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 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.55% |
$620 - $720
|
545
$108K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13+ 1.32% |
$2.69K - $3.12K
|
999
$198K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.49K- 2.52% |
$307K - $356K
|
57.5K
$11.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 4.88% |
$413 - $480
|
43
$8.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.36KNew |
$281K - $326K
|
1.36K
$269K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
949New |
$196K - $228K
|
949
$188K
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-166- 2.85% |
$34.3K - $39.8K
|
5.66K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
86New |
$17.8K - $20.6K
|
86
$17K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-2.05K- 19.16% |
$424K - $492K
|
8.66K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.8K- 2.53% |
$991K - $1.15M
|
185K
$36.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
4+ 0.31% |
$827 - $959
|
1.3K
$257K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
902New |
$186K - $216K
|
902
$178K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
359+ 10.72% |
$74.2K - $86.1K
|
3.71K
$733K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-11- 0.84% |
$2.27K - $2.64K
|
1.3K
$257K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-10- 52.63% |
$2.07K - $2.4K
|
9
$1.78K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
BUY
|
- |
474+ 49.12% |
$98K - $114K
|
1.44K
$285K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
925New |
$191K - $222K
|
925
$183K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
76.9KNew |
$15.9M - $18.4M
|
76.9K
$15.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
871+ 3.15% |
$180K - $209K
|
28.5K
$5.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-34- 6.38% |
$7.03K - $8.15K
|
499
$98.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.72% |
$207 - $240
|
140
$27.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.18% |
$207 - $240
|
551
$109K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-107- 3.9% |
$22.1K - $25.7K
|
2.63K
$521K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.78K- 12.68% |
$575K - $668K
|
19.2K
$3.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-22- 3.32% |
$4.55K - $5.28K
|
640
$127K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
168+ 2.07% |
$34.7K - $40.3K
|
8.29K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.3K- 2.36% |
$682K - $791K
|
136K
$27M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.35K+ 3.8% |
$279K - $324K
|
36.9K
$7.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
280+ 3.49% |
$57.9K - $67.2K
|
8.29K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
124+ 4.27% |
$25.6K - $29.7K
|
3.03K
$599K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-83- 8.15% |
$17.2K - $19.9K
|
936
$185K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-704- 15.13% |
$145K - $169K
|
3.95K
$781K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 20.58% |
$210K - $243K
|
5.95K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
4.57K+ 4.22% |
$943K - $1.09M
|
113K
$22.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.09KNew |
$225K - $261K
|
1.09K
$215K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 5.19% |
$827 - $959
|
81
$16K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$207 - $240
|
1
$198
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
25+ 20.83% |
$5.17K - $6K
|
145
$28.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
387+ 17.78% |
$80K - $92.8K
|
2.56K
$507K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 6.54% |
$5.79K - $6.72K
|
456
$90.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
2.56KNew |
$529K - $614K
|
2.56K
$506K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-143- 11.75% |
$29.6K - $34.3K
|
1.07K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-12- 28.57% |
$2.48K - $2.88K
|
30
$5.93K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
240+ 25.75% |
$49.6K - $57.6K
|
1.17K
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.21K- 21.1% |
$249K - $289K
|
4.51K
$891K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
694+ 4.58% |
$143K - $166K
|
15.9K
$3.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Washington Capital Management Inc
|
BUY
|
- |
900New |
$186K - $216K
|
900
$178K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-351- 0.51% |
$72.5K - $84.2K
|
68.4K
$13.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-427- 12.31% |
$88.2K - $102K
|
3.04K
$601K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
340+ 155.96% |
$70.3K - $81.5K
|
558
$110K
|