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Funds Holding PZT

On this page, we present all of the funds holding PZT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PZT, with a link to that fund's top holdings. The next columns indicate the amount of PZT stock held by each of the funds holding PZT, followed by the PZT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 36 funds holding PZT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Flynn Zito Capital Management LLC. For more details on the positions held by Flynn Zito Capital Management LLC (or by any of the other funds holding PZT), click the fund name in the "Holder" column of the funds-holding-PZT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Flynn Zito Capital Management LLC174,985$4,046 12/31/2023
     PZT174,985$4,046 12/31/2023
Bank of America Corp DE150,201$3,473 12/31/2023
     PZT150,201$3,473 12/31/2023
Jane Street Group LLC144,921$3,351 12/31/2023
     PZT144,921$3,351 12/31/2023
LPL Financial LLC85,733$1,982 12/31/2023
     PZT85,733$1,982 12/31/2023
EP Wealth Advisors LLC85,500$1,977 12/31/2023
     PZT85,500$1,977 12/31/2023
Tortoise Investment Management LLC83,365$1,927 12/31/2023
     PZT83,365$1,927 12/31/2023
Morgan Stanley81,236$1,878 12/31/2023
     PZT81,236$1,878 12/31/2023
Miracle Mile Advisors LLC67,107$1,546 03/31/2024
     PZT67,107$1,546 03/31/2024
Hennion & Walsh Asset Management Inc.58,387$1,345 03/31/2024
     PZT58,387$1,345 03/31/2024
MML Investors Services LLC29,848$690 12/31/2023
     PZT29,848$690 12/31/2023
Envestnet Asset Management Inc.29,828$690 12/31/2023
     PZT29,828$690 12/31/2023
Ndwm LLC29,390$677 03/31/2024
     PZT29,390$677 03/31/2024
Citigroup Inc.27,286$631 12/31/2023
     PZT27,286$631 12/31/2023
Commonwealth Equity Services LLC19,878$460 12/31/2023
     PZT19,878$460 12/31/2023
Valicenti Advisory Services Inc.16,610$383 03/31/2024
     PZT16,610$383 03/31/2024
Ameriprise Financial Inc.16,481$381 12/31/2023
     PZT16,481$381 12/31/2023
Mcdonald Partners LLC16,250$374 03/31/2024
     PZT16,250$374 03/31/2024
Kades & Cheifetz LLC15,745$364 12/31/2023
     PZT15,745$364 12/31/2023
Flow Traders U.S. LLC12,925$299 12/31/2023
     PZT12,925$299 12/31/2023
Stratos Wealth Partners LTD.12,816$295 03/31/2024
     PZT12,816$295 03/31/2024
Bank of Montreal Can13,246$288 12/31/2023
     PZT13,246$288 12/31/2023
Asset Management Group Inc.12,411$287 12/31/2023
     PZT12,411$287 12/31/2023
Atria Wealth Solutions Inc.11,177$258 12/31/2023
     PZT11,177$258 12/31/2023
Mariner LLC11,050$255 12/31/2023
     PZT11,050$255 12/31/2023
Cetera Advisor Networks LLC9,102$210 12/31/2023
     PZT9,102$210 12/31/2023
Flagship Harbor Advisors LLC8,900$205 03/31/2024
     PZT8,900$205 03/31/2024
Bank of New York Mellon Corp8,747$201 03/31/2024
     PZT8,747$201 03/31/2024
UBS Group AG7,410$171 12/31/2023
     PZT7,410$171 12/31/2023
Wells Fargo & Company MN7,292$169 12/31/2023
     PZT7,292$169 12/31/2023
Advisor Group Holdings Inc.5,238$121 12/31/2023
     PZT5,238$121 12/31/2023
Royal Bank of Canada3,280$76 12/31/2023
     PZT3,280$76 12/31/2023
IFP Advisors Inc1,727$40 12/31/2023
     PZT1,727$40 12/31/2023
Tompkins Financial Corp693$16 03/31/2024
     PZT693$16 03/31/2024
GAMMA Investing LLC563$13 03/31/2024
     PZT563$13 03/31/2024
Glass Jacobson Investment Advisors llc398$9 03/31/2024
     PZT398$9 03/31/2024
Jones Financial Companies Lllp135$3 12/31/2023
     PZT135$3 12/31/2023
Proequities Inc.0$0 12/31/2023
     PZT0$0 12/31/2023

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

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