Latest Institutional Transactions on Zurich Insurance Grp LTD Spons (ZURVY)
This table provides information on the latest institutional transactions involving Zurich Insurance Grp LTD Spons (ZURVY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
145+ 100.0% |
$4.08K - $8.11K
|
290
$9.16K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
450+ 100.0% |
$12.7K - $25.2K
|
900
$28.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-15.5K- 47.16% |
$437K - $868K
|
17.4K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
49.7K+ 102.77% |
$1.4M - $2.78M
|
98K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
40.6K+ 112.1% |
$1.14M - $2.27M
|
76.9K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
3.83K+ 101.06% |
$108K - $214K
|
7.62K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.85K+ 103.64% |
$52.1K - $104K
|
3.64K
$115K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
366+ 195.72% |
$10.3K - $20.5K
|
553
$17.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.49K+ 93.72% |
$42K - $83.5K
|
3.09K
$97.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
58.9K+ 91.95% |
$1.66M - $3.29M
|
123K
$3.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
21.9K+ 92.89% |
$615K - $1.22M
|
45.4K
$1.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.62K+ 175.33% |
$130K - $258K
|
7.26K
$229K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-98.9K- 50.0% |
$4.75M - $5.4M
|
98.9K
$3.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
200New |
$9.61K - $10.9K
|
200
$6.32K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.35K- 21.08% |
$64.8K - $73.6K
|
5.04K
$159K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
91New |
$4.37K - $4.97K
|
91
$2.87K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
363New |
$17.8K - $20.1K
|
363
$11.5K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-17.3K- 49.84% |
$773K - $907K
|
17.4K
$550K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$44.7 - $52.4
|
1
$31.6
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
81+ 1.9% |
$3.69K - $3.99K
|
4.35K
$137K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
488+ 210.34% |
$22.2K - $24K
|
720
$22.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
130New |
$5.92K - $6.4K
|
130
$4.11K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-42- 56.0% |
$1.91K - $2.07K
|
33
$1.04K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-32- 51.61% |
$1.46K - $1.58K
|
30
$948
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
100New |
$4.55K - $4.93K
|
100
$3.16K
|
|
| Q2 2023 | |||||||
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
17.7KNew |
$821K - $885K
|
17.7K
$559K
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
16.3K+ 1.44% |
$756K - $816K
|
1.15M
$36.3M
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-69Closed |
$1.37K - $1.62K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
14+ 25.45% |
$279 - $329
|
69
$2.18K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
712+ 19.44% |
$14.8K - $17.8K
|
4.37K
$138K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 18.97% |
$688 - $824
|
207
$6.54K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
69New |
$1.44K - $1.72K
|
69
$2.18K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
237+ 6.9% |
$4.94K - $5.92K
|
3.67K
$116K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
18.7KNew |
$390K - $467K
|
18.7K
$591K
|
|
| Q1 2022 | |||||||
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11- 40.74% |
$229 - $273
|
16
$505
|
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.22KClosed |
$46.1K - $55K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-348Closed |
$7.23K - $8.64K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-58Closed |
$1.19K - $1.31K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-136Closed |
$2.63K - $3.03K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-298Closed |
$5.76K - $6.65K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-5.23KClosed |
$101K - $117K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-5.78KClosed |
$112K - $129K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 27, 2021
Q1 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.17KClosed |
$123K - $135K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-140Closed |
$2.79K - $3.06K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 28, 2021
Q4 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-31Closed |
$513 - $657
|
0
$0
|
|
| Q3 2020 | |||||||
|
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
9.15KNew |
$158K - $178K
|
9.15K
$289K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-980Closed |
$13.9K - $17.9K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-27.3KClosed |
$372K - $611K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Heritage Wealth Advisors
|
SELL
|
- |
-90Closed |
$1.22K - $2.01K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 09, 2019
Q1 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|