Institutional Ownership Zim Vie Inc. (ZIMV)
This table provides information about the institutional ownership of Zim Vie Inc. (ZIMV). We have compiled data on the 303 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $545 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
301
shares
|
$5,715
0.0% of portfolio
|
Q1 2023
Reduced 74.81%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
291
shares
|
$5,526
0.0% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
282
shares
|
$5,355
0.0% of portfolio
|
Q3 2025
Added 21.55%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
260
shares
|
$4,937
0.0% of portfolio
|
Q4 2023
Reduced 5.8%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
254
shares
|
$4,823
0.0% of portfolio
|
Q3 2025
Reduced 67.35%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
228
shares
|
$4,329
0.0% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
222
shares
|
$4,215
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
220
shares
|
$4,177
0.0% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
215
shares
|
$4,082
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
210
shares
|
$3,987
0.0% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
210
shares
|
$3,987
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
185
shares
|
$3,513
0.0% of portfolio
|
Q3 2025
Reduced 23.87%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
169
shares
|
$3,209
0.0% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
164
shares
|
$3,114
0.0% of portfolio
|
Q3 2025
Added 720.0%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
163
shares
|
$3,095
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
151
shares
|
$2,867
0.0% of portfolio
|
Q1 2025
Added 319.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
146
shares
|
$2,772
0.0% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
144
shares
|
$2,734
0.0% of portfolio
|
Q3 2025
Added 25.22%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
134
shares
|
$2,544
0.0% of portfolio
|
Q3 2025
Reduced 47.24%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
128
shares
|
$2,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
127
shares
|
$2,411
0.0% of portfolio
|
Q3 2022
Added 4.1%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
109
shares
|
$2,069
0.0% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
105
shares
|
$1,993
0.0% of portfolio
|
Q3 2025
Added 483.33%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
91
shares
|
$1,728
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
84
shares
|
$1,595
0.0% of portfolio
|
Q2 2025
New holding
|
|