Purchases and Sales Made in Q4 2022 in Zimmer Biomet Holdings, Inc. (ZBH)
This table provides information about the institutional ownership of Zimmer Biomet Holdings, Inc. (ZBH) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
99+ 4.73% |
$10.4K - $12.7K
|
2.19K
$240K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
96New |
$10.1K - $12.3K
|
96
$10.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
95New |
$9.95K - $12.2K
|
95
$10.4K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
95+ 0.73% |
$9.95K - $12.2K
|
13.1K
$1.44M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
92New |
$9.63K - $11.8K
|
92
$10.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
92+ 4.04% |
$9.63K - $11.8K
|
2.37K
$260K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
89New |
$9.32K - $11.4K
|
89
$9.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
85+ 1.34% |
$8.9K - $10.9K
|
6.45K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
85+ 1.08% |
$8.9K - $10.9K
|
7.94K
$871K
|
|
|
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
80+ 1.56% |
$8.38K - $10.3K
|
5.22K
$573K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
80New |
$8.38K - $10.3K
|
80
$8.78K
|
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
75+ 1.02% |
$7.85K - $9.63K
|
7.43K
$815K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
75+ 4.03% |
$7.85K - $9.63K
|
1.94K
$212K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
72+ 0.44% |
$7.54K - $9.24K
|
16.5K
$1.81M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
72New |
$7.54K - $9.24K
|
72
$7.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
71+ 1014.29% |
$7.43K - $9.12K
|
78
$8.56K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
70+ 3.97% |
$7.33K - $8.99K
|
1.83K
$201K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
68+ 27.2% |
$7.12K - $8.73K
|
318
$34.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
67+ 8.55% |
$7.01K - $8.6K
|
851
$93.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
65New |
$6.81K - $8.35K
|
65
$7.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
57+ 1.16% |
$5.97K - $7.32K
|
4.99K
$548K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
56+ 1.16% |
$5.86K - $7.19K
|
4.86K
$534K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
55+ 2.06% |
$5.76K - $7.06K
|
2.73K
$299K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
53+ 0.54% |
$5.55K - $6.81K
|
9.81K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
52+ 192.59% |
$5.44K - $6.68K
|
79
$8.67K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
50New |
$5.24K - $6.42K
|
50
$5.49K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
50New |
$5.24K - $6.42K
|
50
$5.49K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
45+ 1.29% |
$4.71K - $5.78K
|
3.54K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
40New |
$4.19K - $5.14K
|
40
$4.39K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
39+ 0.79% |
$4.08K - $5.01K
|
4.98K
$546K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
38New |
$3.98K - $4.88K
|
38
$4.17K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 6.75% |
$3.98K - $4.88K
|
601
$65.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
33New |
$3.46K - $4.24K
|
33
$3.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 9.85% |
$3.35K - $4.11K
|
357
$39.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
30+ 0.05% |
$3.14K - $3.85K
|
62.5K
$6.86M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
28+ 0.63% |
$2.93K - $3.6K
|
4.49K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
26+ 0.81% |
$2.72K - $3.34K
|
3.23K
$355K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
26New |
$2.72K - $3.34K
|
26
$2.85K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
25New |
$2.62K - $3.21K
|
25
$2.74K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
24+ 2.01% |
$2.51K - $3.08K
|
1.22K
$134K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
24+ 1.25% |
$2.51K - $3.08K
|
1.94K
$213K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 1.44% |
$2.41K - $2.95K
|
1.63K
$178K
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
23+ 0.03% |
$2.41K - $2.95K
|
70.5K
$7.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
21+ 0.31% |
$2.2K - $2.7K
|
6.8K
$746K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20New |
$2.09K - $2.57K
|
20
$2.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
20+ 0.43% |
$2.09K - $2.57K
|
4.62K
$507K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
19+ 0.12% |
$1.99K - $2.44K
|
15.9K
$1.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
16+ 50.0% |
$1.68K - $2.05K
|
48
$5.27K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 2.15% |
$1.57K - $1.93K
|
712
$78.1K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 17.65% |
$1.57K - $1.93K
|
100
$11K
|