Latest Institutional Transactions on Cbiz, Inc. (CBZ)
This table provides information on the latest institutional transactions involving Cbiz, Inc. (CBZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
148KNew |
$9.43M - $12.3M
|
148K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.53K- 0.36% |
$161K - $211K
|
702K
$61.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
10.9K+ 2.44% |
$693K - $906K
|
456K
$40.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17K+ 4.19% |
$1.09M - $1.42M
|
423K
$37.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
12.1K+ 33.54% |
$774K - $1.01M
|
48.3K
$4.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
207K+ 67.51% |
$13.2M - $17.3M
|
514K
$45.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
9.4KNew |
$600K - $784K
|
9.4K
$827K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
549+ 1.49% |
$35K - $45.8K
|
37.4K
$3.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Bancreek Capital Management, LP
Santa Monica, CA |
SELL
|
- |
-58.5K- 38.93% |
$3.73M - $4.88M
|
91.7K
$8.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
5.92KNew |
$378K - $494K
|
5.92K
$521K
|
|
|
Feb 11, 2025
Q4 2024
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-7.1K- 64.55% |
$453K - $592K
|
3.9K
$343K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
50.4K+ 19.88% |
$3.22M - $4.21M
|
304K
$26.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48+ 0.24% |
$3.06K - $4K
|
20.2K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
43.8K+ 0.94% |
$2.79M - $3.65M
|
4.72M
$415M
|
|
|
Feb 11, 2025
Q4 2024
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
6.45K+ 8.27% |
$411K - $538K
|
84.5K
$7.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
10.2KNew |
$651K - $852K
|
10.2K
$899K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
24.6K+ 19.87% |
$1.57M - $2.05M
|
149K
$13.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-66- 1.93% |
$4.21K - $5.51K
|
3.35K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.02K- 11.51% |
$64.8K - $84.8K
|
7.81K
$687K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.75KNew |
$175K - $229K
|
2.75K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1K- 18.56% |
$63.8K - $83.4K
|
4.39K
$386K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-98- 1.09% |
$6.25K - $8.18K
|
8.92K
$785K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21+ 0.14% |
$1.34K - $1.75K
|
15.1K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
470New |
$30K - $39.2K
|
470
$41.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
600+ 0.68% |
$38.3K - $50.1K
|
88.9K
$7.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
BUY
|
- |
13.7K+ 7.04% |
$876K - $1.15M
|
209K
$18.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
128+ 1.36% |
$8.16K - $10.7K
|
9.51K
$837K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
13K+ 128.58% |
$827K - $1.08M
|
23.1K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-150- 0.79% |
$9.57K - $12.5K
|
18.8K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
299+ 9.56% |
$19.1K - $24.9K
|
3.43K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-70- 7.28% |
$4.46K - $5.84K
|
891
$78.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
132+ 0.66% |
$8.42K - $11K
|
20.2K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
193New |
$12.3K - $16.1K
|
193
$17K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 19.74% |
$957 - $1.25K
|
61
$5.37K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
4.48KNew |
$286K - $374K
|
4.48K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.2K- 35.63% |
$76.2K - $99.7K
|
2.16K
$190K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
626+ 8.48% |
$39.9K - $52.2K
|
8.01K
$705K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-519- 11.0% |
$33.1K - $43.3K
|
4.2K
$370K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
19.4K+ 14.63% |
$1.24M - $1.62M
|
152K
$13.4M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
8.37K+ 11.34% |
$534K - $698K
|
82.1K
$7.23M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.02% |
$319 - $417
|
31.8K
$2.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 10.41% |
$1.47K - $1.92K
|
244
$21.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.54K+ 47.84% |
$98K - $128K
|
4.75K
$418K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
22.2K+ 92.39% |
$1.42M - $1.86M
|
46.3K
$4.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$63.8 - $83.4
|
1
$88
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
125+ 0.96% |
$7.97K - $10.4K
|
13.1K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
57+ 38.78% |
$3.64K - $4.76K
|
204
$18K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
11K+ 22.85% |
$699K - $914K
|
58.9K
$5.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.6K+ 2.01% |
$673K - $880K
|
536K
$47.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.83KNew |
$308K - $403K
|
4.83K
$425K
|