Purchases and Sales Made in Q2 2022 in Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 26.83% |
$1.72K - $1.97K
|
52
$9.31K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10+ 17.86% |
$1.56K - $1.79K
|
66
$11.8K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.13% |
$1.56K - $1.79K
|
898
$161K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10+ 38.46% |
$1.56K - $1.79K
|
36
$6.44K
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7+ 0.15% |
$1.09K - $1.25K
|
4.57K
$818K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
7+ 0.37% |
$1.09K - $1.25K
|
1.92K
$344K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
6New |
$936 - $1.07K
|
6
$1.07K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4+ 2.76% |
$624 - $716
|
149
$26.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4+ 0.17% |
$624 - $716
|
2.34K
$418K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4New |
$624 - $716
|
4
$716
|
|
|
Aug 12, 2022
Q2 2022
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
4+ 0.04% |
$624 - $716
|
9.88K
$1.77M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 20.0% |
$468 - $537
|
18
$3.22K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2+ 0.04% |
$312 - $358
|
5.4K
$967K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.05% |
$312 - $358
|
4.06K
$726K
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1+ 0.01% |
$156 - $179
|
9.8K
$1.75M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 1.85% |
$156 - $179
|
55
$9.85K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.46% |
$156 - $179
|
217
$38.8K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 1.59% |
$156 - $179
|
62
$11.1K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2- 0.27% |
$312 - $358
|
750
$134K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2- 0.08% |
$312 - $358
|
2.41K
$432K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3- 0.56% |
$468 - $537
|
528
$94.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3- 0.28% |
$468 - $537
|
1.05K
$188K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3- 1.75% |
$468 - $537
|
168
$30.1K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3- 0.09% |
$468 - $537
|
3.24K
$580K
|
|
|
Nov 07, 2022
Q2 2022
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
SELL
|
- |
-5- 5.88% |
$780 - $895
|
80
$14.3K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6- 20.69% |
$936 - $1.07K
|
23
$4.12K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-6- 4.55% |
$936 - $1.07K
|
126
$22.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7- 70.0% |
$1.09K - $1.25K
|
3
$537
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-7- 0.23% |
$1.09K - $1.25K
|
3.06K
$548K
|
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-10- 0.54% |
$1.56K - $1.79K
|
1.83K
$328K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10- 5.43% |
$1.56K - $1.79K
|
174
$31.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10- 8.7% |
$1.56K - $1.79K
|
105
$18.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10- 0.56% |
$1.56K - $1.79K
|
1.78K
$319K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11- 45.83% |
$1.72K - $1.97K
|
13
$2.33K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 27.5% |
$1.72K - $1.97K
|
29
$5.19K
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-15- 0.67% |
$2.34K - $2.69K
|
2.23K
$399K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-15- 2.46% |
$2.34K - $2.69K
|
595
$107K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-16- 19.05% |
$2.5K - $2.86K
|
68
$12.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-16- 2.47% |
$2.5K - $2.86K
|
632
$113K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-16- 2.62% |
$2.5K - $2.86K
|
595
$107K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-16- 0.08% |
$2.5K - $2.86K
|
19.7K
$3.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-17- 0.39% |
$2.65K - $3.04K
|
4.32K
$773K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-17- 12.32% |
$2.65K - $3.04K
|
121
$21.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-17- 0.28% |
$2.65K - $3.04K
|
6.03K
$1.08M
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-18- 18.56% |
$2.81K - $3.22K
|
79
$14.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-20Closed |
$3.12K - $3.58K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-20- 0.99% |
$3.12K - $3.58K
|
2.01K
$360K
|
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-21- 1.46% |
$3.27K - $3.76K
|
1.42K
$254K
|
|
|
Aug 05, 2022
Q2 2022
|
Univest Financial Corp
|
SELL
|
- |
-21- 1.59% |
$3.27K - $3.76K
|
1.3K
$233K
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
SELL
|
- |
-21- 1.39% |
$3.27K - $3.76K
|
1.49K
$266K
|