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 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
43+ 1.56% |
$5.44K - $6.26K
|
2.8K
$307K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
41+ 29.29% |
$5.18K - $5.97K
|
181
$19.9K
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
40+ 0.76% |
$5.06K - $5.82K
|
5.33K
$585K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
40New |
$5.06K - $5.82K
|
40
$4.39K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
40New |
$5.06K - $5.82K
|
40
$4.39K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
40New |
$5.06K - $5.82K
|
40
$4.39K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
40+ 16.0% |
$5.06K - $5.82K
|
290
$31.8K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
39+ 12.7% |
$4.93K - $5.68K
|
346
$38K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
38+ 2.05% |
$4.8K - $5.53K
|
1.89K
$207K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
38New |
$4.8K - $5.53K
|
38
$4.17K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
35+ 1.35% |
$4.43K - $5.1K
|
2.63K
$288K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
35+ 1.01% |
$4.43K - $5.1K
|
3.49K
$383K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
34+ 0.04% |
$4.3K - $4.95K
|
97K
$10.6M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
32+ 1.13% |
$4.05K - $4.66K
|
2.86K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
31+ 1.4% |
$3.92K - $4.51K
|
2.25K
$247K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
30+ 0.36% |
$3.79K - $4.37K
|
8.37K
$919K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
27New |
$3.41K - $3.93K
|
27
$2.96K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
26+ 1.15% |
$3.29K - $3.79K
|
2.29K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
25+ 1.34% |
$3.16K - $3.64K
|
1.9K
$208K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
21+ 6.44% |
$2.66K - $3.06K
|
347
$38.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20+ 0.1% |
$2.53K - $2.91K
|
19.5K
$2.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
20+ 0.76% |
$2.53K - $2.91K
|
2.66K
$292K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20New |
$2.53K - $2.91K
|
20
$2.19K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
20+ 0.27% |
$2.53K - $2.91K
|
7.49K
$821K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
19+ 1.06% |
$2.4K - $2.77K
|
1.81K
$198K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18New |
$2.28K - $2.62K
|
18
$1.97K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17+ 0.24% |
$2.15K - $2.48K
|
7.14K
$783K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17+ 13.18% |
$2.15K - $2.48K
|
146
$16K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
16+ 0.48% |
$2.02K - $2.33K
|
3.37K
$370K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15+ 0.28% |
$1.9K - $2.18K
|
5.4K
$592K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 2.35% |
$1.9K - $2.18K
|
654
$71.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14+ 0.16% |
$1.77K - $2.04K
|
8.84K
$970K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
14+ 3.68% |
$1.77K - $2.04K
|
394
$43.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
14+ 0.15% |
$1.77K - $2.04K
|
9.5K
$1.04M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
14+ 0.15% |
$1.77K - $2.04K
|
9.5K
$1.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 58.33% |
$1.77K - $2.04K
|
38
$4.17K
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
13+ 0.01% |
$1.64K - $1.89K
|
176K
$19.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
13+ 0.55% |
$1.64K - $1.89K
|
2.37K
$260K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12New |
$1.52K - $1.75K
|
12
$1.32K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 1.7% |
$1.39K - $1.6K
|
657
$72.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
11+ 0.25% |
$1.39K - $1.6K
|
4.36K
$479K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11New |
$1.39K - $1.6K
|
11
$1.21K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10+ 1.54% |
$1.26K - $1.46K
|
659
$72.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 17.86% |
$1.26K - $1.46K
|
66
$7.24K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 0.36% |
$1.14K - $1.31K
|
2.52K
$276K
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
9+ 0.45% |
$1.14K - $1.31K
|
1.99K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
8+ 0.33% |
$1.01K - $1.16K
|
2.4K
$263K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 2.61% |
$1.01K - $1.16K
|
314
$34.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 2.47% |
$1.01K - $1.16K
|
332
$36.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 0.56% |
$885 - $1.02K
|
1.26K
$138K
|