Purchases and Sales Made in Q3 2023 in Zurich Insurance Grp LTD Spons (ZURVY)
This table provides information about the institutional ownership of Zurich Insurance Grp LTD Spons (ZURVY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
14.3K+ 17.8% |
$649K - $702K
|
94.3K
$2.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.13K+ 3.82% |
$51.6K - $55.8K
|
30.8K
$920K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
488+ 210.34% |
$22.2K - $24K
|
720
$21.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
130New |
$5.92K - $6.4K
|
130
$3.88K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
100New |
$4.55K - $4.93K
|
100
$2.99K
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
81+ 1.9% |
$3.69K - $3.99K
|
4.35K
$130K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24+ 14.81% |
$1.09K - $1.18K
|
186
$5.55K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$45.5 - $49.3
|
1
$29.9
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-32- 51.61% |
$1.46K - $1.58K
|
30
$896
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-42- 56.0% |
$1.91K - $2.07K
|
33
$985
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-83- 0.39% |
$3.78K - $4.09K
|
21.3K
$636K
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-198- 1.06% |
$9.01K - $9.75K
|
18.4K
$550K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-525- 2.07% |
$23.9K - $25.9K
|
24.9K
$742K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-536- 8.72% |
$24.4K - $26.4K
|
5.61K
$167K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-617- 21.6% |
$28.1K - $30.4K
|
2.24K
$66.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.4K- 46.78% |
$63.7K - $69K
|
1.59K
$47.6K
|