Lpl Financial LLC Cbiz, Inc. Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

A detailed history of Lpl Financial LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 20,106 shares of CBZ stock, worth $1.64 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,106

Previous 20,213 0.53%

Holding current value

$1.64 Million

Previous $1.5 Million 9.69%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$64.51 - $86.02 $6,902 - $9,204	-107 Reduced 0.53%	20,106 $1.35 Million
Q2 2024 Aug 07, 2024	SELL	$71.18 - $78.99 $2,348 - $2,606	-33 Reduced 0.16%	20,213 $1.5 Million
Q1 2024 May 10, 2024	SELL	$60.7 - $78.5 $70,776 - $91,531	-1,166 Reduced 5.45%	20,246 $1.59 Million
Q4 2023 Feb 14, 2024	BUY	$50.14 - $62.76 $11,682 - $14,623	233 Added 1.1%	21,412 $1.34 Million
Q3 2023 Nov 13, 2023	BUY	$51.45 - $56.72 $53,302 - $58,761	1,036 Added 5.14%	21,179 $1.1 Million
Q2 2023 Jul 31, 2023	BUY	$48.43 - $54.61 $1,307 - $1,474	27 Added 0.13%	20,143 $1.07 Million
Q1 2023 May 10, 2023	SELL	$45.6 - $51.1 $68,719 - $77,007	-1,507 Reduced 6.97%	20,116 $995,000
Q3 2022 Nov 14, 2022	SELL	$39.89 - $48.01 $42,442 - $51,082	-1,064 Reduced 4.69%	21,623 $925,000
Q1 2022 May 16, 2022	SELL	$37.19 - $41.97 $73,152 - $82,554	-1,967 Reduced 7.98%	22,687 $952,000
Q3 2021 Nov 15, 2021	BUY	$30.78 - $34.48 $544,806 - $610,296	17,700 Added 254.53%	24,654 $797,000
Q2 2021 Aug 13, 2021	SELL	$32.63 - $34.92 $3,785 - $4,050	-116 Reduced 1.64%	6,954 $228,000
Q1 2021 May 14, 2021	SELL	$25.61 - $34.03 $33,293 - $44,239	-1,300 Reduced 15.53%	7,070 $231,000
Q4 2020 Feb 12, 2021	BUY	$22.37 - $26.82 $187,236 - $224,483	8,370 New	8,370 $223,000
Q2 2019 Aug 09, 2019	SELL	$19.31 - $20.84 $344,277 - $371,556	-17,829 Closed	0 $0
Q1 2019 May 08, 2019	BUY	$19.07 - $21.36 $111,120 - $124,464	5,827 Added 48.55%	17,829 $361,000
Q4 2018 Feb 07, 2019	BUY	$18.76 - $23.98 $29,734 - $38,008	1,585 Added 15.22%	12,002 $236,000
Q2 2018 Aug 14, 2018	BUY	$18.2 - $23.15 $189,589 - $241,153	10,417 New	10,417 $240,000

Others Institutions Holding CBZ

# of Institutions

294

Shares Held

47.3M

Call Options Held

10.8K

Put Options Held

300

View Full List

About CBIZ, Inc.

Ticker CBZ
Exchange NYSE
Sector Industrials
Industry Specialty Business Services
Shares Outstandng 51,402,000
Market Cap $4.21B
Description
CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healt...

More about CBZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Account

Lpl Financial LLC Cbiz, Inc. Transaction History