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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.67KNew |
$174K - $214K
|
1.67K
$158K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6New |
$628 - $770
|
6
$569
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-71- 33.65% |
$7.43K - $9.12K
|
140
$13.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
462New |
$48.4K - $59.3K
|
462
$43.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
75+ 1.02% |
$7.85K - $9.63K
|
7.43K
$705K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.59K- 18.27% |
$167K - $205K
|
7.13K
$677K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.92KNew |
$201K - $246K
|
1.92K
$182K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
1.8KNew |
$188K - $231K
|
1.8K
$171K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-20- 0.64% |
$2.09K - $2.57K
|
3.1K
$294K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
1.83KNew |
$191K - $235K
|
1.83K
$173K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
160New |
$16.8K - $20.5K
|
160
$15.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
120New |
$12.6K - $15.4K
|
120
$11.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-480- 8.13% |
$50.3K - $61.6K
|
5.43K
$515K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
72New |
$7.54K - $9.24K
|
72
$6.83K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1KNew |
$105K - $128K
|
1K
$94.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
103New |
$10.8K - $13.2K
|
103
$9.77K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
5New |
$524 - $642
|
5
$475
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
92New |
$9.63K - $11.8K
|
92
$8.73K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
95New |
$9.95K - $12.2K
|
95
$9.02K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
325New |
$34K - $41.7K
|
325
$30.8K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-9Closed |
$915 - $1.07K
|
0
$0
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9New |
$915 - $1.07K
|
9
$854
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-21.8K- 73.75% |
$2.21M - $2.6M
|
7.75K
$735K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
55+ 0.66% |
$5.59K - $6.56K
|
8.38K
$795K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.17% |
$102 - $119
|
606
$57.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-40Closed |
$4.07K - $4.77K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.79% |
$102 - $119
|
57
$5.41K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
350+ 13.49% |
$35.6K - $41.7K
|
2.94K
$279K
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-202- 33.22% |
$20.5K - $24.1K
|
406
$38.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-1.95K- 7.49% |
$199K - $233K
|
24.1K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
18.8KNew |
$1.91M - $2.24M
|
18.8K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
18.4K+ 77.68% |
$1.87M - $2.2M
|
42.2K
$4M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4- 0.76% |
$407 - $477
|
521
$49.4K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.8KNew |
$285K - $334K
|
2.8K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-95KClosed |
$9.65M - $11.3M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
2.45KNew |
$249K - $292K
|
2.45K
$232K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-66.7K- 5.45% |
$6.78M - $7.95M
|
1.16M
$110M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-1.42MClosed |
$144M - $169M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cowen And Company, LLC
|
BUY
|
- |
3.63KNew |
$369K - $433K
|
3.63K
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-15.2K- 75.43% |
$1.54M - $1.81M
|
4.95K
$470K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
1KNew |
$102K - $119K
|
1K
$94.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.34K- 29.94% |
$136K - $160K
|
3.13K
$297K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
40New |
$4.07K - $4.77K
|
40
$3.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
107+ 1.34% |
$10.9K - $12.8K
|
8.07K
$766K
|
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 7.11% |
$20.3K - $23.9K
|
2.61K
$248K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-63- 79.75% |
$6.4K - $7.51K
|
16
$1.52K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
3+ 1.18% |
$305 - $358
|
258
$24.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-86.9K- 69.7% |
$8.84M - $10.4M
|
37.8K
$3.59M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-18.4K- 22.27% |
$1.87M - $2.19M
|
64.1K
$6.08M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
23.7KNew |
$2.41M - $2.83M
|
23.7K
$2.25M
|
|