Latest Institutional Transactions on Zimmer Biomet Holdings, Inc. (ZBH)
This table provides information on the latest institutional transactions involving Zimmer Biomet Holdings, Inc. (ZBH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-94- 83.19% |
$9.99K - $12.2K
|
19
$1.8K
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-52- 1.15% |
$5.53K - $6.76K
|
4.47K
$424K
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
25New |
$2.66K - $3.25K
|
25
$2.37K
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
36+ 900.0% |
$3.83K - $4.68K
|
40
$3.8K
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
29.2KNew |
$3.11M - $3.8M
|
29.2K
$2.78M
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
300+ 13.07% |
$31.9K - $39K
|
2.6K
$246K
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-275- 73.33% |
$29.2K - $35.8K
|
100
$9.49K
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.73KNew |
$290K - $355K
|
2.73K
$259K
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
1.22K+ 16.73% |
$130K - $159K
|
8.52K
$808K
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-610- 47.0% |
$64.8K - $79.3K
|
688
$65.3K
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3- 75.0% |
$319 - $390
|
1
$94.9
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-46- 31.51% |
$4.89K - $5.98K
|
100
$9.49K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1- 0.59% |
$106 - $130
|
169
$16K
|
|
Jul 25, 2024
Q2 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-12.6K- 3.91% |
$1.33M - $1.63M
|
308K
$29.3M
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
435+ 24.96% |
$46.2K - $56.6K
|
2.18K
$207K
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10- 3.28% |
$1.06K - $1.3K
|
295
$28K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
100+ 44.64% |
$10.6K - $13K
|
324
$30.7K
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1- 0.16% |
$106 - $130
|
610
$57.9K
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-241- 9.37% |
$25.6K - $31.3K
|
2.33K
$221K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
307New |
$32.6K - $39.9K
|
307
$29.1K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.16KNew |
$124K - $151K
|
1.16K
$110K
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-42- 25.45% |
$4.46K - $5.46K
|
123
$11.7K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
40New |
$4.25K - $5.2K
|
40
$3.8K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.86K- 2.28% |
$197K - $241K
|
79.6K
$7.56M
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$425 - $520
|
4
$380
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.86K+ 19.46% |
$197K - $241K
|
11.4K
$1.08M
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-33- 1.52% |
$3.51K - $4.29K
|
2.14K
$203K
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-230- 9.87% |
$24.4K - $29.9K
|
2.1K
$199K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
130New |
$13.8K - $16.9K
|
130
$12.3K
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
400New |
$42.5K - $52K
|
400
$38K
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-100- 4.9% |
$10.6K - $13K
|
1.94K
$184K
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-6- 0.19% |
$638 - $780
|
3.17K
$301K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-48- 92.31% |
$5.1K - $6.24K
|
4
$380
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-24- 32.88% |
$2.55K - $3.12K
|
49
$4.65K
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.34% |
$106 - $130
|
292
$27.7K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-214- 9.42% |
$22.7K - $27.8K
|
2.06K
$195K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
179New |
$19K - $23.3K
|
179
$17K
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
493New |
$52.4K - $64.1K
|
493
$46.8K
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-9.6K- 12.05% |
$1.02M - $1.25M
|
70.1K
$6.65M
|
|
Q1 2024 | |||||||
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-12.1K- 46.48% |
$1.45M - $1.6M
|
13.9K
$1.32M
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.19MNew |
$263M - $291M
|
2.19M
$208M
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-54Closed |
$6.48K - $7.16K
|
0
$0
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.23KNew |
$387K - $428K
|
3.23K
$306K
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
799+ 1.99% |
$95.9K - $106K
|
40.9K
$3.89M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-140- 3.95% |
$16.8K - $18.6K
|
3.4K
$323K
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-33- 4.38% |
$3.96K - $4.38K
|
720
$68.3K
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200+ 3.45% |
$24K - $26.5K
|
6K
$569K
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.58KNew |
$189K - $209K
|
1.58K
$149K
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
40New |
$4.8K - $5.3K
|
40
$3.8K
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-26.2K- 88.18% |
$3.14M - $3.47M
|
3.5K
$333K
|