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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Allspring Global Investments Holdings LLC 166 - 2024-03-31 1,175,698 $92,292,000 0
   FIL LTD 305 - 2024-03-31 677,776 $53,205,000 0
   Swiss National Bank 1102 - 2024-03-31 88,300 $6,932,000 0
   Laurus Investment Counsel Inc. 14 - 2024-03-31 56,600 $6,019,000 0
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 17 - 2024-03-31 57,645 $4,525,000 0
   ROUNDVIEW CAPITAL LLC 78 - 2024-03-31 45,881 $3,602,000 0
   MetLife Investment Advisors LLC 964 - 2024-03-31 24,698 $1,939,000 0
   Legato Capital Management LLC 252 - 2024-03-31 13,832 $1,086,000 0
   Apexium Financial LP 92 - 2024-03-31 13,246 $1,040,000 0
   Handelsbanken Fonder AB 859 - 2024-03-31 12,300 $966,000 0
   MERITAGE PORTFOLIO MANAGEMENT 206 - 2024-03-31 11,148 $875,000 0
   Next Capital Management LLC 57 - 2024-03-31 11,000 $864,000 0
   First Capital Advisors Group LLC. 58 - 2023-06-30 15,598 $831,000 0
   RBF CAPITAL, LLC 318 - 2024-03-31 10,000 $785,000 0
   Column Capital Advisors LLC 68 - 2023-09-30 14,786 $767,000 0
   Valtinson Bruner Financial Planning LLC 63 - 2024-03-31 9,017 $708,000 0
   Dodds Wealth LLC 28 - 2024-03-31 8,742 $686,000 0
   COUNTRY CLUB BANK /GFN 241 - 2024-03-31 6,613 $519,000 0
   Yarbrough Capital LLC 128 - 2024-03-31 6,601 $518,000 0
   MACKENZIE FINANCIAL CORP 1183 - 2024-03-31 3,720 $292,000 0
   Flaharty Asset Management LLC 92 - 2024-03-31 3,492 $274,000 0
   WELCH & FORBES LLC 353 - 2024-03-31 3,383 $266,000 0
   Compass Ion Advisors LLC 193 - 2024-03-31 3,297 $259,000 0
   ANCORA ADVISORS, LLC 965 - 2024-03-31 500 $39,000 0
   Cassady Schiller Wealth Management LLC 233 - 2024-03-31 500 $39,000 0
   Global Financial Private Client LLC 347 - 2024-03-31 406 $32,000 0
   Silicon Valley Capital Partners 174 - 2024-03-31 293 $23,000 0
   Lindbrook Capital LLC 1365 - 2024-03-31 189 $15,000 0
   NATIONAL BANK OF CANADA /FI/ 1910 - 2024-03-31 188 $14,000 0
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 1147 - 2024-03-31 144 $11,000 0
   PRINCIPAL SECURITIES INC. 2380 - 2024-03-31 110 $9,000 0
   KB FINANCIAL PARTNERS LLC 404 - 2023-09-30 126 $7,000 0
   Crewe Advisors LLC 702 - 2024-03-31 77 $6,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 754 - 2024-03-31 46 $4,000 0
   WealthCollab LLC 661 - 2024-03-31 45 $4,000 0
   Goss Wealth Management LLC 3373 - 2024-03-31 26 $2,000 0
   Bell Investment Advisors Inc 1568 - 2024-03-31 11 $1,000 0
   PROEQUITIES INC. 2124 - 2024-03-31 14 $1,000 0
   JFS WEALTH ADVISORS, LLC 1662 - 2024-03-31 12 $1,000 0
   Capital Advisors Ltd. LLC 1233 - 2024-03-31 13 $1,000 0
   SJS Investment Consulting Inc. 1187 - 2024-03-31 8 $1,000 0
   Versant Capital Management Inc 1778 - 2024-03-31 5 $0 0
   Global Retirement Partners LLC 3225 - 2024-03-31 3 $0 0
   DiNuzzo Private Wealth Inc. 1213 - 2024-03-31 5 $0 0
   TFO-TDC LLC 736 - 2024-03-31 1 $0 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1237 - 2024-03-31 5 $0 0

  46 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results