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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
193New |
$38K - $44.1K
|
193
$33.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
183+ 2.51% |
$36.1K - $41.9K
|
7.47K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
178+ 2.28% |
$35.1K - $40.7K
|
8K
$1.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
175+ 2.78% |
$34.5K - $40K
|
6.48K
$1.13M
|
|
|
Feb 20, 2024
Q4 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
165+ 2.49% |
$32.5K - $37.7K
|
6.78K
$1.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
162+ 53.11% |
$31.9K - $37.1K
|
467
$81.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
160New |
$31.5K - $36.6K
|
160
$27.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
160+ 0.3% |
$31.5K - $36.6K
|
54.1K
$9.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
157New |
$30.9K - $35.9K
|
157
$27.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
152+ 9.78% |
$30K - $34.8K
|
1.71K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
145+ 3.01% |
$28.6K - $33.2K
|
4.97K
$867K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
142+ 7.78% |
$28K - $32.5K
|
1.97K
$343K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
139+ 1.22% |
$27.4K - $31.8K
|
11.6K
$2.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
139+ 5.2% |
$27.4K - $31.8K
|
2.81K
$491K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
139+ 37.37% |
$27.4K - $31.8K
|
511
$89.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
138New |
$27.2K - $31.6K
|
138
$24.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
137+ 102.24% |
$27K - $31.3K
|
271
$47.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
136+ 2.17% |
$26.8K - $31.1K
|
6.42K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
133+ 2.28% |
$26.2K - $30.4K
|
5.97K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
133New |
$26.2K - $30.4K
|
133
$23.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
130+ 2.62% |
$25.6K - $29.7K
|
5.1K
$889K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
128+ 10.47% |
$25.2K - $29.3K
|
1.35K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
126+ 4.04% |
$24.8K - $28.8K
|
3.25K
$567K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
125+ 37.76% |
$24.6K - $28.6K
|
456
$79.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
125+ 1.98% |
$24.6K - $28.6K
|
6.45K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
119+ 0.57% |
$23.4K - $27.2K
|
21.1K
$3.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
115+ 4.25% |
$22.7K - $26.3K
|
2.82K
$493K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
114+ 89.76% |
$22.5K - $26.1K
|
241
$42.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
111+ 4.24% |
$21.9K - $25.4K
|
2.73K
$476K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
98+ 56.65% |
$19.3K - $22.4K
|
271
$47.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
96+ 21.15% |
$18.9K - $22K
|
550
$96K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
93+ 4.16% |
$18.3K - $21.3K
|
2.33K
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
93+ 6.03% |
$18.3K - $21.3K
|
1.64K
$286K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
90+ 5.51% |
$17.7K - $20.6K
|
1.72K
$301K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
87New |
$17.1K - $19.9K
|
87
$15.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
82+ 1.89% |
$16.2K - $18.8K
|
4.42K
$771K
|
|
|
Feb 13, 2024
Q4 2023
|
Burgundy Asset Management Ltd.
Toronto, A6 |
BUY
|
- |
79+ 4.36% |
$15.6K - $18.1K
|
1.89K
$330K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
78New |
$15.4K - $17.8K
|
78
$13.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
75+ 6.49% |
$14.8K - $17.2K
|
1.23K
$215K
|
|
|
Jan 24, 2024
Q4 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
75+ 0.17% |
$14.8K - $17.2K
|
44.7K
$7.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
BUY
|
- |
74+ 3.78% |
$14.6K - $16.9K
|
2.03K
$354K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
71+ 21.19% |
$14K - $16.2K
|
406
$70.9K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
BUY
|
- |
71+ 1.62% |
$14K - $16.2K
|
4.45K
$777K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
69+ 2.96% |
$13.6K - $15.8K
|
2.4K
$419K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
68+ 0.18% |
$13.4K - $15.6K
|
36.8K
$6.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
67New |
$13.2K - $15.3K
|
67
$11.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
66+ 1.9% |
$13K - $15.1K
|
3.54K
$618K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
65+ 2.29% |
$12.8K - $14.9K
|
2.91K
$507K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
65+ 2.29% |
$12.8K - $14.9K
|
2.91K
$507K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
64+ 4.46% |
$12.6K - $14.6K
|
1.5K
$261K
|