Purchases and Sales Made in Q4 2024 in Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
78New |
$13.4K - $17.6K
|
78
$13.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
75+ 16.45% |
$12.9K - $16.9K
|
531
$94.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
72+ 2.73% |
$12.3K - $16.2K
|
2.71K
$483K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
69+ 1.66% |
$11.8K - $15.6K
|
4.22K
$754K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
62New |
$10.6K - $14K
|
62
$11.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
61+ 4.46% |
$10.5K - $13.8K
|
1.43K
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
58+ 38.93% |
$9.95K - $13.1K
|
207
$37K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
56+ 1.41% |
$9.6K - $12.6K
|
4.04K
$722K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
55+ 41.04% |
$9.43K - $12.4K
|
189
$33.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
52+ 1.11% |
$8.92K - $11.7K
|
4.76K
$849K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
52+ 39.69% |
$8.92K - $11.7K
|
183
$32.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 2.55% |
$8.57K - $11.3K
|
2.01K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
50New |
$8.57K - $11.3K
|
50
$8.93K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
50+ 0.24% |
$8.57K - $11.3K
|
21.1K
$3.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
48New |
$8.23K - $10.8K
|
48
$8.57K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
42+ 3.73% |
$7.2K - $9.48K
|
1.17K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
37New |
$6.35K - $8.35K
|
37
$6.61K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
36New |
$6.17K - $8.12K
|
36
$6.43K
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
35+ 0.51% |
$6K - $7.9K
|
6.87K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
32+ 1.64% |
$5.49K - $7.22K
|
1.98K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
BUY
|
- |
32+ 0.48% |
$5.49K - $7.22K
|
6.75K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
31New |
$5.32K - $6.99K
|
31
$5.54K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
30New |
$5.14K - $6.77K
|
30
$5.36K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
30New |
$5.14K - $6.77K
|
30
$5.36K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
28+ 0.35% |
$4.8K - $6.32K
|
8.03K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
26New |
$4.46K - $5.87K
|
26
$4.64K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
25New |
$4.29K - $5.64K
|
25
$4.46K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
25New |
$4.29K - $5.64K
|
25
$4.46K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
24+ 3.13% |
$4.12K - $5.42K
|
791
$141K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
23New |
$3.94K - $5.19K
|
23
$4.11K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
22+ 4.41% |
$3.77K - $4.96K
|
521
$93K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
22+ 2.38% |
$3.77K - $4.96K
|
946
$169K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
19New |
$3.26K - $4.29K
|
19
$3.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 1.81% |
$3.09K - $4.06K
|
1.01K
$180K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
16New |
$2.74K - $3.61K
|
16
$2.86K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
16New |
$2.74K - $3.61K
|
16
$2.86K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
16New |
$2.74K - $3.61K
|
16
$2.86K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
15+ 0.83% |
$2.57K - $3.38K
|
1.83K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
14New |
$2.4K - $3.16K
|
14
$2.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14+ 66.67% |
$2.4K - $3.16K
|
35
$6.25K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
13New |
$2.23K - $2.93K
|
13
$2.32K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
12New |
$2.06K - $2.71K
|
12
$2.14K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
12+ 0.06% |
$2.06K - $2.71K
|
19.9K
$3.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
11+ 52.38% |
$1.89K - $2.48K
|
32
$5.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
11+ 0.88% |
$1.89K - $2.48K
|
1.26K
$225K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.09% |
$1.71K - $2.26K
|
11.5K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 20.45% |
$1.54K - $2.03K
|
53
$9.47K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 1.09% |
$1.54K - $2.03K
|
837
$149K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.77% |
$1.54K - $2.03K
|
1.18K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
8+ 0.09% |
$1.37K - $1.81K
|
9.12K
$1.63M
|