Institutional shares held 141,748
0 calls
0 puts
Total value of holdings $14.5M
$0 calls
$0 puts
# of Institutions 37


Latest Institutional Activity in PYZ

Top Purchases

Q3 2025
Mason Investment Advisory Services, Inc. Shares Held: 1.93K ($197K)
Q3 2025
Jones Financial Companies Lllp Shares Held: 50 ($5.11K)
Q3 2025
Octavia Wealth Advisors, LLC Shares Held: 2.97K ($304K)
Q3 2025
Maltin Wealth Management, Inc. Shares Held: 5.37K ($548K)
Q3 2025
Trueblood Wealth Management, LLC Shares Held: 4.14K ($422K)

Top Sells

Q3 2025
Lpl Financial LLC Shares Held: 13.9K ($1.42M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 2.67K ($272K)
Q3 2025
Mai Capital Management Shares Held: 9.73K ($993K)
Q3 2025
Pacific Sun Financial Corp Shares Held: 3.71K ($379K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 7.94K ($811K)

About PYZ

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