Purchases and Sales Made in Q3 2024 in Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7+ 1.1% |
$1.45K - $1.68K
|
641
$112K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.92% |
$1.45K - $1.68K
|
767
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7+ 0.49% |
$1.45K - $1.68K
|
1.44K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
6+ 0.06% |
$1.24K - $1.44K
|
10.1K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 0.83% |
$1.24K - $1.44K
|
731
$128K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
6+ 0.25% |
$1.24K - $1.44K
|
2.42K
$422K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
5+ 0.28% |
$1.03K - $1.2K
|
1.77K
$309K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.53% |
$1.03K - $1.2K
|
947
$165K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5New |
$1.03K - $1.2K
|
5
$873
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
5+ 0.43% |
$1.03K - $1.2K
|
1.17K
$204K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
5New |
$1.03K - $1.2K
|
5
$873
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.61% |
$1.03K - $1.2K
|
828
$145K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4New |
$827 - $959
|
4
$698
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4+ 0.21% |
$827 - $959
|
1.94K
$338K
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
4+ 0.31% |
$827 - $959
|
1.3K
$227K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 5.19% |
$827 - $959
|
81
$14.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3+ 0.26% |
$620 - $720
|
1.14K
$199K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.87% |
$620 - $720
|
346
$60.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 4.17% |
$620 - $720
|
75
$13.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3+ 0.03% |
$620 - $720
|
9.72K
$1.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.55% |
$620 - $720
|
545
$95.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 150.0% |
$620 - $720
|
5
$873
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3+ 0.27% |
$620 - $720
|
1.12K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2+ 0.03% |
$413 - $480
|
6.84K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 2.22% |
$413 - $480
|
92
$16.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2+ 0.17% |
$413 - $480
|
1.2K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 4.88% |
$413 - $480
|
43
$7.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 2.33% |
$207 - $240
|
44
$7.68K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$207 - $240
|
1
$175
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.45% |
$207 - $240
|
223
$38.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.1% |
$207 - $240
|
992
$173K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.72% |
$207 - $240
|
140
$24.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 100.0% |
$207 - $240
|
2
$349
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1+ 0.01% |
$207 - $240
|
10.9K
$1.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.18% |
$207 - $240
|
551
$96.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 5.88% |
$207 - $240
|
16
$2.79K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 6.67% |
$207 - $240
|
14
$2.44K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1- 0.04% |
$207 - $240
|
2.67K
$466K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 4.76% |
$207 - $240
|
20
$3.49K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 14.29% |
$207 - $240
|
6
$1.05K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-2- 11.11% |
$413 - $480
|
16
$2.79K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 8.7% |
$413 - $480
|
21
$3.67K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.28% |
$413 - $480
|
704
$123K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-2- 0.09% |
$413 - $480
|
2.3K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3- 1.99% |
$620 - $720
|
148
$25.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5- 0.9% |
$1.03K - $1.2K
|
552
$96.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 6.94% |
$1.03K - $1.2K
|
67
$11.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-6- 0.16% |
$1.24K - $1.44K
|
3.83K
$669K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6- 0.16% |
$1.24K - $1.44K
|
3.83K
$668K
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-6- 0.2% |
$1.24K - $1.44K
|
3.01K
$525K
|