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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.62K- 6.51% |
$104K - $139K
|
23.2K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
11.6K+ 1.06% |
$749K - $999K
|
1.11M
$97.6M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
622+ 15.32% |
$40.1K - $53.5K
|
4.68K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
6.04KNew |
$389K - $519K
|
6.04K
$531K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1- 0.49% |
$64.5 - $86
|
202
$17.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
49New |
$3.16K - $4.21K
|
49
$4.31K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
101K+ 33.06% |
$6.5M - $8.67M
|
406K
$35.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
35.8K+ 205.14% |
$2.31M - $3.08M
|
53.2K
$4.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-13.7K- 23.78% |
$884K - $1.18M
|
43.9K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-4.01K- 18.59% |
$259K - $345K
|
17.6K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
3.48K+ 0.6% |
$224K - $299K
|
584K
$51.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
17.2KNew |
$1.11M - $1.48M
|
17.2K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
11KNew |
$711K - $948K
|
11K
$970K
|
|
|
Nov 12, 2024
Q3 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-170K- 7.65% |
$11M - $14.6M
|
2.05M
$180M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.07KNew |
$69.1K - $92.1K
|
1.07K
$94.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.8K- 99.81% |
$374K - $499K
|
11
$968
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.3KNew |
$855K - $1.14M
|
13.3K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
59K+ 17.29% |
$3.81M - $5.08M
|
400K
$35.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.86K+ 26.55% |
$185K - $246K
|
13.6K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
42.9K+ 1112.01% |
$2.77M - $3.69M
|
46.8K
$4.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
92.8K+ 44.96% |
$5.98M - $7.98M
|
299K
$26.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
100K+ 14.01% |
$6.45M - $8.6M
|
814K
$71.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
9New |
$581 - $774
|
9
$792
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.06KNew |
$133K - $177K
|
2.06K
$181K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-240- 3.3% |
$15.5K - $20.6K
|
7.02K
$618K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.04K+ 35.85% |
$132K - $176K
|
7.75K
$682K
|
|
|
Nov 07, 2024
Q3 2024
|
Legato Capital Management LLC
|
BUY
|
- |
2.62K+ 18.93% |
$169K - $225K
|
16.5K
$1.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-117K- 7.24% |
$7.54M - $10M
|
1.5M
$132M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.28K+ 710.82% |
$212K - $282K
|
3.75K
$330K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.93K+ 14.13% |
$189K - $252K
|
23.6K
$2.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-586K- 74.02% |
$37.8M - $50.4M
|
206K
$18.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-355- 1.48% |
$22.9K - $30.5K
|
23.6K
$2.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
47New |
$3.03K - $4.04K
|
47
$4.14K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 0.15% |
$194 - $258
|
2.03K
$179K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.4K- 14.95% |
$803K - $1.07M
|
70.8K
$6.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 3.69% |
$581 - $774
|
235
$20.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
70+ 0.63% |
$4.52K - $6.02K
|
11.2K
$988K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
42New |
$2.71K - $3.61K
|
42
$3.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
200+ 0.27% |
$12.9K - $17.2K
|
74K
$6.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-244- 39.42% |
$15.7K - $21K
|
375
$33K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$194 - $258
|
3
$264
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22+ 0.49% |
$1.42K - $1.89K
|
4.52K
$398K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 7.5% |
$581 - $774
|
111
$9.77K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60+ 54.55% |
$3.87K - $5.16K
|
170
$15K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
249+ 16.1% |
$16.1K - $21.4K
|
1.8K
$158K
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
17KNew |
$1.1M - $1.46M
|
17K
$1.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
279+ 1.72% |
$18K - $24K
|
16.5K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.65KNew |
$235K - $314K
|
3.65K
$321K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 16.67% |
$64.5 - $86
|
7
$616
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
11New |
$710 - $946
|
11
$968
|