97% |
$8.59K - $10K
|
1.63K
$285K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
45+ 81.82% |
$8.22K - $9.6K
|
100
$17.5K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
44+ 2.11% |
$8.04K - $9.38K
|
2.13K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
43+ 2.73% |
$7.86K - $9.17K
|
1.62K
$283K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
36+ 75.0% |
$6.58K - $7.68K
|
84
$14.7K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
35New |
$6.39K - $7.46K
|
35
$6.11K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 0.96% |
$6.03K - $7.04K
|
3.48K
$607K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30+ 1.91% |
$5.48K - $6.4K
|
1.6K
$279K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
28+ 9.24% |
$5.12K - $5.97K
|
331
$57.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
26+ 1.11% |
$4.75K - $5.55K
|
2.36K
$412K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
25New |
$4.57K - $5.33K
|
25
$4.36K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
23+ 23.23% |
$4.2K - $4.91K
|
122
$21.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22+ 1.07% |
$4.02K - $4.69K
|
2.08K
$363K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
22New |
$4.02K - $4.69K
|
22
$3.84K
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
20+ 0.48% |
$3.65K - $4.27K
|
4.16K
$726K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 22.89% |
$3.47K - $4.05K
|
102
$17.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 16.52% |
$3.47K - $4.05K
|
134
$23.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
18+ 0.09% |
$3.29K - $3.84K
|
20.9K
$3.64M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17+ 6.18% |
$3.11K - $3.63K
|
292
$51K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
17+ 0.47% |
$3.11K - $3.63K
|
3.63K
$633K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
16+ 0.41% |
$2.92K - $3.41K
|
3.95K
$689K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
16+ 0.43% |
$2.92K - $3.41K
|
3.78K
$660K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 31.37% |
$2.92K - $3.41K
|
67
$11.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
16+ 0.43% |
$2.92K - $3.41K
|
3.78K
$660K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14New |
$2.56K - $2.99K
|
14
$2.44K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12+ 0.33% |
$2.19K - $2.56K
|
3.64K
$635K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
11New |
$2.01K - $2.35K
|
11
$1.92K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
11New |
$2.01K - $2.35K
|
11
$1.92K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11+ 0.99% |
$2.01K - $2.35K
|
1.12K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
10+ 3.04% |
$1.83K - $2.13K
|
339
$59.2K
|