Purchases and Sales Made in Q1 2023 in Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW) during Q1 2023. The information is specifically focused on institutions that hold shares of CDW Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
20+ 1.02% |
$3.56K - $4.29K
|
1.97K
$353K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
19+ 1.0% |
$3.38K - $4.07K
|
1.93K
$345K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
17+ 242.86% |
$3.03K - $3.64K
|
24
$4.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Redwood Investments, LLC
|
BUY
|
- |
17+ 0.18% |
$3.03K - $3.64K
|
9.46K
$1.69M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16New |
$2.85K - $3.43K
|
16
$2.86K
|
|
|
May 04, 2023
Q1 2023
|
Unison Asset Management LLC
|
BUY
|
- |
14+ 0.04% |
$2.49K - $3K
|
34.9K
$6.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
14+ 2.2% |
$2.49K - $3K
|
649
$116K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.31% |
$2.31K - $2.79K
|
4.26K
$762K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
13+ 0.95% |
$2.31K - $2.79K
|
1.38K
$247K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
12New |
$2.14K - $2.57K
|
12
$2.15K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
12+ 0.1% |
$2.14K - $2.57K
|
12.3K
$2.2M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
11+ 0.42% |
$1.96K - $2.36K
|
2.61K
$466K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
11+ 122.22% |
$1.96K - $2.36K
|
20
$3.58K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10+ 0.05% |
$1.78K - $2.14K
|
21.4K
$3.83M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 8.55% |
$1.78K - $2.14K
|
127
$22.7K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10New |
$1.78K - $2.14K
|
10
$1.79K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9New |
$1.6K - $1.93K
|
9
$1.61K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 17.31% |
$1.6K - $1.93K
|
61
$10.9K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
8+ 0.39% |
$1.42K - $1.71K
|
2.09K
$373K
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
8+ 0.11% |
$1.42K - $1.71K
|
7.51K
$1.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
8+ 0.52% |
$1.42K - $1.71K
|
1.56K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 2.56% |
$1.42K - $1.71K
|
321
$57.5K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
7+ 9.72% |
$1.25K - $1.5K
|
79
$14.1K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7+ 0.74% |
$1.25K - $1.5K
|
953
$171K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
6+ 2.15% |
$1.07K - $1.29K
|
285
$51K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5+ 14.29% |
$890 - $1.07K
|
40
$7.16K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5+ 0.21% |
$890 - $1.07K
|
2.34K
$419K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.55% |
$890 - $1.07K
|
910
$163K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4+ 0.12% |
$712 - $857
|
3.47K
$620K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
4+ 0.04% |
$712 - $857
|
10.7K
$1.92M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
4+ 2.84% |
$712 - $857
|
145
$26K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$534 - $643
|
3
$537
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
3+ 0.16% |
$534 - $643
|
1.83K
$328K
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3+ 0.24% |
$534 - $643
|
1.28K
$229K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3+ 1.19% |
$534 - $643
|
255
$45.6K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 3.33% |
$534 - $643
|
93
$16.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.21% |
$356 - $429
|
938
$168K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.06% |
$356 - $429
|
3.39K
$607K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 13.33% |
$356 - $429
|
17
$3.04K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 5.26% |
$178 - $214
|
20
$3.58K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$178 - $214
|
1
$179
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$178 - $214
|
1
$179
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.46% |
$178 - $214
|
219
$39.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.58% |
$178 - $214
|
173
$31K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.24% |
$178 - $214
|
416
$74.5K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.02% |
$178 - $214
|
4.33K
$775K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.03% |
$178 - $214
|
3.44K
$616K
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.02% |
$356 - $429
|
12.1K
$2.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.08% |
$356 - $429
|
2.6K
$466K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-2- 66.67% |
$356 - $429
|
1
$179
|