CDW Ownership 2024 | Who Owns CDW Now?
Institutional Ownership
16.34%
Insider Ownership
0.32%
Retail Ownership
83.34%
Institutional Holders
495.00
CDW Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 12.26% | 0.07% | 16,478,013 | 70,471 | 0.43% | 3,688,438,430 | Jun 30, 2024 |
| BLACKROCK INC. | 8.09% | 0.06% | 10,874,288 | -13,107 | -0.12% | 2,434,100,665 | Jun 30, 2024 |
| MORGAN STANLEY | 4.54% | 0.11% | 6,100,657 | -598,605 | -8.94% | 1,365,571,797 | Jun 30, 2024 |
| STATE STREET CORP | 4.21% | 0.06% | 5,654,646 | 88,929 | 1.60% | 1,265,735,961,000 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 3.61% | 4.28% | 4,853,627 | -198,885 | -3.94% | 1,086,435,868 | Jun 30, 2024 |
| FMR LLC | 3.11% | 0.06% | 4,183,028 | -3,547,415 | -45.89% | 936,328,876 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.84% | 0.15% | 3,821,549 | 793,588 | 26.21% | 855,415,528 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.57% | 0.07% | 3,449,206 | 89,217 | 2.66% | 770,387,712 | Jun 30, 2024 |
| MAWER INVESTMENT MANAGEMENT LTD. | 2.31% | 3.29% | 3,102,888 | 964 | 0.03% | 694,550,450 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 2.18% | 0.23% | 2,933,191 | -261,687 | -8.19% | 656,565,473 | Jun 30, 2024 |
| LONGVIEW PARTNERS (GUERNSEY) LTD | 1.98% | 4.41% | 2,657,736 | -365,605 | -12.09% | 594,907,626 | Jun 30, 2024 |
| AMUNDI | 1.91% | 0.22% | 2,573,596 | -92,865 | -3.48% | 562,354,351 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 1.59% | 0.39% | 2,135,161 | 66,350 | 3.21% | 477,932,165 | Jun 30, 2024 |
| INVESCO LTD. | 1.58% | 0.10% | 2,121,219 | 576,481 | 37.32% | 474,813,564 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.16% | 0.03% | 1,558,769 | -146,038 | -8.57% | 348,915,074 | Jun 30, 2024 |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 1.03% | 0.38% | 1,381,661 | -49,912 | -3.49% | 309,270,998 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 1.02% | 0.08% | 1,368,595 | 1,199,668 | 710.17% | 306,346,905 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.99% | 0.05% | 1,329,618 | 70,941 | 5.64% | 297,621,693,000 | Jun 30, 2024 |
| CANTILLON CAPITAL MANAGEMENT LLC | 0.98% | 1.98% | 1,320,049 | -67,262 | -4.85% | 295,479,768 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.96% | 0.08% | 1,292,674 | 128,263 | 11.02% | 289,357,139 | Jun 30, 2024 |
CDW's largest institutional shareholder is VANGUARD GROUP INC, holding 12.26% of the company's total share outstanding, currently valued at $3.69B. The top 10 institutional shareholders own together 45.72% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LFL ADVISERS, LLC | 0.14% | 17.01% | 193,095 | -53,955 | -21.84% | 43,222,385 | Jun 30, 2024 |
| CLIO ASSET MANAGEMENT LLC | 0.06% | 13.01% | 74,438 | -150 | -0.20% | 16,662,202 | Jun 30, 2024 |
| MAKAIRA PARTNERS LLC | 0.30% | 11.74% | 404,398 | -39,106 | -8.82% | 90,520,448 | Jun 30, 2024 |
| PRAGMA GESTAO DE PATRIMONIO LTD | 0.05% | 8.44% | 71,000 | 13,000 | 22.41% | 15,892,640 | Jun 30, 2024 |
| STANDARD INVESTMENTS LLC | 0.41% | 6.95% | 555,000 | 94,500 | 20.52% | 124,231,200 | Jun 30, 2024 |
| FENIMORE ASSET MANAGEMENT INC | 0.93% | 6.14% | 1,252,899 | -1,131 | -0.09% | 280,448,830 | Jun 30, 2024 |
| BROAD RUN INVESTMENT MANAGEMENT, LLC | 0.13% | 5.34% | 174,207 | -3,792 | -2.13% | 38,994,495 | Jun 30, 2024 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 0.01% | 4.75% | 15,317 | 1,203 | 8.52% | 3,429,000 | Jun 30, 2024 |
| MADER & SHANNON WEALTH MANAGEMENT, INC. | 0.03% | 4.61% | 34,277 | -1,886 | -5.22% | 7,672,564 | Jun 30, 2024 |
| LONGVIEW PARTNERS (GUERNSEY) LTD | 1.98% | 4.41% | 2,657,736 | -365,605 | -12.09% | 594,907,626 | Jun 30, 2024 |
| UNISON ASSET MANAGEMENT LLC | 0.03% | 4.28% | 37,808 | 2,280 | 6.42% | 8,462,943 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 3.61% | 4.28% | 4,853,627 | -198,885 | -3.94% | 1,086,435,868 | Jun 30, 2024 |
| WEDGEWOOD PARTNERS INC | 0.07% | 4.18% | 96,479 | -2,131 | -2.16% | 20,463,267 | Jun 30, 2024 |
| CRESCENT GROVE ADVISORS, LLC | 0.10% | 3.38% | 137,748 | -306 | -0.22% | 30,833,604 | Jun 30, 2024 |
| JACOBSON & SCHMITT ADVISORS, LLC | 0.05% | 3.32% | 65,274 | 3,451 | 5.58% | 14,610,950 | Jun 30, 2024 |
| PROFESSIONAL ADVISORY SERVICES INC | 0.08% | 3.31% | 108,249 | 8,317 | 8.32% | 24,230,000 | Jun 30, 2024 |
| MAWER INVESTMENT MANAGEMENT LTD. | 2.31% | 3.29% | 3,102,888 | 964 | 0.03% | 694,550,450 | Jun 30, 2024 |
| VANCITY INVESTMENT MANAGEMENT LTD | 0.14% | 2.89% | 188,389 | 102,623 | 119.65% | 45,564,000 | Jun 30, 2024 |
| L1 CAPITAL INTERNATIONAL PTY LTD | 0.02% | 2.72% | 30,987 | 10,899 | 54.26% | 6,792,041 | Jun 30, 2024 |
| ARGENT CAPITAL MANAGEMENT LLC | 0.30% | 2.66% | 404,082 | -3,400 | -0.83% | 90,449,813 | Jun 30, 2024 |
The largest CDW shareholder by % of total assets is LFL ADVISERS, LLC. The company owns 193.09K shares of CDW (CDW), representing 17.01% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 1.02% | 0.08% | 1,368,595 | 1,199,668 | 710.17% | 306,346,905 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.84% | 0.15% | 3,821,549 | 793,588 | 26.21% | 855,415,528 | Jun 30, 2024 |
| NORGES BANK | 0.44% | 0.02% | 587,298 | 587,298 | 100.00% | 131,460,784 | Jun 30, 2024 |
| INVESCO LTD. | 1.58% | 0.10% | 2,121,219 | 576,481 | 37.32% | 474,813,564 | Jun 30, 2024 |
| CEREDEX VALUE ADVISORS LLC | 0.26% | 1.50% | 355,384 | 355,384 | 100.00% | 79,549,154 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.22% | 0.06% | 294,302 | 280,584 | 2045.37% | 65,876,560 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.78% | 0.02% | 1,052,133 | 247,233 | 30.72% | 235,509,371 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.65% | 0.06% | 872,219 | 216,199 | 32.96% | 195,237,501 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.10% | 0.07% | 140,040 | 133,856 | 2164.55% | 31,346,554 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.96% | 0.08% | 1,292,674 | 128,263 | 11.02% | 289,357,139 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.08% | 0.06% | 108,955 | 108,955 | 100.00% | 24,388,487 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.08% | 0.02% | 103,216 | 103,216 | 100.00% | 23,103,869 | Jun 30, 2024 |
| VANCITY INVESTMENT MANAGEMENT LTD | 0.14% | 2.89% | 188,389 | 102,623 | 119.65% | 45,564,000 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.07% | 0.05% | 96,700 | 96,700 | 100.00% | 21,645,328 | Jun 30, 2024 |
| STANDARD INVESTMENTS LLC | 0.41% | 6.95% | 555,000 | 94,500 | 20.52% | 124,231,200 | Jun 30, 2024 |
| APG ASSET MANAGEMENT N.V. | 0.20% | 0.10% | 265,599 | 93,862 | 54.65% | 55,471,593 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.80% | 0.05% | 1,081,389 | 93,086 | 9.42% | 242,057,938 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.57% | 0.07% | 3,449,206 | 89,217 | 2.66% | 770,387,712 | Jun 30, 2024 |
| STATE STREET CORP | 4.21% | 0.06% | 5,654,646 | 88,929 | 1.60% | 1,265,735,961,000 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.06% | 0.03% | 79,900 | 79,900 | 100.00% | 17,884,816 | Jun 30, 2024 |
As of Jun 30 2024, CDW's largest institutional buyer is AMERIPRISE FINANCIAL INC. The company purchased 1.20M stocks of CDW, valued at $306.35M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 3.11% | 0.06% | 4,183,028 | -3,547,415 | -45.89% | 936,328,876 | Jun 30, 2024 |
| MORGAN STANLEY | 4.54% | 0.11% | 6,100,657 | -598,605 | -8.94% | 1,365,571,797 | Jun 30, 2024 |
| LONGVIEW PARTNERS (GUERNSEY) LTD | 1.98% | 4.41% | 2,657,736 | -365,605 | -12.09% | 594,907,626 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.02% | 0.00% | 20,572 | -281,385 | -93.19% | 4,604,097 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 2.18% | 0.23% | 2,933,191 | -261,687 | -8.19% | 656,565,473 | Jun 30, 2024 |
| FIDUCIARY MANAGEMENT INC /WI/ | 0.30% | 0.83% | 399,440 | -241,996 | -37.73% | 89,410,650 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.30% | 0.01% | 404,508 | -215,682 | -34.78% | 90,546,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.42% | 0.08% | 561,222 | -214,190 | -27.62% | 125,623,932 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.52% | 0.15% | 702,746 | -205,410 | -22.62% | 157,302,665 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 3.61% | 4.28% | 4,853,627 | -198,885 | -3.94% | 1,086,435,868 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.53% | 0.20% | 716,222 | -165,364 | -18.76% | 160,319,000 | Jun 30, 2024 |
| BOSTON PARTNERS | 0.48% | 0.18% | 650,561 | -157,029 | -19.44% | 145,634,703 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.16% | 0.03% | 1,558,769 | -146,038 | -8.57% | 348,915,074 | Jun 30, 2024 |
| RENAISSANCE GROUP LLC | 0.00% | 0.05% | 5,883 | -145,963 | -96.13% | 1,316,842 | Jun 30, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.50% | 0.11% | 668,552 | -141,687 | -17.49% | 149,648,680 | Jun 30, 2024 |
| AMUNDI | 1.91% | 0.22% | 2,573,596 | -92,865 | -3.48% | 562,354,351 | Jun 30, 2024 |
| UNIGESTION HOLDING SA | 0.01% | 0.21% | 16,952 | -76,508 | -81.86% | 3,853,529 | Jun 30, 2024 |
| BESSEMER GROUP INC | 0.56% | 0.30% | 752,863 | -71,184 | -8.64% | 168,520,000 | Jun 30, 2024 |
| CANTILLON CAPITAL MANAGEMENT LLC | 0.98% | 1.98% | 1,320,049 | -67,262 | -4.85% | 295,479,768 | Jun 30, 2024 |
| NATIXIS | 0.00% | 0.00% | 3,569 | -61,425 | -94.51% | 798,885 | Jun 30, 2024 |
As of Jun 30 2024, CDW's biggest institutional seller is FMR LLC. The company sold -3.55M shares of CDW, valued at $936.33M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.44% | 0.02% | 587,298 | 587,298 | 100.00% | 131,460,784 | Jun 30, 2024 |
| CEREDEX VALUE ADVISORS LLC | 0.26% | 1.50% | 355,384 | 355,384 | 100.00% | 79,549,154 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.08% | 0.06% | 108,955 | 108,955 | 100.00% | 24,388,487 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.07% | 0.05% | 96,700 | 96,700 | 100.00% | 21,645,328 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.06% | 0.03% | 79,900 | 79,900 | 100.00% | 17,884,816 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.06% | 0.01% | 79,877 | 79,877 | 100.00% | 17,879,668 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.06% | 0.10% | 76,073 | 76,073 | 100.00% | 17,028,000 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.05% | 0.03% | 73,000 | 73,000 | 100.00% | 16,340,320 | Jun 30, 2024 |
| NZS CAPITAL, LLC | 0.05% | 0.64% | 69,596 | 69,596 | 100.00% | 15,578,369 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.05% | 44,584 | 44,584 | 100.00% | 9,979,683 | Jun 30, 2024 |
| BDF-GESTION | 0.03% | 0.95% | 44,065 | 44,065 | 100.00% | 9,863,510 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.03% | 0.12% | 34,971 | 34,971 | 100.00% | 7,827,909 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.03% | 0.09% | 34,051 | 34,051 | 100.00% | 7,622,000 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.02% | 0.00% | 29,524 | 29,524 | 100.00% | 127,000 | Jun 30, 2024 |
| AUSTIN ASSET MANAGEMENT CO INC | 0.02% | 1.36% | 28,600 | 28,600 | 100.00% | 6,401,824 | Jun 30, 2024 |
| VAN ECK ASSOCIATES CORP | 0.02% | 0.01% | 22,178 | 22,178 | 100.00% | 4,964,000 | Jun 30, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 0.02% | 0.04% | 21,573 | 21,573 | 100.00% | 4,828,900 | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | 0.01% | 0.16% | 19,800 | 19,800 | 100.00% | 4,432,032 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.01% | 0.03% | 18,773 | 18,773 | 100.00% | 4,202,000 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.01% | 0.16% | 14,388 | 14,388 | 100.00% | 3,220,610 | Jun 30, 2024 |
| PEAK FINANCIAL ADVISORS LLC | 0.01% | 1.64% | 12,748 | 12,748 | 100.00% | 2,853,512 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.01% | 0.30% | 11,910 | 11,910 | 100.00% | 2,666,000 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.01% | 0.01% | 11,100 | 11,100 | 100.00% | 2,484,624 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.05% | 10,365 | 10,365 | 100.00% | 2,320,102 | Jun 30, 2024 |
| CERTUITY, LLC | 0.01% | 0.18% | 10,123 | 10,123 | 100.00% | 2,266,007 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.04% | 9,670 | 9,670 | 100.00% | 2,164,533 | Jun 30, 2024 |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 0.01% | 0.04% | 7,633 | 7,633 | 100.00% | 1,708,570 | Jun 30, 2024 |
| DONOGHUE FORLINES LLC | 0.01% | 0.43% | 6,767 | 6,767 | 100.00% | 1,514,725 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.00% | 0.31% | 6,629 | 6,629 | 100.00% | 1,483,835 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.01% | 6,243 | 6,243 | 100.00% | 1,397,433 | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.00% | 0.48% | 5,166 | 5,166 | 100.00% | 1,156,357 | Jun 30, 2024 |
| MACHINA CAPITAL S.A.S. | 0.00% | 0.50% | 4,976 | 4,976 | 100.00% | 1,113,828 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.00% | 0.02% | 4,171 | 4,171 | 100.00% | 933,637 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.00% | 0.14% | 3,280 | 3,280 | 100.00% | 734,195 | Jun 30, 2024 |
| SPIDERROCK ADVISORS, LLC | 0.00% | 0.01% | 3,200 | 3,200 | 100.00% | 716,288 | Jun 30, 2024 |
| APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.00% | 0.03% | 3,176 | 3,176 | 100.00% | 710,916 | Jun 30, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.03% | 2,817 | 2,817 | 100.00% | 630,531 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.00% | 0.01% | 2,548 | 2,548 | 100.00% | 570,344 | Jun 30, 2024 |
| BENIN MANAGEMENT CORP | 0.00% | 0.16% | 2,401 | 2,401 | 100.00% | 537,440 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.00% | 0.03% | 2,201 | 2,201 | 100.00% | 492,672 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.00% | 0.00% | 2,200 | 2,200 | 100.00% | 492,448 | Jun 30, 2024 |
| BRASS TAX WEALTH MANAGEMENT, INC | 0.00% | 0.17% | 2,176 | 2,176 | 100.00% | 487,090 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.00% | 0.00% | 2,000 | 2,000 | 100.00% | 447,680 | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.19% | 2,000 | 2,000 | 100.00% | 447,680 | Jun 30, 2024 |
| 180 WEALTH ADVISORS, LLC | 0.00% | 0.07% | 1,981 | 1,981 | 100.00% | 443,323 | Jun 30, 2024 |
| 0.00% | 0.05% | 1,904 | 1,904 | 100.00% | 393,511 | Jun 30, 2024 | |
| OAK THISTLE LLC | 0.00% | 0.30% | 1,792 | 1,792 | 100.00% | 401,121 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.00% | 0.01% | 1,659 | 1,659 | 100.00% | 371,351 | Jun 30, 2024 |
| ONE CAPITAL MANAGEMENT, LLC | 0.00% | 0.01% | 1,550 | 1,550 | 100.00% | 346,952 | Jun 30, 2024 |
| ADVISORS PREFERRED, LLC | 0.00% | 0.06% | 1,533 | 1,533 | 100.00% | 336,018 | Jun 30, 2024 |
| PARADIGM ASSET MANAGEMENT CO LLC | 0.00% | 0.09% | 1,500 | 1,500 | 100.00% | 335,760 | Jun 30, 2024 |
| APG ASSET MANAGEMENT US INC. | 0.00% | 0.00% | 1,402 | 1,402 | 100.00% | 307,304 | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | 0.00% | 0.04% | 1,311 | 1,311 | 100.00% | 293,456 | Jun 30, 2024 |
| MERITAGE GROUP LP | 0.00% | 0.01% | 1,305 | 1,305 | 100.00% | 292,111 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.00% | 0.01% | 1,280 | 1,280 | 100.00% | 286,515 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 1,207 | 1,207 | 100.00% | 270,175 | Jun 30, 2024 |
| BALBOA WEALTH PARTNERS | 0.00% | 0.07% | 1,158 | 1,158 | 100.00% | 259,207 | Jun 30, 2024 |
| BANQUE CANTONALE VAUDOISE | 0.00% | 0.01% | 1,121 | 1,121 | 100.00% | 251,000 | Jun 30, 2024 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 0.00% | 0.01% | 1,099 | 1,099 | 100.00% | 246,000 | Jun 30, 2024 |
| PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.08% | 1,094 | 1,094 | 100.00% | 244,881 | Jun 30, 2024 |
| ATOMI FINANCIAL GROUP, INC. | 0.00% | 0.02% | 1,061 | 1,061 | 100.00% | 237,397 | Jun 30, 2024 |
| TRILOGY CAPITAL INC. | 0.00% | 0.01% | 1,019 | 1,019 | 100.00% | 228,093 | Jun 30, 2024 |
| ANGELES INVESTMENT ADVISORS, LLC | 0.00% | 0.01% | 1,005 | 1,005 | 100.00% | 224,959 | Jun 30, 2024 |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 0.00% | 0.06% | 1,001 | 1,001 | 100.00% | 224,105 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.00% | 0.00% | 900 | 900 | 100.00% | 201,456 | Jun 30, 2024 |
| 0.00% | 0.05% | 404 | 404 | 100.00% | 90,431 | Jun 30, 2024 | |
| POINT72 (DIFC) LTD | 0.00% | 0.00% | 400 | 400 | 100.00% | 89,536 | Jun 30, 2024 |
| MIZUHO BANK, LTD. | 0.00% | 0.02% | 400 | 400 | 100.00% | 89,536 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.02% | 362 | 362 | 100.00% | 81,030 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.00% | 0.00% | 200 | 200 | 100.00% | 44,768 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.00% | 0.00% | 155 | 155 | 100.00% | 34,695 | Jun 30, 2024 |
| ISTHMUS PARTNERS, LLC | 0.00% | 0.08% | 100 | 100 | 100.00% | 888,957 | Jun 30, 2024 |
| HILLTOP NATIONAL BANK | 0.00% | 0.01% | 75 | 75 | 100.00% | 16,788 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | - | 0.00% | 30 | 30 | 100.00% | 6,715 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 30 | 30 | 100.00% | 6,715 | Jun 30, 2024 |
| RUEDI WEALTH MANAGEMENT, INC. | - | 0.00% | 19 | 19 | 100.00% | 4,253 | Jun 30, 2024 |
| FAIRWAY WEALTH LLC | - | 0.00% | 8 | 8 | 100.00% | 1,791 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.00% | 8 | 8 | 100.00% | 1,791 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | - | - | 5 | 5 | 100.00% | 1,119 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | 2 | 2 | 100.00% | 518 | Jun 30, 2024 |
| BEAIRD HARRIS WEALTH MANAGEMENT, LLC | - | - | 1 | 1 | 100.00% | 210 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 1 | 1 | 100.00% | 224 | Jun 30, 2024 |
CDW's largest new institutional shareholder by number of shares is NORGES BANK, purchased 587.30K shares, valued at $131.46M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -45,867 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -40,183 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -39,224 | -100.00% | - | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | - | - | - | -31,077 | -100.00% | - | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | - | - | - | -28,600 | -100.00% | - | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | - | - | - | -10,927 | -100.00% | - | Jun 30, 2024 |
| GOBI CAPITAL LLC | - | - | - | -10,240 | -100.00% | - | Jun 30, 2024 |
| USA FINANCIAL PORTFORMULAS CORP | - | - | - | -8,699 | -100.00% | - | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | - | - | -7,045 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -5,403 | -100.00% | - | Jun 30, 2024 |
| STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD | - | - | - | -4,125 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -3,174 | -100.00% | - | Jun 30, 2024 |
| SRB CORP | - | - | - | -2,833 | -100.00% | - | Jun 30, 2024 |
| BAADER BANK AKTIENGESELLSCHAFT | - | - | - | -2,800 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -2,548 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -2,400 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -2,172 | -100.00% | - | Jun 30, 2024 |
| LMR PARTNERS LLP | - | - | - | -2,128 | -100.00% | - | Jun 30, 2024 |
| MEIJI YASUDA LIFE INSURANCE CO | - | - | - | -2,101 | -100.00% | - | Jun 30, 2024 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | - | - | - | -2,088 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | - | - | - | -1,881 | -100.00% | - | Jun 30, 2024 |
| CHICAGO TRUST CO NA | - | - | - | -1,675 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -1,543 | -100.00% | - | Jun 30, 2024 |
| OLD NATIONAL BANCORP /IN/ | - | - | - | -1,476 | -100.00% | - | Jun 30, 2024 |
| CREATIVEONE WEALTH, LLC | - | - | - | -1,420 | -100.00% | - | Jun 30, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | - | - | - | -1,387 | -100.00% | - | Jun 30, 2024 |
| ARROW INVESTMENT ADVISORS, LLC | - | - | - | -1,344 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -1,300 | -100.00% | - | Jun 30, 2024 |
| VITALSTONE FINANCIAL, LLC | - | - | - | -1,278 | -100.00% | - | Jun 30, 2024 |
| ISRAEL DISCOUNT BANK OF NEW YORK | - | - | - | -1,156 | -100.00% | - | Jun 30, 2024 |
| LAKE STREET ADVISORS GROUP, LLC | - | - | - | -1,109 | -100.00% | - | Jun 30, 2024 |
| LEE FINANCIAL CO | - | - | - | -1,079 | -100.00% | - | Jun 30, 2024 |
| BELPOINTE ASSET MANAGEMENT LLC | - | - | - | -1,035 | -100.00% | - | Jun 30, 2024 |
| STEVENS CAPITAL MANAGEMENT LP | - | - | - | -1,004 | -100.00% | - | Jun 30, 2024 |
| GITTERMAN WEALTH MANAGEMENT, LLC | - | - | - | -987 | -100.00% | - | Jun 30, 2024 |
| CLARIUS GROUP, LLC | - | - | - | -972 | -100.00% | - | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | - | - | - | -949 | -100.00% | - | Jun 30, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -944 | -100.00% | - | Jun 30, 2024 |
| BRIGHTON JONES LLC | - | - | - | -927 | -100.00% | - | Jun 30, 2024 |
| WEALTHSTREAM ADVISORS, INC. | - | - | - | -912 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -911 | -100.00% | - | Jun 30, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -870 | -100.00% | - | Jun 30, 2024 |
| PLANCORP, LLC | - | - | - | -861 | -100.00% | - | Jun 30, 2024 |
| RODGERS BROTHERS INC. | - | - | - | -855 | -100.00% | - | Jun 30, 2024 |
| PALLAS CAPITAL ADVISORS LLC | - | - | - | -854 | -100.00% | - | Jun 30, 2024 |
| J. W. COONS ADVISORS, LLC | - | - | - | -820 | -100.00% | - | Jun 30, 2024 |
| VALEO FINANCIAL ADVISORS, LLC | - | - | - | -811 | -100.00% | - | Jun 30, 2024 |
| HUMANKIND INVESTMENTS LLC | - | - | - | -808 | -100.00% | - | Jun 30, 2024 |
| SNOWDEN CAPITAL ADVISORS LLC | - | - | - | -803 | -100.00% | - | Jun 30, 2024 |
| BOSTON FAMILY OFFICE LLC | - | - | - | -800 | -100.00% | - | Jun 30, 2024 |
| BALDWIN INVESTMENT MANAGEMENT, LLC | - | - | - | -800 | -100.00% | - | Jun 30, 2024 |
| HYPERION CAPITAL ADVISORS LP | - | - | - | -800 | -100.00% | - | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | - | - | - | -799 | -100.00% | - | Jun 30, 2024 |
| AVESTAR CAPITAL, LLC | - | - | - | -790 | -100.00% | - | Jun 30, 2024 |
| VALMARK ADVISERS, INC. | - | - | - | -785 | -100.00% | - | Jun 30, 2024 |
| CONNING INC. | - | - | - | -784 | -100.00% | - | Jun 30, 2024 |
| FRANKLIN STREET ADVISORS INC /NC | - | - | - | -783 | -100.00% | - | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | - | - | - | -566 | -100.00% | - | Jun 30, 2024 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | - | - | - | -468 | -100.00% | - | Jun 30, 2024 |
| CLOSE ASSET MANAGEMENT LTD | - | - | - | -295 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -203 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| COMMUNITY BANK, N.A. | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| INDIANA TRUST & INVESTMENT MANAGEMENT CO | - | - | - | -80 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -40 | -100.00% | - | Jun 30, 2024 |
| WETZEL INVESTMENT ADVISORS, INC. | - | - | - | -29 | -100.00% | - | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -25 | -100.00% | - | Jun 30, 2024 |
| SOUTHSTATE CORP | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| VALLEY NATIONAL ADVISERS INC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| AVION WEALTH | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST ADVISORS | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| RIGGS ASSET MANAGMENT CO. INC. | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| DELTA ASSET MANAGEMENT LLC/TN | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
CDW's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -45.87K shares, valued at -, as of undefined.
CDW Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| NORTHQUEST CAPITAL FUND INC | 4.85% | 1,500 | - | - | Mar 31, 2024 |
| New Age Alpha Trust | 1.06% | 3,686 | - | - | May 31, 2022 |
| FENIMORE ASSET MANAGEMENT TRUST | 0.62% | 775,200 | - | - | Dec 31, 2023 |
| CAPITAL MANAGEMENT INVESTMENT TRUST | 0.55% | 2,000 | - | - | Feb 29, 2024 |
| ASYMmetric ETFs Trust | 0.50% | 1,676 | 1,673 | 55766.67% | Sep 30, 2023 |
| PIONEER EQUITY INCOME FUND | 0.40% | 90,042 | - | - | Jan 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.38% | 144,442 | - | - | Mar 31, 2024 |
| Value Line Mid Cap Focused Fund, Inc. | 0.38% | 320,500 | 44,400 | 16.08% | Mar 31, 2024 |
| Wall Street EWM Funds Trust | 0.31% | 62,485 | 2,080 | 3.44% | Mar 31, 2024 |
| PIONEER MID CAP VALUE FUND | 0.28% | 50,029 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 0.25% | 219,936 | - | - | Jan 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.25% | 88,278 | 1,800 | 2.08% | Mar 31, 2024 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 0.25% | 81,000 | - | - | Dec 31, 2023 |
| Voya VARIABLE FUNDS | 0.24% | 208,737 | - | - | Mar 31, 2024 |
| BLACKROCK ENHANCED CAPITAL & INCOME FUND, INC. | 0.24% | 42,014 | - | - | Mar 31, 2024 |
| PIONEER SERIES TRUST XI | 0.22% | 111,432 | - | - | Mar 28, 2024 |
| FIDELITY MAGELLAN FUND | 0.21% | 1,689,767 | -58,742 | -3.36% | Mar 31, 2024 |
| NICHOLAS II, INC | 0.21% | 98,195 | - | - | Dec 31, 2023 |
| Elevation Series Trust | 0.21% | 10,119 | - | - | Jan 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.20% | 70,497 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.18% | 93,235 | - | - | Mar 31, 2024 |
| HSBC FUNDS | 0.16% | 5,163 | - | - | Jan 31, 2024 |
| INVESCO QQQ TRUST, SERIES 1 | 0.16% | 2,515,885 | 65,741 | 2.68% | Mar 31, 2024 |
| Siren ETF Trust | 0.16% | 5,826 | 332 | 6.04% | Mar 31, 2024 |
| FIDELITY TREND FUND | 0.12% | 76,566 | - | - | Mar 31, 2024 |
| Pioneer Series Trust III | 0.12% | 35,137 | - | - | Feb 29, 2024 |
| JP MORGAN FLEMING MUTUAL FUND GROUP INC | 0.12% | 563,866 | -342,332 | -37.78% | Dec 31, 2023 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.12% | 11,015 | - | - | Feb 29, 2024 |
| T. Rowe Price Science & Technology Fund, Inc. | 0.12% | 165,700 | 165,700 | - | Mar 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.11% | 7,530 | - | - | Mar 31, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.10% | 11,868 | - | - | Dec 31, 2020 |
| Transparent Value Trust | 0.09% | 1,429 | - | - | Dec 31, 2023 |
| PAX WORLD FUNDS SERIES TRUST III | 0.09% | 33,391 | 30,590 | 1092.11% | Mar 31, 2024 |
| PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. | 0.09% | 176,478 | - | - | Feb 29, 2024 |
| BlackRock Science & Technology Trust | 0.08% | 42,164 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.07% | 745,565 | -23,008 | -2.99% | Jan 31, 2024 |
| PIONEER SERIES TRUST XII | 0.07% | 52,917 | -86,166 | -61.95% | Feb 29, 2024 |
| HENNESSY FUNDS TRUST | 0.07% | 144,177 | -3,516 | -2.38% | Jan 31, 2024 |
| HARTFORD HLS SERIES FUND II INC | 0.07% | 16,720 | - | - | Dec 31, 2023 |
| REYNOLDS FUNDS INC | 0.07% | 750 | 550 | 275.00% | Mar 31, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.06% | 53,280 | - | - | Mar 31, 2022 |
| Copeland Trust | 0.06% | 3,232 | -218 | -6.32% | Feb 29, 2024 |
| WANGER ADVISORS TRUST | 0.05% | 29,743 | - | - | Mar 31, 2024 |
| BlackRock Enhanced Equity Dividend Trust | 0.05% | 41,859 | - | - | Mar 31, 2024 |
| Monteagle Funds | 0.05% | 2,200 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.05% | 16,412 | - | - | Mar 31, 2024 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.05% | 355,363 | -31,000 | -8.02% | Mar 31, 2024 |
| Gateway Trust | 0.05% | 100,611 | - | - | Mar 31, 2024 |
| COLUMBIA ACORN TRUST | 0.05% | 158,311 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.05% | 484,779 | 7,406 | 1.55% | Mar 31, 2024 |
| LIBERTY ALL STAR EQUITY FUND | 0.05% | 37,838 | -26,769 | -41.43% | Dec 31, 2023 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 0.05% | 56,927 | - | - | Mar 31, 2024 |
| JOHN HANCOCK BOND TRUST | 0.04% | 3,000,000 | - | - | Feb 29, 2024 |
| Reality Shares ETF Trust | 0.04% | 8,244 | 1,948 | 30.94% | Oct 30, 2020 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.04% | 180,672 | - | - | Mar 28, 2024 |
| SPDR S&P 500 ETF TRUST | 0.04% | 1,630,089 | -36,653 | -2.20% | Mar 31, 2024 |
| Index Funds | 0.04% | 347 | -6 | -1.70% | Mar 31, 2024 |
| Voya Global Advantage & Premium Opportunity Fund | 0.04% | 2,442 | - | - | Feb 29, 2024 |
| Collaborative Investment Series Trust | 0.04% | 6,126 | - | - | Mar 31, 2024 |
| GROWTH FUND OF AMERICA | 0.04% | 958,681 | - | - | Feb 29, 2024 |
| Humankind Benefit Corp | 0.04% | 841 | -68 | -7.48% | Dec 31, 2023 |
| FORESTER FUNDS INC | 0.04% | 700 | - | - | Jun 30, 2022 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.04% | 7,661 | - | - | Feb 29, 2024 |
| BLACKROCK EQUITY DIVIDEND FUND | 0.04% | 432,163 | - | - | Jan 31, 2024 |
| Vanguard Montgomery Funds | 0.03% | 8,250 | - | - | Mar 31, 2024 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.03% | 115,000 | - | - | Jan 31, 2024 |
| Engine No. 1 ETF Trust | 0.03% | 1,928 | -52 | -2.63% | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.03% | 47,260 | - | - | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.03% | 962,469 | -14,398 | -1.47% | Mar 31, 2024 |
| MADISON FUNDS | 0.03% | 179,172 | 32,912 | 22.50% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.03% | 12,709,060 | -58,567 | -0.46% | Mar 31, 2024 |
| Nuveen S&P 500 BuyWrite Income Fund | 0.03% | 20,728 | - | - | Mar 31, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.03% | 52,600 | - | - | Mar 31, 2024 |
| JOHN HANCOCK SOVEREIGN BOND FUND | 0.03% | 8,552,000 | - | - | Feb 29, 2024 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.03% | 600,000 | 150,277 | 33.42% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.03% | 215,676 | -1,900 | -0.87% | Mar 31, 2024 |
| John Hancock Funds III | 0.03% | 407,412 | -60,376 | -12.91% | Mar 31, 2024 |
| SELECT SECTOR SPDR TRUST | 0.02% | 904,741 | 53,908 | 6.34% | Mar 31, 2024 |
| Guggenheim Enhanced Equity Income Fund | 0.02% | 4,271 | -668 | -13.53% | Sep 30, 2021 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.02% | 511 | - | - | Dec 29, 2023 |
| Calvert Responsible Index Series, Inc. | 0.02% | 36,433 | -233 | -0.64% | Mar 31, 2024 |
| FMI FUNDS INC | 0.02% | 165,000 | -5,000 | -2.94% | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.02% | 122,755 | -3,764 | -2.98% | Mar 31, 2020 |
| Absolute Shares Trust | 0.02% | 8,381 | - | - | Mar 31, 2024 |
| EATON VANCE TAX ADVANTAGED GLOBAL DIVIDEND INCOME FUND | 0.02% | 123,340 | -9,369 | -7.06% | Jan 31, 2024 |
| AQUILA FUNDS TRUST | 0.02% | 20,171 | - | - | Mar 28, 2024 |
| Fidelity Commonwealth Trust II | 0.02% | 138,056 | - | - | Aug 31, 2023 |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 0.02% | 643 | - | - | Mar 31, 2024 |
| RMB INVESTORS TRUST | 0.02% | 9,900 | -1,000 | -9.17% | Dec 31, 2023 |
| Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 0.02% | 33,394 | -2,835 | -7.83% | Jan 31, 2024 |
| FIDELITY PURITAN TRUST | 0.02% | 948,128 | -24,849 | -2.55% | Jan 31, 2024 |
| Global Beta ETF Trust | 0.02% | 50 | - | - | May 31, 2022 |
| AIM FUNDS GROUP (INVESCO FUNDS GROUP) | 0.02% | 91,615 | - | - | Mar 31, 2024 |
| EATON VANCE GROWTH TRUST | 0.02% | 194,566 | -12,027 | -5.82% | Mar 31, 2024 |
| SCHWAB ANNUITY PORTFOLIOS | 0.02% | 6,659 | 319 | 5.03% | Mar 31, 2024 |
| FORUM FUNDS | 0.02% | 38,293 | 3,350 | 9.59% | Mar 31, 2024 |
| Natixis ETF Trust II | 0.02% | 294 | 20 | 7.30% | Mar 31, 2024 |
| VALUED ADVISERS TRUST | 0.02% | 15,400 | - | - | Jan 31, 2024 |
| NEUBERGER BERMAN ALTERNATIVE FUNDS | 0.02% | 204,159 | - | - | Jan 31, 2024 |
| SYNTAX ETF TRUST | 0.02% | 477 | -70 | -12.80% | Mar 31, 2024 |
CDW's largest mutual fund holder by % of total assets is "NORTHQUEST CAPITAL FUND INC", owning 1.50K shares, compromising 4.85% of its total assets.
CDW Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 495 | -45.18% |
| 31 Mar, 24 | 903 | 3.44% |
| 31 Dec, 23 | 873 | 7.38% |
| 30 Sep, 23 | 813 | 2.26% |
| 30 Jun, 23 | 795 | -2.69% |
| 31 Mar, 23 | 817 | -0.85% |
| 31 Dec, 22 | 824 | 5.91% |
| 30 Sep, 22 | 778 | 0.78% |
| 30 Jun, 22 | 772 | -1.78% |
| 31 Mar, 22 | 786 | -2.48% |
| 31 Dec, 21 | 806 | 6.19% |
| 30 Sep, 21 | 759 | 4.12% |
| 30 Jun, 21 | 729 | 4.59% |
| 31 Mar, 21 | 697 | -0.85% |
| 31 Dec, 20 | 703 | 10.71% |
| 30 Sep, 20 | 635 | -5.08% |
| 30 Jun, 20 | 669 | 4.04% |
| 31 Mar, 20 | 643 | -5.30% |
| 31 Dec, 19 | 679 | 13.55% |
| 30 Sep, 19 | 598 | 3.28% |
| 30 Jun, 19 | 579 | 0.87% |
| 31 Mar, 19 | 574 | 6.69% |
| 31 Dec, 18 | 538 | 5.08% |
| 30 Sep, 18 | 512 | 8.02% |
| 30 Jun, 18 | 474 | 4.18% |
| 31 Mar, 18 | 455 | 3.88% |
| 31 Dec, 17 | 438 | 14.66% |
| 30 Sep, 17 | 382 | -1.55% |
| 30 Jun, 17 | 388 | -1.77% |
| 31 Mar, 17 | 395 | 11.27% |
| 31 Dec, 16 | 355 | 5.65% |
| 30 Sep, 16 | 336 | -7.44% |
| 30 Jun, 16 | 363 | 11.35% |
| 31 Mar, 16 | 326 | -8.43% |
| 31 Dec, 15 | 356 | 20.68% |
| 30 Sep, 15 | 295 | 8.06% |
| 30 Jun, 15 | 273 | -4.88% |
| 31 Mar, 15 | 287 | 15.26% |
| 31 Dec, 14 | 249 | 28.35% |
| 30 Sep, 14 | 194 | 9.60% |
| 30 Jun, 14 | 177 | 33.08% |
| 31 Mar, 14 | 133 | 9.92% |
| 31 Dec, 13 | 121 | 55.13% |
| 30 Sep, 13 | 78 | 680.00% |
| 30 Jun, 13 | 10 | - |
As of 30 Jun 24, 495 institutions are holding CDW's shares, representing a decrease of -45.18% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 21,967,305 | -82.16% |
| 31 Mar, 24 | 123,162,366 | -1.56% |
| 31 Dec, 23 | 125,116,364 | 0.50% |
| 30 Sep, 23 | 124,495,775 | -0.99% |
| 30 Jun, 23 | 125,737,706 | -2.22% |
| 31 Mar, 23 | 128,586,912 | 3.40% |
| 31 Dec, 22 | 124,364,265 | -1.65% |
| 30 Sep, 22 | 126,444,418 | 0.57% |
| 30 Jun, 22 | 125,730,717 | 0.27% |
| 31 Mar, 22 | 125,389,709 | 0.06% |
| 31 Dec, 21 | 125,319,858 | 0.76% |
| 30 Sep, 21 | 124,369,994 | -2.09% |
| 30 Jun, 21 | 127,024,617 | -1.80% |
| 31 Mar, 21 | 129,348,298 | -0.54% |
| 31 Dec, 20 | 130,046,369 | -1.57% |
| 30 Sep, 20 | 132,127,267 | 1.78% |
| 30 Jun, 20 | 129,817,436 | 0.01% |
| 31 Mar, 20 | 129,807,050 | -2.52% |
| 31 Dec, 19 | 133,162,707 | -2.62% |
| 30 Sep, 19 | 136,744,573 | 2.78% |
| 30 Jun, 19 | 133,051,063 | -0.86% |
| 31 Mar, 19 | 134,205,506 | -0.11% |
| 31 Dec, 18 | 134,356,320 | -1.03% |
| 30 Sep, 18 | 135,750,713 | -0.67% |
| 30 Jun, 18 | 136,659,981 | -0.74% |
| 31 Mar, 18 | 137,674,530 | -1.03% |
| 31 Dec, 17 | 139,102,072 | -0.80% |
| 30 Sep, 17 | 140,221,568 | -1.15% |
| 30 Jun, 17 | 141,855,251 | -1.36% |
| 31 Mar, 17 | 143,813,873 | -2.33% |
| 31 Dec, 16 | 147,247,479 | -1.16% |
| 30 Sep, 16 | 148,978,889 | 0.22% |
| 30 Jun, 16 | 148,655,486 | 3.41% |
| 31 Mar, 16 | 143,754,874 | 0.31% |
| 31 Dec, 15 | 143,315,065 | -4.91% |
| 30 Sep, 15 | 150,715,086 | 10.66% |
| 30 Jun, 15 | 136,202,030 | 3.46% |
| 31 Mar, 15 | 131,652,023 | 1.67% |
| 31 Dec, 14 | 129,487,298 | 6.53% |
| 30 Sep, 14 | 121,548,460 | 10.38% |
| 30 Jun, 14 | 110,115,565 | 11.23% |
| 31 Mar, 14 | 99,001,788 | 5.17% |
| 31 Dec, 13 | 94,132,623 | 19.50% |
| 30 Sep, 13 | 78,772,094 | 43.53% |
| 30 Jun, 13 | 54,880,362 | - |
CDW (CDW) has 21.97M shares outstanding as of 30 Jun 24, down -82.16% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 16.34% | 0.20% |
| 31 Mar, 24 | 91.50% | 1.05% |
| 31 Dec, 23 | 93.30% | 1.09% |
| 30 Sep, 23 | 92.49% | 1.08% |
| 30 Jun, 23 | 92.73% | 1.03% |
| 31 Mar, 23 | 94.83% | 1.13% |
| 31 Dec, 22 | 91.78% | 1.05% |
| 30 Sep, 22 | 93.45% | 1.08% |
| 30 Jun, 22 | 93.00% | 1.08% |
| 31 Mar, 22 | 92.95% | 1.09% |
| 31 Dec, 21 | 92.49% | 1.13% |
| 30 Sep, 21 | 90.58% | 1.10% |
| 30 Jun, 21 | 90.86% | 1.08% |
| 31 Mar, 21 | 91.67% | 1.10% |
| 31 Dec, 20 | 91.13% | 1.06% |
| 30 Sep, 20 | 92.59% | 1.11% |
| 30 Jun, 20 | 91.16% | 1.10% |
| 31 Mar, 20 | 90.97% | 1.08% |
| 31 Dec, 19 | 91.77% | 1.02% |
| 30 Sep, 19 | 94.63% | 1.13% |
| 30 Jun, 19 | 91.32% | 1.10% |
| 31 Mar, 19 | 91.30% | 1.15% |
| 31 Dec, 18 | 89.04% | 1.10% |
| 30 Sep, 18 | 89.96% | 1.11% |
| 30 Jun, 18 | 90.15% | 1.10% |
| 31 Mar, 18 | 90.46% | 1.13% |
| 31 Dec, 17 | 89.51% | 1.08% |
| 30 Sep, 17 | 91.17% | 1.10% |
| 30 Jun, 17 | 90.93% | 1.12% |
| 31 Mar, 17 | 90.22% | 1.07% |
| 31 Dec, 16 | 91.97% | 1.09% |
| 30 Sep, 16 | 91.91% | 1.13% |
| 30 Jun, 16 | 90.15% | 1.22% |
| 31 Mar, 16 | 85.93% | 1.21% |
| 31 Dec, 15 | 84.15% | 1.07% |
| 30 Sep, 15 | 88.86% | 1.40% |
| 30 Jun, 15 | 79.65% | 1.36% |
| 31 Mar, 15 | 76.50% | 1.34% |
| 31 Dec, 14 | 75.46% | 1.49% |
| 30 Sep, 14 | 71.12% | 1.70% |
| 30 Jun, 14 | 64.70% | 1.90% |
| 31 Mar, 14 | 58.37% | 1.88% |
| 31 Dec, 13 | 55.70% | 2.50% |
| 30 Sep, 13 | 47.23% | 3.31% |
| 30 Jun, 13 | 37.80% | - |
As of 30 Jun 24, CDW is held by 16.34% institutional shareholders, representing a 0.20% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 222 | -49.08% |
| 31 Mar, 24 | 436 | -1.36% |
| 31 Dec, 23 | 442 | 20.44% |
| 30 Sep, 23 | 367 | 11.55% |
| 30 Jun, 23 | 329 | -11.56% |
| 31 Mar, 23 | 372 | -9.05% |
| 31 Dec, 22 | 409 | 5.68% |
| 30 Sep, 22 | 387 | 7.50% |
| 30 Jun, 22 | 360 | -1.37% |
| 31 Mar, 22 | 365 | -12.26% |
| 31 Dec, 21 | 416 | 18.18% |
| 30 Sep, 21 | 352 | 2.62% |
| 30 Jun, 21 | 343 | 2.39% |
| 31 Mar, 21 | 335 | -10.90% |
| 31 Dec, 20 | 376 | 23.28% |
| 30 Sep, 20 | 305 | 1.67% |
| 30 Jun, 20 | 300 | 2.04% |
| 31 Mar, 20 | 294 | -9.82% |
| 31 Dec, 19 | 326 | 9.03% |
| 30 Sep, 19 | 299 | 14.12% |
| 30 Jun, 19 | 262 | -3.32% |
| 31 Mar, 19 | 271 | 9.72% |
| 31 Dec, 18 | 247 | 5.11% |
| 30 Sep, 18 | 235 | 8.80% |
| 30 Jun, 18 | 216 | -3.57% |
| 31 Mar, 18 | 224 | 9.80% |
| 31 Dec, 17 | 204 | 20.00% |
| 30 Sep, 17 | 170 | -13.27% |
| 30 Jun, 17 | 196 | -9.68% |
| 31 Mar, 17 | 217 | 33.13% |
| 31 Dec, 16 | 163 | 5.16% |
| 30 Sep, 16 | 155 | -28.24% |
| 30 Jun, 16 | 216 | 30.91% |
| 31 Mar, 16 | 165 | -20.29% |
| 31 Dec, 15 | 207 | 23.21% |
| 30 Sep, 15 | 168 | 3.07% |
| 30 Jun, 15 | 163 | -5.23% |
| 31 Mar, 15 | 172 | -5.49% |
| 31 Dec, 14 | 182 | 56.90% |
| 30 Sep, 14 | 116 | 0.87% |
| 30 Jun, 14 | 115 | 35.29% |
| 31 Mar, 14 | 85 | -15.84% |
| 31 Dec, 13 | 101 | 42.25% |
| 30 Sep, 13 | 71 | 610.00% |
| 30 Jun, 13 | 10 | - |
222 institutional shareholders have increased their position in CDW stock as of 30 Jun 24 compared to 436 in the previous quarter (a -49.08% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 169 | -46.86% |
| 31 Mar, 24 | 318 | 7.80% |
| 31 Dec, 23 | 295 | -4.53% |
| 30 Sep, 23 | 309 | -11.46% |
| 30 Jun, 23 | 349 | 9.75% |
| 31 Mar, 23 | 318 | 8.90% |
| 31 Dec, 22 | 292 | 14.06% |
| 30 Sep, 22 | 256 | -12.93% |
| 30 Jun, 22 | 294 | 5.76% |
| 31 Mar, 22 | 278 | 5.30% |
| 31 Dec, 21 | 264 | - |
| 30 Sep, 21 | 264 | -3.30% |
| 30 Jun, 21 | 273 | 4.60% |
| 31 Mar, 21 | 261 | 13.97% |
| 31 Dec, 20 | 229 | 4.57% |
| 30 Sep, 20 | 219 | -18.28% |
| 30 Jun, 20 | 268 | 5.51% |
| 31 Mar, 20 | 254 | -4.51% |
| 31 Dec, 19 | 266 | 26.67% |
| 30 Sep, 19 | 210 | -9.09% |
| 30 Jun, 19 | 231 | 5.96% |
| 31 Mar, 19 | 218 | -0.46% |
| 31 Dec, 18 | 219 | 10.61% |
| 30 Sep, 18 | 198 | 8.20% |
| 30 Jun, 18 | 183 | 14.37% |
| 31 Mar, 18 | 160 | - |
| 31 Dec, 17 | 160 | 9.59% |
| 30 Sep, 17 | 146 | 5.04% |
| 30 Jun, 17 | 139 | 11.20% |
| 31 Mar, 17 | 125 | -11.35% |
| 31 Dec, 16 | 141 | 11.02% |
| 30 Sep, 16 | 127 | 38.04% |
| 30 Jun, 16 | 92 | -13.21% |
| 31 Mar, 16 | 106 | -3.64% |
| 31 Dec, 15 | 110 | 19.57% |
| 30 Sep, 15 | 92 | 27.78% |
| 30 Jun, 15 | 72 | 2.86% |
| 31 Mar, 15 | 70 | 70.73% |
| 31 Dec, 14 | 41 | -26.79% |
| 30 Sep, 14 | 56 | 7.69% |
| 30 Jun, 14 | 52 | 52.94% |
| 31 Mar, 14 | 34 | 126.67% |
| 31 Dec, 13 | 15 | 200.00% |
| 30 Sep, 13 | 5 | - |
| 30 Jun, 13 | - | - |
169 institutional shareholders have reduced their position in CDW stock as of 30 Jun 24 compared to 318 in the previous quarter (a -46.86% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 495 | -45.18% | 21,967,305 | -82.16% | 16.34% | 0.20% | 222 | -49.08% | 169 | -46.86% |
| 31 Mar, 24 | 903 | 3.44% | 123,162,366 | -1.56% | 91.50% | 1.05% | 436 | -1.36% | 318 | 7.80% |
| 31 Dec, 23 | 873 | 7.38% | 125,116,364 | 0.50% | 93.30% | 1.09% | 442 | 20.44% | 295 | -4.53% |
| 30 Sep, 23 | 813 | 2.26% | 124,495,775 | -0.99% | 92.49% | 1.08% | 367 | 11.55% | 309 | -11.46% |
| 30 Jun, 23 | 795 | -2.69% | 125,737,706 | -2.22% | 92.73% | 1.03% | 329 | -11.56% | 349 | 9.75% |
| 31 Mar, 23 | 817 | -0.85% | 128,586,912 | 3.40% | 94.83% | 1.13% | 372 | -9.05% | 318 | 8.90% |
| 31 Dec, 22 | 824 | 5.91% | 124,364,265 | -1.65% | 91.78% | 1.05% | 409 | 5.68% | 292 | 14.06% |
| 30 Sep, 22 | 778 | 0.78% | 126,444,418 | 0.57% | 93.45% | 1.08% | 387 | 7.50% | 256 | -12.93% |
| 30 Jun, 22 | 772 | -1.78% | 125,730,717 | 0.27% | 93.00% | 1.08% | 360 | -1.37% | 294 | 5.76% |
| 31 Mar, 22 | 786 | -2.48% | 125,389,709 | 0.06% | 92.95% | 1.09% | 365 | -12.26% | 278 | 5.30% |
| 31 Dec, 21 | 806 | 6.19% | 125,319,858 | 0.76% | 92.49% | 1.13% | 416 | 18.18% | 264 | - |
| 30 Sep, 21 | 759 | 4.12% | 124,369,994 | -2.09% | 90.58% | 1.10% | 352 | 2.62% | 264 | -3.30% |
| 30 Jun, 21 | 729 | 4.59% | 127,024,617 | -1.80% | 90.86% | 1.08% | 343 | 2.39% | 273 | 4.60% |
| 31 Mar, 21 | 697 | -0.85% | 129,348,298 | -0.54% | 91.67% | 1.10% | 335 | -10.90% | 261 | 13.97% |
| 31 Dec, 20 | 703 | 10.71% | 130,046,369 | -1.57% | 91.13% | 1.06% | 376 | 23.28% | 229 | 4.57% |
| 30 Sep, 20 | 635 | -5.08% | 132,127,267 | 1.78% | 92.59% | 1.11% | 305 | 1.67% | 219 | -18.28% |
| 30 Jun, 20 | 669 | 4.04% | 129,817,436 | 0.01% | 91.16% | 1.10% | 300 | 2.04% | 268 | 5.51% |
| 31 Mar, 20 | 643 | -5.30% | 129,807,050 | -2.52% | 90.97% | 1.08% | 294 | -9.82% | 254 | -4.51% |
| 31 Dec, 19 | 679 | 13.55% | 133,162,707 | -2.62% | 91.77% | 1.02% | 326 | 9.03% | 266 | 26.67% |
| 30 Sep, 19 | 598 | 3.28% | 136,744,573 | 2.78% | 94.63% | 1.13% | 299 | 14.12% | 210 | -9.09% |
| 30 Jun, 19 | 579 | 0.87% | 133,051,063 | -0.86% | 91.32% | 1.10% | 262 | -3.32% | 231 | 5.96% |
| 31 Mar, 19 | 574 | 6.69% | 134,205,506 | -0.11% | 91.30% | 1.15% | 271 | 9.72% | 218 | -0.46% |
| 31 Dec, 18 | 538 | 5.08% | 134,356,320 | -1.03% | 89.04% | 1.10% | 247 | 5.11% | 219 | 10.61% |
| 30 Sep, 18 | 512 | 8.02% | 135,750,713 | -0.67% | 89.96% | 1.11% | 235 | 8.80% | 198 | 8.20% |
| 30 Jun, 18 | 474 | 4.18% | 136,659,981 | -0.74% | 90.15% | 1.10% | 216 | -3.57% | 183 | 14.37% |
| 31 Mar, 18 | 455 | 3.88% | 137,674,530 | -1.03% | 90.46% | 1.13% | 224 | 9.80% | 160 | - |
| 31 Dec, 17 | 438 | 14.66% | 139,102,072 | -0.80% | 89.51% | 1.08% | 204 | 20.00% | 160 | 9.59% |
| 30 Sep, 17 | 382 | -1.55% | 140,221,568 | -1.15% | 91.17% | 1.10% | 170 | -13.27% | 146 | 5.04% |
| 30 Jun, 17 | 388 | -1.77% | 141,855,251 | -1.36% | 90.93% | 1.12% | 196 | -9.68% | 139 | 11.20% |
| 31 Mar, 17 | 395 | 11.27% | 143,813,873 | -2.33% | 90.22% | 1.07% | 217 | 33.13% | 125 | -11.35% |
| 31 Dec, 16 | 355 | 5.65% | 147,247,479 | -1.16% | 91.97% | 1.09% | 163 | 5.16% | 141 | 11.02% |
| 30 Sep, 16 | 336 | -7.44% | 148,978,889 | 0.22% | 91.91% | 1.13% | 155 | -28.24% | 127 | 38.04% |
| 30 Jun, 16 | 363 | 11.35% | 148,655,486 | 3.41% | 90.15% | 1.22% | 216 | 30.91% | 92 | -13.21% |
| 31 Mar, 16 | 326 | -8.43% | 143,754,874 | 0.31% | 85.93% | 1.21% | 165 | -20.29% | 106 | -3.64% |
| 31 Dec, 15 | 356 | 20.68% | 143,315,065 | -4.91% | 84.15% | 1.07% | 207 | 23.21% | 110 | 19.57% |
| 30 Sep, 15 | 295 | 8.06% | 150,715,086 | 10.66% | 88.86% | 1.40% | 168 | 3.07% | 92 | 27.78% |
| 30 Jun, 15 | 273 | -4.88% | 136,202,030 | 3.46% | 79.65% | 1.36% | 163 | -5.23% | 72 | 2.86% |
| 31 Mar, 15 | 287 | 15.26% | 131,652,023 | 1.67% | 76.50% | 1.34% | 172 | -5.49% | 70 | 70.73% |
| 31 Dec, 14 | 249 | 28.35% | 129,487,298 | 6.53% | 75.46% | 1.49% | 182 | 56.90% | 41 | -26.79% |
| 30 Sep, 14 | 194 | 9.60% | 121,548,460 | 10.38% | 71.12% | 1.70% | 116 | 0.87% | 56 | 7.69% |
| 30 Jun, 14 | 177 | 33.08% | 110,115,565 | 11.23% | 64.70% | 1.90% | 115 | 35.29% | 52 | 52.94% |
| 31 Mar, 14 | 133 | 9.92% | 99,001,788 | 5.17% | 58.37% | 1.88% | 85 | -15.84% | 34 | 126.67% |
| 31 Dec, 13 | 121 | 55.13% | 94,132,623 | 19.50% | 55.70% | 2.50% | 101 | 42.25% | 15 | 200.00% |
| 30 Sep, 13 | 78 | 680.00% | 78,772,094 | 43.53% | 47.23% | 3.31% | 71 | 610.00% | 5 | - |
| 30 Jun, 13 | 10 | - | 54,880,362 | - | 37.80% | - | 10 | - | - | - |
CDW Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of CDW's stock was made by Chawla Sona on Jul 18 2024, selling 17,037 shares at $240.39 per share (valued at $4.10M). The last insider buy of CDW was made by LEAHY CHRISTINE A on Aug 05 2024, buying 1,200 shares at $216.15 per share (worth $259.38K).
CDW Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | 3 | 33.33% |
| Q2 2024 | 18 | 3 | 600.00% |
| Q1 2024 | 44 | 6 | 733.33% |
| Q4 2023 | 20 | 20 | 100.00% |
| Q3 2023 | 14 | 2 | 700.00% |
| Q2 2023 | 14 | 1 | 1400.00% |
| Q1 2023 | 35 | 7 | 500.00% |
| Q4 2022 | 13 | 1 | 1300.00% |
| Q3 2022 | 7 | - | - |
| Q2 2022 | 15 | 1 | 1500.00% |
| Q1 2022 | 35 | 6 | 583.33% |
| Q4 2021 | 18 | 7 | 257.14% |
| Q3 2021 | 23 | 16 | 143.75% |
| Q2 2021 | 15 | 8 | 187.50% |
| Q1 2021 | 41 | 13 | 315.38% |
| Q4 2020 | 17 | 7 | 242.86% |
| Q3 2020 | 13 | 1 | 1300.00% |
| Q2 2020 | 13 | 5 | 260.00% |
| Q1 2020 | 52 | 24 | 216.67% |
| Q4 2019 | 18 | 30 | 60.00% |
1 total buy trades, and 3 total sell trades (buy/sell ratio of 0.33%) were made by CDW's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 2 | - |
| Q2 2024 | - | 1 | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | 10 | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 2 | - | - |
| Q1 2022 | 2 | - | - |
| Q4 2021 | - | 3 | - |
| Q3 2021 | - | 8 | - |
| Q2 2021 | - | 6 | - |
| Q1 2021 | - | 5 | - |
| Q4 2020 | - | 2 | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | 3 | - |
| Q1 2020 | - | 7 | - |
| Q4 2019 | - | 21 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of CDW's stocks.
CDW Peer Ownership
| Ticker | Company |
|---|---|
| FISV | Fiserv, Inc. |
| IT | Gartner, Inc. |
| LDOS | Leidos Holdings, Inc. |
| BR | Broadridge Financial Solutions, Inc. |
| CACI | CACI International Inc |
| JKHY | Jack Henry & Associates, Inc. |
| EXLS | ExlService Holdings, Inc. |
| CLVT | Clarivate Plc |
| INFY | Infosys Limited |
| SAIC | Science Applications International Corporation |
| PSN | Parsons Corporation |
| CTSH | Cognizant Technology Solutions Corporation |
CDW Ownership FAQ
Who Owns CDW?
CDW is owned by institutional shareholders (16.34%), insiders (0.32%), and public (83.34%). The largest institutional shareholder of CDW is VANGUARD GROUP INC (12.26% of total shares) and the top mutual fund owner is NORTHQUEST CAPITAL FUND INC (4.85% of total shares).
Who are the major institutional shareholders of CDW?
CDW's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., MORGAN STANLEY, STATE STREET CORP, and SELECT EQUITY GROUP, L.P.. The top five shareholders own together 32.71% of the company's share outstanding.
How many CDW shareholders are there?
As of Jun 2024, there are 495 institutional shareholders of CDW.
What percentage of CDW is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 16.48M shares of CDW, representing 12.26% of the company's total shares outstanding, valued at $3.69B (as of Jun 2024).
What percentage of CDW is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 10.87M shares of CDW (CDW), compromising 8.09% of the company, valued at $2.43B.
What percentage of CDW is owned by MORGAN STANLEY?
MORGAN STANLEY is the third largest holder of CDW. The company owns 6.1M of the company's shares outstanding (worth $1.37B).