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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-42- 0.47% |
$2.78K - $3.34K
|
8.87K
$453K
|
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
3.18KNew |
$210K - $253K
|
3.18K
$162K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-106- 44.92% |
$7.02K - $8.44K
|
130
$6.65K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-353- 10.18% |
$23.4K - $28.1K
|
3.12K
$159K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
600+ 0.66% |
$39.7K - $47.8K
|
91.8K
$4.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Vista Finance, LLC
|
BUY
|
- |
150+ 4.05% |
$9.93K - $11.9K
|
3.86K
$197K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-2.12K- 34.07% |
$141K - $169K
|
4.11K
$210K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-21- 84.0% |
$1.39K - $1.67K
|
4
$205
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 7.69% |
$66.2 - $79.6
|
12
$614
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2K+ 22.99% |
$132K - $159K
|
10.7K
$547K
|
|
|
Jul 22, 2025
Q2 2025
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-6.2K- 44.22% |
$410K - $494K
|
7.82K
$400K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
169KNew |
$11.2M - $13.5M
|
169K
$8.64M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
129+ 4.2% |
$8.54K - $10.3K
|
3.2K
$163K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 16.67% |
$66.2 - $79.6
|
5
$256
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3.05KNew |
$202K - $243K
|
3.05K
$156K
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
697+ 0.78% |
$46.1K - $55.5K
|
89.7K
$4.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
240New |
$15.9K - $19.1K
|
240
$12.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11New |
$728 - $876
|
11
$562
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2+ 1.96% |
$132 - $159
|
104
$5.32K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-78- 1.1% |
$5.16K - $6.21K
|
7K
$358K
|
|
| Q1 2025 | |||||||
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
14.5K+ 23.09% |
$995K - $1.29M
|
77.5K
$3.96M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$68.5 - $88.7
|
1
$51.1
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
64New |
$4.38K - $5.67K
|
64
$3.27K
|
|
|
May 15, 2025
Q1 2025
|
Sg Capital Management LLC
Chicago, IL |
SELL
|
- |
-161K- 64.02% |
$11M - $14.2M
|
90.3K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
130New |
$8.9K - $11.5K
|
130
$6.65K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
235+ 5.57% |
$16.1K - $20.8K
|
4.45K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
347New |
$23.8K - $30.8K
|
347
$17.7K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
30.1K+ 72.57% |
$2.06M - $2.67M
|
71.6K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
800+ 24.24% |
$54.8K - $70.9K
|
4.1K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
17.7KNew |
$1.21M - $1.57M
|
17.7K
$903K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.92K- 50.0% |
$200K - $259K
|
2.92K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
2.89KNew |
$198K - $257K
|
2.89K
$148K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
16+ 35.56% |
$1.1K - $1.42K
|
61
$3.12K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.2KNew |
$907K - $1.17M
|
13.2K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
29+ 45.31% |
$1.99K - $2.57K
|
93
$4.76K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
14.6KNew |
$1M - $1.29M
|
14.6K
$746K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-27.6K- 71.51% |
$1.89M - $2.45M
|
11K
$562K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.34KNew |
$91.5K - $119K
|
1.34K
$68.4K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-2.59K- 33.3% |
$177K - $230K
|
5.19K
$265K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10New |
$685 - $887
|
10
$511
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$68.5 - $88.7
|
1
$51.1
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.24K+ 29.96% |
$154K - $199K
|
9.73K
$497K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-11- 5.42% |
$753 - $975
|
192
$9.82K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$205 - $266
|
3
$153
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
29.9K+ 14.61% |
$2.05M - $2.65M
|
235K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 1.59% |
$205 - $266
|
192
$9.82K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
6.4KNew |
$438K - $567K
|
6.4K
$327K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
442New |
$30.3K - $39.2K
|
442
$22.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
727New |
$49.8K - $64.4K
|
727
$37.2K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
54+ 16.22% |
$3.7K - $4.79K
|
387
$19.8K
|
|