Latest Institutional Transactions on Cbiz, Inc. (CBZ)

CBZ Quotes by TradingView

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
Feb 14, 2023 Q4 2022
Pdt Partners, LLC

New York, NY
BUY
 -
10.8K
New
$472K - $545K
10.8K $947K
Feb 14, 2023 Q4 2022
Graham Capital Management, L.P.

Rowayton, CT
BUY
 -
32.2K
New
$1.41M - $1.63M
32.2K $2.83M
Feb 14, 2023 Q4 2022
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
5.14K
New
$225K - $259K
5.14K $451K
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
500
New
$21.9K - $25.3K
500 $43.9K
Feb 10, 2023 Q4 2022
Peak6 Investments LLC

Chicago, IL
BUY
 PUT
4.3K
+ 63.24%
$188K - $217K
11.1K $975K
Feb 10, 2023 Q4 2022
Peak6 Investments LLC

Chicago, IL
SELL
 -
-1.07K
- 31.01%
$46.7K - $53.9K
2.38K $209K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
142
New
$6.22K - $7.17K
142 $12.5K
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
1
+ 0.28%
$43.8 - $50.5
364 $32K
Jan 31, 2023 Q4 2022
Schubert & CO

SELL
 -
-2
- 10.0%
$87.5 - $101
18 $1.58K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
1K
New
$43.8K - $50.5K
1K $87.8K
Q3 2022
Nov 14, 2022 Q3 2022
Atlanta Capital Management CO L L C

Atlanta, GA
SELL
 -
-64K
- 5.09%
$2.55M - $3.07M
1.2M $105M
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
SELL
 -
-33.8K
- 1.37%
$1.35M - $1.62M
2.42M $213M
Nov 14, 2022 Q3 2022
Morse Asset Management, Inc

Darien, CT
SELL
 -
-200
- 2.11%
$7.98K - $9.6K
9.3K $817K
Nov 14, 2022 Q3 2022
Gsa Capital Partners LLP

London, X0
BUY
 -
12.5K
New
$498K - $599K
12.5K $1.1M
Nov 14, 2022 Q3 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
7K
New
$279K - $336K
7K $615K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
40
New
$1.6K - $1.92K
40 $3.51K
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
13
New
$519 - $624
13 $1.14K
Nov 09, 2022 Q3 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
11
New
$439 - $528
11 $966
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
22
New
$878 - $1.06K
22 $1.93K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
3.13K
New
$125K - $150K
3.13K $275K
Oct 21, 2022 Q3 2022
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
600
+ 8.39%
$23.9K - $28.8K
7.75K $681K
Q2 2022
Aug 15, 2022 Q2 2022
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-5.76K
Closed
$214K - $252K
0 $0
Aug 15, 2022 Q2 2022
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
17.6K
New
$653K - $769K
17.6K $1.54M
Aug 15, 2022 Q2 2022
Cooper Creek Partners Management LLC

New York, NY
SELL
 -
-20.1K
Closed
$745K - $877K
0 $0
Aug 12, 2022 Q2 2022
Hotchkis & Wiley Capital Management LLC

Los Angeles, CA
SELL
 -
-7.13K
- 7.08%
$265K - $312K
93.6K $8.22M
Aug 12, 2022 Q2 2022
Nfj Investment Group, LLC

Dallas, TX
SELL
 -
-85.4K
- 61.05%
$3.17M - $3.73M
54.5K $4.78M
Aug 11, 2022 Q2 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
373
New
$13.9K - $16.3K
373 $32.8K
Aug 11, 2022 Q2 2022
Toronto Dominion Bank

Toronto, Ontario, A6
SELL
 -
-6
Closed
$223 - $262
0 $0
Aug 08, 2022 Q2 2022
Stanley Laman Group, Ltd.

Berwyn, PA
BUY
 -
5.85K
New
$217K - $256K
5.85K $514K
Aug 04, 2022 Q2 2022
Gw Henssler & Associates LTD

SELL
 -
-9.98K
Closed
$371K - $437K
0 $0
Jul 28, 2022 Q2 2022
Apexium Financial, LP

SELL
 -
-492
- 3.58%
$18.3K - $21.5K
13.2K $1.16M
Q1 2022
May 17, 2022 Q1 2022
Sky View Investment Advisors, LLC

Shrewsbury, NJ
SELL
 -
-32.9K
- 67.86%
$1.22M - $1.38M
15.6K $1.37M
May 16, 2022 Q1 2022
Putnam Investments LLC

Boston, MA
SELL
 -
-16.9K
Closed
$628K - $709K
0 $0
May 16, 2022 Q1 2022
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-2
- 0.62%
$74.4 - $83.9
321 $28.2K
May 16, 2022 Q1 2022
Iron Bridge Private Wealth, LLC

SELL
 -
-277
Closed
$10.3K - $11.6K
0 $0
May 16, 2022 Q1 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
SELL
 -
-32.9K
- 67.86%
$1.22M - $1.38M
15.6K $1.37M
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-57
Closed
$2.12K - $2.39K
0 $0
May 13, 2022 Q1 2022
Ergoteles LLC

New York, NY
SELL
 -
-9.7K
Closed
$361K - $407K
0 $0
Q4 2021
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-900
Closed
$29.8K - $36.2K
0 $0
Feb 10, 2022 Q4 2021
Winton Group LTD

London, X0
SELL
 -
-15.7K
Closed
$520K - $632K
0 $0
Feb 09, 2022 Q4 2021
Empire Life Investments Inc.

SELL
 -
-22.5K
Closed
$743K - $903K
0 $0
Jan 14, 2022 Q4 2021
Next Capital Management LLC

BUY
 -
11K
New
$364K - $442K
11K $966K
Q3 2021
Nov 15, 2021 Q3 2021
Dakota Wealth Management

SELL
 -
-11K
Closed
$339K - $380K
0 $0
Nov 15, 2021 Q3 2021
Kennedy Capital Management, Inc.

St Louis, MO
SELL
 -
-6.24K
Closed
$192K - $215K
0 $0
Nov 12, 2021 Q3 2021
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-135
Closed
$4.16K - $4.65K
0 $0
Nov 12, 2021 Q3 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-150
Closed
$4.62K - $5.17K
0 $0
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
16
New
$492 - $552
16 $1.41K
Nov 10, 2021 Q3 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-25.5K
Closed
$784K - $878K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
212
New
$6.53K - $7.31K
212 $18.6K

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