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 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.94KNew |
$245K - $283K
|
1.94K
$180K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12New |
$1.52K - $1.75K
|
12
$1.11K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-600- 20.53% |
$75.9K - $87.4K
|
2.32K
$215K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.17KNew |
$274K - $315K
|
2.17K
$201K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-21- 4.03% |
$2.66K - $3.06K
|
500
$46.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.27K+ 27.62% |
$287K - $330K
|
10.5K
$971K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
19+ 1.06% |
$2.4K - $2.77K
|
1.81K
$167K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.5KNew |
$189K - $218K
|
1.5K
$138K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.39KNew |
$176K - $203K
|
1.39K
$129K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-24- 54.55% |
$3.03K - $3.49K
|
20
$1.85K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.34KNew |
$422K - $486K
|
3.34K
$309K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
597+ 26.13% |
$75.5K - $86.9K
|
2.88K
$267K
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-782- 34.62% |
$98.9K - $114K
|
1.48K
$137K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.42KNew |
$180K - $207K
|
1.42K
$132K
|
|
|
Aug 02, 2023
Q2 2023
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
676+ 3.22% |
$85.5K - $98.4K
|
21.7K
$2.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1.45KNew |
$183K - $211K
|
1.45K
$134K
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
550+ 11.57% |
$69.5K - $80.1K
|
5.3K
$491K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.59K- 15.29% |
$201K - $232K
|
8.82K
$817K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
270New |
$34.1K - $39.3K
|
270
$25K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
92New |
$11.6K - $13.4K
|
92
$8.52K
|
|
|
Jul 27, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
1.37KNew |
$173K - $200K
|
1.37K
$127K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.49KNew |
$189K - $217K
|
1.49K
$138K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-300- 14.78% |
$37.9K - $43.7K
|
1.73K
$160K
|
|
|
Jul 26, 2023
Q2 2023
|
Grace & White Inc
|
BUY
|
- |
5K+ 200.0% |
$632K - $728K
|
7.5K
$695K
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.49KNew |
$188K - $217K
|
1.49K
$138K
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
BUY
|
- |
12.4KNew |
$1.56M - $1.8M
|
12.4K
$1.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
40New |
$5.06K - $5.82K
|
40
$3.71K
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 33.54% |
$201K - $232K
|
3.16K
$292K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
101KNew |
$12.8M - $14.7M
|
101K
$9.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-101- 3.01% |
$12.8K - $14.7K
|
3.25K
$301K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
1.42KNew |
$180K - $207K
|
1.42K
$132K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
200+ 153.85% |
$25.3K - $29.1K
|
330
$30.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
57+ 1.23% |
$7.21K - $8.3K
|
4.7K
$435K
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
463+ 7.35% |
$58.5K - $67.4K
|
6.76K
$626K
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-30.9K- 18.26% |
$3.9M - $4.5M
|
138K
$12.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18New |
$2.28K - $2.62K
|
18
$1.67K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-838- 14.8% |
$106K - $122K
|
4.82K
$447K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11New |
$1.39K - $1.6K
|
11
$1.02K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.49KNew |
$188K - $216K
|
1.49K
$138K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.51KNew |
$191K - $220K
|
1.51K
$140K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-7- 0.38% |
$885 - $1.02K
|
1.81K
$168K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.43KNew |
$181K - $208K
|
1.43K
$132K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.44KNew |
$182K - $209K
|
1.44K
$133K
|
|
|
Jul 14, 2023
Q2 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.05KNew |
$132K - $152K
|
1.05K
$97K
|
|
|
Jul 13, 2023
Q2 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-2K- 35.56% |
$253K - $291K
|
3.63K
$336K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.66KNew |
$210K - $242K
|
1.66K
$154K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-45- 52.94% |
$5.69K - $6.55K
|
40
$3.71K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
1.55KNew |
$195K - $225K
|
1.55K
$143K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.39KNew |
$175K - $202K
|
1.39K
$128K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
17.4KNew |
$2.12M - $2.28M
|
17.4K
$1.61M
|
|