Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Zurich Financial Services SP (ZURVY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 15    4
Total shares held : 
 218,329  
% of shares held : 
 0.01%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 -3,690  
% of shares held change : 
   -0%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
4
 3,214
 1.47%
 
Unchanged Positions :
9
 62,067
 28.43%
 
Decreased Positions :
2
-1,442
-0.66%
 
Closed Positions :
4
-5,462
-2.5%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SILVERCREST ASSET MANAGEMENT GROUP LLC 381 - 2024-03-31 95,955 $5,181,000 -145
   MITCHELL CAPITAL MANAGEMENT CO 66 - 2024-03-31 47,914 $2,598,000 26,512
   RHUMBLINE ADVISERS 1940 - 2024-03-31 33,834 $1,835,000 4,440
   SIT INVESTMENT ASSOCIATES INC 311 - 2024-03-31 32,900 $1,784,000 0
   YOUSIF CAPITAL MANAGEMENT LLC 1027 - 2024-03-31 24,956 $1,353,000 100
   CONFLUENCE INVESTMENT MANAGEMENT LLC 192 - 2024-03-31 17,462 $947,000 -953
   BP WEALTH MANAGEMENT LLC 578 - 2024-03-31 6,390 $347,000 -502
   Canopy Partners LLC 174 *New 2024-03-31 3,910 $212,000 3,910
   GAMMA Investing LLC 477 - 2024-03-31 2,772 $150,000 765
   PNC FINANCIAL SERVICES GROUP INC 2611 - 2024-03-31 1,838 $100,000 -389
   PARADIGM ASSET MANAGEMENT CO LLC/NY 271 - 2024-03-31 1,593 $86,000 0
   Main Street Group LTD 313 - 2024-03-31 450 $24,000 0
   Front Row Advisors LLC 426 - 2024-03-31 363 $20,000 363
   FTB Advisors Inc. 1594 - 2024-03-31 187 $10,000 -60
   Salomon & Ludwin LLC 596 - 2024-03-31 130 $7,000 0
   MOTCO 534 - 2024-03-31 30 $2,000 0
   DIVIDEND GROWTH ADVISORS LLC 186 *Closed 2024-03-31 0 $0 -100
   Financial Gravity Wealth Inc. 1192 *Closed 2024-03-31 0 $0 -1
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us