Geneos Wealth Management Inc. Lazard LTD Transaction History

Geneos Wealth Management Inc.

$2.24 Billion
Q2 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$26.4 - $35.21 $5,280 - $7,042	-200 Reduced 19.12%	846 $29,000
Q3 2023 Oct 11, 2023	BUY	$30.35 - $36.41 $1,821 - $2,184	60 Added 6.09%	1,046 $32,000
Q2 2023 Aug 08, 2023	BUY	$28.15 - $35.25 $5,630 - $7,050	200 Added 25.45%	986 $31,000
Q1 2023 Apr 25, 2023	SELL	$32.2 - $41.16 $6,440 - $8,232	-200 Reduced 20.28%	786 $26,000
Q4 2022 Jan 30, 2023	SELL	$31.65 - $38.84 $19,686 - $24,158	-622 Reduced 38.68%	986 $34,000
Q3 2022 Nov 14, 2022	BUY	$31.83 - $39.66 $254 - $317	8 Added 0.5%	1,608 $51,000
Q2 2022 Jul 22, 2022	BUY	$31.06 - $36.47 $248 - $291	8 Added 0.5%	1,600 $51,000
Q1 2022 May 16, 2022	BUY	$32.17 - $46.39 $289 - $417	9 Added 0.57%	1,592 $54,000
Q4 2021 Feb 09, 2022	BUY	$41.73 - $52.97 $8,596 - $10,911	206 Added 14.96%	1,583 $69,000
Q3 2021 Nov 09, 2021	BUY	$43.06 - $48.76 $258 - $292	6 Added 0.44%	1,377 $65,000
Q2 2021 Jul 08, 2021	BUY	$43.5 - $48.18 $217 - $240	5 Added 0.37%	1,371 $63,000
Q1 2021 Jun 17, 2021	SELL	$38.69 - $46.81 $3,869 - $4,681	-100 Reduced 6.82%	1,366 $61,000
Q4 2020 May 19, 2021	BUY	$33.1 - $42.3 $19,198 - $24,534	580 Added 65.46%	1,466 $63,000
Q3 2020 Sep 07, 2021	SELL	$27.37 - $34.6 $8,813 - $11,141	-322 Reduced 26.66%	886 $27,000
Q1 2020 Sep 07, 2021	SELL	$21.06 - $44.55 $2,106 - $4,455	-100 Reduced 7.65%	1,208 $29,000
Q3 2019 Sep 07, 2021	BUY	$31.96 - $38.84 $7,990 - $9,710	250 Added 23.63%	1,308 $45,000
Q2 2019 Sep 07, 2021	BUY	$31.16 - $40.5 $1,620 - $2,106	52 Added 5.17%	1,058 $36,000
Q1 2018 Sep 07, 2021	BUY	$50.77 - $59.4 $456 - $534	9 Added 0.9%	1,006 $52,000
Q3 2017 Sep 07, 2021	SELL	$40.66 - $46.71 $25,005 - $28,726	-615 Reduced 38.15%	997 $45,000
Q3 2016 Sep 07, 2021	BUY	N/A	700 Added 76.75%	1,612 $58,000
Q1 2016 Sep 07, 2021	BUY	N/A	912	912 $36,000

Others Institutions Holding LAZ

# of Institutions

Shares Held

165K

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Put Options Held

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About Lazard Ltd

Ticker LAZ
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 92,754,304
Market Cap $4.68B
Description
Lazard Ltd, together with its subsidiaries, operates as a financial advisory and asset management firm in North America, Europe, Asia, Australia, and Central and South America. It operates in two segments, Financial Advisory and Asset Management. The Financial Advisory segment offers various financial advisory services regarding mergers and acqu...

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