Purchases and Sales Made in Q2 2024 in Zurich Insurance Grp LTD Spons (ZURVY)
This table provides information about the institutional ownership of Zurich Insurance Grp LTD Spons (ZURVY) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
102K+ 106.04% |
$4.89M - $5.56M
|
198K
$5.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
BUY
|
- |
64KNew |
$3.08M - $3.5M
|
64K
$1.91M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.42K+ 7.14% |
$116K - $132K
|
36.3K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
418+ 0.87% |
$20.1K - $22.8K
|
48.3K
$1.44M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
295+ 1.69% |
$14.2K - $16.1K
|
17.8K
$530K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
200New |
$9.61K - $10.9K
|
200
$5.97K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
145New |
$6.97K - $7.92K
|
145
$4.33K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
91New |
$4.37K - $4.97K
|
91
$2.72K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-52- 2.83% |
$2.5K - $2.84K
|
1.79K
$53.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-120- 3.07% |
$5.77K - $6.56K
|
3.79K
$113K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-137- 4.94% |
$6.59K - $7.49K
|
2.64K
$78.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.35K- 21.08% |
$64.8K - $73.6K
|
5.04K
$151K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.43K- 5.73% |
$68.7K - $78.1K
|
23.5K
$702K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-98.9K- 50.0% |
$4.75M - $5.4M
|
98.9K
$2.95M
|