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 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-108- 10.54% |
$5.53K - $8.4K
|
917
$46.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
15.8K+ 52.96% |
$808K - $1.23M
|
45.6K
$2.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 40.0% |
$102 - $156
|
3
$153
|
|
|
Oct 20, 2025
Q3 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-6.6K- 46.01% |
$338K - $514K
|
7.75K
$396K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
68K+ 9.02% |
$3.48M - $5.29M
|
821K
$42M
|
|
|
Oct 20, 2025
Q3 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
23K+ 5.31% |
$1.18M - $1.79M
|
455K
$23.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
285New |
$14.6K - $22.2K
|
285
$14.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
283+ 7.51% |
$14.5K - $22K
|
4.05K
$207K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-90- 2.19% |
$4.61K - $7K
|
4.02K
$205K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1K- 17.66% |
$51.2K - $77.8K
|
4.66K
$238K
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.42K- 4.56% |
$124K - $188K
|
50.6K
$2.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-10.8K- 86.16% |
$551K - $838K
|
1.73K
$88.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.13K+ 57.42% |
$160K - $244K
|
8.59K
$439K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 9.78% |
$461 - $700
|
101
$5.16K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.15K- 35.98% |
$264K - $401K
|
9.16K
$469K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
700+ 700.0% |
$46.3K - $55.7K
|
800
$40.9K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.2K+ 16.45% |
$4.31M - $5.19M
|
461K
$23.6M
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.49KNew |
$231K - $278K
|
3.49K
$179K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-61- 28.11% |
$4.04K - $4.86K
|
156
$7.98K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
32+ 3.45% |
$2.12K - $2.55K
|
960
$49.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
515New |
$34.1K - $41K
|
515
$26.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
230+ 4.85% |
$15.2K - $18.3K
|
4.97K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
4.7KNew |
$311K - $374K
|
4.7K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
35.2KNew |
$2.33M - $2.8M
|
35.2K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-4.17K- 39.25% |
$276K - $332K
|
6.46K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
BUY
|
- |
11.4KNew |
$754K - $907K
|
11.4K
$582K
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-11.7K- 38.36% |
$775K - $932K
|
18.8K
$962K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-9- 8.18% |
$596 - $717
|
101
$5.16K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
286New |
$18.9K - $22.8K
|
286
$14.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ananym Capital Management, LP
New York, NY |
BUY
|
- |
103KNew |
$6.8M - $8.18M
|
103K
$5.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.56K+ 13.29% |
$170K - $204K
|
21.8K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.55KNew |
$367K - $442K
|
5.55K
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-770- 2.46% |
$51K - $61.3K
|
30.6K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.35K+ 23.54% |
$89.2K - $107K
|
7.07K
$361K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11+ 137.5% |
$728 - $876
|
19
$971
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.9KNew |
$391K - $470K
|
5.9K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Alpha Wave Global, LP
New York, NY |
BUY
|
- |
144K+ 162.19% |
$9.5M - $11.4M
|
232K
$11.9M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11- 0.3% |
$728 - $876
|
3.6K
$184K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-457- 12.16% |
$30.2K - $36.4K
|
3.3K
$169K
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
34.4K+ 20.65% |
$2.28M - $2.74M
|
201K
$10.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-3.32K- 7.8% |
$220K - $264K
|
39.2K
$2.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-70.5K- 11.16% |
$4.67M - $5.62M
|
561K
$28.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
49+ 1.12% |
$3.24K - $3.9K
|
4.44K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
117New |
$7.74K - $9.32K
|
117
$5.98K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
20K+ 49.78% |
$1.33M - $1.6M
|
60.3K
$3.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-78- 1.57% |
$5.16K - $6.21K
|
4.88K
$249K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.95K- 66.77% |
$129K - $155K
|
971
$49.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-410- 20.29% |
$27.1K - $32.7K
|
1.61K
$82.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 4.72% |
$662 - $796
|
202
$10.3K
|
|