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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2019
Q2 2019
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-168KClosed |
$3.25M - $3.51M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
V Wealth Advisors LLC
|
SELL
|
- |
-11.1KClosed |
$211K - $237K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-3.98KClosed |
$75.8K - $84.9K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-12.4KClosed |
$237K - $265K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-4.8KClosed |
$91.6K - $103K
|
0
$0
|
|
|
Apr 19, 2019
Q1 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-9Closed |
$172 - $192
|
0
$0
|
|
|
Apr 02, 2019
Q1 2019
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5KClosed |
$95.4K - $107K
|
0
$0
|
|
|
Apr 02, 2019
Q1 2019
|
First Hawaiian Bank
|
SELL
|
- |
-640Closed |
$12.2K - $13.7K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 22, 2019
Q4 2018
|
Equitable Trust CO
|
SELL
|
- |
-8.94KClosed |
$168K - $214K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-256KClosed |
$4.81M - $6.15M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-12.2KClosed |
$229K - $293K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-59.6KClosed |
$1.12M - $1.43M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-163Closed |
$3.06K - $3.91K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.8KClosed |
$52.5K - $67.1K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-647- 4.01% |
$13.9K - $15.7K
|
15.5K
$1.36M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
30.5KNew |
$658K - $741K
|
30.5K
$2.68M
|
|
|
Nov 14, 2018
Q3 2018
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-492KClosed |
$10.6M - $11.9M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Goodnow Investment Group, LLC
Darien, CT |
SELL
|
- |
-57.6KClosed |
$1.24M - $1.4M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-260Closed |
$5.6K - $6.31K
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
James Investment Research Inc
|
SELL
|
- |
-103KClosed |
$2.23M - $2.5M
|
0
$0
|
|
|
Oct 18, 2018
Q3 2018
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-9.67KClosed |
$208K - $235K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Ibex Investors LLC
|
SELL
|
- |
-16.3KClosed |
$297K - $378K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Ack Asset Management LLC
Greenwich, CT |
SELL
|
- |
-515KClosed |
$9.38M - $11.9M
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.63K+ 2308.92% |
$56.9K - $70.3K
|
3.78K
$332K
|
|
|
May 15, 2018
Q1 2018
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-35KClosed |
$550K - $679K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-10.2KClosed |
$159K - $197K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-10.2KClosed |
$161K - $199K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.3KNew |
$19.2K - $22.4K
|
1.3K
$114K
|
|
|
Feb 14, 2018
Q4 2017
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-14K- 31.42% |
$207K - $242K
|
30.7K
$2.69M
|
|
|
Feb 14, 2018
Q4 2017
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.2KClosed |
$180K - $210K
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-214- 37.94% |
$3.16K - $3.69K
|
350
$30.7K
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-39.3KClosed |
$579K - $677K
|
0
$0
|
|
|
Jan 17, 2018
Q4 2017
|
Cutler Group LP
|
SELL
|
CALL |
-200Closed |
$2.95K - $3.45K
|
0
$0
|
|