Advocacy Wealth Management Services, LLC - CBIZ INC ownership

CBIZ INC's ticker is CBZ and the CUSIP is 124805102. A total of 240 filers reported holding CBIZ INC in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of CBIZ INC
ValueSharesWeighting
Q4 2018$98,000
-16.9%
5,0000.0%0.07%
+2.8%
Q3 2018$118,000
+2.6%
5,0000.0%0.07%
-5.3%
Q2 2018$115,000
-10.2%
5,000
-28.6%
0.08%
-13.6%
Q1 2018$128,000
-63.9%
7,000
-69.6%
0.09%
-64.1%
Q4 2017$355,000
-27.3%
23,000
-23.3%
0.24%
+25.6%
Q3 2017$488,000
+8.4%
30,0000.0%0.20%
+21.1%
Q2 2017$450,000
-5.1%
30,000
-14.3%
0.16%
-2.4%
Q1 2017$474,000
-13.5%
35,000
-12.5%
0.16%
+0.6%
Q4 2016$548,000
+22.3%
40,0000.0%0.16%
-5.7%
Q3 2016$448,000
+7.7%
40,0000.0%0.17%
-17.1%
Q2 2016$416,000
+0.5%
40,000
-2.5%
0.21%
-26.8%
Q1 2016$414,000
+2.5%
41,0090.0%0.29%
-37.2%
Q4 2015$404,000
+4950.0%
41,009
+3964.3%
0.46%
+1977.3%
Q3 2013$8,000
+14.3%
1,0090.0%0.02%
-21.4%
Q2 2013$7,0001,0090.03%
Other shareholders
CBIZ INC shareholders Q3 2023
NameSharesValueWeighting ↓
SKYLINE ASSET MANAGEMENT LP 2,227,175$23,185,0001.71%
CARDINAL CAPITAL MANAGEMENT LLC /CT 2,801,427$29,163,0001.44%
P2 Capital Partners, LLC 585,716$6,097,0001.05%
Private Capital Management, LLC 627,540$6,533,0000.96%
Opus Capital Group, LLC 399,157$4,155,0000.92%
Phocas Financial Corp. 932,599$9,708,0000.71%
INVESTMENT COUNSELORS OF MARYLAND LLC 1,191,368$12,402,0000.68%
Burgundy Asset Management Ltd. 5,412,122$56,340,0000.56%
CLARK ESTATES INC/NY 265,000$2,759,0000.55%
Polar Asset Management Partners Inc. 932,639$9,709,0000.39%
View complete list of CBIZ INC shareholders