Institutional shares held 779,663
0 calls
0 puts
Total value of holdings $82.7M
$0 calls
$0 puts
# of Institutions 64


Latest Institutional Activity in CZA

Top Purchases

Q2 2025
Wells Fargo & Company Shares Held: 37.9K ($4.02M)
Q2 2025
Raymond James Financial Inc Shares Held: 19.6K ($2.08M)
Q2 2025
Goldman Sachs Group Inc Shares Held: 25.3K ($2.68M)
Q2 2025
Captrust Financial Advisors Shares Held: 3.2K ($340K)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 3.14K ($333K)

Top Sells

Q2 2025
Morgan Stanley Shares Held: 134K ($14.2M)
Q2 2025
Lpl Financial LLC Shares Held: 121K ($12.8M)
Q2 2025
Ep Wealth Advisors, LLC Shares Held: 12.2K ($1.29M)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 29.5K ($3.13M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 81.2K ($8.61M)

About CZA

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