Purchases and Sales Made in Q1 2025 in National Beverage Corp (FIZZ)
This table provides information about the institutional ownership of National Beverage Corp (FIZZ) during Q1 2025. The information is specifically focused on institutions that hold shares of NATIONAL BEVERAGE CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
30+ 30.3% |
$1.17K - $1.31K
|
129
$5.68K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
27+ 0.42% |
$1.05K - $1.18K
|
6.53K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21+ 30.0% |
$818 - $917
|
91
$4.01K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
16New |
$623 - $699
|
16
$705
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
13New |
$506 - $568
|
13
$573
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
11+ 22.0% |
$428 - $480
|
61
$2.69K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11+ 91.67% |
$428 - $480
|
23
$1.01K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.06% |
$390 - $437
|
16.3K
$719K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 50.0% |
$390 - $437
|
30
$1.32K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
10+ 11.9% |
$390 - $437
|
94
$4.14K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$390 - $437
|
10
$441
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9New |
$351 - $393
|
9
$397
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
9New |
$351 - $393
|
9
$397
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
9+ 0.1% |
$351 - $393
|
8.88K
$391K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 175.0% |
$273 - $306
|
11
$485
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$117 - $131
|
3
$132
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$77.9 - $87.4
|
2
$88.1
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 8.7% |
$77.9 - $87.4
|
25
$1.1K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 50.0% |
$39 - $43.7
|
3
$132
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 25.0% |
$39 - $43.7
|
5
$220
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 7.69% |
$39 - $43.7
|
14
$617
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$39 - $43.7
|
1
$44.1
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 16.67% |
$77.9 - $87.4
|
10
$441
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3- 8.33% |
$117 - $131
|
33
$1.45K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-14- 38.89% |
$545 - $612
|
22
$969
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-17- 1.13% |
$662 - $743
|
1.48K
$65.3K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-19- 26.76% |
$740 - $830
|
52
$2.29K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-27- 24.11% |
$1.05K - $1.18K
|
85
$3.75K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-37- 10.39% |
$1.44K - $1.62K
|
319
$14.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-39- 16.39% |
$1.52K - $1.7K
|
199
$8.77K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-44- 1.18% |
$1.71K - $1.92K
|
3.7K
$163K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-66- 14.8% |
$2.57K - $2.88K
|
380
$16.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-69- 1.07% |
$2.69K - $3.01K
|
6.4K
$282K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-72- 1.06% |
$2.8K - $3.14K
|
6.71K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-85- 18.36% |
$3.31K - $3.71K
|
378
$16.7K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-164- 1.15% |
$6.39K - $7.16K
|
14.1K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-168- 0.87% |
$6.54K - $7.34K
|
19.1K
$841K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-181- 2.64% |
$7.05K - $7.91K
|
6.69K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-194- 3.43% |
$7.56K - $8.47K
|
5.46K
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 3.62% |
$7.79K - $8.74K
|
5.33K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-234- 0.81% |
$9.11K - $10.2K
|
28.6K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-257- 1.8% |
$10K - $11.2K
|
14.1K
$619K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-292- 13.41% |
$11.4K - $12.8K
|
1.89K
$83.1K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 2.65% |
$11.7K - $13.1K
|
11K
$485K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-313- 2.36% |
$12.2K - $13.7K
|
13K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-323- 0.09% |
$12.6K - $14.1K
|
343K
$15.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-330- 8.45% |
$12.9K - $14.4K
|
3.58K
$158K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-345- 6.09% |
$13.4K - $15.1K
|
5.32K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-370- 11.67% |
$14.4K - $16.2K
|
2.8K
$123K
|