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 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
66+ 1.9% |
$13K - $15.1K
|
3.54K
$633K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
65+ 2.29% |
$12.8K - $14.9K
|
2.91K
$519K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
65+ 2.29% |
$12.8K - $14.9K
|
2.91K
$519K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
64+ 4.46% |
$12.6K - $14.6K
|
1.5K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
62+ 0.79% |
$12.2K - $14.2K
|
7.92K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
58New |
$11.4K - $13.3K
|
58
$10.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
58+ 0.33% |
$11.4K - $13.3K
|
17.9K
$3.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
56+ 2.09% |
$11K - $12.8K
|
2.73K
$488K
|
|
|
Jan 31, 2024
Q4 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
56+ 0.4% |
$11K - $12.8K
|
14.1K
$2.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
54+ 4.95% |
$10.6K - $12.4K
|
1.14K
$204K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
53+ 4.51% |
$10.4K - $12.1K
|
1.23K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
51+ 3.34% |
$10K - $11.7K
|
1.58K
$282K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
51+ 4.61% |
$10K - $11.7K
|
1.16K
$207K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
50+ 3.44% |
$9.85K - $11.4K
|
1.5K
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
49+ 6.43% |
$9.66K - $11.2K
|
811
$145K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
49+ 6.43% |
$9.66K - $11.2K
|
811
$145K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
45New |
$8.87K - $10.3K
|
45
$8.04K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
44+ 0.63% |
$8.67K - $10.1K
|
7.03K
$1.26M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
43New |
$8.47K - $9.84K
|
43
$7.68K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
39New |
$7.68K - $8.92K
|
39
$6.97K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
38New |
$7.49K - $8.69K
|
38
$6.79K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
35New |
$6.9K - $8.01K
|
35
$6.25K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
34+ 0.15% |
$6.7K - $7.78K
|
23.5K
$4.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
32New |
$6.31K - $7.32K
|
32
$5.71K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
32+ 1.64% |
$6.31K - $7.32K
|
1.99K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
31New |
$6.11K - $7.09K
|
31
$5.54K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
31+ 4.68% |
$6.11K - $7.09K
|
693
$124K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
31+ 5.09% |
$6.11K - $7.09K
|
640
$114K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
29+ 4.72% |
$5.71K - $6.63K
|
643
$115K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
26+ 0.05% |
$5.12K - $5.95K
|
56.1K
$10M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
26+ 0.08% |
$5.12K - $5.95K
|
31.5K
$5.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
25New |
$4.93K - $5.72K
|
25
$4.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
25New |
$4.93K - $5.72K
|
25
$4.46K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
23New |
$4.53K - $5.26K
|
23
$4.11K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
23+ 1.59% |
$4.53K - $5.26K
|
1.47K
$263K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
22New |
$4.34K - $5.03K
|
22
$3.93K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
21New |
$4.14K - $4.8K
|
21
$3.75K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
20+ 1.41% |
$3.94K - $4.57K
|
1.43K
$256K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
19New |
$3.74K - $4.35K
|
19
$3.39K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19New |
$3.74K - $4.35K
|
19
$3.39K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
18New |
$3.55K - $4.12K
|
18
$3.21K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
18+ 1.24% |
$3.55K - $4.12K
|
1.47K
$262K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16+ 1.35% |
$3.15K - $3.66K
|
1.2K
$214K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
15+ 0.4% |
$2.96K - $3.43K
|
3.8K
$678K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
15New |
$2.96K - $3.43K
|
15
$2.68K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
15+ 0.4% |
$2.96K - $3.43K
|
3.8K
$678K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
14New |
$2.76K - $3.2K
|
14
$2.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
14New |
$2.76K - $3.2K
|
14
$2.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 26.0% |
$2.56K - $2.97K
|
63
$11.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
12New |
$2.36K - $2.74K
|
12
$2.14K
|