J.P. Morgan Private Wealth Advisors LLC - CBIZ INC ownership

CBIZ INC's ticker is CBZ and the CUSIP is 124805102. A total of 3 filers reported holding CBIZ INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of CBIZ INC
ValueSharesWeighting
Q3 2023$367,193
-2.6%
7,075
-0.0%
0.00%
-50.0%
Q2 2023$377,063
-77.3%
7,077
-79.0%
0.00%
-50.0%
Q1 2023$1,664,200
+30.9%
33,627
+23.9%
0.00%
+33.3%
Q4 2022$1,271,134
+9.7%
27,132
+0.1%
0.00%0.0%
Q3 2022$1,159,000
+7.0%
27,0990.0%0.00%0.0%
Q2 2022$1,083,000
-10.5%
27,099
-6.0%
0.00%0.0%
Q1 2022$1,210,000
+8.0%
28,832
+0.7%
0.00%
+50.0%
Q4 2021$1,120,000
+21.7%
28,621
+0.6%
0.00%0.0%
Q3 2021$920,000
-1.3%
28,4490.0%0.00%0.0%
Q2 2021$932,000
+26.8%
28,449
+26.4%
0.00%0.0%
Q1 2021$735,000
+22.7%
22,5160.0%0.00%0.0%
Q4 2020$599,000
-15.5%
22,516
-27.4%
0.00%
-33.3%
Q3 2020$709,000
-8.6%
31,001
-4.2%
0.00%
-25.0%
Q2 2020$776,000
+5.0%
32,369
-8.4%
0.00%0.0%
Q1 2020$739,000
-21.6%
35,323
+1.0%
0.00%0.0%
Q4 2019$943,000
+16.0%
34,989
+1.1%
0.00%0.0%
Q3 2019$813,000
+17.3%
34,596
-2.2%
0.00%0.0%
Q2 2019$693,000
-40.8%
35,376
-38.8%
0.00%
-33.3%
Q1 2019$1,170,000
+10.4%
57,810
+7.4%
0.01%0.0%
Q4 2018$1,060,000
+322.3%
53,817
+110.2%
0.01%
+100.0%
Q3 2015$251,000
+1.6%
25,6050.0%0.00%0.0%
Q2 2015$247,000
-17.4%
25,605
-20.0%
0.00%0.0%
Q1 2015$299,000
+3.8%
32,005
-4.9%
0.00%0.0%
Q4 2014$288,000
+7.1%
33,640
-1.6%
0.00%0.0%
Q3 2014$269,000
-12.9%
34,1700.0%0.00%
-40.0%
Q2 2014$309,000
+8.4%
34,170
+9.7%
0.01%0.0%
Q1 2014$285,00031,1400.01%
Other shareholders
CBIZ INC shareholders Q4 2023
NameSharesValueWeighting ↓
P2 Capital Partners, LLC 3,486,031$136,374,00010.63%
Paradice Investment Management LLC 1,352,716$52,918,0002.32%
CARDINAL CAPITAL MANAGEMENT LLC /CT 1,664,712$65,124,0001.54%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 57,645$2,255,0001.07%
First Capital Advisors Group, LLC. 48,527$1,898,0001.04%
Granite Investment Partners, LLC 830,028$32,471,0000.95%
Burgundy Asset Management Ltd. 1,881,008$73,585,0000.72%
Chicago Wealth Management, Inc. 27,000$1,056,0000.71%
FENIMORE ASSET MANAGEMENT INC 589,302$23,053,0000.51%
Laurus Investment Counsel Inc. 39,370$1,968,0000.51%
View complete list of CBIZ INC shareholders