Purchases and Sales Made in Q1 2023 in Zimmer Biomet Holdings, Inc. (ZBH)
This table provides information about the institutional ownership of Zimmer Biomet Holdings, Inc. (ZBH) during Q1 2023. The information is specifically focused on institutions that hold shares of ZIMMER BIOMET HOLDINGS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
22+ 1.13% |
$2.68K - $2.88K
|
1.97K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
21+ 91.3% |
$2.56K - $2.75K
|
44
$4.54K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
20+ 0.46% |
$2.44K - $2.62K
|
4.4K
$453K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20New |
$2.44K - $2.62K
|
20
$2.06K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
20+ 3.33% |
$2.44K - $2.62K
|
620
$63.9K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20New |
$2.44K - $2.62K
|
20
$2.06K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
19+ 0.29% |
$2.32K - $2.49K
|
6.6K
$680K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19+ 51.35% |
$2.32K - $2.49K
|
56
$5.78K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
19+ 0.8% |
$2.32K - $2.49K
|
2.39K
$247K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 3.0% |
$2.19K - $2.36K
|
619
$63.8K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
18New |
$2.19K - $2.36K
|
18
$1.86K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18+ 0.22% |
$2.19K - $2.36K
|
8.19K
$845K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
16+ 0.93% |
$1.95K - $2.1K
|
1.74K
$179K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
15New |
$1.83K - $1.96K
|
15
$1.55K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 18.99% |
$1.83K - $1.96K
|
94
$9.69K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14+ 0.76% |
$1.71K - $1.83K
|
1.85K
$191K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
13+ 4.71% |
$1.58K - $1.7K
|
289
$29.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
13+ 0.55% |
$1.58K - $1.7K
|
2.37K
$244K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
13+ 3.23% |
$1.58K - $1.7K
|
416
$42.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
10+ 0.31% |
$1.22K - $1.31K
|
3.24K
$334K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
8New |
$975 - $1.05K
|
8
$825
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 6.11% |
$975 - $1.05K
|
139
$14.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.28% |
$853 - $917
|
2.52K
$260K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7+ 0.17% |
$853 - $917
|
4.14K
$427K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 1.27% |
$731 - $786
|
478
$49.3K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 2.0% |
$731 - $786
|
306
$31.6K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.2% |
$610 - $655
|
2.48K
$255K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 3.88% |
$488 - $524
|
107
$11K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
4+ 0.18% |
$488 - $524
|
2.2K
$226K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4New |
$488 - $524
|
4
$413
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4New |
$488 - $524
|
4
$413
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.93% |
$366 - $393
|
324
$33.4K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.42% |
$366 - $393
|
719
$74.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 0.51% |
$366 - $393
|
591
$60.9K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
2+ 6.25% |
$244 - $262
|
34
$3.51K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2+ 0.04% |
$244 - $262
|
5.71K
$589K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
2+ 0.09% |
$244 - $262
|
2.15K
$221K
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2+ 0.07% |
$244 - $262
|
2.78K
$287K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 5.26% |
$122 - $131
|
20
$2.06K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$122 - $131
|
1
$103
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 12.5% |
$122 - $131
|
9
$928
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$122 - $131
|
3
$309
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.61% |
$122 - $131
|
165
$17K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.47% |
$122 - $131
|
215
$22.2K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.05% |
$122 - $131
|
1.98K
$204K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.02% |
$122 - $131
|
4.64K
$479K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.22% |
$122 - $131
|
459
$47.3K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.17% |
$122 - $131
|
583
$60.1K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1- 0.06% |
$122 - $131
|
1.75K
$180K
|