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This page summarizes the PYZ holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023.
Share count is compared over these two periods to provide an indication of whether PYZ 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 | 9/30/2023
Share Count | 12/31/2023
Share Count | Change | % Change |
|---|
| 13F Filers Increasing PYZ Share Count |
|---|
| FMR LLC |
1 |
25 |
+24 |
+2400.00% |
| Ameriprise Financial Inc. |
3,687 |
12,758 |
+9,071 |
+246.03% |
| Goldman Sachs Group Inc. |
7,668 |
8,684 |
+1,016 |
+13.25% |
| Tower Research Capital LLC TRC |
7,046 |
7,262 |
+216 |
+3.07% |
| Householder Group Estate & Retirement Specialist LLC |
251 |
252 |
+1 |
+0.40% |
| 13F Filers Reporting New Positions In PYZ |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Fifth Third Bancorp |
0 |
568 |
+568 |
+100% |
| Two Sigma Investments LP |
0 |
5,000 |
+5,000 |
+100% |
| Susquehanna International Group LLP |
0 |
4,575 |
+4,575 |
+100% |
| Flow Traders U.S. LLC |
0 |
6,348 |
+6,348 |
+100% |
| Cetera Advisor Networks LLC |
0 |
2,459 |
+2,459 |
+100% |
| Advisory Services Network LLC |
0 |
394 |
+394 |
+100% |
| Cetera Investment Advisers |
0 |
2,412 |
+2,412 |
+100% |
| Register Financial Advisors LLC |
0 |
7 |
+7 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Horizon Bancorp Inc. IN |
756 |
756 |
UNCH |
0.00% |
| Avantax Advisory Services Inc. |
10,166 |
10,166 |
UNCH |
0.00% |
| Allworth Financial LP |
82 |
82 |
UNCH |
0.00% |
| SignalPoint Asset Management LLC |
3,471 |
3,471 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
304 |
304 |
UNCH |
0.00% |
| Laurel Wealth Advisors LLC |
716 |
716 |
UNCH |
0.00% |
| Bellevue Asset Management LLC |
377 |
377 |
UNCH |
0.00% |
| MTM Investment Management LLC |
87 |
87 |
UNCH |
0.00% |
| DB Wealth Management Group LLC |
67 |
67 |
UNCH |
0.00% |
| 13F Filers Decreasing PYZ Share Count |
|---|
| Transamerica Financial Advisors Inc. |
151,196 |
2,214 |
-148,982 |
-98.54% |
| Royal Bank of Canada |
75,973 |
5,205 |
-70,768 |
-93.15% |
| Raymond James & Associates |
28,977 |
2,379 |
-26,598 |
-91.79% |
| UBS Group AG |
35,012 |
6,503 |
-28,509 |
-81.43% |
| Janney Montgomery Scott LLC |
75,665 |
15,414 |
-60,251 |
-79.63% |
| Morgan Stanley |
126,125 |
55,670 |
-70,455 |
-55.86% |
| Citadel Advisors LLC |
18,891 |
8,949 |
-9,942 |
-52.63% |
| Wells Fargo & Company MN |
29,775 |
17,091 |
-12,684 |
-42.60% |
| Cambridge Investment Research Advisors Inc. |
13,384 |
8,142 |
-5,242 |
-39.17% |
| LPL Financial LLC |
51,337 |
31,409 |
-19,928 |
-38.82% |
| Advisor Group Holdings Inc. |
23,863 |
17,326 |
-6,537 |
-27.39% |
| EPG Wealth Management LLC |
375 |
313 |
-62 |
-16.53% |
| Commonwealth Equity Services LLC |
9,067 |
7,599 |
-1,468 |
-16.19% |
| Envestnet Asset Management Inc. |
13,402 |
11,949 |
-1,453 |
-10.84% |
| Octavia Wealth Advisors LLC |
3,389 |
3,152 |
-237 |
-6.99% |
| Pacific Sun Financial Corp |
4,880 |
4,600 |
-280 |
-5.74% |
| Maltin Wealth Management Inc. |
4,948 |
4,740 |
-208 |
-4.20% |
| Concentric Wealth Management LLC |
10,425 |
10,300 |
-125 |
-1.20% |
| Truist Financial Corp |
26,965 |
26,804 |
-161 |
-0.60% |
| 13F Filers Exiting PYZ |
|---|
| Western Financial Corp CA |
4,235 |
0 |
-4,235 |
-100.00% |
| Nilsine Partners LLC |
15,173 |
0 |
-15,173 |
-100.00% |
| Hennion & Walsh Asset Management Inc. |
5,050 |
0 |
-5,050 |
-100.00% |
| Cary Street Partners Investment Advisory LLC |
99 |
0 |
-99 |
-100.00% |
| MinichMacGregor Wealth Management LLC |
3,740 |
0 |
-3,740 |
-100.00% |
| Genesee Capital Advisors LLC |
12,980 |
0 |
-12,980 |
-100.00% |
| Private Advisor Group LLC |
2,971 |
0 |
-2,971 |
-100.00% |
| Prospera Financial Services Inc |
2,764 |
0 |
-2,764 |
-100.00% |
| Creative Planning |
2,918 |
0 |
-2,918 |
-100.00% |
| CWM LLC |
229 |
0 |
-229 |
-100.00% |
| Raymond James Financial Services Advisors Inc. |
18,265 |
0 |
-18,265 |
-100.00% |
| HighTower Advisors LLC |
269,109 |
0 |
-269,109 |
-100.00% |
| Benjamin F. Edwards & Company Inc. |
38 |
0 |
-38 |
-100.00% |
| SPC Financial Inc. |
8,321 |
0 |
-8,321 |
-100.00% |
| Scotia Capital Inc. |
6,177 |
0 |
-6,177 |
-100.00% |
| Private Trust Co. NA |
27 |
0 |
-27 |
-100.00% |
| SILVER OAK SECURITIES Inc |
8,906 |
0 |
-8,906 |
-100.00% |
| Comerica Bank |
1,097 |
0 |
-1,097 |
-100.00% |
| Stifel Financial Corp |
4,921 |
0 |
-4,921 |
-100.00% |
| Bank of America Corp DE |
1,115 |
0 |
-1,115 |
-100.00% |
See Summary: Institutional Holders of PYZ
See Details: Top 10 Hedge Funds Holding PYZ
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