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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.3KNew |
$24.9K - $59.3K
|
12.3K
$35.5K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
377+ 580.0% |
$765 - $1.82K
|
442
$1.28K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4+ 0.0% |
$8.12 - $19.3
|
119K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
12.7KNew |
$25.8K - $61.4K
|
12.7K
$36.7K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
9.81KNew |
$19.9K - $47.4K
|
9.81K
$28.4K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-6.99K- 99.99% |
$14.2K - $33.7K
|
1
$2.89
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
91.4KNew |
$185K - $441K
|
91.4K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-30K- 60.0% |
$60.9K - $145K
|
20K
$57.8K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-123K- 44.78% |
$250K - $596K
|
152K
$439K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
215K+ 15.77% |
$436K - $1.04M
|
1.58M
$4.55M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.1KNew |
$8.32K - $19.8K
|
4.1K
$11.8K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
10KNew |
$20.4K - $48.5K
|
10K
$29K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-25K- 25.09% |
$50.7K - $121K
|
74.6K
$216K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
34.7KNew |
$70.5K - $168K
|
34.7K
$100K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-6.53K- 17.51% |
$13.2K - $31.5K
|
30.7K
$88.9K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
BUY
|
- |
36.5K+ 67.17% |
$74.1K - $176K
|
90.9K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
83.8K+ 28.19% |
$170K - $405K
|
381K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-13.1K- 96.66% |
$26.6K - $63.3K
|
453
$1.31K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-69K- 61.34% |
$140K - $333K
|
43.5K
$126K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.3K- 30.35% |
$14.8K - $35.3K
|
16.8K
$48.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
13.3KNew |
$26.9K - $64K
|
13.3K
$38.3K
|
|
| Q4 2024 | |||||||
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
20KNew |
$20.6K - $83.8K
|
20K
$57.8K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
200New |
$206 - $838
|
200
$578
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
10.8KNew |
$11.1K - $45.2K
|
10.8K
$31.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
20.6K+ 22.89% |
$21.2K - $86.3K
|
111K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Soviero Asset Management, LP
New York, NY |
BUY
|
- |
210KNew |
$216K - $880K
|
210K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
70.8K+ 49.37% |
$72.9K - $297K
|
214K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$10.3K - $42K
|
10K
$29K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
11.2KNew |
$11.6K - $47.1K
|
11.2K
$32.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.12KNew |
$3.21K - $13.1K
|
3.12K
$9K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.1KNew |
$10.4K - $42.1K
|
10.1K
$29K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-500- 33.33% |
$515 - $2.1K
|
1K
$2.89K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34- 5.31% |
$35 - $142
|
606
$1.75K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.89KNew |
$2.97K - $12.1K
|
2.89K
$8.34K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200New |
$206 - $838
|
200
$578
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-424- 83.3% |
$437 - $1.78K
|
85
$246
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
13.7KNew |
$14.1K - $57.2K
|
13.7K
$39.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
375New |
$386 - $1.57K
|
375
$1.08K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
530New |
$546 - $2.22K
|
530
$1.53K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
500New |
$515 - $2.1K
|
500
$1.45K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
30.7KNew |
$31.6K - $129K
|
30.7K
$88.6K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
35.9KNew |
$22.2K - $44.1K
|
35.9K
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
35.9KNew |
$22.2K - $44.1K
|
35.9K
$104K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
10KNew |
$6.2K - $12.3K
|
10K
$28.9K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
59.1KNew |
$40.2K - $69.7K
|
59.1K
$171K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
20.7KNew |
$14.1K - $24.5K
|
20.7K
$60K
|
|
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
13KNew |
$8.85K - $15.4K
|
13K
$37.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-257K- 40.32% |
$175K - $304K
|
381K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
88.1KNew |
$59.9K - $104K
|
88.1K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-17K- 90.54% |
$11.6K - $20.1K
|
1.78K
$5.14K
|
|