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This page summarizes the PZD holdings changes quarter over quarter among those 13F filers that have reported for
the 6/30/2021 period, comparing share count change from 3/31/2021 to 6/30/2021.
Share count is compared over these two periods to provide an indication of whether PZD 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 | 3/31/2021 Share Count | 6/30/2021 Share Count | Change | % Change |
13F Filers Increasing PZD Share Count |
Bank of Montreal Can |
1,584 |
4,474 |
+2,890 |
+182.45% |
Proequities Inc. |
411 |
886 |
+475 |
+115.57% |
Migdal Insurance & Financial Holdings Ltd. |
24,539 |
46,887 |
+22,348 |
+91.07% |
NEXT Financial Group Inc |
500 |
850 |
+350 |
+70.00% |
Ironwood Financial llc |
265 |
390 |
+125 |
+47.17% |
Flow Traders U.S. LLC |
5,450 |
7,409 |
+1,959 |
+35.94% |
UBS Group AG |
76,266 |
97,868 |
+21,602 |
+28.32% |
Kestra Advisory Services LLC |
5,326 |
6,803 |
+1,477 |
+27.73% |
Mission Wealth Management LP |
8,123 |
10,303 |
+2,180 |
+26.84% |
LPL Financial LLC |
55,425 |
67,927 |
+12,502 |
+22.56% |
Ameriprise Financial Inc. |
52,520 |
63,821 |
+11,301 |
+21.52% |
Raymond James Financial Services Advisors Inc. |
24,536 |
29,438 |
+4,902 |
+19.98% |
3D L Capital Management LLC |
4,240 |
5,001 |
+761 |
+17.95% |
Ledyard National Bank |
8,825 |
10,158 |
+1,333 |
+15.10% |
Valley National Advisers Inc. |
23,433 |
26,914 |
+3,481 |
+14.86% |
Raymond James & Associates |
18,058 |
20,725 |
+2,667 |
+14.77% |
BDO Wealth Advisors LLC |
401 |
459 |
+58 |
+14.46% |
Bank of America Corp DE |
198,711 |
226,407 |
+27,696 |
+13.94% |
VisionPoint Advisory Group LLC |
13,579 |
15,472 |
+1,893 |
+13.94% |
Citadel Advisors LLC |
19,729 |
22,263 |
+2,534 |
+12.84% |
KCM Investment Advisors LLC |
134,710 |
150,879 |
+16,169 |
+12.00% |
Activest Wealth Management |
131 |
146 |
+15 |
+11.45% |
Altfest L J & Co. Inc. |
8,974 |
9,987 |
+1,013 |
+11.29% |
Commonwealth Equity Services LLC |
23,582 |
25,793 |
+2,211 |
+9.38% |
South Shore Capital Advisors |
5,477 |
5,906 |
+429 |
+7.83% |
Advisor Group Holdings Inc. |
12,320 |
13,110 |
+790 |
+6.41% |
Baird Financial Group Inc. |
6,405 |
6,796 |
+391 |
+6.10% |
Cetera Advisor Networks LLC |
38,003 |
39,365 |
+1,362 |
+3.58% |
Royal Bank of Canada |
57,566 |
59,596 |
+2,030 |
+3.53% |
NTV Asset Management LLC |
3,545 |
3,645 |
+100 |
+2.82% |
Interactive Financial Advisors |
1,442 |
1,481 |
+39 |
+2.70% |
Laurel Wealth Planning LLC |
23,037 |
23,517 |
+480 |
+2.08% |
Wells Fargo & Company MN |
24,021 |
24,441 |
+420 |
+1.75% |
Stifel Financial Corp |
47,946 |
48,726 |
+780 |
+1.63% |
Cooper Financial Group |
5,542 |
5,619 |
+77 |
+1.39% |
Vivaldi Capital Management LLC |
5,310 |
5,370 |
+60 |
+1.13% |
Harbour Investments Inc. |
1,844 |
1,859 |
+15 |
+0.81% |
Monterey Private Wealth Inc. |
6,911 |
6,926 |
+15 |
+0.22% |
LexAurum Advisors LLC |
6,803 |
6,804 |
+1 |
+0.01% |
13F Filers Reporting New Positions In PZD |
IFP Advisors Inc |
0 |
0 |
UNCH |
100% |
Barclays PLC |
0 |
166 |
+166 |
+100% |
FMR LLC |
0 |
100 |
+100 |
+100% |
Albion Financial Group UT |
0 |
3,556 |
+3,556 |
+100% |
First Republic Investment Management Inc. |
0 |
3,541 |
+3,541 |
+100% |
Crestwood Advisors Group LLC |
0 |
5,965 |
+5,965 |
+100% |
Sigma Planning Corp |
0 |
3,436 |
+3,436 |
+100% |
HighTower Advisors LLC |
0 |
4,745 |
+4,745 |
+100% |
National Asset Management Inc. |
0 |
4,506 |
+4,506 |
+100% |
Cetera Advisors LLC |
0 |
10,289 |
+10,289 |
+100% |
Advisory Services Network LLC |
0 |
846 |
+846 |
+100% |
Stonebridge Capital Advisors LLC |
0 |
200 |
+200 |
+100% |
BlueCrest Capital Management Ltd |
0 |
23,380 |
+23,380 |
+100% |
Parallel Advisors LLC |
0 |
348 |
+348 |
+100% |
Qube Research & Technologies Ltd |
0 |
183 |
+183 |
+100% |
Coastal Capital Group Inc. |
0 |
150 |
+150 |
+100% |
Carolina Wealth Advisors LLC |
0 |
214 |
+214 |
+100% |
SOA Wealth Advisors LLC. |
0 |
313 |
+313 |
+100% |
13F Filers With Unchanged Share Count |
US Bancorp DE |
14,755 |
14,755 |
UNCH |
0.00% |
Franklin Resources Inc. |
28,525 |
28,525 |
UNCH |
0.00% |
Welch & Forbes LLC |
3,600 |
3,600 |
UNCH |
0.00% |
Glenmede Trust Co. NA |
308 |
308 |
UNCH |
0.00% |
The PNC Financial Services Group Inc. |
587 |
587 |
UNCH |
0.00% |
Howe & Rusling Inc. |
103 |
103 |
UNCH |
0.00% |
Citigroup Inc. |
250 |
250 |
UNCH |
0.00% |
Hsbc Holdings PLC |
6,158 |
6,158 |
UNCH |
0.00% |
Commerce Bank |
12,140 |
12,140 |
UNCH |
0.00% |
Eaton Vance Management |
285 |
285 |
UNCH |
0.00% |
WASHINGTON TRUST Co |
2,250 |
2,250 |
UNCH |
0.00% |
Whittier Trust Co. of Nevada Inc. |
2,900 |
2,900 |
UNCH |
0.00% |
Pictet Asset Management Ltd. |
29,005 |
29,005 |
UNCH |
0.00% |
Veritable L.P. |
3,210 |
3,210 |
UNCH |
0.00% |
SG Americas Securities LLC |
15,046 |
15,046 |
UNCH |
0.00% |
Brown Advisory Inc. |
6,180 |
6,180 |
UNCH |
0.00% |
Hanson & Doremus Investment Management |
920 |
920 |
UNCH |
0.00% |
Asset Dedication LLC |
168 |
168 |
UNCH |
0.00% |
Brouwer & Janachowski LLC |
10,774 |
10,774 |
UNCH |
0.00% |
Captrust Financial Advisors |
31 |
31 |
UNCH |
0.00% |
CWM LLC |
1,317 |
1,317 |
UNCH |
0.00% |
Gradient Investments LLC |
2 |
2 |
UNCH |
0.00% |
Hudock Inc. |
321 |
321 |
UNCH |
0.00% |
Lowe Wealth Advisors LLC |
5 |
5 |
UNCH |
0.00% |
Vontobel Holding Ltd. |
15,900 |
15,900 |
UNCH |
0.00% |
Sargent Bickham Lagudis LLC |
632 |
632 |
UNCH |
0.00% |
Exane Derivatives |
2,459 |
2,459 |
UNCH |
0.00% |
Aptus Capital Advisors LLC |
154 |
154 |
UNCH |
0.00% |
Jacobi Capital Management LLC |
100 |
100 |
UNCH |
0.00% |
Pacific Center for Financial Services |
390 |
390 |
UNCH |
0.00% |
Bedel Financial Consulting Inc. |
149 |
149 |
UNCH |
0.00% |
GPS Wealth Strategies Group LLC |
930 |
930 |
UNCH |
0.00% |
Private Capital Group LLC |
300 |
300 |
UNCH |
0.00% |
LFA Lugano Financial Advisors SA |
785 |
785 |
UNCH |
0.00% |
Global Retirement Partners LLC |
411 |
411 |
UNCH |
0.00% |
HHM Wealth Advisors LLC |
100 |
100 |
UNCH |
0.00% |
Selective Wealth Management Inc. |
50 |
50 |
UNCH |
0.00% |
Geneos Wealth Management Inc. |
1,363 |
1,363 |
UNCH |
0.00% |
Pacitti Group Inc. |
2,257 |
2,257 |
UNCH |
0.00% |
Banque Cantonale Vaudoise |
2,769 |
2,769 |
UNCH |
0.00% |
DB Wealth Management Group LLC |
1,300 |
1,300 |
UNCH |
0.00% |
13F Filers Decreasing PZD Share Count |
Envestnet Asset Management Inc. |
35,165 |
3,248 |
-31,917 |
-90.76% |
Private Advisor Group LLC |
5,660 |
2,979 |
-2,681 |
-47.37% |
Everett Harris & Co. CA |
772,900 |
503,400 |
-269,500 |
-34.87% |
Fiduciary Trust Co. |
9,836 |
7,093 |
-2,743 |
-27.89% |
Cambridge Trust Co. |
15,541 |
11,666 |
-3,875 |
-24.93% |
Concord Wealth Partners |
6,180 |
5,139 |
-1,041 |
-16.84% |
Cambridge Investment Research Advisors Inc. |
45,688 |
43,278 |
-2,410 |
-5.27% |
Morgan Stanley |
103,096 |
97,720 |
-5,376 |
-5.21% |
13F Filers Exiting PZD |
Optiver Holding B.V. |
380 |
0 |
-380 |
-100.00% |
Summit Place Financial Advisors LLC |
2,915 |
0 |
-2,915 |
-100.00% |
Fulcrum Equity Management |
4,610 |
0 |
-4,610 |
-100.00% |
Mutual Advisors LLC |
19,292 |
0 |
-19,292 |
-100.00% |
Wealthcare Advisory Partners LLC |
30 |
0 |
-30 |
-100.00% |
Jane Street Group LLC |
9,450 |
0 |
-9,450 |
-100.00% |
Highlander Capital Management LLC |
2,000 |
0 |
-2,000 |
-100.00% |
Susquehanna International Group LLP |
28,858 |
0 |
-28,858 |
-100.00% |
Equitable Holdings Inc. |
2,989 |
0 |
-2,989 |
-100.00% |
Bessemer Group Inc. |
700 |
0 |
-700 |
-100.00% |
See Summary: Institutional Holders of PZD
See Details: Top 10 Hedge Funds Holding PZD
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