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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 381 - 2024-03-31 95,955 $5,181,000 -145
   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
   PNC FINANCIAL SERVICES GROUP INC 2611 - 2024-03-31 1,838 $100,000 -389
   FTB Advisors Inc. 1594 - 2024-03-31 187 $10,000 -60

  5 Records found
  1    
  Page 1 of 1
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