Institutional shares held 90.6 Million
9.6K calls
2K puts
Total value of holdings $2.06B
$218K calls
$45K puts
# of Institutions 248


Latest Institutional Activity in PZA

Top Purchases

Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 3.7M ($84.1M)
Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 693K ($15.8M)
Q1 2025
Parcion Private Wealth LLC Shares Held: 985K ($22.4M)
Q1 2025
Rochester Wealth Strategies, LLC Shares Held: 85.5K ($1.94M)
Q1 2025
Annex Advisory Services, LLC Shares Held: 785K ($17.8M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 1.62M ($36.8M)
Q1 2025
Goodman Advisory Group, LLC Shares Held: 211K ($4.8M)
Q1 2025
1900 Wealth Management LLC Shares Held: 292K ($6.64M)
Q1 2025
Allworth Financial LP Shares Held: 455K ($10.3M)
Q1 2025
Gamma Investing LLC Shares Held: 1.51K ($34.3K)

About PZA

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P - Open market or private purchase×
S - Open market or private sale×
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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×
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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