Purchases and Sales Made in Q4 2022 in Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
88+ 1.77% |
$13.4K - $17K
|
5.07K
$885K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
88+ 4.43% |
$13.4K - $17K
|
2.07K
$362K
|
|
|
Jan 27, 2023
Q4 2022
|
Suncoast Equity Management
|
BUY
|
- |
85+ 3.26% |
$13K - $16.4K
|
2.69K
$469K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
85+ 5.11% |
$13K - $16.4K
|
1.75K
$305K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
84New |
$12.8K - $16.2K
|
84
$14.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
81+ 2.58% |
$12.4K - $15.6K
|
3.22K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
80+ 3.55% |
$12.2K - $15.4K
|
2.33K
$407K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
79New |
$12.1K - $15.2K
|
79
$13.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
77+ 10.62% |
$11.8K - $14.9K
|
802
$140K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
77+ 7.04% |
$11.8K - $14.9K
|
1.17K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
76New |
$11.6K - $14.7K
|
76
$13.3K
|
|
|
Feb 13, 2024
Q4 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
75+ 0.07% |
$11.4K - $14.5K
|
108K
$18.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
75+ 0.07% |
$11.4K - $14.5K
|
108K
$18.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
75+ 0.72% |
$11.4K - $14.5K
|
10.4K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
73+ 86.9% |
$11.1K - $14.1K
|
157
$27.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
69+ 143.75% |
$10.5K - $13.3K
|
117
$20.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
68+ 31.19% |
$10.4K - $13.1K
|
286
$49.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
67+ 1.99% |
$10.2K - $12.9K
|
3.44K
$601K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
67+ 0.87% |
$10.2K - $12.9K
|
7.74K
$1.35M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
61+ 76.25% |
$9.31K - $11.8K
|
141
$24.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
60+ 3.94% |
$9.16K - $11.6K
|
1.58K
$276K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
57+ 8.8% |
$8.7K - $11K
|
705
$123K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
56+ 0.4% |
$8.55K - $10.8K
|
13.9K
$2.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
56+ 11.5% |
$8.55K - $10.8K
|
543
$94.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
49+ 181.48% |
$7.48K - $9.46K
|
76
$13.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
48+ 3.15% |
$7.32K - $9.26K
|
1.57K
$275K
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
47+ 5.54% |
$7.17K - $9.07K
|
896
$156K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
46+ 0.43% |
$7.02K - $8.88K
|
10.6K
$1.86M
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
42+ 0.56% |
$6.41K - $8.11K
|
7.5K
$1.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
41New |
$6.26K - $7.91K
|
41
$7.16K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
39New |
$5.95K - $7.53K
|
39
$6.81K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
35+ 4.65% |
$5.34K - $6.75K
|
788
$138K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
34+ 1.83% |
$5.19K - $6.56K
|
1.9K
$331K
|
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
34+ 0.93% |
$5.19K - $6.56K
|
3.69K
$644K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
34+ 0.62% |
$5.19K - $6.56K
|
5.48K
$956K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
33+ 0.04% |
$5.04K - $6.37K
|
91.5K
$16M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
32New |
$4.88K - $6.18K
|
32
$5.58K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 63.27% |
$4.73K - $5.98K
|
80
$14K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
29+ 1.9% |
$4.43K - $5.6K
|
1.55K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
29+ 100.0% |
$4.43K - $5.6K
|
58
$10.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
29+ 193.33% |
$4.43K - $5.6K
|
44
$7.68K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
25+ 0.45% |
$3.82K - $4.82K
|
5.62K
$980K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
24New |
$3.66K - $4.63K
|
24
$4.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20New |
$3.05K - $3.86K
|
20
$3.49K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
17New |
$2.59K - $3.28K
|
17
$2.97K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
17New |
$2.59K - $3.28K
|
17
$2.97K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
16+ 6.78% |
$2.44K - $3.09K
|
252
$44K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
15+ 0.94% |
$2.29K - $2.89K
|
1.61K
$281K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
15New |
$2.29K - $2.89K
|
15
$2.62K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
15+ 0.82% |
$2.29K - $2.89K
|
1.85K
$323K
|