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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4New |
$641 - $825
|
4
$580
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-90- 2.35% |
$14.4K - $18.6K
|
3.74K
$542K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
100New |
$16K - $20.6K
|
100
$14.5K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
92New |
$14.7K - $19K
|
92
$13.3K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.24KNew |
$199K - $256K
|
1.24K
$180K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
636+ 36.28% |
$102K - $131K
|
2.39K
$347K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-2- 40.0% |
$321 - $412
|
3
$435
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-344- 47.91% |
$55.1K - $70.9K
|
374
$54.3K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3New |
$481 - $618
|
3
$435
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-22- 4.22% |
$3.53K - $4.53K
|
499
$72.4K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-174- 5.0% |
$27.9K - $35.9K
|
3.31K
$480K
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-90- 4.04% |
$14.4K - $18.6K
|
2.14K
$310K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6- 42.86% |
$962 - $1.24K
|
8
$1.16K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.16K- 23.39% |
$186K - $239K
|
3.8K
$551K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
28New |
$4.49K - $5.77K
|
28
$4.06K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-20- 22.47% |
$3.21K - $4.12K
|
69
$10K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
78+ 410.53% |
$12.5K - $16.1K
|
97
$14.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 1.75% |
$160 - $206
|
58
$8.41K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-5- 25.0% |
$801 - $1.03K
|
15
$2.18K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
23+ 62.16% |
$3.69K - $4.74K
|
60
$8.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-105- 32.92% |
$16.8K - $21.6K
|
214
$31K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.99% |
$160 - $206
|
102
$14.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-185- 70.34% |
$29.6K - $38.1K
|
78
$11.3K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
22+ 366.67% |
$3.53K - $4.53K
|
28
$4.06K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.11% |
$321 - $412
|
1.8K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-400- 7.27% |
$64.1K - $82.5K
|
5.1K
$740K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$801 - $1.03K
|
5
$725
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 25.0% |
$801 - $1.03K
|
15
$2.18K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-902- 11.9% |
$145K - $186K
|
6.68K
$969K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
20New |
$3.21K - $4.12K
|
20
$2.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
62+ 27.68% |
$9.94K - $12.8K
|
286
$41.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13New |
$2.08K - $2.68K
|
13
$1.89K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-279- 70.1% |
$44.7K - $57.5K
|
119
$17.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.4KNew |
$225K - $289K
|
1.4K
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6+ 22.22% |
$962 - $1.24K
|
33
$4.79K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-285- 2.88% |
$45.7K - $58.7K
|
9.61K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$321 - $412
|
2
$290
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-59.3K- 41.72% |
$9.5M - $12.2M
|
82.8K
$12M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
80+ 2.53% |
$12.8K - $16.5K
|
3.25K
$471K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
35+ 2.03% |
$5.61K - $7.21K
|
1.76K
$255K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 2.39% |
$1.6K - $2.06K
|
429
$62.2K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.22K- 7.09% |
$196K - $252K
|
16K
$2.32M
|
|
| Q4 2024 | |||||||
|
Jan 07, 2026
Q4 2024
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
1New |
$171 - $226
|
1
$145
|
|
|
Jan 05, 2026
Q4 2024
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-1Closed |
$171 - $226
|
0
$0
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
16New |
$2.74K - $3.61K
|
16
$2.32K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-29Closed |
$4.97K - $6.54K
|
0
$0
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
1.39K+ 28.14% |
$239K - $314K
|
6.33K
$919K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
23New |
$3.94K - $5.19K
|
23
$3.34K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4New |
$686 - $903
|
4
$580
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
13New |
$2.23K - $2.93K
|
13
$1.89K
|
|