Zevia PBC (ZVIA) Institutional Ownership $3.18 -0.03 (-0.93%) (As of 12/20/2024 05:31 PM ET) Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for Zevia PBC (NYSE:ZVIA)CurrentInstitutional OwnershipPercentage53.21%Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$438.63KNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$436.86K 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. Email Address Skip Chart & View Institutional Buying and Selling Data ZVIA Institutional Buying and Selling by Quarter Ad Insiders ExposedHas Trump Finally Gone Too Far?Lately, there's been a lot of buzz around a secret loophole executive insiders are using to make millions buying and selling their own stocks. It's so powerful ... so profitable ... that most people immediately assume this is just another example of Trump doing what's best for business executives. But surprisingly, this loophole has been on the books for many years and executives have been using it to make HUNDREDS of millions of dollars. And here's the good news.Register For The Webinar To Discover Zevia PBC Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/25/2024 Wilmington Savings Fund Society FSB99,624$108K0.0%N/A0.136% 11/15/2024 XTX Topco Ltd46,344$50K0.0%N/A0.064% 11/12/2024 Nwam LLC35,866$39K0.0%N/A0.049% 9/16/2024 Point72 Asia Singapore Pte. Ltd.39,030$26K0.0%N/A0.054% 8/15/2024 Point72 Asia Singapore Pte. Ltd.39,030$26K0.0%N/A0.054% 8/9/2024 Renaissance Technologies LLC69,300$47K0.0%+128.7%0.096% Get the Latest News and Ratings for ZVIA and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Zevia PBC and its competitors with MarketBeat's FREE daily newsletter. 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% 7/27/2023 Virtu 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% 1/17/2023Wealth 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% Why I'm telling friends to avoid gold stocks (Ad)Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."And if you’d like to get your hands on this, here you go, the complete breakdown.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% 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% 11/10/2021 Levin 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% 11/9/2021BlackRock 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, 27 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), Stephens Inc. AR ($1.18M), and Stonnington Group LLC ($784K).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 24 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: BSW Wealth Partners ($400K), Kennedy Capital Management LLC ($219.93K), Prime Capital Investment Advisors LLC ($144.07K), Silvercrest Asset Management Group LLC ($112.21K), Wilmington Savings Fund Society FSB ($99.62K), Sapient Capital LLC ($81.20K), and Point72 Asia Singapore Pte. Ltd. ($78.06K). How much institutional buying is happening at Zevia PBC? Institutional investors have bought a total of 1,650,271 shares in the last 24 months. This purchase volume represents approximately $5.10M in transactions. Which Zevia PBC major shareholders have been selling company stock? Of the 9 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 535,022 shares in the last 24 months. This volume of shares sold represents approximately $1.34M in transactions. 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