Purchases and Sales Made in Q4 2023 in Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-256- 18.3% |
$50.4K - $58.6K
|
1.14K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-262- 28.95% |
$51.6K - $59.9K
|
643
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-267- 14.74% |
$52.6K - $61.1K
|
1.54K
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-278- 10.41% |
$54.8K - $63.6K
|
2.39K
$417K
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-292- 5.82% |
$57.5K - $66.8K
|
4.73K
$825K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-301- 2.73% |
$59.3K - $68.8K
|
10.7K
$1.87M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-304- 15.18% |
$59.9K - $69.5K
|
1.7K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-306- 14.25% |
$60.3K - $70K
|
1.84K
$321K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-310- 96.88% |
$61.1K - $70.9K
|
10
$1.75K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-314- 10.44% |
$61.9K - $71.8K
|
2.69K
$470K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-315- 17.67% |
$62.1K - $72K
|
1.47K
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-327- 13.5% |
$64.4K - $74.8K
|
2.1K
$366K
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-339- 56.03% |
$66.8K - $77.5K
|
266
$46.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-340- 4.36% |
$67K - $77.8K
|
7.46K
$1.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-355- 5.63% |
$70K - $81.2K
|
5.96K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-372- 15.36% |
$73.3K - $85.1K
|
2.05K
$358K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-373- 5.55% |
$73.5K - $85.3K
|
6.34K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-380- 10.17% |
$74.9K - $86.9K
|
3.36K
$586K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-380- 10.41% |
$74.9K - $86.9K
|
3.27K
$571K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-387- 1.11% |
$76.3K - $88.5K
|
34.5K
$6.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-398- 6.06% |
$78.4K - $91K
|
6.17K
$1.08M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-400- 1.65% |
$78.8K - $91.5K
|
23.8K
$4.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-405- 25.02% |
$79.8K - $92.6K
|
1.21K
$212K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-420- 17.8% |
$82.8K - $96.1K
|
1.94K
$338K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-429- 9.47% |
$84.5K - $98.1K
|
4.1K
$716K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-433- 1.56% |
$85.3K - $99K
|
27.4K
$4.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-449- 1.17% |
$88.5K - $103K
|
37.9K
$6.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-451- 7.09% |
$88.9K - $103K
|
5.91K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-474- 8.2% |
$93.4K - $108K
|
5.3K
$926K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-474- 10.27% |
$93.4K - $108K
|
4.14K
$723K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-478- 26.44% |
$94.2K - $109K
|
1.33K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-493- 19.52% |
$97.1K - $113K
|
2.03K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-502- 3.2% |
$98.9K - $115K
|
15.2K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-524- 1.53% |
$103K - $120K
|
33.7K
$5.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-550- 1.8% |
$108K - $126K
|
30K
$5.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-560- 11.44% |
$110K - $128K
|
4.34K
$757K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-596- 14.06% |
$117K - $136K
|
3.64K
$636K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-610- 2.71% |
$120K - $140K
|
21.9K
$3.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-615- 26.95% |
$121K - $141K
|
1.67K
$291K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-615- 2.53% |
$121K - $141K
|
23.6K
$4.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-694- 1.8% |
$137K - $159K
|
37.8K
$6.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-728- 18.76% |
$143K - $167K
|
3.15K
$550K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-752- 18.82% |
$148K - $172K
|
3.24K
$566K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-752- 46.53% |
$148K - $172K
|
864
$151K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-760- 10.42% |
$150K - $174K
|
6.53K
$1.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-763- 4.03% |
$150K - $175K
|
18.2K
$3.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-774- 1.01% |
$153K - $177K
|
76.2K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-777- 29.78% |
$153K - $178K
|
1.83K
$320K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-786- 13.2% |
$155K - $180K
|
5.17K
$902K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-787- 0.5% |
$155K - $180K
|
156K
$27.3M
|