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 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-152- 33.55% |
$307 - $553
|
301
$753
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
228KNew |
$461K - $830K
|
228K
$570K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.08KNew |
$2.18K - $3.92K
|
1.08K
$2.7K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
90New |
$182 - $328
|
90
$225
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
97.8KNew |
$198K - $356K
|
97.8K
$244K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.95K+ 28.65% |
$20.1K - $36.2K
|
44.7K
$112K
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
13KNew |
$26.3K - $47.3K
|
13K
$32.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
145KNew |
$293K - $528K
|
145K
$363K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
150New |
$303 - $546
|
150
$375
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-79.4K- 79.86% |
$161K - $383K
|
20K
$50K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
17.9KNew |
$36.4K - $86.5K
|
17.9K
$44.8K
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
12KNew |
$24.3K - $57.8K
|
12K
$29.9K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
367New |
$745 - $1.77K
|
367
$918
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
478New |
$970 - $2.31K
|
478
$1.2K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
33.9KNew |
$68.9K - $164K
|
33.9K
$84.8K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
790New |
$1.6K - $3.82K
|
790
$1.98K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
22KNew |
$44.7K - $106K
|
22K
$55K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
35.9KNew |
$72.8K - $173K
|
35.9K
$89.7K
|
|
|
May 15, 2025
Q1 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
200K+ 20.0% |
$406K - $966K
|
1.2M
$3M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-14.7K- 68.31% |
$29.8K - $70.9K
|
6.81K
$17K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.03K- 6.41% |
$2.08K - $4.95K
|
15K
$37.4K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-850- 6.51% |
$1.73K - $4.11K
|
12.2K
$30.5K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.1KNew |
$65.3K - $155K
|
32.1K
$80.4K
|
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
30KNew |
$60.9K - $145K
|
30K
$75K
|
|
|
May 14, 2025
Q1 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
12.1KNew |
$24.5K - $58.3K
|
12.1K
$30.2K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.56KNew |
$11.3K - $26.8K
|
5.56K
$13.9K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
44.1KNew |
$89.6K - $213K
|
44.1K
$110K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
8.39KNew |
$17K - $40.5K
|
8.39K
$21K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
12.7KNew |
$25.8K - $61.4K
|
12.7K
$31.8K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
9.81KNew |
$19.9K - $47.4K
|
9.81K
$24.5K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-30K- 60.0% |
$60.9K - $145K
|
20K
$50K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-25K- 25.09% |
$50.7K - $121K
|
74.6K
$187K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
10KNew |
$20.4K - $48.5K
|
10K
$25.1K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.1KNew |
$8.32K - $19.8K
|
4.1K
$10.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
13.3KNew |
$26.9K - $64K
|
13.3K
$33.1K
|
|
| Q4 2024 | |||||||
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
20KNew |
$20.6K - $83.8K
|
20K
$50K
|
|
|
Feb 14, 2025
Q4 2024
|
Soviero Asset Management, LP
New York, NY |
BUY
|
- |
210KNew |
$216K - $880K
|
210K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$10.3K - $42K
|
10K
$25.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
20.6K+ 22.89% |
$21.2K - $86.3K
|
111K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
10.8KNew |
$11.1K - $45.2K
|
10.8K
$27K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.89KNew |
$2.97K - $12.1K
|
2.89K
$7.21K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200New |
$206 - $838
|
200
$500
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
13.7KNew |
$14.1K - $57.2K
|
13.7K
$34.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
375New |
$386 - $1.57K
|
375
$938
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
500New |
$515 - $2.1K
|
500
$1.25K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
30.7KNew |
$31.6K - $129K
|
30.7K
$76.7K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
35.9KNew |
$22.2K - $44.1K
|
35.9K
$89.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
35.9KNew |
$22.2K - $44.1K
|
35.9K
$89.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
10KNew |
$6.2K - $12.3K
|
10K
$25K
|
|
| Q2 2024 | |||||||
|
Oct 08, 2025
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-28.3K- 99.26% |
$19.2K - $33.4K
|
212
$530
|
|