Purchases and Sales Made in Q4 2025 in Cbiz, Inc. (CBZ)
This table provides information about the institutional ownership of Cbiz, Inc. (CBZ) during Q4 2025. 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 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
707KNew |
$36.1M - $40.1M
|
707K
$36.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
156K+ 18.94% |
$7.95M - $8.84M
|
977K
$50M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.2K+ 12.79% |
$368K - $409K
|
63.5K
$3.25M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.28K+ 5.92% |
$65.4K - $72.6K
|
22.9K
$1.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
507+ 492.23% |
$25.9K - $28.8K
|
610
$31.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
250+ 0.49% |
$12.8K - $14.2K
|
50.9K
$2.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 20.0% |
$51.1 - $56.8
|
4
$205
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2- 1.92% |
$102 - $114
|
102
$5.22K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 16.67% |
$102 - $114
|
10
$511
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 15.38% |
$205 - $227
|
22
$1.12K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-34- 10.56% |
$1.74K - $1.93K
|
288
$14.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-120- 5.58% |
$6.14K - $6.82K
|
2.03K
$104K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-300- 32.72% |
$15.3K - $17K
|
617
$31.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-487- 10.44% |
$24.9K - $27.7K
|
4.18K
$214K
|
|
|
Jan 14, 2026
Q4 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-2.28K- 29.48% |
$117K - $130K
|
5.46K
$279K
|
|
|
Jan 15, 2026
Q4 2025
|
Pacific Capital Partners LTD
London, |
SELL
|
- |
-58.8K- 57.32% |
$3M - $3.34M
|
43.8K
$2.24M
|
|