Purchases and Sales Made in Q3 2023 in Zimmer Biomet Holdings, Inc. (ZBH)
This table provides information about the institutional ownership of Zimmer Biomet Holdings, Inc. (ZBH) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
97+ 3.84% |
$10.7K - $13.9K
|
2.63K
$288K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
97+ 5.04% |
$10.7K - $13.9K
|
2.02K
$222K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
93New |
$10.3K - $13.3K
|
93
$10.2K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
91+ 2.03% |
$10.1K - $13K
|
4.57K
$501K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
89+ 22.59% |
$9.86K - $12.7K
|
483
$53K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
83+ 1.88% |
$9.19K - $11.9K
|
4.49K
$493K
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
81+ 2.94% |
$8.97K - $11.6K
|
2.83K
$311K
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
75+ 2.32% |
$8.31K - $10.7K
|
3.31K
$363K
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
75+ 0.36% |
$8.31K - $10.7K
|
20.8K
$2.28M
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
73+ 1.89% |
$8.09K - $10.5K
|
3.93K
$431K
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
66+ 0.46% |
$7.31K - $9.45K
|
14.3K
$1.57M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
64New |
$7.09K - $9.16K
|
64
$7.02K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
60New |
$6.65K - $8.59K
|
60
$6.58K
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
59+ 0.85% |
$6.53K - $8.45K
|
6.97K
$764K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55+ 39.86% |
$6.09K - $7.87K
|
193
$21.2K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
54+ 11.46% |
$5.98K - $7.73K
|
525
$57.6K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
53+ 20.78% |
$5.87K - $7.59K
|
308
$33.8K
|
|
Nov 14, 2023
Q3 2023
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
53+ 0.02% |
$5.87K - $7.59K
|
285K
$31.3M
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
52+ 1.87% |
$5.76K - $7.45K
|
2.84K
$311K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
52New |
$5.76K - $7.45K
|
52
$5.71K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
50New |
$5.54K - $7.16K
|
50
$5.49K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
50New |
$5.54K - $7.16K
|
50
$5.49K
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
50+ 1.86% |
$5.54K - $7.16K
|
2.74K
$301K
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
50+ 2.42% |
$5.54K - $7.16K
|
2.12K
$233K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
49+ 4900.0% |
$5.43K - $7.02K
|
50
$5.49K
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
49+ 1.38% |
$5.43K - $7.02K
|
3.59K
$394K
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
48+ 1.04% |
$5.32K - $6.87K
|
4.68K
$513K
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
48+ 126.32% |
$5.32K - $6.87K
|
86
$9.44K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45+ 32.61% |
$4.98K - $6.44K
|
183
$20.1K
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
43+ 2.31% |
$4.76K - $6.16K
|
1.9K
$209K
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
43+ 0.45% |
$4.76K - $6.16K
|
9.54K
$1.05M
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
43+ 0.45% |
$4.76K - $6.16K
|
9.54K
$1.05M
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
40+ 3.88% |
$4.43K - $5.73K
|
1.07K
$118K
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
40+ 1.05% |
$4.43K - $5.73K
|
3.87K
$424K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
40+ 1.7% |
$4.43K - $5.73K
|
2.4K
$263K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 6.13% |
$4.21K - $5.44K
|
658
$72.2K
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
36New |
$3.99K - $5.15K
|
36
$3.95K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
32+ 1.62% |
$3.54K - $4.58K
|
2.01K
$220K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
31+ 1.01% |
$3.43K - $4.44K
|
3.1K
$340K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
30+ 0.53% |
$3.32K - $4.3K
|
5.7K
$626K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30+ 7.56% |
$3.32K - $4.3K
|
427
$46.9K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
25+ 9.88% |
$2.77K - $3.58K
|
278
$30.5K
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
25+ 0.67% |
$2.77K - $3.58K
|
3.77K
$414K
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
22+ 0.69% |
$2.44K - $3.15K
|
3.21K
$353K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
21+ 0.66% |
$2.33K - $3.01K
|
3.19K
$350K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
20New |
$2.22K - $2.86K
|
20
$2.19K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
20+ 14.18% |
$2.22K - $2.86K
|
161
$17.7K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 13.51% |
$2.22K - $2.86K
|
168
$18.4K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19+ 0.09% |
$2.1K - $2.72K
|
21.2K
$2.33M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 5.41% |
$2.1K - $2.72K
|
370
$40.6K
|