Valtinson Bruner Financial Planning LLC - CBIZ INC ownership

CBIZ INC's ticker is CBZ and the CUSIP is 124805102. A total of 167 filers reported holding CBIZ INC in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q4 2020
NameSharesValueWeighting ↓
P2 Capital Partners, LLC 2,759,595$136,572,35717.51%
NEUMEIER POMA INVESTMENT COUNSEL LLC 682,010$33,752,6753.15%
BloombergSen Inc. 871,427$43,126,9222.96%
Paradice Investment Management LLC 701,063$34,695,6082.64%
CARDINAL CAPITAL MANAGEMENT LLC /CT 1,061,326$52,525,0241.86%
Granite Investment Partners, LLC 716,194$35,444,4411.48%
Millington Financial Advisors, LLC 30,224$1,495,7861.38%
Laurus Investment Counsel Inc. 55,270$3,703,8591.32%
Burgundy Asset Management Ltd. 1,807,936$89,475,0001.11%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 57,645$2,852,8510.99%
View complete list of CBIZ INC shareholders