Institutional shares held 93 Million
9.6K calls
2K puts
Total value of holdings $2.09B
$215K calls
$44K puts
# of Institutions 247


Latest Institutional Activity in PZA

Top Purchases

Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 3.7M ($83.1M)
Q1 2025
Annex Advisory Services, LLC Shares Held: 785K ($17.6M)
Q1 2025
Miracle Mile Advisors, LLC Shares Held: 827K ($18.6M)
Q1 2025
Stewardship Advisors, LLC Shares Held: 322K ($7.24M)
Q1 2025
Cx Institutional Shares Held: 788K ($17.7M)

Top Sells

Q1 2025
1900 Wealth Management LLC Shares Held: 292K ($6.56M)
Q1 2025
Gamma Investing LLC Shares Held: 1.51K ($33.9K)
Q1 2025
Umb Bank, N.A. Shares Held: 68.2K ($1.53M)
Q1 2025
Advisory Alpha, LLC Shares Held: 15.9K ($356K)
Q1 2025
New Square Capital LLC Shares Held: 3K ($67.4K)

About PZA

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P - Open market or private purchase×
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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×
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U - Disposition due to a tender of shares in a change of control transaction×
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