Purchases and Sales Made in Q1 2024 in Zimmer Biomet Holdings, Inc. (ZBH)
This table provides information about the institutional ownership of Zimmer Biomet Holdings, Inc. (ZBH) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
39+ 1.49% |
$4.68K - $5.17K
|
2.66K
$250K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
35New |
$4.2K - $4.64K
|
35
$3.29K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
32+ 39.51% |
$3.84K - $4.24K
|
113
$10.6K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
30New |
$3.6K - $3.98K
|
30
$2.82K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
26+ 1.13% |
$3.12K - $3.45K
|
2.32K
$218K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
26+ 17.93% |
$3.12K - $3.45K
|
171
$16.1K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
25+ 28.74% |
$3K - $3.32K
|
112
$10.5K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
24+ 0.59% |
$2.88K - $3.18K
|
4.06K
$381K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23+ 4.42% |
$2.76K - $3.05K
|
543
$51K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
23+ 0.62% |
$2.76K - $3.05K
|
3.75K
$352K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22+ 27.16% |
$2.64K - $2.92K
|
103
$9.67K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
22New |
$2.64K - $2.92K
|
22
$2.06K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
21+ 1050.0% |
$2.52K - $2.78K
|
23
$2.16K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
20New |
$2.4K - $2.65K
|
20
$1.88K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
20+ 0.4% |
$2.4K - $2.65K
|
5.03K
$472K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20+ 1.07% |
$2.4K - $2.65K
|
1.89K
$178K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
20+ 0.5% |
$2.4K - $2.65K
|
4.05K
$380K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
20+ 0.23% |
$2.4K - $2.65K
|
8.81K
$827K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19+ 10.61% |
$2.28K - $2.52K
|
198
$18.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
19+ 0.27% |
$2.28K - $2.52K
|
7K
$657K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
19+ 1900.0% |
$2.28K - $2.52K
|
20
$1.88K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
19+ 1.21% |
$2.28K - $2.52K
|
1.59K
$149K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
18+ 0.63% |
$2.16K - $2.39K
|
2.88K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
17+ 0.63% |
$2.04K - $2.25K
|
2.71K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
17+ 0.26% |
$2.04K - $2.25K
|
6.63K
$622K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
16+ 6.93% |
$1.92K - $2.12K
|
247
$23.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
15+ 13.64% |
$1.8K - $1.99K
|
125
$11.7K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
13+ 0.72% |
$1.56K - $1.72K
|
1.83K
$172K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
13+ 2.06% |
$1.56K - $1.72K
|
643
$60.4K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13+ 0.24% |
$1.56K - $1.72K
|
5.35K
$502K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
12+ 0.39% |
$1.44K - $1.59K
|
3.1K
$291K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12+ 3.47% |
$1.44K - $1.59K
|
358
$33.6K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
11+ 0.33% |
$1.32K - $1.46K
|
3.36K
$316K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10+ 0.23% |
$1.2K - $1.33K
|
4.4K
$413K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 0.29% |
$1.2K - $1.33K
|
3.45K
$324K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10+ 0.09% |
$1.2K - $1.33K
|
11K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 7.52% |
$1.2K - $1.33K
|
143
$13.4K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
9New |
$1.08K - $1.19K
|
9
$845
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 1.15% |
$1.08K - $1.19K
|
792
$74.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
8+ 2.52% |
$960 - $1.06K
|
325
$30.5K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
8+ 1.48% |
$960 - $1.06K
|
547
$51.3K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8+ 6.06% |
$960 - $1.06K
|
140
$13.1K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 1.11% |
$840 - $928
|
639
$60K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
7+ 0.11% |
$840 - $928
|
6.46K
$606K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
6+ 0.32% |
$720 - $796
|
1.89K
$178K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 4.14% |
$720 - $796
|
151
$14.2K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
6+ 6.0% |
$720 - $796
|
106
$9.95K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 6.33% |
$600 - $663
|
84
$7.88K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
5+ 0.21% |
$600 - $663
|
2.39K
$224K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 4.71% |
$480 - $530
|
89
$8.35K
|