Latest Institutional Transactions on Zevia Pbc (ZVIA)
This table provides information on the latest institutional transactions involving Zevia Pbc (ZVIA) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
13KNew |
$8.85K - $15.4K
|
13K
$45.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.41K- 84.87% |
$5.72K - $9.92K
|
1.5K
$5.21K
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
3.39KNew |
$2.31K - $4K
|
3.39K
$11.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.2M- 75.56% |
$813K - $1.41M
|
387K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-57K- 74.01% |
$38.8K - $67.3K
|
20K
$69.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.4KNew |
$20.7K - $35.9K
|
30.4K
$106K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
55.5K+ 1254.78% |
$37.7K - $65.5K
|
59.9K
$208K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-418- 3.35% |
$284 - $493
|
12.1K
$41.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.28KNew |
$868 - $1.51K
|
1.28K
$4.43K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
890New |
$605 - $1.05K
|
890
$3.09K
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
10.5KNew |
$7.16K - $12.4K
|
10.5K
$36.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$13.6 - $23.6
|
20
$69.4
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-22K- 94.5% |
$14.9K - $25.9K
|
1.28K
$4.44K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-21.7K- 99.03% |
$14.8K - $25.6K
|
212
$736
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
766New |
$521 - $904
|
766
$2.66K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
395+ 9875.0% |
$269 - $466
|
399
$1.38K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
512+ 595.35% |
$502 - $1.01K
|
598
$2.08K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-2.62K- 16.26% |
$2.56K - $5.18K
|
13.5K
$46.8K
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-50K- 35.71% |
$49K - $99K
|
90K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-50- 0.44% |
$49 - $99
|
11.4K
$39.5K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-107- 0.85% |
$105 - $212
|
12.5K
$43.3K
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-15.7K- 49.08% |
$15.3K - $31K
|
16.2K
$56.3K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
143KNew |
$140K - $283K
|
143K
$496K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-8.44K- 0.83% |
$8.27K - $16.7K
|
1M
$3.48M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
168New |
$165 - $333
|
168
$583
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3New |
$2.94 - $5.94
|
3
$10.4
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.14K- 15.81% |
$2.1K - $4.24K
|
11.4K
$39.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.11K- 71.51% |
$2.07K - $4.18K
|
841
$2.92K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
96.5KNew |
$163K - $219K
|
96.5K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$1.69 - $2.27
|
1
$3.47
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.63K+ 14.61% |
$2.75K - $3.7K
|
12.8K
$44.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.82K- 28.52% |
$4.76K - $6.39K
|
7.06K
$24.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.8K- 38.75% |
$33.4K - $44.8K
|
31.2K
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.33K- 24.22% |
$2.25K - $3.03K
|
4.17K
$14.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
200New |
$338 - $454
|
200
$694
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
40.6K+ 200.0% |
$68.6K - $92.2K
|
60.9K
$211K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1KNew |
$1.69K - $2.27K
|
1K
$3.47K
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-217K- 84.65% |
$367K - $493K
|
39.4K
$137K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
2KNew |
$3.38K - $4.54K
|
2K
$6.94K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.1KNew |
$17.1K - $22.9K
|
10.1K
$35K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
18.3KNew |
$40.6K - $81.6K
|
18.3K
$63.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$49.2K - $98.8K
|
22.2K
$76.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-400Closed |
$888 - $1.78K
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-575- 4.87% |
$1.28K - $2.56K
|
11.2K
$39K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-191K- 55.44% |
$423K - $851K
|
153K
$532K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14KNew |
$31.1K - $62.5K
|
14K
$48.6K
|
|
| Q2 2023 | |||||||
|
Feb 07, 2025
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
10.6KNew |
$34.4K - $49.7K
|
10.6K
$36.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-27.8K- 52.57% |
$90.4K - $131K
|
25.1K
$87.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
34.2KNew |
$111K - $161K
|
34.2K
$119K
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.75KNew |
$8.92K - $12.9K
|
2.75K
$9.53K
|
|