Purchases and Sales Made in Q1 2023 in Zurich Insurance Grp LTD Spons (ZURVY)
This table provides information about the institutional ownership of Zurich Insurance Grp LTD Spons (ZURVY) during Q1 2023. The information is specifically focused on institutions that hold shares of ZURICH INSURANCE GRP LTD SPONS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
708+ 12.89% |
$30.6K - $35.1K
|
6.2K
$180K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
346+ 2035.29% |
$15K - $17.2K
|
363
$10.5K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
141+ 0.76% |
$6.1K - $7K
|
18.6K
$541K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
100+ 0.4% |
$4.33K - $4.96K
|
25.2K
$733K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
48New |
$2.08K - $2.38K
|
48
$1.39K
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
34+ 0.17% |
$1.47K - $1.69K
|
20.5K
$595K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
11New |
$476 - $546
|
11
$320
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-50- 1.22% |
$2.16K - $2.48K
|
4.05K
$118K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-179- 5.99% |
$7.74K - $8.88K
|
2.81K
$81.7K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-367- 95.57% |
$15.9K - $18.2K
|
17
$494
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-665- 1.16% |
$28.8K - $33K
|
56.5K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-64.9K- 5.42% |
$2.81M - $3.22M
|
1.13M
$32.9M
|