Cbiz Investment Advisory Services, LLC Purchases in Q4 2024

Cbiz Investment Advisory Services, LLC

  • $2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BMRN
Biomarin Pharmaceutical Inc

Healthcare
200
New
$61.93 - $70.49 $12.4K - $14.1K
200 $13K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
556
New
$19.11 - $24.18 $10.6K - $13.4K
556 $12K
WBD
Warner Bros. Discovery, Inc.

Communication Services
710
+ 37.73%
$7.33 - $12.37 $5.2K - $8.78K
2.59K $27K
MS
Morgan Stanley

Financial Services
100
New
$104.42 - $134.99 $10.4K - $13.5K
100 $12K
AGM
Federal Agricultural Mortgage Corp

Financial Services
50
+ 38.46%
$181.72 - $216.45 $9.09K - $10.8K
180 $35K
USPH
U S Physical Therapy Inc

Healthcare
122
+ 59.8%
$77.48 - $99.91 $9.45K - $12.2K
326 $28K
CRAI
Cra International, Inc.

Industrials
49
+ 39.84%
$168.27 - $206.55 $8.25K - $10.1K
172 $32K
ENSG
Ensign Group, Inc

Healthcare
99
+ 38.82%
$132.78 - $156.91 $13.1K - $15.5K
354 $47K
MA
Mastercard Inc

Financial Services
1
+ 0.3%
$491.3 - $536.15 $491 - $536
336 $176K
HOMB
Home Bancshares Inc

Financial Services
325
+ 38.6%
$26.0 - $32.09 $8.45K - $10.4K
1.17K $33K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
70
+ 38.46%
$77.15 - $104.91 $5.4K - $7.34K
252 $25K
LKFN
Lakeland Financial Corp

Financial Services
128
+ 38.67%
$61.39 - $75.85 $7.86K - $9.71K
459 $31K
AL
Air Lease Corp

Industrials
169
+ 38.94%
$42.79 - $52.16 $7.23K - $8.82K
603 $29K
HPE
Hewlett Packard Enterprise CO

Technology
500
New
$19.31 - $23.95 $9.66K - $12K
500 $10K
LMAT
Lemaitre Vascular Inc

Healthcare
117
+ 38.49%
$85.64 - $107.97 $10K - $12.6K
421 $38K
SONY
Sony Group Corp

Technology
500
New
$17.53 - $96.8 $8.77K - $48.4K
500 $10K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
444
New
$16.43 - $22.77 $7.29K - $10.1K
444 $9K
CHE
Chemed Corp

Healthcare
22
+ 64.71%
$517.44 - $613.19 $11.4K - $13.5K
56 $29K
BWXT
Bwx Technologies, Inc.

Industrials
76
+ 38.97%
$111.39 - $133.28 $8.47K - $10.1K
271 $30K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
134
New
$68.25 - $75.42 $9.15K - $10.1K
134 $9K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
127
New
$74.5 - $78.37 $9.46K - $9.95K
127 $9K
NOG
Northern Oil & Gas, Inc.

Energy
224
+ 38.69%
$35.57 - $43.49 $7.97K - $9.74K
803 $29K
TNL
Travel & Leisure Co.

Consumer Cyclical
155
+ 38.75%
$45.26 - $56.28 $7.02K - $8.72K
555 $27K
NFLX
Netflix Inc

Communication Services
9
+ 90.0%
$687.65 - $936.56 $6.19K - $8.43K
19 $16K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
61
+ 39.35%
$97.09 - $120.01 $5.92K - $7.32K
216 $23K
SNDR
Schneider National, Inc.

Industrials
272
+ 38.97%
$26.97 - $33.61 $7.34K - $9.14K
970 $28K
PLTR
Palantir Technologies Inc.

Technology
30
+ 18.87%
$36.46 - $82.38 $1.09K - $2.47K
189 $14K
MU
Micron Technology Inc

Technology
100
+ 500.0%
$84.16 - $113.41 $8.42K - $11.3K
120 $10K
KNSL
Kinsale Capital Group, Inc.

Financial Services
16
+ 35.56%
$424.05 - $524.22 $6.78K - $8.39K
61 $28K
PSMT
Pricesmart Inc

Consumer Defensive
83
+ 38.79%
$83.08 - $96.92 $6.9K - $8.04K
297 $27K
NSSC
Napco Security Technologies, Inc

Industrials
273
+ 59.22%
$34.51 - $42.2 $9.42K - $11.5K
734 $26K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
23
+ 0.27%
$46.53 - $49.91 $1.07K - $1.15K
8.43K $405K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.17%
$567.81 - $607.81 $568 - $608
594 $348K
UMH
Umh Properties, Inc.

Real Estate
476
+ 38.7%
$18.21 - $19.85 $8.67K - $9.45K
1.71K $32K
CASY
Caseys General Stores Inc

Consumer Cyclical
18
+ 40.0%
$366.65 - $427.88 $6.6K - $7.7K
63 $24K
HXL
Hexcel Corp

Industrials
117
+ 38.87%
$58.56 - $65.31 $6.85K - $7.64K
418 $26K
CNXC
Concentrix Corp

Technology
239
+ 93.0%
$37.26 - $52.63 $8.91K - $12.6K
496 $21K
CNS
Cohen & Steers, Inc.

Financial Services
100
+ 38.31%
$90.53 - $106.6 $9.05K - $10.7K
361 $33K
V
Visa Inc.

Financial Services
9
+ 9.0%
$273.87 - $320.91 $2.46K - $2.89K
109 $34K
EOG
Eog Resources Inc

Energy
60
+ 34.09%
$118.22 - $136.54 $7.09K - $8.19K
236 $28K
FSV
First Service Corp

Real Estate
38
+ 38.78%
$176.17 - $197.05 $6.69K - $7.49K
136 $24K
KLIC
Kulicke & Soffa Industries Inc

Technology
143
+ 38.54%
$42.42 - $50.54 $6.07K - $7.23K
514 $23K
DFS
Discover Financial Services

Financial Services
15
+ 13.16%
$136.3 - $182.67 $2.04K - $2.74K
129 $22K
POWI
Power Integrations Inc

Technology
118
+ 37.94%
$60.04 - $68.05 $7.08K - $8.03K
429 $26K
SXI
Standex International Corp

Industrials
34
+ 22.37%
$172.48 - $211.52 $5.86K - $7.19K
186 $34K
CCL
Carnival Corp

Consumer Cyclical
79
+ 11.53%
$17.34 - $26.8 $1.37K - $2.12K
764 $19K
CRM
Salesforce, Inc.

Technology
19
+ 237.5%
$270.87 - $367.87 $5.15K - $6.99K
27 $9K
CVX
Chevron Corp

Energy
68
+ 6.09%
$141.15 - $162.53 $9.6K - $11.1K
1.18K $171K
VMI
Valmont Industries Inc

Industrials
16
+ 20.78%
$287.0 - $352.14 $4.59K - $5.63K
93 $28K
Activity Summary
Buys All Purchases 335 New Holdings 115 Increased Positions 220 Sells All Sells 54 Reductions 53 Sold out 1 Options Calls 0 Puts 0
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