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
MYGN
Myriad Genetics Inc

Healthcare
100
New
$13.17 - $27.03 $1.32K - $2.7K
100 $1K
IQV
Iqvia Holdings Inc.

Healthcare
10
New
$190.97 - $236.63 $1.91K - $2.37K
10 $1K
SCHA
Schwab Strategic Tr Us Small C

ETFs
794
+ 100.0%
$25.33 - $51.16 $20.1K - $40.6K
1.59K $41K
AMGN
Amgen Inc

Healthcare
7
New
$258.78 - $328.31 $1.81K - $2.3K
7 $1K
DE
Deere & CO

Industrials
1
+ 0.95%
$389.45 - $466.0 $389 - $466
106 $44K
ALL
Allstate Corp

Financial Services
1
+ 0.67%
$181.25 - $208.2 $181 - $208
151 $29K
COP
Conocophillips

Energy
19
New
$95.12 - $114.72 $1.81K - $2.18K
19 $1K
WAT
Waters Corp

Healthcare
5
New
$323.11 - $392.01 $1.62K - $1.96K
5 $1K
HUM
Humana Inc

Healthcare
7
New
$233.89 - $304.18 $1.64K - $2.13K
7 $1K
INTU
Intuit Inc

Technology
3
New
$602.01 - $706.25 $1.81K - $2.12K
3 $1K
LEN
Lennar Corp

Consumer Cyclical
12
New
$136.2 - $188.96 $1.63K - $2.27K
12 $1K
UDR
Udr, Inc.

Real Estate
44
New
$41.3 - $46.33 $1.82K - $2.04K
44 $1K
SBUX
Starbucks Corp

Consumer Cyclical
20
+ 18.69%
$87.44 - $102.5 $1.75K - $2.05K
127 $11K
NSC
Norfolk Southern Corp

Industrials
7
New
$230.6 - $277.0 $1.61K - $1.94K
7 $1K
SCVL
Shoe Carnival Inc

Consumer Cyclical
200
+ 38.54%
$32.69 - $41.93 $6.54K - $8.39K
719 $23K
NOC
Northrop Grumman Corp

Industrials
4
New
$466.52 - $543.88 $1.87K - $2.18K
4 $1K
NVO
Novo Nordisk A S

Healthcare
14
New
$85.0 - $120.04 $1.19K - $1.68K
14 $1K
OXY
Occidental Petroleum Corp

Energy
40
New
$45.36 - $55.91 $1.81K - $2.24K
40 $1K
DHR
Danaher Corp

Healthcare
8
+ 160.0%
$226.16 - $274.52 $1.81K - $2.2K
13 $2K
ELV
Elevance Health, Inc.

Healthcare
5
New
$365.96 - $514.62 $1.83K - $2.57K
5 $1K
CLX
Clorox CO

Consumer Defensive
12
New
$156.51 - $169.74 $1.88K - $2.04K
12 $1K
BKR
Baker Hughes CO

Energy
1
+ 0.36%
$35.98 - $44.88 $36 - $44.9
280 $11K
CI
Cigna Corp

Healthcare
6
New
$265.59 - $358.58 $1.59K - $2.15K
6 $1K
CPB
Campbell Soup CO

Consumer Defensive
43
New
$41.42 - $48.71 $1.78K - $2.09K
43 $1K
BURL
Burlington Stores, Inc.

Consumer Cyclical
7
New
$242.7 - $295.49 $1.7K - $2.07K
7 $1K
BIIB
Biogen Inc.

Healthcare
7
New
$146.47 - $191.55 $1.03K - $1.34K
7 $1K
LNG
Cheniere Energy, Inc.

Energy
9
New
$181.07 - $225.92 $1.63K - $2.03K
9 $1K
APP
App Lovin Corp

Technology
6
New
$130.67 - $401.5 $784 - $2.41K
6 $1K
BBY
Best Buy CO Inc

Consumer Cyclical
23
New
$85.2 - $101.35 $1.96K - $2.33K
23 $1K
CHTR
Charter Communications, Inc.

Communication Services
4
+ 30.77%
$315.38 - $408.02 $1.26K - $1.63K
17 $5K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
71
New
$0.65 - $2.08 $46.2 - $148
71 $0
IGT
International Game Technology PLC

Consumer Cyclical
1
+ 1.22%
$17.07 - $21.4 $17.1 - $21.4
83 $1K
Grail Inc
16
+ 400.0%
N/A
20 $0
PRTA
Prothena Corp Public LTD CO

Healthcare
2
New
$11.95 - $18.35 $23.9 - $36.7
2 $0
OABI
Omniab Inc Com
78
New
N/A
78 $0
Atlas Energy Solutions Inc
523
+ 62.94%
N/A
1.35K $0
NOK
Nokia Corp

Technology
100
New
$4.13 - $4.95 $413 - $495
100 $0
OGN
Organon & Co.

Healthcare
4
+ 66.67%
$14.44 - $18.83 $57.8 - $75.3
10 $0
Molecular Templates Inc
6
New
N/A
6 $0
Lam Research Corp
1.3K
New
N/A
1.3K $0
MET
Metlife Inc

Financial Services
1
+ 3.33%
$78.15 - $88.25 $78.2 - $88.3
31 $2K
MPW
Medical Properties Trust Inc

Real Estate
100
New
$3.72 - $5.77 $372 - $577
100 $0
Pluri Inc
7
New
N/A
7 $0
PLD
Prologis, Inc.

Real Estate
17
+ 15.6%
$101.4 - $126.96 $1.72K - $2.16K
126 $13K
LHX
L3 Harris Technologies, Inc.

Industrials
8
+ 9.52%
$208.94 - $264.22 $1.67K - $2.11K
92 $19K
TRGP
Targa Resources Corp.

Energy
3
New
$150.58 - $207.69 $452 - $623
3 $0
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 4.27%
$385.02 - $431.37 $4.62K - $5.18K
293 $113K
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.9%
$278.49 - $315.16 $278 - $315
112 $31K
EMN
Eastman Chemical CO

Basic Materials
1
+ 4.76%
$90.03 - $110.64 $90 - $111
22 $2K
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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