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
CAG
Conagra Brands Inc.

Consumer Defensive
58
+ 386.67%
$26.48 - $32.72 $1.54K - $1.9K
73 $2K
PG
Procter & Gamble CO

Consumer Defensive
13
+ 15.29%
$161.05 - $179.7 $2.09K - $2.34K
98 $16K
CEG
Constellation Energy Corp

Utilities
7
+ 233.33%
$224.28 - $285.52 $1.57K - $2K
10 $2K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
8
New
$202.45 - $354.85 $1.62K - $2.84K
8 $2K
PFE
Pfizer Inc

Healthcare
106
+ 26.57%
$24.8 - $30.19 $2.63K - $3.2K
505 $13K
OMER
Omeros Corp

Healthcare
300
New
$3.77 - $12.15 $1.13K - $3.65K
300 $2K
CCI
Crown Castle International Corp

Real Estate
35
+ 194.44%
$89.78 - $119.11 $3.14K - $4.17K
53 $4K
DDOG
Datadog, Inc.

Technology
13
+ 260.0%
$113.98 - $168.65 $1.48K - $2.19K
18 $2K
GOLD
Barrick Gold Corp

Basic Materials
170
New
$15.23 - $21.19 $2.59K - $3.6K
170 $2K
BC
Brunswick Corp

Consumer Cyclical
96
+ 38.55%
$64.5 - $85.95 $6.19K - $8.25K
345 $22K
AVTR
Avantor, Inc.

Basic Materials
95
New
$19.72 - $25.54 $1.87K - $2.43K
95 $2K
GILD
Gilead Sciences, Inc.

Healthcare
23
+ 115.0%
$83.95 - $97.9 $1.93K - $2.25K
43 $3K
CTRA
Coterra Energy Inc.

Energy
75
+ 94.94%
$22.71 - $27.63 $1.7K - $2.07K
154 $3K
DRI
Darden Restaurants Inc

Consumer Cyclical
12
New
$155.96 - $188.66 $1.87K - $2.26K
12 $2K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
229
+ 117.44%
$8.24 - $11.07 $1.89K - $2.54K
424 $3K
PYPL
Pay Pal Holdings, Inc.

Financial Services
23
+ 328.57%
$77.25 - $91.3 $1.78K - $2.1K
30 $2K
PEAK
Healthpeak Properties, Inc.

Real Estate
139
+ 129.91%
N/A
246 $4K
EL
Estee Lauder Companies Inc

Consumer Defensive
18
+ 200.0%
$62.74 - $97.24 $1.13K - $1.75K
27 $2K
TGT
Target Corp

Consumer Defensive
16
New
$121.59 - $160.69 $1.95K - $2.57K
16 $2K
NSP
Insperity, Inc.

Industrials
44
+ 38.26%
$72.51 - $88.91 $3.19K - $3.91K
159 $12K
ORCL
Oracle Corp

Technology
20
+ 3.44%
$165.41 - $192.43 $3.31K - $3.85K
601 $100K
MSFT
Microsoft Corp

Technology
37
+ 2.49%
$406.35 - $454.46 $15K - $16.8K
1.52K $640K
SNOW
Snowflake Inc.

Technology
3
+ 7.32%
$109.65 - $186.51 $329 - $560
44 $6K
K
Kellogg CO

Consumer Defensive
25
New
$80.34 - $81.29 $2.01K - $2.03K
25 $2K
FOXA
Fox Corp

Communication Services
43
New
$41.35 - $49.99 $1.78K - $2.15K
43 $2K
PANW
Palo Alto Networks Inc

Technology
16
New
$181.96 - $405.9 $2.91K - $6.49K
16 $2K
WING
Wingstop Inc.

Consumer Cyclical
35
+ 62.5%
$281.09 - $422.95 $9.84K - $14.8K
91 $25K
MPC
Marathon Petroleum Corp

Energy
13
New
$131.65 - $174.84 $1.71K - $2.27K
13 $1K
MTB
M&T Bank Corp

Financial Services
9
New
$172.48 - $221.95 $1.55K - $2K
9 $1K
RPG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.44%
$38.88 - $44.07 $38.9 - $44.1
228 $9K
OPK
Opko Health, Inc.

Healthcare
698
New
$1.4 - $1.64 $977 - $1.14K
698 $1K
XLF
Financial Sector Spdr

ETFs
1
+ 0.32%
$44.89 - $51.34 $44.9 - $51.3
314 $15K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
8
+ 1.7%
$23.02 - $23.23 $184 - $186
478 $11K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
39
+ 0.37%
$20.6 - $20.71 $803 - $808
10.5K $216K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9
+ 1.57%
$91.29 - $91.8 $822 - $826
581 $53K
MAA
Mid America Apartment Communities Inc.

Real Estate
12
New
$149.17 - $165.2 $1.79K - $1.98K
12 $1K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 2.04%
$563.99 - $620.12 $564 - $620
50 $28K
MCK
Mckesson Corp

Healthcare
3
New
$482.27 - $628.5 $1.45K - $1.89K
3 $1K
IEMG
Ishares Inc

ETFs
26
+ 2.1%
N/A
1.27K $67K
FTNT
Fortinet, Inc.

Technology
21
New
$76.49 - $99.21 $1.61K - $2.08K
21 $1K
GM
General Motors CO

Consumer Cyclical
1
+ 0.77%
$44.82 - $60.2 $44.8 - $60.2
131 $6K
PSA
Public Storage

Real Estate
6
New
$289.33 - $360.21 $1.74K - $2.16K
6 $1K
WDAY
Workday, Inc.

Technology
7
New
$233.85 - $279.91 $1.64K - $1.96K
7 $1K
ST
Sensata Technologies Holding PLC

Technology
172
+ 38.57%
$27.12 - $36.49 $4.66K - $6.28K
618 $16K
SBAC
Sba Communications Corp

Real Estate
9
New
$198.24 - $249.31 $1.78K - $2.24K
9 $1K
EXPI
Exp World Holdings, Inc.

Real Estate
386
+ 38.64%
$11.51 - $14.77 $4.44K - $5.7K
1.39K $15K
DVN
Devon Energy Corp

Energy
31
+ 64.58%
$30.52 - $42.96 $946 - $1.33K
79 $2K
VTR
Ventas, Inc.

Real Estate
24
New
$57.73 - $66.48 $1.39K - $1.6K
24 $1K
LGND
Ligand Pharmaceuticals Inc

Healthcare
16
New
$99.95 - $129.9 $1.6K - $2.08K
16 $1K
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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