Latest Institutional Purchases of Cbiz, Inc. (CBZ)
This list provides information on the latest institutional transactions involving Cbiz, Inc. (CBZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64+ 0.2% |
$3.28K - $4.98K
|
31.9K
$1.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
55+ 1.48% |
$2.82K - $4.28K
|
3.78K
$193K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
44New |
$2.25K - $3.42K
|
44
$2.25K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16+ 0.11% |
$819 - $1.24K
|
14.8K
$754K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 9.78% |
$461 - $700
|
101
$5.16K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6+ 1.23% |
$307 - $467
|
494
$25.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5New |
$256 - $389
|
5
$256
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4+ 0.01% |
$205 - $311
|
42.8K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3+ 0.01% |
$154 - $233
|
48.9K
$2.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2New |
$102 - $156
|
2
$102
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
169KNew |
$11.2M - $13.5M
|
169K
$8.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Alpha Wave Global, LP
New York, NY |
BUY
|
- |
144K+ 162.19% |
$9.5M - $11.4M
|
232K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ananym Capital Management, LP
New York, NY |
BUY
|
- |
103KNew |
$6.8M - $8.18M
|
103K
$5.25M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.2K+ 16.45% |
$4.31M - $5.19M
|
461K
$23.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
35.2KNew |
$2.33M - $2.8M
|
35.2K
$1.8M
|
|
|
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
|
Empowered Funds, LLC
|
BUY
|
- |
20K+ 49.78% |
$1.33M - $1.6M
|
60.3K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
BUY
|
- |
11.4KNew |
$754K - $907K
|
11.4K
$582K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.9KNew |
$391K - $470K
|
5.9K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.55KNew |
$367K - $442K
|
5.55K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
4.7KNew |
$311K - $374K
|
4.7K
$240K
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.49KNew |
$231K - $278K
|
3.49K
$179K
|
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
3.18KNew |
$210K - $253K
|
3.18K
$162K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3.05KNew |
$202K - $243K
|
3.05K
$156K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.56K+ 13.29% |
$170K - $204K
|
21.8K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2K+ 22.99% |
$132K - $159K
|
10.7K
$547K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.35K+ 23.54% |
$89.2K - $107K
|
7.07K
$361K
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
700+ 700.0% |
$46.3K - $55.7K
|
800
$40.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
697+ 0.78% |
$46.1K - $55.5K
|
89.7K
$4.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
600+ 0.66% |
$39.7K - $47.8K
|
91.8K
$4.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
515New |
$34.1K - $41K
|
515
$26.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
286New |
$18.9K - $22.8K
|
286
$14.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
240New |
$15.9K - $19.1K
|
240
$12.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
230+ 4.85% |
$15.2K - $18.3K
|
4.97K
$254K
|
|
|
Jul 29, 2025
Q2 2025
|
Vista Finance, LLC
|
BUY
|
- |
150+ 4.05% |
$9.93K - $11.9K
|
3.86K
$197K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
129+ 4.2% |
$8.54K - $10.3K
|
3.2K
$163K
|
|
|
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
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
49+ 1.12% |
$3.24K - $3.9K
|
4.44K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
32+ 3.45% |
$2.12K - $2.55K
|
960
$49.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11+ 137.5% |
$728 - $876
|
19
$971
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
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 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
29.9K+ 14.61% |
$2.05M - $2.65M
|
235K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
17.7KNew |
$1.21M - $1.57M
|
17.7K
$903K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
14.6KNew |
$1M - $1.29M
|
14.6K
$746K
|
|
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
14.5K+ 23.09% |
$995K - $1.29M
|
77.5K
$3.96M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.2KNew |
$907K - $1.17M
|
13.2K
$677K
|
|