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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-43Closed |
$1.32K - $1.48K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-13.3KClosed |
$409K - $458K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Denali Advisors LLC
|
SELL
|
- |
-39Closed |
$1.2K - $1.34K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-423Closed |
$13.8K - $14.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-145Closed |
$4.73K - $5.06K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.3KClosed |
$140K - $150K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-11KClosed |
$281K - $374K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-106KClosed |
$2.71M - $3.6M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1KClosed |
$25.6K - $34K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-61Closed |
$1.56K - $2.08K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-628Closed |
$16.1K - $21.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Dec 01, 2022
Q4 2020
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
14.2KNew |
$318K - $381K
|
14.2K
$1.25M
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-300Closed |
$6.71K - $8.05K
|
0
$0
|
|
|
Mar 02, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$224K - $268K
|
10K
$878K
|
|
|
Feb 16, 2021
Q4 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-13.4KClosed |
$301K - $360K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-39.8KClosed |
$891K - $1.07M
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
35.8KNew |
$801K - $961K
|
35.8K
$3.15M
|
|
|
Jan 28, 2021
Q4 2020
|
Dupont Capital Management Corp
|
SELL
|
- |
-18.5KClosed |
$414K - $497K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3Closed |
$67.1 - $80.5
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-20.2KClosed |
$448K - $519K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-222Closed |
$4.92K - $5.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 24, 2020
Q2 2020
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-111KClosed |
$2.23M - $2.93M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-16.6KClosed |
$333K - $437K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-5.07KClosed |
$101K - $133K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Glassman Wealth Services
|
SELL
|
- |
-9Closed |
$180 - $237
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-9.1K- 13.63% |
$182K - $239K
|
57.6K
$5.06M
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-45KClosed |
$901K - $1.18M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Aug 13, 2024
Q1 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-322Closed |
$5.56K - $9.18K
|
0
$0
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-19.3KClosed |
$333K - $550K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-9.24KClosed |
$160K - $263K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
32.1KNew |
$554K - $915K
|
32.1K
$2.82M
|
|
|
May 06, 2020
Q1 2020
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-9.52KClosed |
$164K - $271K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1KClosed |
$17.3K - $28.5K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Sciencast Management LP
|
SELL
|
- |
-7.34KClosed |
$127K - $209K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-788Closed |
$13.6K - $22.5K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Nov 23, 2022
Q4 2019
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
12.5KNew |
$289K - $351K
|
12.5K
$1.1M
|
|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-2.71KClosed |
$62.6K - $76.1K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500New |
$11.6K - $14.1K
|
500
$43.9K
|
|
|
Feb 12, 2020
Q4 2019
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-31.7K- 77.43% |
$733K - $891K
|
9.25K
$812K
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-143Closed |
$3.31K - $4.02K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-900Closed |
$20.8K - $25.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 22, 2024
Q3 2019
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-224KClosed |
$4.39M - $5.51M
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-12.5KClosed |
$244K - $307K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-784Closed |
$15.4K - $19.3K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-368Closed |
$7.11K - $7.67K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-272KClosed |
$5.26M - $5.67M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-209KClosed |
$4.03M - $4.35M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-11.1KClosed |
$214K - $231K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.13KClosed |
$21.8K - $23.6K
|
0
$0
|
|