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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
10+ 0.79% |
$1.83K - $2.13K
|
1.27K
$224K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10+ 37.04% |
$1.83K - $2.13K
|
37
$6.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 1.5% |
$1.64K - $1.92K
|
609
$107K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
8+ 0.89% |
$1.46K - $1.71K
|
906
$159K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 22.86% |
$1.46K - $1.71K
|
43
$7.56K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
6+ 0.09% |
$1.1K - $1.28K
|
6.56K
$1.15M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6New |
$1.1K - $1.28K
|
6
$1.05K
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4+ 0.36% |
$731 - $853
|
1.11K
$195K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.89% |
$731 - $853
|
454
$79.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 2.37% |
$731 - $853
|
173
$30.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3+ 0.11% |
$548 - $640
|
2.68K
$470K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3New |
$548 - $640
|
3
$527
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.34% |
$365 - $427
|
582
$102K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
2+ 0.05% |
$365 - $427
|
3.72K
$654K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 11.11% |
$365 - $427
|
20
$3.52K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 100.0% |
$183 - $213
|
2
$352
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$183 - $213
|
1
$176
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$183 - $213
|
1
$176
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 0.02% |
$183 - $213
|
4.32K
$760K
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1+ 0.02% |
$183 - $213
|
5.05K
$888K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$183 - $213
|
1
$176
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.72% |
$183 - $213
|
137
$24.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-1- 0.63% |
$183 - $213
|
159
$28K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1- 0.07% |
$183 - $213
|
1.35K
$237K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.85% |
$183 - $213
|
117
$20.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2- 0.12% |
$365 - $427
|
1.7K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3- 0.2% |
$548 - $640
|
1.53K
$269K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-3- 42.86% |
$548 - $640
|
4
$703
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3- 0.16% |
$548 - $640
|
1.88K
$330K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3- 0.03% |
$548 - $640
|
8.85K
$1.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 7.41% |
$731 - $853
|
50
$8.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-4- 0.05% |
$731 - $853
|
7.86K
$1.38M
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-5- 0.3% |
$914 - $1.07K
|
1.66K
$292K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-5- 20.83% |
$914 - $1.07K
|
19
$3.34K
|
|
|
Nov 02, 2023
Q3 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-6- 0.19% |
$1.1K - $1.28K
|
3.17K
$557K
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-7- 0.6% |
$1.28K - $1.49K
|
1.15K
$202K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8Closed |
$1.46K - $1.71K
|
0
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-10- 0.33% |
$1.83K - $2.13K
|
3.01K
$529K
|
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-10- 0.11% |
$1.83K - $2.13K
|
9.11K
$1.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-10- 0.52% |
$1.83K - $2.13K
|
1.91K
$337K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11- 0.17% |
$2.01K - $2.35K
|
6.31K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-11- 0.07% |
$2.01K - $2.35K
|
15.1K
$2.65M
|
|
|
Oct 30, 2023
Q3 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-12- 0.24% |
$2.19K - $2.56K
|
5.02K
$882K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-12- 0.92% |
$2.19K - $2.56K
|
1.29K
$226K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-14- 0.52% |
$2.56K - $2.99K
|
2.67K
$469K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-15- 10.56% |
$2.74K - $3.2K
|
127
$22.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-16- 0.71% |
$2.92K - $3.41K
|
2.23K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-19- 0.45% |
$3.47K - $4.05K
|
4.23K
$744K
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-19- 0.88% |
$3.47K - $4.05K
|
2.15K
$378K
|