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Institutional Holders of PZT
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 LLC26,130$602 03/31/2024
     PZT26,130$602 03/31/2024
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

See All: Funds Holding PZT
See Details: Top 10 Hedge Funds Holding PZT
Also See: PZT Holdings Changes

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