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Get Institutions for : 
Zurich Financial Services SP (ZURVY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SILVERCREST ASSET MANAGEMENT GROUP LLC 371 - 2023-12-31 96,100 $5,019,000 1,767
   SIT INVESTMENT ASSOCIATES INC 311 - 2023-12-31 32,900 $1,720,000 0
   RHUMBLINE ADVISERS 2041 - 2023-12-31 29,394 $1,537,000 -1,429
   YOUSIF CAPITAL MANAGEMENT LLC 1079 - 2023-12-31 24,856 $1,298,000 0
   MITCHELL CAPITAL MANAGEMENT CO 90 - 2023-12-31 21,402 $1,119,000 102
   CONFLUENCE INVESTMENT MANAGEMENT LLC 192 - 2024-03-31 17,462 $947,000 -953
   BP WEALTH MANAGEMENT LLC 569 - 2023-12-31 6,892 $360,000 1,284
   GAMMA Investing LLC 477 - 2024-03-31 2,772 $150,000 765
   PNC FINANCIAL SERVICES GROUP INC 2501 - 2023-12-31 2,227 $116,000 -13
   PARADIGM ASSET MANAGEMENT CO LLC/NY 271 - 2023-12-31 1,593 $83,000 0
   Main Street Group LTD 316 - 2023-12-31 450 $24,000 0
   FTB Advisors Inc. 1507 - 2023-12-31 247 $13,000 61
   Salomon & Ludwin LLC 550 - 2023-12-31 130 $6,000 0
   DIVIDEND GROWTH ADVISORS LLC 379 - 2023-12-31 100 $5,000 0
   MOTCO 514 - 2023-12-31 30 $2,000 0
   Cornerstone Planning Group LLC 909 *Closed 2023-12-31 0 $0 -33
   Financial Gravity Wealth Inc. 840 - 2023-12-31 1 $0 0
   SYSTM Wealth Solutions LLC 1041 *Closed 2023-12-31 0 $0 -4,346
   Russell Investments Group Ltd. 3527 *Closed 2023-12-31 0 $0 -720
   Front Row Advisors LLC 900 *Closed 2023-12-31 0 $0 -363
  20 Records found
  1    
  Page 1 of 1
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