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 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
2.62K+ 40.84% |
$169K - $226K
|
9.05K
$760K
|
|
Nov 07, 2024
Q3 2024
|
Legato Capital Management LLC
|
BUY
|
- |
2.62K+ 18.93% |
$169K - $225K
|
16.5K
$1.38M
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.06KNew |
$133K - $177K
|
2.06K
$173K
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.04K+ 35.85% |
$132K - $176K
|
7.75K
$650K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.63K+ 10.23% |
$105K - $140K
|
17.6K
$1.47M
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.58K+ 6.25% |
$102K - $136K
|
26.9K
$2.26M
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.48K+ 0.18% |
$95.3K - $127K
|
825K
$69.2M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.47K+ 21.94% |
$94.9K - $127K
|
8.18K
$686K
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.41K+ 22.06% |
$90.8K - $121K
|
7.78K
$653K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.26K+ 59.87% |
$81K - $108K
|
3.35K
$282K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.12K+ 1.04% |
$72.3K - $96.4K
|
108K
$9.11M
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.08K+ 6335.29% |
$69.5K - $92.6K
|
1.09K
$91.8K
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.07KNew |
$69.1K - $92.1K
|
1.07K
$89.9K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
750New |
$48.4K - $64.5K
|
750
$63K
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
726+ 2.48% |
$46.8K - $62.5K
|
30.1K
$2.52M
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
667+ 3.44% |
$43K - $57.4K
|
20.1K
$1.69M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
656+ 1.53% |
$42.3K - $56.4K
|
43.7K
$3.67M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
633+ 16.69% |
$40.8K - $54.5K
|
4.43K
$371K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
622+ 15.32% |
$40.1K - $53.5K
|
4.68K
$393K
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
384+ 3.05% |
$24.8K - $33K
|
13K
$1.09M
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
360+ 0.49% |
$23.2K - $31K
|
73.8K
$6.19M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
344+ 55.75% |
$22.2K - $29.6K
|
961
$80.7K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
279+ 1.72% |
$18K - $24K
|
16.5K
$1.39M
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
261+ 54.04% |
$16.8K - $22.5K
|
744
$62.5K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
249+ 16.1% |
$16.1K - $21.4K
|
1.8K
$151K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
216+ 142.11% |
$13.9K - $18.6K
|
368
$30.9K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200+ 200.0% |
$12.9K - $17.2K
|
300
$25.2K
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
200+ 0.27% |
$12.9K - $17.2K
|
74K
$6.21M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
147+ 2.78% |
$9.48K - $12.6K
|
5.44K
$456K
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
131+ 818.75% |
$8.45K - $11.3K
|
147
$12.3K
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
111New |
$7.16K - $9.55K
|
111
$9.32K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
109New |
$7.03K - $9.38K
|
109
$9.15K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
103+ 10.25% |
$6.64K - $8.86K
|
1.11K
$93K
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
95+ 0.18% |
$6.13K - $8.17K
|
51.5K
$4.33M
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
87+ 2.86% |
$5.61K - $7.48K
|
3.13K
$262K
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
70+ 0.63% |
$4.52K - $6.02K
|
11.2K
$942K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
65+ 325.0% |
$4.19K - $5.59K
|
85
$7.14K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60+ 54.55% |
$3.87K - $5.16K
|
170
$14.3K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59+ 0.31% |
$3.81K - $5.08K
|
18.9K
$1.59M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
49New |
$3.16K - $4.21K
|
49
$4.11K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
47New |
$3.03K - $4.04K
|
47
$3.95K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
42New |
$2.71K - $3.61K
|
42
$3.53K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22+ 0.49% |
$1.42K - $1.89K
|
4.52K
$380K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21+ 0.22% |
$1.35K - $1.81K
|
9.38K
$788K
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17+ 0.19% |
$1.1K - $1.46K
|
8.82K
$741K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
17+ 70.83% |
$1.1K - $1.46K
|
41
$3.44K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 300.0% |
$968 - $1.29K
|
20
$1.68K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
14New |
$903 - $1.2K
|
14
$1.18K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
11New |
$710 - $946
|
11
$923
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
9New |
$581 - $774
|
9
$756
|