Institutional Ownership National Beverage Corp (FIZZ)
This table provides information about the institutional ownership of National Beverage Corp (FIZZ). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 23.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
32
shares
|
$1,502
0.0% of portfolio
|
Q3 2021
Reduced 20.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
30
shares
|
$1,408
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
25
shares
|
$1,173
0.0% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
23
shares
|
$1,079
0.0% of portfolio
|
Q1 2025
Added 91.67%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
22
shares
|
$1,032
0.0% of portfolio
|
Q1 2025
Reduced 38.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
18
shares
|
$844
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
18
shares
|
$844
0.0% of portfolio
|
Q3 2023
Reduced 5.26%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
16
shares
|
$751
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
12
shares
|
$563
0.0% of portfolio
|
Q4 2021
Reduced 62.5%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
10
shares
|
$469
0.0% of portfolio
|
Q1 2022
Reduced 60.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$469
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
10
shares
|
$469
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
9
shares
|
$422
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
9
shares
|
$422
0.0% of portfolio
|
Q2 2025
Added 80.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
9
shares
|
$422
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4
shares
|
$187
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
3
shares
|
$140
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
3
shares
|
$140
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2
shares
|
$93
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
2
shares
|
$93
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1
shares
|
$46
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|