Institutional shares held 809,432
0 calls
0 puts
Total value of holdings $86M
$0 calls
$0 puts
# of Institutions 62


Latest Institutional Activity in CZA

Top Purchases

Q2 2025
Farther Finance Advisors, LLC Shares Held: 3.14K ($334K)
Q2 2025
Truist Financial Corp Shares Held: 14.4K ($1.54M)
Q2 2025
Axxcess Wealth Management, LLC Shares Held: 5.87K ($623K)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 539 ($57.3K)
Q2 2025
Flagship Harbor Advisors, LLC Shares Held: 2.66K ($282K)

Top Sells

Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 29.5K ($3.13M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 81.2K ($8.63M)
Q2 2025
Harbour Investments, Inc. Shares Held: 292 ($31K)
Q2 2025
Davis Investment Partners, LLC Shares Held: 12.1K ($1.28M)
Q2 2025
Rodgers & Associates, LTD Shares Held: 25.6K ($2.72M)

About CZA

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