Valtinson Bruner Financial Planning 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
Valtinson Bruner Financial Planning LLC ownership history of CBIZ INC
ValueSharesWeighting
Q3 2023$467,982
-2.6%
9,0170.0%0.26%
-1.2%
Q2 2023$480,426
+7.7%
9,0170.0%0.26%
+1.6%
Q1 2023$446,251
+6.3%
9,0170.0%0.26%
+4.9%
Q4 2022$419,832
+8.8%
9,0170.0%0.24%
+2.1%
Q3 2022$386,000
+7.2%
9,0170.0%0.24%
+8.7%
Q2 2022$360,000
-4.0%
9,0170.0%0.22%
+1.9%
Q1 2022$375,000
+6.2%
9,0170.0%0.22%
+11.4%
Q4 2021$353,000
+11.0%
9,0170.0%0.19%
+10.3%
Q3 2021$318,000
+13.6%
9,0170.0%0.18%
+9.4%
Q2 2021$280,000
-7.9%
9,0170.0%0.16%
-10.6%
Q1 2021$304,000
+25.1%
9,0170.0%0.18%
+17.8%
Q4 2020$243,000
+16.3%
9,0170.0%0.15%
+4.1%
Q3 2020$209,000
-7.1%
9,0170.0%0.15%
-8.8%
Q2 2020$225,000
+10.3%
9,0170.0%0.16%
-3.0%
Q1 2020$204,000
-16.0%
9,0170.0%0.16%
-5.2%
Q4 2019$243,000
+13.6%
9,0170.0%0.17%0.0%
Q3 2019$214,0009,0170.17%
Other shareholders
CBIZ INC shareholders Q3 2023
NameSharesValueWeighting ↓
P2 Capital Partners, LLC 2,982,101$62,386,0007.46%
CARDINAL CAPITAL MANAGEMENT LLC /CT 2,633,640$55,096,0002.71%
INVESTMENT COUNSELORS OF MARYLAND LLC 1,022,428$21,389,0001.39%
Granite Investment Partners, LLC 911,268$19,064,0001.23%
Chicago Wealth Management, Inc. 36,817$770,0000.91%
COOPER CREEK PARTNERS MANAGEMENT LLC 81,998$1,715,0000.54%
FENIMORE ASSET MANAGEMENT INC 586,955$12,279,0000.50%
Burgundy Asset Management Ltd. 1,691,399$35,384,0000.48%
Phocas Financial Corp. 111,402$2,330,0000.47%
Mawer Investment Management Ltd. 2,195,400$45,928,0000.42%
View complete list of CBIZ INC shareholders