Latest Institutional Transactions on Lonza Group Ag Zuerich Unspons (LZAGY)
This table provides information on the latest institutional transactions involving Lonza Group Ag Zuerich Unspons (LZAGY) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
400New |
$21.5K - $26.7K
|
400
$23.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.05K+ 7.78% |
$56.5K - $70.2K
|
14.6K
$859K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-8.31K- 14.54% |
$447K - $555K
|
48.8K
$2.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32- 8.0% |
$1.72K - $2.14K
|
368
$21.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
114+ 0.09% |
$6.14K - $7.62K
|
125K
$7.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
SELL
|
- |
-1.08K- 0.98% |
$58K - $72K
|
108K
$6.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Henry James International Management Inc.
|
SELL
|
- |
-25- 0.34% |
$1.35K - $1.67K
|
7.38K
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
11+ 100.0% |
$592 - $735
|
22
$1.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
46New |
$2.48K - $3.07K
|
46
$2.71K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
645+ 58.42% |
$34.7K - $43.1K
|
1.75K
$103K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
57+ 0.71% |
$3.02K - $3.5K
|
8.11K
$478K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
590New |
$31.2K - $36.3K
|
590
$34.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
21New |
$1.11K - $1.29K
|
21
$1.24K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$322 - $479
|
8
$472
|
|
| Q4 2023 | |||||||
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
200New |
$6.9K - $9.58K
|
200
$11.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-488- 68.44% |
$16.8K - $23.4K
|
225
$13.3K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-335- 91.78% |
$11.6K - $16K
|
30
$1.77K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
61New |
$2.1K - $2.92K
|
61
$3.6K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
15+ 35.71% |
$686 - $964
|
57
$3.36K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
29.8KNew |
$1.37M - $1.92M
|
29.8K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
325+ 5.34% |
$14.9K - $20.9K
|
6.41K
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
12+ 0.84% |
$549 - $771
|
1.44K
$84.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-43.4K- 35.73% |
$1.99M - $2.79M
|
78.1K
$4.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-139- 10.46% |
$6.36K - $8.93K
|
1.19K
$70.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-80- 1.07% |
$3.66K - $5.14K
|
7.43K
$438K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-18- 35.29% |
$1.05K - $1.18K
|
33
$1.95K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
120+ 0.4% |
$6.97K - $7.9K
|
30K
$1.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-882- 0.36% |
$51.3K - $58K
|
241K
$14.2M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.18K- 10.21% |
$68.5K - $77.5K
|
10.4K
$612K
|
|
| Q1 2023 | |||||||
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
39New |
$1.93K - $2.38K
|
39
$2.3K
|
|
| Q3 2022 | |||||||
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
364New |
$16.1K - $22.4K
|
364
$21.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-108- 33.44% |
$4.77K - $6.65K
|
215
$12.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
75New |
$3.31K - $4.62K
|
75
$4.43K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.15K+ 14.72% |
$158K - $231K
|
24.6K
$1.45M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
500New |
$25K - $36.6K
|
500
$29.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-30Closed |
$1.5K - $2.19K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.32KClosed |
$166K - $243K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-22- 3.05% |
$1.1K - $1.61K
|
700
$41.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-122- 0.98% |
$6.11K - $8.93K
|
12.3K
$728K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
12.2KNew |
$612K - $895K
|
12.2K
$722K
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
SELL
|
- |
-3.68KClosed |
$184K - $269K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-71Closed |
$4.46K - $5.82K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-45Closed |
$2.83K - $3.69K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.85KClosed |
$435K - $495K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-104- 5.91% |
$7.74K - $8.8K
|
1.66K
$97.8K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.22KClosed |
$300K - $361K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-126Closed |
$8.95K - $10.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-20.3KClosed |
$1.15M - $1.5M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-4.19MClosed |
$252M - $288M
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Canton Hathaway, LLC
|
SELL
|
- |
-3.08KClosed |
$185K - $211K
|
0
$0
|
|