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Funds Holding PYZ

On this page, we present all of the funds holding PYZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PYZ, with a link to that fund's top holdings. The next columns indicate the amount of PYZ stock held by each of the funds holding PYZ, followed by the PYZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 42 funds holding PYZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding PYZ), click the fund name in the "Holder" column of the funds-holding-PYZ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley55,670$4,763 12/31/2023
     PYZ55,670$4,763 12/31/2023
LPL Financial LLC31,409$2,687 12/31/2023
     PYZ31,409$2,687 12/31/2023
Truist Financial Corp26,804$2,293 12/31/2023
     PYZ26,804$2,293 12/31/2023
Advisor Group Holdings Inc.17,326$1,482 12/31/2023
     PYZ17,326$1,482 12/31/2023
Wells Fargo & Company MN17,091$1,462 12/31/2023
     PYZ17,091$1,462 12/31/2023
Janney Montgomery Scott LLC15,414$1,319 12/31/2023
     PYZ15,414$1,319 12/31/2023
Ameriprise Financial Inc.12,758$1,091 12/31/2023
     PYZ12,758$1,091 12/31/2023
IMC Chicago LLC11,416$1,061 03/31/2024
     PYZ11,416$1,061 03/31/2024
Envestnet Asset Management Inc.11,949$1,022 12/31/2023
     PYZ11,949$1,022 12/31/2023
Concentric Wealth Management LLC10,300$881 12/31/2023
     PYZ10,300$881 12/31/2023
Avantax Advisory Services Inc.10,166$870 12/31/2023
     PYZ10,166$870 12/31/2023
Citadel Advisors LLC8,949$766 12/31/2023
     PYZ8,949$766 12/31/2023
Goldman Sachs Group Inc.8,684$743 12/31/2023
     PYZ8,684$743 12/31/2023
Cambridge Investment Research Advisors Inc.8,142$697 12/31/2023
     PYZ8,142$697 12/31/2023
Commonwealth Equity Services LLC7,599$650 12/31/2023
     PYZ7,599$650 12/31/2023
Tower Research Capital LLC TRC 7,262$621 12/31/2023
     PYZ7,262$621 12/31/2023
UBS Group AG6,503$556 12/31/2023
     PYZ6,503$556 12/31/2023
Flow Traders U.S. LLC6,348$543 12/31/2023
     PYZ6,348$543 12/31/2023
Maltin Wealth Management Inc.5,034$468 03/31/2024
     PYZ5,034$468 03/31/2024
Royal Bank of Canada5,205$446 12/31/2023
     PYZ5,205$446 12/31/2023
Two Sigma Investments LP5,000$428 12/31/2023
     PYZ5,000$428 12/31/2023
Pacific Sun Financial Corp4,600$394 12/31/2023
     PYZ4,600$394 12/31/2023
Susquehanna International Group LLP4,575$391 12/31/2023
     PYZ4,575$391 12/31/2023
SignalPoint Asset Management LLC3,339$310 03/31/2024
     PYZ3,339$310 03/31/2024
Octavia Wealth Advisors LLC3,087$287 03/31/2024
     PYZ3,087$287 03/31/2024
Cetera Advisor Networks LLC2,459$210 12/31/2023
     PYZ2,459$210 12/31/2023
Cetera Investment Advisers2,412$206 12/31/2023
     PYZ2,412$206 12/31/2023
Raymond James & Associates2,379$204 12/31/2023
     PYZ2,379$204 12/31/2023
Transamerica Financial Advisors Inc.2,214$190 12/31/2023
     PYZ2,214$190 12/31/2023
Horizon Bancorp Inc. IN726$67 03/31/2024
     PYZ726$67 03/31/2024
Laurel Wealth Advisors LLC716$61 12/31/2023
     PYZ716$61 12/31/2023
Fifth Third Bancorp568$49 12/31/2023
     PYZ568$49 12/31/2023
Advisory Services Network LLC394$34 12/31/2023
     PYZ394$34 12/31/2023
Bellevue Asset Management LLC377$32 12/31/2023
     PYZ377$32 12/31/2023
GPS Wealth Strategies Group LLC304$26 12/31/2023
     PYZ304$26 12/31/2023
EPG Wealth Management LLC313$25 12/31/2023
     PYZ313$25 12/31/2023
Householder Group Estate & Retirement Specialist LLC252$21 12/31/2023
     PYZ252$21 12/31/2023
Allworth Financial LP82$7 12/31/2023
     PYZ82$7 12/31/2023
MTM Investment Management LLC87$7 12/31/2023
     PYZ87$7 12/31/2023
DB Wealth Management Group LLC67$6 12/31/2023
     PYZ67$6 12/31/2023
FMR LLC25$2 12/31/2023
     PYZ25$2 12/31/2023
Register Financial Advisors LLC7$1 03/31/2024
     PYZ7$1 03/31/2024
Proequities Inc.0$0 12/31/2023
     PYZ0$0 12/31/2023

See Summary: Institutional Holders of PYZ
See Details: Top 10 Hedge Funds Holding PYZ
Also See: PYZ Holdings Changes

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