Purchases and Sales Made in Q2 2023 in Zimmer Biomet Holdings, Inc. (ZBH)
This table provides information about the institutional ownership of Zimmer Biomet Holdings, Inc. (ZBH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
158+ 37.98% |
$20K - $23K
|
574
$59.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
153+ 4.99% |
$19.3K - $22.3K
|
3.22K
$332K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
150+ 2.11% |
$19K - $21.8K
|
7.27K
$750K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
144+ 1.48% |
$18.2K - $21K
|
9.84K
$1.01M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
141+ 67.14% |
$17.8K - $20.5K
|
351
$36.2K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
141+ 67.14% |
$17.8K - $20.5K
|
351
$36.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
132+ 6.47% |
$16.7K - $19.2K
|
2.17K
$224K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
130+ 5.08% |
$16.4K - $18.9K
|
2.69K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
126+ 4.41% |
$15.9K - $18.3K
|
2.99K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
121+ 2.23% |
$15.3K - $17.6K
|
5.54K
$572K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
120+ 923.08% |
$15.2K - $17.5K
|
133
$13.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
113+ 5.81% |
$14.3K - $16.5K
|
2.06K
$212K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
109+ 375.86% |
$13.8K - $15.9K
|
138
$14.2K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
107New |
$13.5K - $15.6K
|
107
$11K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
106+ 14.93% |
$13.4K - $15.4K
|
816
$84.2K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
103New |
$13K - $15K
|
103
$10.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$12.6K - $14.6K
|
100
$10.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
100+ 1.97% |
$12.6K - $14.6K
|
5.18K
$534K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
96+ 0.45% |
$12.1K - $14K
|
21.5K
$2.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
95+ 220.93% |
$12K - $13.8K
|
138
$14.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
95+ 0.37% |
$12K - $13.8K
|
25.6K
$2.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
92New |
$11.6K - $13.4K
|
92
$9.49K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
91+ 0.97% |
$11.5K - $13.2K
|
9.48K
$977K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
90New |
$11.4K - $13.1K
|
90
$9.28K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
88+ 0.96% |
$11.1K - $12.8K
|
9.21K
$950K
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
87+ 0.84% |
$11K - $12.7K
|
10.5K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
85+ 5.67% |
$10.7K - $12.4K
|
1.58K
$163K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
85+ 5.67% |
$10.7K - $12.4K
|
1.58K
$163K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
85+ 944.44% |
$10.7K - $12.4K
|
94
$9.69K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
84+ 1.53% |
$10.6K - $12.2K
|
5.56K
$574K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
83+ 8.12% |
$10.5K - $12.1K
|
1.11K
$114K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
80+ 3.31% |
$10.1K - $11.6K
|
2.5K
$257K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
80+ 4.03% |
$10.1K - $11.6K
|
2.06K
$213K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
77+ 3.56% |
$9.74K - $11.2K
|
2.24K
$231K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
75+ 3.78% |
$9.48K - $10.9K
|
2.06K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
71+ 0.63% |
$8.98K - $10.3K
|
11.3K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
70+ 1.17% |
$8.85K - $10.2K
|
6.05K
$624K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
70New |
$8.85K - $10.2K
|
70
$7.22K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
70New |
$8.85K - $10.2K
|
70
$7.22K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
65+ 2.78% |
$8.22K - $9.46K
|
2.4K
$247K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
64+ 1.77% |
$8.09K - $9.32K
|
3.68K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
62+ 110.71% |
$7.84K - $9.03K
|
118
$12.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
60+ 1.9% |
$7.59K - $8.74K
|
3.22K
$332K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
58+ 0.85% |
$7.33K - $8.44K
|
6.91K
$712K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
58+ 45.67% |
$7.33K - $8.44K
|
185
$19.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
57+ 1.23% |
$7.21K - $8.3K
|
4.7K
$485K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
52+ 3.0% |
$6.57K - $7.57K
|
1.79K
$184K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
50+ 250.0% |
$6.32K - $7.28K
|
70
$7.22K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
43+ 34.96% |
$5.44K - $6.26K
|
166
$17.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43+ 0.81% |
$5.44K - $6.26K
|
5.37K
$554K
|