Purchases and Sales Made in Q3 2024 in Zurn Water Solutions Corp (ZWS)
This table provides information about the institutional ownership of Zurn Water Solutions Corp (ZWS) during Q3 2024. The information is specifically focused on institutions that hold shares of Zurn Water Solutions Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45+ 75.0% |
$1.29K - $1.62K
|
105
$3.94K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
38+ 57.58% |
$1.09K - $1.37K
|
104
$3.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20New |
$572 - $719
|
20
$750
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
18+ 6.82% |
$515 - $647
|
282
$10.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13+ 0.06% |
$372 - $467
|
22.6K
$845K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12New |
$343 - $431
|
12
$450
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10New |
$286 - $359
|
10
$375
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10New |
$286 - $359
|
10
$375
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$114 - $144
|
4
$150
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.3% |
$85.8 - $108
|
1.01K
$37.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 33.33% |
$57.2 - $71.9
|
8
$300
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.03% |
$28.6 - $35.9
|
3.29K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-7- 0.02% |
$200 - $252
|
36.3K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-15- 1.04% |
$429 - $539
|
1.43K
$53.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 5.35% |
$572 - $719
|
354
$13.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-53- 6.34% |
$1.52K - $1.9K
|
783
$29.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-59- 14.29% |
$1.69K - $2.12K
|
354
$13.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-70- 53.85% |
$2K - $2.52K
|
60
$2.25K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-79- 23.3% |
$2.26K - $2.84K
|
260
$9.74K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-80- 5.65% |
$2.29K - $2.88K
|
1.34K
$50.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-101- 1.96% |
$2.89K - $3.63K
|
5.06K
$190K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-105- 0.91% |
$3K - $3.77K
|
11.5K
$431K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-107- 1.43% |
$3.06K - $3.85K
|
7.4K
$277K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-131- 0.21% |
$3.75K - $4.71K
|
62.6K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-178- 1.34% |
$5.09K - $6.4K
|
13.1K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-192- 1.62% |
$5.49K - $6.9K
|
11.6K
$436K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-212- 3.69% |
$6.07K - $7.62K
|
5.53K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-220- 0.28% |
$6.29K - $7.91K
|
77.2K
$2.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-235- 2.5% |
$6.72K - $8.45K
|
9.17K
$344K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-251- 1.7% |
$7.18K - $9.02K
|
14.5K
$543K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-294- 6.12% |
$8.41K - $10.6K
|
4.51K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-338- 4.27% |
$9.67K - $12.1K
|
7.58K
$284K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-467- 0.57% |
$13.4K - $16.8K
|
81.9K
$3.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-530- 1.27% |
$15.2K - $19K
|
41.1K
$1.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-588- 7.2% |
$16.8K - $21.1K
|
7.58K
$284K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-607- 7.88% |
$17.4K - $21.8K
|
7.09K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-672- 0.76% |
$19.2K - $24.2K
|
87.3K
$3.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-731- 33.81% |
$20.9K - $26.3K
|
1.43K
$53.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-754- 1.01% |
$21.6K - $27.1K
|
74.3K
$2.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-757- 0.09% |
$21.7K - $27.2K
|
844K
$31.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-789- 2.07% |
$22.6K - $28.4K
|
37.3K
$1.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-824- 4.82% |
$23.6K - $29.6K
|
16.3K
$610K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-827- 25.38% |
$23.7K - $29.7K
|
2.43K
$91.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-928- 1.31% |
$26.6K - $33.4K
|
69.7K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-947- 2.27% |
$27.1K - $34K
|
40.8K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-954- 1.07% |
$27.3K - $34.3K
|
88.2K
$3.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-971- 4.12% |
$27.8K - $34.9K
|
22.6K
$848K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-979- 1.43% |
$28K - $35.2K
|
67.5K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1K- 13.67% |
$28.6K - $35.9K
|
6.31K
$237K
|