Latest Institutional Transactions on Cdw Corp (CDW)
This table provides information on the latest institutional transactions involving Cdw Corp (CDW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
137+ 17.23% |
$21.5K - $25K
|
932
$135K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-259- 34.35% |
$40.7K - $47.4K
|
495
$71.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.54K- 3.65% |
$241K - $281K
|
40.5K
$5.88M
|
|
|
Oct 16, 2025
Q3 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-157- 5.37% |
$24.6K - $28.7K
|
2.77K
$401K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
81New |
$12.7K - $14.8K
|
81
$11.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
67+ 2.38% |
$10.5K - $12.3K
|
2.88K
$418K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-27- 1.55% |
$4.24K - $4.94K
|
1.71K
$249K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
10.8K+ 23.87% |
$1.7M - $1.98M
|
56.3K
$8.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
22+ 7.83% |
$3.45K - $4.02K
|
303
$44K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-255- 15.35% |
$40K - $46.6K
|
1.41K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-85- 0.05% |
$13.3K - $15.5K
|
158K
$22.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8- 0.4% |
$1.26K - $1.46K
|
2.02K
$293K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-65- 2.67% |
$10.2K - $11.9K
|
2.37K
$344K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-811- 3.97% |
$127K - $148K
|
19.6K
$2.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 8.33% |
$157 - $183
|
13
$1.89K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-281- 6.5% |
$44.1K - $51.4K
|
4.04K
$586K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.01K+ 47.52% |
$158K - $184K
|
3.13K
$454K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
206+ 0.7% |
$32.3K - $37.7K
|
29.8K
$4.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.67KNew |
$262K - $306K
|
1.67K
$242K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
18New |
$2.83K - $3.29K
|
18
$2.61K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.65% |
$942 - $1.1K
|
911
$132K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.39K- 7.28% |
$218K - $254K
|
17.7K
$2.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 18.75% |
$471 - $549
|
13
$1.89K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
472K+ 42.16% |
$74.2M - $86.4M
|
1.59M
$231M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
78+ 6.04% |
$12.2K - $14.3K
|
1.37K
$199K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
209+ 11.54% |
$32.8K - $38.2K
|
2.02K
$293K
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
574+ 7.65% |
$90.1K - $105K
|
8.08K
$1.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 14.29% |
$157 - $183
|
6
$870
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-11.4K- 28.79% |
$1.79M - $2.09M
|
28.3K
$4.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-458- 89.11% |
$71.9K - $83.7K
|
56
$8.12K
|
|
|
Oct 09, 2025
Q3 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.82KNew |
$286K - $333K
|
1.82K
$264K
|
|
|
Oct 09, 2025
Q3 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-2.07K- 17.22% |
$326K - $379K
|
9.97K
$1.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.37K- 9.4% |
$215K - $251K
|
13.2K
$1.92M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.06K- 2.85% |
$794K - $925K
|
173K
$25M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3New |
$471 - $549
|
3
$435
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 5.13% |
$628 - $731
|
82
$11.9K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-632K- 98.48% |
$99.3M - $116M
|
9.77K
$1.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
46+ 1.66% |
$7.22K - $8.41K
|
2.81K
$408K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.75K- 24.05% |
$275K - $320K
|
5.53K
$802K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
58+ 8.38% |
$9.1K - $10.6K
|
750
$109K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
3.19KNew |
$501K - $584K
|
3.19K
$463K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-5Closed |
$785 - $914
|
0
$0
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.61K+ 182.81% |
$409K - $476K
|
4.03K
$585K
|
|
|
Oct 03, 2025
Q3 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
1.05K+ 1.45% |
$164K - $191K
|
73K
$10.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
24+ 17.39% |
$3.77K - $4.39K
|
162
$23.5K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
6.68K+ 9.95% |
$964K - $1.27M
|
73.8K
$10.7M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
98.3K+ 16.74% |
$14.2M - $18.7M
|
686K
$99.5M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
62+ 4.01% |
$8.96K - $11.8K
|
1.61K
$233K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
14.6K+ 4.65% |
$2.12M - $2.79M
|
329K
$47.8M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5.1K- 35.53% |
$736K - $972K
|
9.25K
$1.34M
|
|