Institutional shares held 858,098
0 calls
0 puts
Total value of holdings $85.4M
$0 calls
$0 puts
# of Institutions 65


Latest Institutional Activity in CZA

Top Purchases

Q1 2025
Imc Chicago, LLC Shares Held: 25.3K ($2.52M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 7.03K ($699K)
Q1 2025
Truist Financial Corp Shares Held: 11.8K ($1.18M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 347 ($34.5K)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 32K ($3.18M)

Top Sells

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 32K ($3.19M)
Q1 2025
Rodgers & Associates, LTD Shares Held: 26.4K ($2.62M)
Q1 2025
Davis Investment Partners, LLC Shares Held: 12.9K ($1.28M)
Q1 2025
Western Wealth Management, LLC Shares Held: 2.8K ($279K)
Q1 2025
Flagship Harbor Advisors, LLC Shares Held: 2.65K ($264K)

About CZA

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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