Purchases and Sales Made in Q4 2023 in Zimmer Biomet Holdings, Inc. (ZBH)
This table provides information about the institutional ownership of Zimmer Biomet Holdings, Inc. (ZBH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
41+ 1.07% |
$4.21K - $4.99K
|
3.86K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
40+ 57.97% |
$4.11K - $4.87K
|
109
$12K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
40New |
$4.11K - $4.87K
|
40
$4.42K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
40New |
$4.11K - $4.87K
|
40
$4.42K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
37+ 41.11% |
$3.8K - $4.5K
|
127
$14K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
36+ 1.07% |
$3.7K - $4.38K
|
3.42K
$377K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
33New |
$3.39K - $4.02K
|
33
$3.65K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
30+ 0.71% |
$3.08K - $3.65K
|
4.23K
$467K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
29+ 1.09% |
$2.98K - $3.53K
|
2.7K
$298K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
28+ 9.12% |
$2.88K - $3.41K
|
335
$37K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 4.1% |
$2.77K - $3.29K
|
685
$75.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
26New |
$2.67K - $3.16K
|
26
$2.87K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
26+ 65.0% |
$2.67K - $3.16K
|
66
$7.29K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
26New |
$2.67K - $3.16K
|
26
$2.87K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
26+ 27.96% |
$2.67K - $3.16K
|
119
$13.2K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26+ 13.47% |
$2.67K - $3.16K
|
219
$24.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
25+ 28.41% |
$2.57K - $3.04K
|
113
$12.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
25+ 62.5% |
$2.57K - $3.04K
|
65
$7.18K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
24+ 3.16% |
$2.47K - $2.92K
|
783
$86.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
23+ 0.54% |
$2.36K - $2.8K
|
4.31K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
23+ 3.15% |
$2.36K - $2.8K
|
753
$83.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
22+ 2.74% |
$2.26K - $2.68K
|
825
$91.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
20+ 0.24% |
$2.05K - $2.43K
|
8.5K
$940K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
20New |
$2.05K - $2.43K
|
20
$2.21K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
20+ 0.3% |
$2.05K - $2.43K
|
6.62K
$731K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
18+ 48.65% |
$1.85K - $2.19K
|
55
$6.08K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 66.67% |
$1.64K - $1.95K
|
40
$4.42K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
15New |
$1.54K - $1.83K
|
15
$1.66K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
15New |
$1.54K - $1.83K
|
15
$1.66K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 4.44% |
$1.44K - $1.7K
|
329
$36.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12New |
$1.23K - $1.46K
|
12
$1.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
12+ 0.31% |
$1.23K - $1.46K
|
3.88K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
11+ 0.33% |
$1.13K - $1.34K
|
3.35K
$371K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11+ 0.59% |
$1.13K - $1.34K
|
1.87K
$207K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
10+ 0.19% |
$1.03K - $1.22K
|
5.39K
$596K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 4.35% |
$719 - $852
|
168
$18.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
7+ 3.13% |
$719 - $852
|
231
$25.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 40.0% |
$616 - $730
|
21
$2.32K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 8.93% |
$514 - $609
|
61
$6.74K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 0.18% |
$514 - $609
|
2.77K
$306K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 250.0% |
$514 - $609
|
7
$774
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.21% |
$514 - $609
|
2.36K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4+ 0.1% |
$411 - $487
|
3.96K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.5% |
$411 - $487
|
812
$89.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 3.85% |
$308 - $365
|
81
$8.95K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3+ 0.19% |
$308 - $365
|
1.59K
$176K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 0.95% |
$205 - $243
|
213
$23.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 1.2% |
$205 - $243
|
169
$18.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 1.28% |
$103 - $122
|
79
$8.73K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.29% |
$103 - $122
|
343
$37.9K
|