Latest Institutional Transactions on Zevia Pbc (ZVIA)
This table provides information on the latest institutional transactions involving Zevia Pbc (ZVIA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-50K- 35.71% |
$49K - $99K
|
90K
$106K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-50- 0.44% |
$49 - $99
|
11.4K
$13.4K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-107- 0.85% |
$105 - $212
|
12.5K
$14.7K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.8K+ 85.26% |
$12.5K - $25.3K
|
27.7K
$32.7K
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-15.7K- 49.08% |
$15.3K - $31K
|
16.2K
$19.2K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
143KNew |
$140K - $283K
|
143K
$169K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-8.44K- 0.83% |
$8.27K - $16.7K
|
1M
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
217+ 0.02% |
$213 - $430
|
1.21M
$1.43M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
168New |
$165 - $333
|
168
$198
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3New |
$2.94 - $5.94
|
3
$3.54
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.14K- 15.81% |
$2.1K - $4.24K
|
11.4K
$13.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.11K- 71.51% |
$2.07K - $4.18K
|
841
$992
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.8K- 38.75% |
$33.4K - $44.8K
|
31.2K
$36.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.82K- 28.52% |
$4.76K - $6.39K
|
7.06K
$8.33K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.63K+ 14.61% |
$2.75K - $3.7K
|
12.8K
$15.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
96.5KNew |
$163K - $219K
|
96.5K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$1.69 - $2.27
|
1
$1.18
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.33K- 24.22% |
$2.25K - $3.03K
|
4.17K
$4.92K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
200New |
$338 - $454
|
200
$236
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
40.6K+ 200.0% |
$68.6K - $92.2K
|
60.9K
$71.9K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1KNew |
$1.69K - $2.27K
|
1K
$1.18K
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-217K- 84.65% |
$367K - $493K
|
39.4K
$46.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.1KNew |
$17.1K - $22.9K
|
10.1K
$11.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
2KNew |
$3.38K - $4.54K
|
2K
$2.36K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
18.3KNew |
$40.6K - $81.6K
|
18.3K
$21.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$49.2K - $98.8K
|
22.2K
$26.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-400Closed |
$888 - $1.78K
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-575- 4.87% |
$1.28K - $2.56K
|
11.2K
$13.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14KNew |
$31.1K - $62.5K
|
14K
$16.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-191K- 55.44% |
$423K - $851K
|
153K
$181K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
34.2KNew |
$111K - $161K
|
34.2K
$40.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.75KNew |
$8.92K - $12.9K
|
2.75K
$3.24K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.8KNew |
$38.3K - $55.4K
|
11.8K
$13.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
10.6KNew |
$34.4K - $49.7K
|
10.6K
$12.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-27.8K- 52.57% |
$90.4K - $131K
|
25.1K
$29.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-39.6K- 65.12% |
$129K - $186K
|
21.2K
$25K
|
|
|
Aug 11, 2023
Q2 2023
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-1.84K- 0.15% |
$5.96K - $8.62K
|
1.19M
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.06KNew |
$6.69K - $9.68K
|
2.06K
$2.43K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
50KNew |
$163K - $235K
|
50K
$59K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15.8KNew |
$51.3K - $74.2K
|
15.8K
$18.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.33KNew |
$20.6K - $29.8K
|
6.33K
$7.47K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5K- 3.47% |
$16.3K - $23.5K
|
139K
$164K
|
|
| Q1 2023 | |||||||
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$37.1K - $60.3K
|
12.4K
$14.6K
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-16.4K- 32.2% |
$49.2K - $80K
|
34.5K
$40.7K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.58K+ 6.64% |
$4.73K - $7.69K
|
25.3K
$29.8K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50.3KNew |
$151K - $246K
|
50.3K
$59.4K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
237New |
$711 - $1.16K
|
237
$280
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-4.99K- 6.81% |
$15K - $24.4K
|
68.3K
$80.6K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.34K- 93.21% |
$13K - $21.2K
|
316
$373
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-31.4K- 12.42% |
$94.2K - $153K
|
221K
$261K
|
|