Institutional Ownership Zim Vie Inc. (ZIMV)
This table provides information about the institutional ownership of Zim Vie Inc. (ZIMV). We have compiled data on the 287 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $485 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
4
shares
|
$75
0.0% of portfolio
|
Q2 2023
Reduced 60.0%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
4
shares
|
$75
0.0% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
4
shares
|
$75
0.0% of portfolio
|
Q2 2024
Reduced 99.94%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
3
shares
|
$56
0.0% of portfolio
|
Q3 2022
Reduced 93.02%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
3
shares
|
$56
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
3
shares
|
$56
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3
shares
|
$56
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
3
shares
|
$56
0.0% of portfolio
|
Q2 2025
Reduced 84.21%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
2
shares
|
$37
0.0% of portfolio
|
Q3 2023
Reduced 71.43%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
2
shares
|
$37
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
2
shares
|
$37
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
2
shares
|
$37
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2
shares
|
$37
0.0% of portfolio
|
Q2 2022
Reduced 93.94%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
2
shares
|
$37
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2
shares
|
$37
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
2
shares
|
$37
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
2
shares
|
$37
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
2
shares
|
$37
0.0% of portfolio
|
Q3 2023
Reduced 66.67%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
2
shares
|
$37
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
2
shares
|
$37
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1
shares
|
$18
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q3 2024
New holding
|