Purchases and Sales Made in Q2 2023 in C. H. Robinson Worldwide, Inc. (CHRW)
This table provides information about the institutional ownership of C. H. Robinson Worldwide, Inc. (CHRW) during Q2 2023. The information is specifically focused on institutions that hold shares of C. H. ROBINSON WORLDWIDE, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
46+ 1.96% |
$4.13K - $4.83K
|
2.39K
$249K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
45+ 1.4% |
$4.04K - $4.73K
|
3.27K
$341K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
45New |
$4.04K - $4.73K
|
45
$4.69K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
45+ 2.02% |
$4.04K - $4.73K
|
2.27K
$237K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
40+ 0.43% |
$3.59K - $4.2K
|
9.45K
$985K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
34+ 0.78% |
$3.05K - $3.57K
|
4.42K
$461K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
34+ 16.92% |
$3.05K - $3.57K
|
235
$24.5K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
32+ 1.29% |
$2.87K - $3.36K
|
2.51K
$261K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
29+ 16.02% |
$2.6K - $3.05K
|
210
$21.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
29+ 16.02% |
$2.6K - $3.05K
|
210
$21.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
28+ 0.23% |
$2.51K - $2.94K
|
12K
$1.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
26+ 0.63% |
$2.33K - $2.73K
|
4.19K
$436K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25+ 0.1% |
$2.24K - $2.63K
|
25.9K
$2.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24+ 0.66% |
$2.15K - $2.52K
|
3.68K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 2.34% |
$2.15K - $2.52K
|
1.05K
$109K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
22+ 0.64% |
$1.97K - $2.31K
|
3.47K
$362K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
20+ 0.45% |
$1.79K - $2.1K
|
4.5K
$469K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
14New |
$1.26K - $1.47K
|
14
$1.46K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
14+ 0.14% |
$1.26K - $1.47K
|
10.2K
$1.07M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12New |
$1.08K - $1.26K
|
12
$1.25K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 37.93% |
$987 - $1.16K
|
40
$4.17K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
10New |
$897 - $1.05K
|
10
$1.04K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 66.67% |
$897 - $1.05K
|
25
$2.61K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 6.06% |
$718 - $841
|
140
$14.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 21.05% |
$718 - $841
|
46
$4.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
7+ 0.01% |
$628 - $735
|
82.8K
$8.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$449 - $525
|
45.1K
$4.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4New |
$359 - $420
|
4
$417
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.54% |
$89.7 - $105
|
185
$19.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 5.88% |
$89.7 - $105
|
18
$1.88K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-2- 18.18% |
$179 - $210
|
9
$939
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3- 2.7% |
$269 - $315
|
108
$11.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3- 2.48% |
$269 - $315
|
118
$12.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 11.54% |
$269 - $315
|
23
$2.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-3- 2.11% |
$269 - $315
|
139
$14.5K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-4Closed |
$359 - $420
|
0
$0
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5- 1.96% |
$449 - $525
|
250
$26.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5- 1.96% |
$449 - $525
|
250
$26.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 3.16% |
$538 - $630
|
184
$19.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 3.97% |
$538 - $630
|
145
$15.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-6- 0.11% |
$538 - $630
|
5.7K
$595K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-8- 0.19% |
$718 - $841
|
4.18K
$436K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8- 66.67% |
$718 - $841
|
4
$417
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 25.81% |
$718 - $841
|
23
$2.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-12- 12.12% |
$1.08K - $1.26K
|
87
$9.07K
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-12- 0.24% |
$1.08K - $1.26K
|
4.92K
$513K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.16% |
$1.17K - $1.37K
|
7.88K
$822K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 15.96% |
$1.35K - $1.58K
|
79
$8.24K
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-15- 0.6% |
$1.35K - $1.58K
|
2.47K
$258K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-16- 53.33% |
$1.44K - $1.68K
|
14
$1.46K
|