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 |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
147
shares
|
$6,900
0.0% of portfolio
|
Q1 2025
Added 36.11%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
133
shares
|
$6,243
0.0% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
127
shares
|
$5,961
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
125
shares
|
$5,867
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
116
shares
|
$5,445
0.0% of portfolio
|
Q4 2023
Reduced 10.77%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
112
shares
|
$5,257
0.0% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
96
shares
|
$4,506
0.0% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
94
shares
|
$4,412
0.0% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
91
shares
|
$4,271
0.0% of portfolio
|
Q1 2025
Added 30.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
90
shares
|
$4,224
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
80
shares
|
$3,755
0.0% of portfolio
|
Q1 2021
Added 100.0%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
78
shares
|
$3,661
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
61
shares
|
$2,863
0.0% of portfolio
|
Q1 2025
Added 22.0%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
54
shares
|
$2,534
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
52
shares
|
$2,440
0.0% of portfolio
|
Q1 2025
Reduced 26.76%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
52
shares
|
$2,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
51
shares
|
$2,393
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
48
shares
|
$2,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
48
shares
|
$2,253
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
46
shares
|
$2,159
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
42
shares
|
$1,971
0.0% of portfolio
|
Q2 2024
Reduced 20.75%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
42
shares
|
$1,971
0.0% of portfolio
|
Q3 2024
Reduced 26.32%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
38
shares
|
$1,783
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
34
shares
|
$1,595
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
33
shares
|
$1,549
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|