Purchases and Sales Made in Q4 2024 in Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
61.4K+ 18.46% |
$3.91M - $5.12M
|
394K
$33.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
10.1K+ 13.29% |
$644K - $842K
|
86.1K
$7.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.84K+ 20.6% |
$436K - $570K
|
40K
$3.36M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.93KNew |
$187K - $244K
|
2.93K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
529+ 31.15% |
$33.7K - $44.1K
|
2.23K
$187K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
468+ 30.14% |
$29.8K - $39K
|
2.02K
$170K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
245+ 612.5% |
$15.6K - $20.4K
|
285
$23.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
197New |
$12.6K - $16.4K
|
197
$16.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
191New |
$12.2K - $15.9K
|
191
$16K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
170+ 7.19% |
$10.8K - $14.2K
|
2.54K
$213K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
75+ 75.0% |
$4.78K - $6.26K
|
175
$14.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
73+ 0.74% |
$4.66K - $6.09K
|
9.97K
$837K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
60+ 117.65% |
$3.83K - $5.01K
|
111
$9.32K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 0.49% |
$128 - $167
|
408
$34.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 12.5% |
$63.8 - $83.4
|
9
$756
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2- 0.05% |
$128 - $167
|
3.93K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 5.0% |
$255 - $334
|
76
$6.38K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-180- 4.2% |
$11.5K - $15K
|
4.11K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-250- 4.09% |
$15.9K - $20.9K
|
5.86K
$492K
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.06K- 0.24% |
$67.4K - $88.1K
|
431K
$36.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.3K- 21.14% |
$83K - $109K
|
4.86K
$408K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-15.2K- 41.3% |
$969K - $1.27M
|
21.6K
$1.81M
|