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This page summarizes the PIZ holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether PIZ is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing PIZ Share Count |
|---|
| Lunt Capital Management Inc. |
17,493 |
17,850 |
+357 |
+2.04% |
| 13F Filers Reporting New Positions In PIZ |
|---|
| Allworth Financial LP |
0 |
225 |
+225 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
2,850 |
+2,850 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
878 |
878 |
UNCH |
0.00% |
| CWM LLC |
233 |
233 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
5,325 |
5,325 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
1,564 |
1,564 |
UNCH |
0.00% |
| Trueblood Wealth Management LLC |
25,103 |
25,103 |
UNCH |
0.00% |
| 13F Filers Decreasing PIZ Share Count |
|---|
| PFG Investments LLC |
28,828 |
8,921 |
-19,907 |
-69.05% |
| Refined Wealth Management |
75,463 |
30,306 |
-45,157 |
-59.84% |
| Raymond James Financial Services Advisors Inc. |
31,184 |
23,936 |
-7,248 |
-23.24% |
| Monument Capital Management |
25,177 |
19,383 |
-5,794 |
-23.01% |
| Cyndeo Wealth Partners LLC |
39,384 |
34,656 |
-4,728 |
-12.00% |
| Wealth Enhancement Advisory Services LLC |
470,135 |
449,355 |
-20,780 |
-4.42% |
| MorganRosel Wealth Management LLC |
21,458 |
20,917 |
-541 |
-2.52% |
| Raymond James & Associates |
139,590 |
136,306 |
-3,284 |
-2.35% |
| Cambridge Investment Research Advisors Inc. |
17,805 |
17,511 |
-294 |
-1.65% |
See Summary: Institutional Holders of PIZ
See Details: Top 10 Hedge Funds Holding PIZ
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