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 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 20.0% |
$480 - $530
|
24
$2.25K
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4+ 0.08% |
$480 - $530
|
5.18K
$486K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4+ 3.36% |
$480 - $530
|
123
$11.5K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 0.91% |
$360 - $398
|
332
$31.2K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3+ 2.91% |
$360 - $398
|
106
$9.95K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3New |
$360 - $398
|
3
$282
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 100.0% |
$360 - $398
|
6
$563
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3+ 0.16% |
$360 - $398
|
1.9K
$179K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 25.0% |
$360 - $398
|
15
$1.41K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 60.0% |
$360 - $398
|
8
$751
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3+ 7.5% |
$360 - $398
|
43
$4.04K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 300.0% |
$360 - $398
|
4
$375
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 1.19% |
$240 - $265
|
170
$16K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.07% |
$240 - $265
|
2.91K
$273K
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2+ 0.0% |
$240 - $265
|
603K
$56.6M
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.17% |
$120 - $133
|
573
$53.8K
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
1+ 0.03% |
$120 - $133
|
3.02K
$283K
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.59% |
$120 - $133
|
170
$16K
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1+ 0.16% |
$120 - $133
|
611
$57.3K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.14% |
$120 - $133
|
708
$66.5K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.06% |
$120 - $133
|
1.68K
$158K
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 0.14% |
$480 - $530
|
2.76K
$259K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 6.19% |
$840 - $928
|
106
$9.95K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-8- 16.0% |
$960 - $1.06K
|
42
$3.94K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-8- 1.25% |
$960 - $1.06K
|
631
$59.2K
|
|
Apr 24, 2024
Q1 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-9- 0.44% |
$1.08K - $1.19K
|
2.02K
$190K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-9- 0.12% |
$1.08K - $1.19K
|
7.41K
$696K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-9- 14.75% |
$1.08K - $1.19K
|
52
$4.88K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 2.99% |
$1.2K - $1.33K
|
325
$30.5K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 1.46% |
$1.2K - $1.33K
|
675
$63.4K
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-11- 0.67% |
$1.32K - $1.46K
|
1.64K
$154K
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-12- 9.09% |
$1.44K - $1.59K
|
120
$11.3K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-14- 0.33% |
$1.68K - $1.86K
|
4.29K
$403K
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-15- 0.29% |
$1.8K - $1.99K
|
5.1K
$479K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16- 20.25% |
$1.92K - $2.12K
|
63
$5.91K
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-19- 6.83% |
$2.28K - $2.52K
|
259
$24.3K
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-20- 0.43% |
$2.4K - $2.65K
|
4.64K
$435K
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-20- 1.15% |
$2.4K - $2.65K
|
1.72K
$161K
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-21- 1.13% |
$2.52K - $2.78K
|
1.84K
$172K
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-22- 1.73% |
$2.64K - $2.92K
|
1.25K
$118K
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-22- 14.1% |
$2.64K - $2.92K
|
134
$12.6K
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-23- 5.02% |
$2.76K - $3.05K
|
435
$40.8K
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-23- 14.84% |
$2.76K - $3.05K
|
132
$12.4K
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-23- 0.43% |
$2.76K - $3.05K
|
5.37K
$504K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-24- 51.06% |
$2.88K - $3.18K
|
23
$2.16K
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-26- 1.15% |
$3.12K - $3.45K
|
2.24K
$210K
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-27- 1.13% |
$3.24K - $3.58K
|
2.36K
$222K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-27- 5.04% |
$3.24K - $3.58K
|
509
$47.8K
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-29- 1.35% |
$3.48K - $3.85K
|
2.12K
$199K
|