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 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.34% |
$103 - $122
|
291
$32.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1New |
$103 - $122
|
1
$111
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.47% |
$103 - $122
|
216
$23.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.97% |
$103 - $122
|
104
$11.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 50.0% |
$103 - $122
|
1
$111
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2- 0.1% |
$205 - $243
|
1.97K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2- 0.08% |
$205 - $243
|
2.66K
$294K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.36% |
$411 - $487
|
1.11K
$122K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 2.19% |
$411 - $487
|
179
$19.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4- 0.08% |
$411 - $487
|
5.05K
$558K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-5- 1.61% |
$514 - $609
|
305
$33.7K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-5- 9.09% |
$514 - $609
|
50
$5.53K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-6- 18.18% |
$616 - $730
|
27
$2.98K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6- 19.35% |
$616 - $730
|
25
$2.76K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 5.23% |
$822 - $974
|
145
$16K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-8- 1.22% |
$822 - $974
|
650
$71.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-8- 0.38% |
$822 - $974
|
2.08K
$229K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-9- 2.91% |
$924 - $1.1K
|
300
$33.2K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-9- 1.54% |
$924 - $1.1K
|
574
$63.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-10- 0.08% |
$1.03K - $1.22K
|
13K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-10- 3.15% |
$1.03K - $1.22K
|
307
$33.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 1.86% |
$1.03K - $1.22K
|
527
$58.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-12- 0.32% |
$1.23K - $1.46K
|
3.76K
$416K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-13- 0.22% |
$1.34K - $1.58K
|
5.79K
$639K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-13- 0.19% |
$1.34K - $1.58K
|
6.87K
$760K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-15- 0.53% |
$1.54K - $1.83K
|
2.8K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-15- 0.29% |
$1.54K - $1.83K
|
5.16K
$570K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 8.93% |
$1.54K - $1.83K
|
153
$16.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-16- 34.78% |
$1.64K - $1.95K
|
30
$3.32K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-21- 91.3% |
$2.16K - $2.56K
|
2
$221
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-21- 24.42% |
$2.16K - $2.56K
|
65
$7.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-25- 0.4% |
$2.57K - $3.04K
|
6.24K
$690K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-25- 1.3% |
$2.57K - $3.04K
|
1.9K
$210K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-25- 13.09% |
$2.57K - $3.04K
|
166
$18.3K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-28- 0.09% |
$2.88K - $3.41K
|
32.7K
$3.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-29- 0.07% |
$2.98K - $3.53K
|
43.2K
$4.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-30- 0.72% |
$3.08K - $3.65K
|
4.14K
$457K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-30- 22.56% |
$3.08K - $3.65K
|
103
$11.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-32- 1.39% |
$3.29K - $3.89K
|
2.27K
$251K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-32- 5.63% |
$3.29K - $3.89K
|
536
$59.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-33- 0.16% |
$3.39K - $4.02K
|
20.7K
$2.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-36- 4.76% |
$3.7K - $4.38K
|
720
$79.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-36- 19.89% |
$3.7K - $4.38K
|
145
$16K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-39- 1.63% |
$4.01K - $4.75K
|
2.36K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-40- 0.94% |
$4.11K - $4.87K
|
4.19K
$463K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-40- 6.22% |
$4.11K - $4.87K
|
603
$66.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-44- 1.25% |
$4.52K - $5.35K
|
3.49K
$386K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-45- 0.78% |
$4.62K - $5.48K
|
5.7K
$630K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-49- 1.3% |
$5.03K - $5.96K
|
3.72K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-49- 98.0% |
$5.03K - $5.96K
|
1
$111
|