Purchases and Sales Made in Q2 2024 in Cdw Corp (CDW)
This table provides information about the institutional ownership of Cdw Corp (CDW) during Q2 2024. 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 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 6.82% |
$644 - $767
|
41
$7.34K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 6.52% |
$644 - $767
|
43
$7.7K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3- 0.21% |
$644 - $767
|
1.46K
$260K
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4- 13.33% |
$858 - $1.02K
|
26
$4.65K
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-5- 0.53% |
$1.07K - $1.28K
|
942
$169K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6- 0.21% |
$1.29K - $1.53K
|
2.91K
$521K
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6- 0.21% |
$1.29K - $1.53K
|
2.91K
$521K
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-7- 0.24% |
$1.5K - $1.79K
|
2.9K
$520K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-7- 28.0% |
$1.5K - $1.79K
|
18
$3.22K
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-9- 25.71% |
$1.93K - $2.3K
|
26
$4.65K
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-11- 0.69% |
$2.36K - $2.81K
|
1.59K
$285K
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11- 0.72% |
$2.36K - $2.81K
|
1.51K
$271K
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-11- 0.68% |
$2.36K - $2.81K
|
1.61K
$289K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-11- 5.21% |
$2.36K - $2.81K
|
200
$35.8K
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-12- 1.31% |
$2.58K - $3.07K
|
905
$162K
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-12- 0.68% |
$2.58K - $3.07K
|
1.77K
$316K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-13- 38.24% |
$2.79K - $3.32K
|
21
$3.76K
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-13- 5.96% |
$2.79K - $3.32K
|
205
$36.7K
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 1.8% |
$3K - $3.58K
|
764
$137K
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-14- 0.85% |
$3K - $3.58K
|
1.63K
$292K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-16- 1.12% |
$3.43K - $4.09K
|
1.42K
$254K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-17- 89.47% |
$3.65K - $4.35K
|
2
$358
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-20- 1.39% |
$4.29K - $5.12K
|
1.41K
$253K
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-20- 0.47% |
$4.29K - $5.12K
|
4.22K
$756K
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-20- 1.06% |
$4.29K - $5.12K
|
1.87K
$335K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-20- 11.3% |
$4.29K - $5.12K
|
157
$28.1K
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-21- 1.46% |
$4.51K - $5.37K
|
1.42K
$254K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-21- 0.31% |
$4.51K - $5.37K
|
6.67K
$1.19M
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-22- 1.31% |
$4.72K - $5.63K
|
1.66K
$296K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-23- 0.68% |
$4.94K - $5.88K
|
3.35K
$599K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-23- 1.09% |
$4.94K - $5.88K
|
2.09K
$374K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-24- 1.3% |
$5.15K - $6.14K
|
1.83K
$327K
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-24- 1.56% |
$5.15K - $6.14K
|
1.52K
$272K
|
|
Aug 13, 2024
Q2 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-25- 0.7% |
$5.37K - $6.39K
|
3.54K
$633K
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-25- 0.45% |
$5.37K - $6.39K
|
5.48K
$981K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-27- 27.27% |
$5.79K - $6.91K
|
72
$12.9K
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-28- 0.77% |
$6.01K - $7.16K
|
3.61K
$647K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-30- 8.0% |
$6.44K - $7.67K
|
345
$61.8K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-33- 0.88% |
$7.08K - $8.44K
|
3.71K
$665K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-34- 0.72% |
$7.3K - $8.7K
|
4.7K
$842K
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-35- 0.44% |
$7.51K - $8.95K
|
7.98K
$1.43M
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-35- 0.03% |
$7.51K - $8.95K
|
102K
$18.2M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-36- 0.56% |
$7.73K - $9.21K
|
6.41K
$1.15M
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-36- 3.96% |
$7.73K - $9.21K
|
872
$156K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-36- 4.85% |
$7.73K - $9.21K
|
706
$126K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-36- 6.32% |
$7.73K - $9.21K
|
534
$95.6K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-37- 1.59% |
$7.94K - $9.46K
|
2.29K
$410K
|
|
Aug 07, 2024
Q2 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-41- 1.34% |
$8.8K - $10.5K
|
3.02K
$540K
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-43- 3.27% |
$9.23K - $11K
|
1.27K
$228K
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-45- 0.44% |
$9.66K - $11.5K
|
10.1K
$1.81M
|