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
PARA
Paramount Global

Communication Services
1
+ 2.94%
$10.27 - $11.57 $10.3 - $11.6
35 $0
CYH
Community Health Systems Inc

Healthcare
6
New
$2.99 - $5.99 $17.9 - $35.9
6 $0
Durect Corp
360
New
N/A
360 $0
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2
+ 1.37%
$33.77 - $44.09 $67.5 - $88.2
148 $5K
VST
Vistra Corp.

Utilities
4
New
$115.74 - $166.61 $463 - $666
4 $0
STWD
Starwood Property Trust, Inc.

Real Estate
3
+ 2.88%
$18.95 - $20.37 $56.8 - $61.1
107 $2K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
1
+ 7.14%
$104.34 - $118.84 $104 - $119
15 $1K
CC
Chemours CO

Basic Materials
20
New
$16.82 - $21.94 $336 - $439
20 $0
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1
+ 1.69%
$51.54 - $52.55 $51.5 - $52.6
60 $3K
EMB
Ishares Tr

ETFs
4
+ 2.0%
$88.94 - $93.46 $356 - $374
204 $18K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1
+ 1.22%
$47.26 - $48.18 $47.3 - $48.2
83 $3K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4
+ 1.45%
$81.68 - $82.93 $327 - $332
279 $22K
FILL
Ishares Inc Msci Global Energy

ETFs
3
+ 4.29%
$22.16 - $26.33 $66.5 - $79
73 $1K
Curis Inc
5
New
N/A
5 $0
PBI
Pitney Bowes Inc

Industrials
100
+ 33.9%
$6.74 - $8.2 $674 - $820
395 $2K
COGT
Cogent Biosciences, Inc.

Healthcare
3
New
$7.64 - $12.28 $22.9 - $36.8
3 $0
AA
Alcoa Corp

Basic Materials
11
New
$36.62 - $47.42 $403 - $522
11 $0
Ge Healthcare Technologies I
54
New
N/A
54 $0
Ge Vernova Inc
40
New
N/A
40 $0
WSFS
Wsfs Financial Corp

Financial Services
1
+ 0.93%
$48.57 - $61.09 $48.6 - $61.1
108 $5K
ANIP
Ani Pharmaceuticals Inc

Healthcare
2
New
$53.35 - $61.74 $107 - $123
2 $0
RZV
Invesco Fd Tr

ETFs
1
+ 1.52%
$105.77 - $119.36 $106 - $119
67 $7K
RZG
Invesco Fd Tr S&P Smallcap 600
1
+ 0.76%
N/A
133 $0
RFV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 1.28%
$116.09 - $131.23 $116 - $131
79 $9K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
3
New
$232.27 - $300.43 $697 - $901
3 $0
AMRN
Amarin Corp Plcuk

Healthcare
100
New
$0.44 - $0.63 $44 - $63
100 $0
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
100
New
$7.69 - $9.25 $769 - $925
100 $0
CHRS
Coherus Bio Sciences, Inc.

Healthcare
156
New
$0.67 - $1.71 $105 - $267
156 $0
Brookfield Infrastructure CO
754
New
N/A
754 $0
Brainstorm Cell Therapeutics
13
New
N/A
13 $0
The Beachbody Company Inc
1
New
N/A
1 $0
BHC
Bausch Health Companies Inc.

Healthcare
100
New
$7.34 - $9.78 $734 - $978
100 $0
AVNS
Avanos Medical, Inc.

Healthcare
23
New
$15.58 - $23.61 $358 - $543
23 $0
ASRT
Assertio Holdings, Inc.

Healthcare
17
New
$0.81 - $1.16 $13.8 - $19.7
17 $0
EBS
Emergent Bio Solutions Inc.

Healthcare
100
New
$7.72 - $11.97 $772 - $1.2K
100 $0
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1
+ 0.85%
$20.98 - $21.19 $21 - $21.2
118 $2K
BSJR
Invesco Indx Tr

ETFs
9
+ 1.92%
$22.37 - $22.7 $201 - $204
477 $10K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
43
+ 1.07%
$19.38 - $19.58 $833 - $842
4.05K $78K
UGI
Ugi Corp

Utilities
1
+ 1.49%
$23.24 - $30.37 $23.2 - $30.4
68 $1K
Kenvue Inc
84
+ 131.25%
N/A
148 $0
LNSR
Lensar, Inc.

Healthcare
37
New
$4.2 - $8.82 $155 - $326
37 $0
SRE
Sempra Energy

Utilities
1
+ 1.11%
$80.81 - $94.77 $80.8 - $94.8
91 $7K
Siriusxm Holdings Inc
22
+ 95.65%
N/A
45 $0
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
8
+ 1.74%
$23.25 - $23.56 $186 - $188
469 $10K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
44
+ 1.1%
$19.42 - $19.76 $854 - $869
4.05K $78K
Q32 Bio Inc
5
New
N/A
5 $0
FNDX
Schwab Fundamental U S Large C

ETFs
2.91K
+ 200.0%
$23.49 - $71.77 $68.3K - $209K
4.36K $103K
MMM
3 M CO

Industrials
1
+ 1.22%
$124.74 - $137.12 $125 - $137
83 $10K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2
+ 2.94%
$56.61 - $61.63 $113 - $123
70 $3K
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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