Latest Institutional Transactions on Zim Vie Inc. (ZIMV)
This table provides information on the latest institutional transactions involving Zim Vie Inc. (ZIMV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
4New |
$36.8 - $56.5
|
4
$37
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2New |
$18.4 - $28.2
|
2
$18.5
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-5- 29.41% |
$46 - $70.6
|
12
$111
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.08KNew |
$9.96K - $15.3K
|
1.08K
$10K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4- 66.67% |
$36.8 - $56.5
|
2
$18.5
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.2KNew |
$38.6K - $59.2K
|
4.2K
$38.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-2- 22.22% |
$18.4 - $28.2
|
7
$64.8
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
1New |
$9.2 - $14.1
|
1
$9.26
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-34- 77.27% |
$313 - $480
|
10
$92.6
|
|
| Q2 2023 | |||||||
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10Closed |
$72.1 - $121
|
0
$0
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-6- 60.0% |
$43.3 - $72.8
|
4
$37
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10New |
$72.1 - $121
|
10
$92.6
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10New |
$72.1 - $121
|
10
$92.6
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2New |
$14.4 - $24.3
|
2
$18.5
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
3.61K+ 19.81% |
$26K - $43.8K
|
21.8K
$202K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15New |
$108 - $182
|
15
$139
|
|
|
Aug 14, 2023
Q2 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
33.2KNew |
$239K - $403K
|
33.2K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
27.4KNew |
$198K - $333K
|
27.4K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.01K- 94.35% |
$21.7K - $36.5K
|
180
$1.67K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-3.51K- 23.77% |
$25.3K - $42.6K
|
11.3K
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
38.6K+ 24.42% |
$278K - $469K
|
197K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
20+ 66.67% |
$144 - $243
|
50
$463
|
|
|
Aug 11, 2023
Q2 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
60KNew |
$433K - $728K
|
60K
$556K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1New |
$7.21 - $12.1
|
1
$9.26
|
|
|
Aug 10, 2023
Q2 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
24K+ 45.04% |
$173K - $291K
|
77.2K
$715K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-21- 58.33% |
$151 - $255
|
15
$139
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2New |
$14.4 - $24.3
|
2
$18.5
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-3- 27.27% |
$21.6 - $36.4
|
8
$74.1
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
19New |
$137 - $231
|
19
$176
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
92New |
$663 - $1.12K
|
92
$852
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-16- 24.24% |
$115 - $194
|
50
$463
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
618New |
$4.46K - $7.5K
|
618
$5.72K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-360- 24.41% |
$2.6K - $4.37K
|
1.12K
$10.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
29.7KNew |
$214K - $361K
|
29.7K
$275K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2New |
$14.4 - $24.3
|
2
$18.5
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
727New |
$5.24K - $8.83K
|
727
$6.73K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-63- 98.44% |
$454 - $765
|
1
$9.26
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-38- 79.17% |
$274 - $461
|
10
$92.6
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4New |
$28.8 - $48.6
|
4
$37
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1New |
$7.21 - $12.1
|
1
$9.26
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
8New |
$57.7 - $97.1
|
8
$74.1
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9New |
$64.9 - $109
|
9
$83.3
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2- 50.0% |
$14.4 - $24.3
|
2
$18.5
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-94- 48.45% |
$678 - $1.14K
|
100
$926
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4- 18.18% |
$28.8 - $48.6
|
18
$167
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-8- 26.67% |
$57.7 - $97.1
|
22
$204
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 50.0% |
$10.6 - $24
|
6
$55.6
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-894- 74.81% |
$4.75K - $10.7K
|
301
$2.79K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-130- 81.76% |
$690 - $1.56K
|
29
$269
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4New |
$21.2 - $47.9
|
4
$37
|
|