Purchases and Sales Made in Q4 2022 in Zurich Insurance Grp LTD Spons (ZURVY)
This table provides information about the institutional ownership of Zurich Insurance Grp LTD Spons (ZURVY) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6.57K+ 12.97% |
$128K - $320K
|
57.2K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
346New |
$6.73K - $16.8K
|
346
$10.3K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
81+ 100.0% |
$1.58K - $3.94K
|
162
$4.84K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-9- 0.04% |
$175 - $438
|
20.4K
$610K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-52- 26.4% |
$1.01K - $2.53K
|
145
$4.33K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-128- 0.69% |
$2.49K - $6.23K
|
18.5K
$551K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.76K- 37.04% |
$34.2K - $85.6K
|
2.99K
$89.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.79K- 24.58% |
$34.8K - $87.2K
|
5.49K
$164K
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-14.1K- 1.16% |
$275K - $687K
|
1.2M
$35.8M
|