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 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.07KNew |
$69.1K - $92.1K
|
1.07K
$73.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.8K- 99.81% |
$374K - $499K
|
11
$755
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.3KNew |
$855K - $1.14M
|
13.3K
$910K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.04K+ 35.85% |
$132K - $176K
|
7.75K
$532K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.06KNew |
$133K - $177K
|
2.06K
$141K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
9New |
$581 - $774
|
9
$618
|
|
|
Nov 08, 2024
Q3 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
100K+ 14.01% |
$6.45M - $8.6M
|
814K
$55.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Legato Capital Management LLC
|
BUY
|
- |
2.62K+ 18.93% |
$169K - $225K
|
16.5K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.28K+ 710.82% |
$212K - $282K
|
3.75K
$257K
|
|
|
Nov 07, 2024
Q3 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-586K- 74.02% |
$37.8M - $50.4M
|
206K
$14.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 3.69% |
$581 - $774
|
235
$16.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-355- 1.48% |
$22.9K - $30.5K
|
23.6K
$1.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
47New |
$3.03K - $4.04K
|
47
$3.23K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
70+ 0.63% |
$4.52K - $6.02K
|
11.2K
$770K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
42New |
$2.71K - $3.61K
|
42
$2.88K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
200+ 0.27% |
$12.9K - $17.2K
|
74K
$5.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$194 - $258
|
3
$206
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22+ 0.49% |
$1.42K - $1.89K
|
4.52K
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 7.5% |
$581 - $774
|
111
$7.62K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60+ 54.55% |
$3.87K - $5.16K
|
170
$11.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
249+ 16.1% |
$16.1K - $21.4K
|
1.8K
$123K
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
17KNew |
$1.1M - $1.46M
|
17K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
279+ 1.72% |
$18K - $24K
|
16.5K
$1.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.65KNew |
$235K - $314K
|
3.65K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 16.67% |
$64.5 - $86
|
7
$481
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
11New |
$710 - $946
|
11
$755
|
|
|
Oct 17, 2024
Q3 2024
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-27.7K- 48.96% |
$1.79M - $2.38M
|
28.9K
$1.98M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.3KNew |
$213K - $284K
|
3.3K
$227K
|
|
|
Oct 15, 2024
Q3 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
5.46K+ 61.48% |
$352K - $470K
|
14.3K
$985K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.07% |
$516 - $688
|
12.1K
$829K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-23- 62.16% |
$1.48K - $1.98K
|
14
$961
|
|
| Q2 2024 | |||||||
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
21.8KNew |
$1.55M - $1.72M
|
21.8K
$1.5M
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-258- 0.78% |
$18.4K - $20.4K
|
32.8K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
180New |
$12.8K - $14.2K
|
180
$12.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.86KNew |
$204K - $226K
|
2.86K
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.59K+ 85.33% |
$185K - $205K
|
5.63K
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.84K- 35.23% |
$487K - $541K
|
12.6K
$864K
|
|
|
Aug 14, 2024
Q2 2024
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-131K- 10.39% |
$9.33M - $10.4M
|
1.13M
$77.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-6.42K- 58.61% |
$457K - $507K
|
4.54K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-190- 3.21% |
$13.5K - $15K
|
5.73K
$394K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
5.85KNew |
$416K - $462K
|
5.85K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-359K- 52.97% |
$25.6M - $28.4M
|
319K
$21.9M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
31.2KNew |
$2.22M - $2.46M
|
31.2K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.5KNew |
$463K - $513K
|
6.5K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
85.6K+ 2.48% |
$6.09M - $6.76M
|
3.53M
$242M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-22.3K- 30.87% |
$1.59M - $1.76M
|
50K
$3.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Cardinal Capital Management LLC
Greenwich, CT |
SELL
|
- |
-235K- 70.77% |
$16.8M - $18.6M
|
97.2K
$6.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.74KNew |
$195K - $216K
|
2.74K
$188K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
17.3K+ 7218.33% |
$1.23M - $1.37M
|
17.6K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-15.5K- 45.08% |
$1.1M - $1.22M
|
18.8K
$1.29M
|
|