Purchases and Sales Made in Q2 2024 in Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ) during Q2 2024. The information is specifically focused on institutions that hold shares of CBIZ, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.53K+ 9.87% |
$322K - $358K
|
50.4K
$4.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
4.5K+ 6.49% |
$320K - $355K
|
73.8K
$6.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.33K+ 27.5% |
$308K - $342K
|
20.1K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.14K+ 8.09% |
$295K - $327K
|
55.3K
$4.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.86KNew |
$275K - $305K
|
3.86K
$324K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.66KNew |
$261K - $289K
|
3.66K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 2.79% |
$249K - $276K
|
129K
$10.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.34KNew |
$238K - $264K
|
3.34K
$281K
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.32KNew |
$236K - $262K
|
3.32K
$278K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.18K+ 4.53% |
$227K - $251K
|
73.4K
$6.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.99K+ 80.32% |
$213K - $236K
|
6.71K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.96K+ 11.98% |
$211K - $234K
|
27.7K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.86KNew |
$204K - $226K
|
2.86K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.84KNew |
$202K - $225K
|
2.84K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.74KNew |
$195K - $216K
|
2.74K
$230K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.68K+ 13.79% |
$191K - $212K
|
22.1K
$1.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.62K+ 3.76% |
$186K - $207K
|
72.3K
$6.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.59K+ 85.33% |
$185K - $205K
|
5.63K
$473K
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.57K+ 70.87% |
$183K - $203K
|
6.2K
$520K
|
|
|
Jul 16, 2024
Q2 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
2.28K+ 34.59% |
$163K - $180K
|
8.88K
$746K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.85KNew |
$132K - $146K
|
1.85K
$155K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.75K+ 5.59% |
$124K - $138K
|
33.1K
$2.78M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1.41K+ 1.65% |
$100K - $111K
|
87K
$7.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.28K+ 6.56% |
$90.8K - $101K
|
20.7K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.24K+ 3.88% |
$88K - $97.6K
|
33.1K
$2.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.1K+ 110.43% |
$78.4K - $87K
|
2.1K
$176K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.01K+ 6.78% |
$72K - $79.9K
|
15.9K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.01KNew |
$71.5K - $79.4K
|
1.01K
$84.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1K+ 12.85% |
$71.4K - $79.2K
|
8.81K
$739K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
918+ 22.75% |
$65.3K - $72.5K
|
4.95K
$416K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
912+ 1.61% |
$64.9K - $72K
|
57.6K
$4.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
882New |
$62.8K - $69.7K
|
882
$74K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
723+ 7.05% |
$51.5K - $57.1K
|
11K
$922K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
710+ 1.35% |
$50.5K - $56.1K
|
53.4K
$4.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
447+ 2980.0% |
$31.8K - $35.3K
|
462
$38.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
401+ 0.92% |
$28.5K - $31.7K
|
44.1K
$3.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
391+ 1.35% |
$27.8K - $30.9K
|
29.3K
$2.46M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
367+ 2.34% |
$26.1K - $29K
|
16.1K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
357+ 1.33% |
$25.4K - $28.2K
|
27.3K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
323+ 2.05% |
$23K - $25.5K
|
16.1K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
322+ 5.99% |
$22.9K - $25.4K
|
5.7K
$479K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
275+ 2.23% |
$19.6K - $21.7K
|
12.6K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
229+ 93.85% |
$16.3K - $18.1K
|
473
$39.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
225+ 1184.21% |
$16K - $17.8K
|
244
$20.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
205+ 1.07% |
$14.6K - $16.2K
|
19.4K
$1.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
203New |
$14.4K - $16K
|
203
$17K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
198+ 5.51% |
$14.1K - $15.6K
|
3.79K
$318K
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
190+ 4.16% |
$13.5K - $15K
|
4.76K
$399K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
185+ 1.15% |
$13.2K - $14.6K
|
16.2K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
180New |
$12.8K - $14.2K
|
180
$15.1K
|