Purchases and Sales Made in Q4 2023 in Zurich Insurance Grp LTD Spons (ZURVY)
This table provides information about the institutional ownership of Zurich Insurance Grp LTD Spons (ZURVY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.01KNew |
$89.7K - $105K
|
2.01K
$59.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.77K+ 1.87% |
$78.9K - $92.6K
|
96.1K
$2.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.28K+ 22.9% |
$57.4K - $67.3K
|
6.89K
$206K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
450New |
$20.1K - $23.6K
|
450
$13.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
102+ 0.48% |
$4.56K - $5.34K
|
21.4K
$639K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
61+ 32.8% |
$2.72K - $3.2K
|
247
$7.37K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$44.7 - $52.4
|
1
$29.9
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13- 0.58% |
$581 - $681
|
2.23K
$66.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.43K- 4.64% |
$63.8K - $74.9K
|
29.4K
$877K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-17.3K- 49.84% |
$773K - $907K
|
17.4K
$520K
|