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 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.04KNew |
$222K - $267K
|
1.04K
$150K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
83+ 21.56% |
$17.8K - $21.4K
|
468
$67.9K
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-877- 43.14% |
$188K - $226K
|
1.16K
$168K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
7.02K+ 33447.62% |
$1.5M - $1.81M
|
7.05K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.29KNew |
$489K - $589K
|
2.29K
$332K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.28KNew |
$274K - $330K
|
1.28K
$185K
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
915New |
$196K - $236K
|
915
$133K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
915New |
$196K - $236K
|
915
$133K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
785New |
$168K - $202K
|
785
$114K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
8.7KNew |
$1.86M - $2.24M
|
8.7K
$1.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-1.37K- 43.33% |
$294K - $354K
|
1.8K
$261K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
784New |
$168K - $202K
|
784
$114K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.65KNew |
$352K - $424K
|
1.65K
$239K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$21.4K - $25.8K
|
100
$14.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-219- 17.48% |
$46.9K - $56.5K
|
1.03K
$150K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 26.09% |
$1.28K - $1.55K
|
29
$4.21K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
811New |
$174K - $209K
|
811
$118K
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-100- 50.0% |
$21.4K - $25.8K
|
100
$14.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-41- 82.0% |
$8.78K - $10.6K
|
9
$1.31K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-109- 6.88% |
$23.3K - $28.1K
|
1.48K
$214K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
854New |
$183K - $220K
|
854
$124K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-126- 14.58% |
$27K - $32.5K
|
738
$107K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
14New |
$3K - $3.61K
|
14
$2.03K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
SELL
|
- |
-1.03K- 7.93% |
$219K - $264K
|
11.9K
$1.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
39.2KNew |
$8.4M - $10.1M
|
39.2K
$5.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5New |
$1.07K - $1.29K
|
5
$725
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
410New |
$87.8K - $106K
|
410
$59.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-19- 0.17% |
$4.07K - $4.9K
|
10.9K
$1.59M
|
|
| Q4 2023 | |||||||
|
Jul 09, 2025
Q4 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-21.9KClosed |
$4.31M - $5M
|
0
$0
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.97KNew |
$389K - $451K
|
1.97K
$286K
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.02KNew |
$201K - $233K
|
1.02K
$148K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
392New |
$77.2K - $89.7K
|
392
$56.9K
|
|
|
Feb 20, 2024
Q4 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
165+ 2.49% |
$32.5K - $37.7K
|
6.78K
$983K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
956New |
$188K - $219K
|
956
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
25New |
$4.93K - $5.72K
|
25
$3.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
3.3KNew |
$650K - $755K
|
3.3K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
3.76KNew |
$740K - $859K
|
3.76K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Gobi Capital LLC
San Francisco, CA |
SELL
|
- |
-668K- 98.49% |
$132M - $153M
|
10.2K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.73K- 62.74% |
$340K - $395K
|
1.03K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-19.4K- 54.49% |
$3.82M - $4.44M
|
16.2K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
3.12KNew |
$614K - $713K
|
3.12K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
7.3KNew |
$1.44M - $1.67M
|
7.3K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
39New |
$7.68K - $8.92K
|
39
$5.66K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-53- 3.31% |
$10.4K - $12.1K
|
1.55K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
566New |
$112K - $129K
|
566
$82.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$232K - $269K
|
1.18K
$171K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.34% |
$394 - $457
|
584
$84.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-209K- 99.05% |
$41.1M - $47.8M
|
2K
$290K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.03KNew |
$203K - $236K
|
1.03K
$150K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
1.98KNew |
$391K - $454K
|
1.98K
$288K
|
|