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Zevia PBC (ZVIA) Institutional Ownership

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$0.84
-0.06 (-6.67%)
(As of 04/23/2024 ET)
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Institutional Ownership Changes (13F Filings) for Zevia PBC (NYSE:ZVIA)

Current
Institutional Ownership
Percentage
53.21%
Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$4.10M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.02M
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ZVIA Institutional Buying and Selling by Quarter

Zevia PBC Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/6/2024Sapient Capital LLC60,900$122K0.0%N/A0.085%
2/5/2024Anchor Capital Advisors LLC39,412$79K0.0%-84.7%0.055%
1/29/2024Sapient Capital LLC20,300$41K0.0%N/A0.028%
11/15/2023Kennedy Capital Management LLC645,041$1.43M0.0%+51.7%0.904%
10/27/2023Allspring Global Investments Holdings LLC14,013$31K0.0%N/A0.020%
10/27/2023BSW Wealth Partners153,306$340K0.1%-55.4%0.215%
10/23/2023Commonwealth Equity Services LLC45,912$102K0.0%-22.5%0.064%
8/14/2023Silvercrest Asset Management Group LLC805,148$3.47M0.0%+16.2%1.140%
8/11/2023Penserra Capital Management LLC30,260$130K0.0%+97.5%0.043%
8/10/2023Bessemer Group Inc.6,330$27K0.0%N/A0.009%
8/4/2023American International Group Inc.12,004$52K0.0%N/A0.017%
8/4/2023Anchor Capital Advisors LLC256,757$1.11M0.0%+27.3%0.363%
7/27/2023Virtu Financial LLC32,741$141K0.0%N/A0.046%
5/25/2023Legato Capital Management LLC34,531$133K0.0%-32.2%0.049%
5/16/2023BSW Wealth Partners400,000$1.54M0.3%N/A0.568%
5/12/2023Champlain Investment Partners LLC1,196,115$4.61M0.0%-1.0%1.700%
5/5/2023Prime Capital Investment Advisors LLC144,074$555K0.0%N/A0.205%
5/4/2023Emerald Mutual Fund Advisers Trust1,011,625$3.90M0.2%+7.1%1.438%
5/4/2023Emerald Advisers LLC1,244,814$4.79M0.2%-0.5%1.769%
4/24/2023Penserra Capital Management LLC15,320$58K0.0%+1,220.7%0.022%
4/14/2023Stonnington Group LLC221,460$784K0.2%-12.4%0.315%
4/12/2023Riverwater Partners LLC41,963$162K0.1%-23.4%0.060%
2/14/2023683 Capital Management LLC45,284$185K0.0%N/A0.066%
2/13/2023CIBC Private Wealth Group LLC50,000$563K0.0%-25.5%0.073%
2/7/2023Commonwealth Equity Services LLC58,899$240K0.0%+9.3%0.086%
2/3/2023Emerald Mutual Fund Advisers Trust944,277$3.86M0.2%+0.9%1.371%
2/3/2023Emerald Advisers LLC1,250,656$5.12M0.2%+1.1%1.816%
2/1/2023Legato Capital Management LLC50,931$208K0.0%N/A0.074%
1/25/2023Stephens Inc. AR288,362$1.18M0.0%+2.4%0.419%
1/17/2023Wealth Alliance Advisory Group LLC12,200$50K0.0%N/A0.018%
1/12/2023Riverwater Partners LLC54,773$224K0.2%+185.1%0.080%
1/11/2023Stonnington Group LLC252,874$1.12M0.3%-6.6%0.367%
11/16/2022Verus Capital Partners LLC16,350$71K0.0%N/A0.024%
11/8/2022Riverwater Partners LLC19,211$83K0.1%N/A0.028%
11/2/2022Stephens Inc. AR281,739$1.22M0.0%+23.4%0.411%
10/25/2022Emerald Mutual Fund Advisers Trust936,210$4.04M0.3%+45.3%1.364%
10/25/2022Emerald Advisers LLC1,236,936$5.34M0.3%+62.3%1.802%
10/20/2022Stonnington Group LLC270,874$991K0.3%+38.1%0.395%
8/10/2022Kennedy Capital Management Inc.493,232$1.39M0.0%-1.8%0.734%
8/10/2022Nwam LLC35,866$101K0.0%+14.3%0.053%
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7/29/2022Emerald Mutual Fund Advisers Trust644,365$1.81M0.1%+115.9%0.959%
7/29/2022Emerald Advisers LLC762,211$2.14M0.1%+18.4%1.134%
7/27/2022Paradigm Financial Partners LLC17,746$64K0.0%N/A0.026%
7/19/2022Commonwealth Equity Services LLC51,399$144K0.0%N/A0.076%
7/8/2022Stonnington Group LLC196,074$704K0.2%N/A0.292%
5/12/2022Champlain Investment Partners LLC1,927,085$8.81M0.0%-0.8%2.890%
5/12/2022Nwam LLC31,366$143K0.0%N/A0.047%
5/9/2022Qube Research & Technologies Ltd12,601$58K0.0%N/A0.019%
5/4/2022Stephens Inc. AR228,279$1.04M0.0%+2.4%0.342%
4/29/2022Emerald Mutual Fund Advisers Trust298,396$1.36M0.1%-2.8%0.462%
4/29/2022Emerald Advisers LLC643,707$2.94M0.1%+3.2%0.997%
4/7/2022Diversified Trust Co10,775$49K0.0%N/A0.017%
3/7/2022Stephens Inc. AR222,834$1.57M0.0%N/A0.345%
2/15/2022Lakewood Capital Management LP279,477$1.97M0.1%-9.7%0.433%
2/14/2022Squarepoint Ops LLC154,858$1.09M0.0%+3.2%0.240%
2/10/2022Champlain Investment Partners LLC1,941,670$13.69M0.1%N/A3.007%
2/10/2022HighTower Advisors LLC70,000$494K0.0%+250.0%0.108%
2/8/2022Northern Trust Corp98,201$692K0.0%+6.3%0.152%
2/2/2022New York State Common Retirement Fund4,208$30K0.0%N/A0.007%
2/2/2022Emerald Mutual Fund Advisers Trust307,146$2.17M0.1%-33.3%0.476%
2/2/2022Emerald Advisers LLC623,557$4.40M0.2%-3.3%0.966%
1/31/2022Peregrine Capital Management LLC498,364$3.51M0.1%+16.0%0.772%
1/28/2022Allspring Global Investments Holdings LLC7,526$53K0.0%N/A0.012%
12/14/2021UBS Asset Management Americas Inc.666,087$7.67M0.0%N/A1.032%
11/16/2021Squarepoint Ops LLC150,000$1.73M0.0%N/A0.232%
11/15/2021Point72 Hong Kong Ltd2,788$32K0.0%N/A0.004%
11/15/2021Cubist Systematic Strategies LLC32,389$373K0.0%N/A0.050%
11/15/2021Putnam Investments LLC1,837,415$21.15M0.0%N/A2.847%
11/15/2021Caas Capital Management LP100,000$1.15M0.0%N/A0.155%
11/15/2021HighTower Advisors LLC20,000$230K0.0%N/A0.031%
11/12/2021Caisse DE Depot ET Placement DU Quebec22,022,092$241.58M0.5%N/A34.127%
11/12/2021Macquarie Group Ltd.89,606$1.03M0.0%N/A0.139%
11/12/2021Geode Capital Management LLC95,249$1.10M0.0%N/A0.148%
11/10/2021Levin Capital Strategies L.P.90,286$1.04M0.1%N/A0.140%
11/9/2021Teacher Retirement System of Texas100,000$1.15M0.0%N/A0.155%
11/9/2021BlackRock Inc.434,141$5.00M0.0%N/A0.673%
11/4/2021Deutsche Bank AG5,903$68K0.0%N/A0.009%
11/2/2021Peregrine Capital Management LLC429,760$4.95M0.1%N/A0.666%
10/28/2021Emerald Mutual Fund Advisers Trust460,810$5.30M0.2%N/A0.714%
10/28/2021Emerald Advisers LLC644,730$7.42M0.3%N/A0.999%
10/22/2021Strs Ohio2,400$27K0.0%N/A0.004%
10/14/2021Field & Main Bank10,000$115K0.1%N/A0.015%
(Data available from 1/1/2016 forward)

ZVIA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZVIA shares?

During the previous two years, 27 institutional investors and hedge funds held shares of Zevia PBC. The most heavily invested institutionals were Emerald Advisers LLC ($4.79M), Champlain Investment Partners LLC ($4.61M), Emerald Mutual Fund Advisers Trust ($3.90M), Silvercrest Asset Management Group LLC ($3.47M), Kennedy Capital Management LLC ($1.43M), Kennedy Capital Management Inc. ($1.39M), and Stephens Inc. AR ($1.18M).Learn more on ZVIA's institutional investors.

What percentage of Zevia PBC stock is owned by institutional investors?

53.21% of Zevia PBC stock is owned by institutional investors. Learn more on ZVIA's institutional investor holdings.

Which institutional investors have been buying Zevia PBC stock?

Of the 24 institutional investors that purchased Zevia PBC stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Emerald Mutual Fund Advisers Trust ($713.23K), Emerald Advisers LLC ($627.10K), BSW Wealth Partners ($400K), Stonnington Group LLC ($270.87K), Kennedy Capital Management LLC ($219.93K), Prime Capital Investment Advisors LLC ($144.07K), and Silvercrest Asset Management Group LLC ($112.21K).

How much institutional buying is happening at Zevia PBC?

Institutional investors have bought a total of 3,085,522 shares in the last 24 months. This purchase volume represents approximately $11.22M in transactions.

Which Zevia PBC major shareholders have been selling company stock?

Of the 11 institutional investors that sold Zevia PBC stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Anchor Capital Advisors LLC ($217.35K), BSW Wealth Partners ($190.73K), Stonnington Group LLC ($49.41K), Champlain Investment Partners LLC ($26.67K), CIBC Private Wealth Group LLC ($17.10K), Legato Capital Management LLC ($16.40K), and Commonwealth Equity Services LLC ($13.30K).

How much institutional selling is happening at Zevia PBC?

Institutional investors have sold a total of 567,626 shares in the last 24 months. This volume of shares sold represents approximately $1.47M in transactions.


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This page (NYSE:ZVIA) was last updated on 4/24/2024 by MarketBeat.com Staff

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