Free Trial

Zevia PBC (ZVIA) Institutional Ownership

→ A ‘DeFi Summer’ Projected! (From Crypto 101 Media) (Ad)
Free ZVIA Stock Alerts
$1.07
+0.01 (+0.94%)
(As of 05/16/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Zevia PBC (NYSE:ZVIA)

Current
Institutional Ownership
Percentage
53.21%
Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$3.23M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$952.95K
Get ZVIA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Zevia PBC stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

ZVIA Institutional Buying and Selling by Quarter

Zevia PBC Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/6/2024 Sapient Capital LLC60,900$122K0.0%N/A0.085%
2/5/2024 Anchor Capital Advisors LLC39,412$79K0.0%-84.7%0.055%
1/29/2024 Sapient Capital LLC20,300$41K0.0%N/A0.028%
11/15/2023 Kennedy Capital Management LLC645,041$1.43M0.0%+51.7%0.904%
10/27/2023 Allspring Global Investments Holdings LLC14,013$31K0.0%N/A0.020%
10/27/2023 BSW Wealth Partners153,306$340K0.1%-55.4%0.215%
10/23/2023Commonwealth Equity Services LLC45,912$102K0.0%-22.5%0.064%
8/14/2023 Silvercrest Asset Management Group LLC805,148$3.47M0.0%+16.2%1.140%
8/11/2023 Penserra Capital Management LLC30,260$130K0.0%+97.5%0.043%
8/10/2023 Bessemer Group Inc.6,330$27K0.0%N/A0.009%
8/4/2023 American International Group Inc.12,004$52K0.0%N/A0.017%
8/4/2023 Anchor Capital Advisors LLC256,757$1.11M0.0%+27.3%0.363%
7/27/2023Virtu Financial LLC32,741$141K0.0%N/A0.046%
5/25/2023 Legato Capital Management LLC34,531$133K0.0%-32.2%0.049%
5/16/2023 BSW Wealth Partners400,000$1.54M0.3%N/A0.568%
5/12/2023 Champlain Investment Partners LLC1,196,115$4.61M0.0%-1.0%1.700%
5/5/2023 Prime Capital Investment Advisors LLC144,074$555K0.0%N/A0.205%
5/4/2023 Emerald Mutual Fund Advisers Trust1,011,625$3.90M0.2%+7.1%1.438%
5/4/2023 Emerald Advisers LLC1,244,814$4.79M0.2%-0.5%1.769%
4/24/2023 Penserra Capital Management LLC15,320$58K0.0%+1,220.7%0.022%
4/14/2023Stonnington Group LLC221,460$784K0.2%-12.4%0.315%
4/12/2023 Riverwater Partners LLC41,963$162K0.1%-23.4%0.060%
2/14/2023 683 Capital Management LLC45,284$185K0.0%N/A0.066%
2/13/2023 CIBC Private Wealth Group LLC50,000$563K0.0%-25.5%0.073%
2/7/2023Commonwealth Equity Services LLC58,899$240K0.0%+9.3%0.086%
2/3/2023 Emerald Mutual Fund Advisers Trust944,277$3.86M0.2%+0.9%1.371%
2/3/2023 Emerald Advisers LLC1,250,656$5.12M0.2%+1.1%1.816%
2/1/2023 Legato Capital Management LLC50,931$208K0.0%N/A0.074%
1/25/2023 Stephens Inc. AR288,362$1.18M0.0%+2.4%0.419%
1/17/2023 Wealth Alliance Advisory Group LLC12,200$50K0.0%N/A0.018%
1/12/2023 Riverwater Partners LLC54,773$224K0.2%+185.1%0.080%
1/11/2023Stonnington Group LLC252,874$1.12M0.3%-6.6%0.367%
11/16/2022 Verus Capital Partners LLC16,350$71K0.0%N/A0.024%
11/8/2022 Riverwater Partners LLC19,211$83K0.1%N/A0.028%
11/2/2022 Stephens Inc. AR281,739$1.22M0.0%+23.4%0.411%
10/25/2022 Emerald Mutual Fund Advisers Trust936,210$4.04M0.3%+45.3%1.364%
10/25/2022 Emerald Advisers LLC1,236,936$5.34M0.3%+62.3%1.802%
10/20/2022Stonnington Group LLC270,874$991K0.3%+38.1%0.395%
8/10/2022 Kennedy Capital Management Inc.493,232$1.39M0.0%-1.8%0.734%
8/10/2022 Nwam LLC35,866$101K0.0%+14.3%0.053%
A ‘DeFi Summer’ Projected! (Ad)

Top analysts are predicting DeFi coins to see massive gains in the coming months… During this dubbed ‘DeFi Summer…’ A coin that has been called the “DeFi pioneer” is poised to shoot up 3-7x!

Just click here to learn how you can access this coin right now.
7/29/2022 Emerald Mutual Fund Advisers Trust644,365$1.81M0.1%+115.9%0.959%
7/29/2022 Emerald Advisers LLC762,211$2.14M0.1%+18.4%1.134%
7/27/2022 Paradigm Financial Partners LLC17,746$64K0.0%N/A0.026%
7/19/2022Commonwealth Equity Services LLC51,399$144K0.0%N/A0.076%
7/8/2022Stonnington Group LLC196,074$704K0.2%N/A0.292%
5/12/2022 Champlain Investment Partners LLC1,927,085$8.81M0.0%-0.8%2.890%
5/12/2022 Nwam LLC31,366$143K0.0%N/A0.047%
5/9/2022 Qube Research & Technologies Ltd12,601$58K0.0%N/A0.019%
5/4/2022 Stephens Inc. AR228,279$1.04M0.0%+2.4%0.342%
4/29/2022 Emerald Mutual Fund Advisers Trust298,396$1.36M0.1%-2.8%0.462%
4/29/2022 Emerald Advisers LLC643,707$2.94M0.1%+3.2%0.997%
4/7/2022 Diversified Trust Co10,775$49K0.0%N/A0.017%
3/7/2022 Stephens Inc. AR222,834$1.57M0.0%N/A0.345%
2/15/2022 Lakewood Capital Management LP279,477$1.97M0.1%-9.7%0.433%
2/14/2022 Squarepoint Ops LLC154,858$1.09M0.0%+3.2%0.240%
2/10/2022 Champlain Investment Partners LLC1,941,670$13.69M0.1%N/A3.007%
2/10/2022 HighTower Advisors LLC70,000$494K0.0%+250.0%0.108%
2/8/2022 Northern Trust Corp98,201$692K0.0%+6.3%0.152%
2/2/2022 New York State Common Retirement Fund4,208$30K0.0%N/A0.007%
2/2/2022 Emerald Mutual Fund Advisers Trust307,146$2.17M0.1%-33.3%0.476%
2/2/2022 Emerald Advisers LLC623,557$4.40M0.2%-3.3%0.966%
1/31/2022 Peregrine Capital Management LLC498,364$3.51M0.1%+16.0%0.772%
1/28/2022 Allspring Global Investments Holdings LLC7,526$53K0.0%N/A0.012%
12/14/2021 UBS Asset Management Americas Inc.666,087$7.67M0.0%N/A1.032%
11/16/2021 Squarepoint Ops LLC150,000$1.73M0.0%N/A0.232%
11/15/2021 Point72 Hong Kong Ltd2,788$32K0.0%N/A0.004%
11/15/2021 Cubist Systematic Strategies LLC32,389$373K0.0%N/A0.050%
11/15/2021Putnam Investments LLC1,837,415$21.15M0.0%N/A2.847%
11/15/2021 Caas Capital Management LP100,000$1.15M0.0%N/A0.155%
11/15/2021 HighTower Advisors LLC20,000$230K0.0%N/A0.031%
11/12/2021 Caisse DE Depot ET Placement DU Quebec22,022,092$241.58M0.5%N/A34.127%
11/12/2021 Macquarie Group Ltd.89,606$1.03M0.0%N/A0.139%
11/12/2021 Geode Capital Management LLC95,249$1.10M0.0%N/A0.148%
11/10/2021Levin Capital Strategies L.P.90,286$1.04M0.1%N/A0.140%
11/9/2021 Teacher Retirement System of Texas100,000$1.15M0.0%N/A0.155%
11/9/2021 BlackRock Inc.434,141$5.00M0.0%N/A0.673%
11/4/2021 Deutsche Bank AG5,903$68K0.0%N/A0.009%
11/2/2021 Peregrine Capital Management LLC429,760$4.95M0.1%N/A0.666%
10/28/2021 Emerald Mutual Fund Advisers Trust460,810$5.30M0.2%N/A0.714%
10/28/2021 Emerald Advisers LLC644,730$7.42M0.3%N/A0.999%
10/22/2021 Strs Ohio2,400$27K0.0%N/A0.004%
10/14/2021 Field & Main Bank10,000$115K0.1%N/A0.015%
(Data available from 1/1/2016 forward)

ZVIA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZVIA shares?

During the previous two years, 26 institutional investors and hedge funds held shares of Zevia PBC. The most heavily invested institutionals were Emerald Advisers LLC ($4.79M), Champlain Investment Partners LLC ($4.61M), Emerald Mutual Fund Advisers Trust ($3.90M), Silvercrest Asset Management Group LLC ($3.47M), Kennedy Capital Management LLC ($1.43M), Kennedy Capital Management Inc. ($1.39M), and Stephens Inc. AR ($1.18M).Learn more on ZVIA's institutional investors.

What percentage of Zevia PBC stock is owned by institutional investors?

53.21% of Zevia PBC stock is owned by institutional investors. Learn more on ZVIA's institutional investor holdings.

Which institutional investors have been buying Zevia PBC stock?

Of the 23 institutional investors that purchased Zevia PBC stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Emerald Mutual Fund Advisers Trust ($713.23K), Emerald Advisers LLC ($606.95K), BSW Wealth Partners ($400K), Stonnington Group LLC ($270.87K), Kennedy Capital Management LLC ($219.93K), Prime Capital Investment Advisors LLC ($144.07K), and Silvercrest Asset Management Group LLC ($112.21K).

How much institutional buying is happening at Zevia PBC?

Institutional investors have bought a total of 3,015,960 shares in the last 24 months. This purchase volume represents approximately $10.90M in transactions.

Which Zevia PBC major shareholders have been selling company stock?

Of the 10 institutional investors that sold Zevia PBC stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Anchor Capital Advisors LLC ($217.35K), BSW Wealth Partners ($190.73K), Stonnington Group LLC ($49.41K), CIBC Private Wealth Group LLC ($17.10K), Legato Capital Management LLC ($16.40K), Commonwealth Equity Services LLC ($13.30K), and Riverwater Partners LLC ($12.81K).

How much institutional selling is happening at Zevia PBC?

Institutional investors have sold a total of 544,291 shares in the last 24 months. This volume of shares sold represents approximately $1.36M in transactions.


Related Companies:
This page (NYSE:ZVIA) was last updated on 5/16/2024 by MarketBeat.com Staff

From Our Partners
Gold Set to EXPLODE!
Gold Safe Exchange
Why Is Gold On a MASSIVE rally?
Huge Alerts
The Overlooked Retirement Asset You Probably Don’t Own
Crypto 101 Media
How Biden has already won 2024
Porter & Company
Charles Payne Demystifies Options
Unstoppable Prosperity
Biden FINISHED On June 13th?
Paradigm Press
Biden Nomination CANCELED?
The Freeport Society
The #1 Crypto for AI
Weiss Ratings