Purchases and Sales Made in Q2 2025 in Zimmer Biomet Holdings, Inc. (ZBH)
This table provides information about the institutional ownership of Zimmer Biomet Holdings, Inc. (ZBH) during Q2 2025. 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 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15+ 5.05% |
$1.35K - $1.69K
|
312
$32.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15+ 2.04% |
$1.35K - $1.69K
|
752
$79K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.32% |
$1.26K - $1.58K
|
4.33K
$455K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
13+ 0.32% |
$1.17K - $1.46K
|
4.13K
$434K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12New |
$1.08K - $1.35K
|
12
$1.26K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 46.15% |
$1.08K - $1.35K
|
38
$3.99K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
10+ 13.51% |
$902 - $1.13K
|
84
$8.82K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 4.24% |
$631 - $789
|
172
$18.1K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7+ 0.02% |
$631 - $789
|
29.6K
$3.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7+ 1.12% |
$631 - $789
|
630
$66.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
6+ 0.27% |
$541 - $676
|
2.2K
$231K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6+ 0.26% |
$541 - $676
|
2.32K
$243K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6+ 0.63% |
$541 - $676
|
964
$101K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
6+ 0.25% |
$541 - $676
|
2.4K
$252K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
6+ 120.0% |
$541 - $676
|
11
$1.16K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 5.0% |
$451 - $563
|
105
$11K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 71.43% |
$451 - $563
|
12
$1.26K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 57.14% |
$361 - $451
|
11
$1.16K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 100.0% |
$271 - $338
|
6
$630
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
2+ 28.57% |
$180 - $225
|
9
$945
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 50.0% |
$180 - $225
|
6
$630
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2+ 5.71% |
$180 - $225
|
37
$3.89K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1+ 0.06% |
$90.2 - $113
|
1.75K
$184K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.04% |
$90.2 - $113
|
2.36K
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.46% |
$90.2 - $113
|
219
$23K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 50.0% |
$90.2 - $113
|
3
$315
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1New |
$90.2 - $113
|
1
$105
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 0.97% |
$90.2 - $113
|
104
$10.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.53% |
$90.2 - $113
|
191
$20.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1- 2.33% |
$90.2 - $113
|
42
$4.41K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$90.2 - $113
|
8.36K
$878K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1- 0.04% |
$90.2 - $113
|
2.38K
$250K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1- 0.01% |
$90.2 - $113
|
13.4K
$1.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2- 1.92% |
$180 - $225
|
102
$10.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-4Closed |
$361 - $451
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 4.0% |
$451 - $563
|
120
$12.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 0.13% |
$541 - $676
|
4.64K
$487K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-6- 0.89% |
$541 - $676
|
671
$70.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-7- 21.88% |
$631 - $789
|
25
$2.63K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 12.7% |
$722 - $901
|
55
$5.78K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 47.06% |
$722 - $901
|
9
$945
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-10- 50.0% |
$902 - $1.13K
|
10
$1.05K
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-10- 0.37% |
$902 - $1.13K
|
2.67K
$280K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11- 5.61% |
$992 - $1.24K
|
185
$19.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-11- 36.67% |
$992 - $1.24K
|
19
$2K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-11- 10.28% |
$992 - $1.24K
|
96
$10.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-12Closed |
$1.08K - $1.35K
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-13- 6.47% |
$1.17K - $1.46K
|
188
$19.7K
|