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Get Institutions for : 
CBIZ Inc (CBZ)  
$74.48 2.50 (3.25%) as of 4:30 Wed 4/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 256    6
Total shares held : 
 44,015,841  
% of shares held : 
 80.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 706,549  
% of shares held change : 
   1.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 1,588,736
 3.61%
 
Increased Positions :
91
 1,851,893
 4.21%
 
Unchanged Positions :
49
 380,152
 0.86%
 
Decreased Positions :
92
-2,587,433
-5.88%
 
Closed Positions :
18
-146,647
-0.33%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CAPITAL WORLD INVESTORS 408 *New 2024-03-31 517,064 $40,590,000 517,064
   Artemis Investment Management LLP 111 *New 2024-03-31 218,531 $17,148,000 218,531
   Bancreek Capital Management LP 16 *New 2024-03-31 69,979 $5,493,000 69,979
   HPM Partners LLC 1141 *New 2024-03-31 17,125 $1,344,000 17,125
   SUSQUEHANNA FUNDAMENTAL INVESTMENTS LLC 493 *New 2024-03-31 5,600 $440,000 5,600
   VIRGINIA RETIREMENT SYSTEMS ET AL 742 *New 2023-09-30 8,100 $420,000 8,100
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 501 *New 2024-03-31 4,520 $355,000 4,520
   KAVAR CAPITAL PARTNERS GROUP LLC 126 *New 2024-03-31 4,285 $336,000 4,285
   CYNOSURE MANAGEMENT LLC 256 *New 2024-03-31 4,035 $317,000 4,035
   Simplicity WealthLLC 919 *New 2024-03-31 3,795 $298,000 3,795
   Aristides Capital LLC 129 *New 2024-03-31 3,793 $298,000 3,793
   SANDERS MORRIS HARRIS INC/FA 220 *New 2024-03-31 3,400 $267,000 3,400
   XTX Topco Ltd 969 *New 2024-03-31 3,316 $260,000 3,316
   PINNACLE FINANCIAL PARTNERS INC 399 *New 2024-03-31 3,142 $247,000 3,142
   Cross Staff Investments Inc 107 *New 2024-03-31 3,000 $236,000 3,000
   One Wealth Advisors LLC 217 *New 2024-03-31 2,973 $233,000 2,973
   ADVISORS CAPITAL MANAGEMENT LLC 443 *New 2024-03-31 2,900 $228,000 2,900
   FIS GROUP INC. 1147 *New 2024-03-31 2,897 $227,000 2,897
   Sound View Wealth Advisors Group LLC 360 *New 2024-03-31 2,550 $200,000 2,550
   SEVEN EIGHT CAPITAL LLC 574 *New 2024-03-31 2,549 $200,000 2,549
   nVerses Capital LLC 82 *New 2024-03-31 2,200 $173,000 2,200
   Harvest Fund Management Co. Ltd 392 *New 2024-03-31 1,627 $128,000 1,627
   WHITTIER TRUST CO 923 *New 2024-03-31 693 $54,000 693
   Trust Co 197 *New 2024-03-31 500 $39,000 500
   MATHER GROUP, INC. 1300 *New 2024-03-31 90 $6,000 90
   Atlantic Trust Group LLC 2502 *New 2024-03-31 64 $5,000 64
   CREATIVE FINANCIAL DESIGNS INC /ADV 1365 *New 2024-03-31 55 $4,000 55
   Hexagon Capital Partners LLC 1111 *New 2024-03-31 42 $3,000 42
   Nelson Van Denburg & Campbell Wealth Management Gr 2228 *New 2024-03-31 41 $3,000 41
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2960 *New 2024-03-31 21 $2,000 21
   Steward Financial Group LLC 1122 *New 2023-09-30 25 $1,000 25
   HANSON MCCLAIN, INC. 3272 *New 2024-03-31 3 $0 3
   Riggs Asset Managment Co. Inc. 629 *New 2024-03-31 6 $0 6
  33 Records found
  1    
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