On this page, we present all of the funds holding PEZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PEZ, with a link to that fund's top holdings. The next columns indicate the amount of PEZ stock held by each of the funds holding PEZ, followed by the PEZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 29 funds holding PEZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Transamerica Financial Advisors Inc.. For more details on the positions held by Transamerica Financial Advisors Inc. (or by any of the other funds holding PEZ), click the fund name in the "Holder" column of the funds-holding-PEZ table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Transamerica Financial Advisors Inc. | 145,460 | $11,979 | 12/31/2023 |
PEZ | 145,460 | $11,979 | 12/31/2023 |
Janney Montgomery Scott LLC | 68,375 | $5,631 | 12/31/2023 |
PEZ | 68,375 | $5,631 | 12/31/2023 |
Unique Wealth Strategies LLC | 35,384 | $2,914 | 12/31/2023 |
PEZ | 35,384 | $2,914 | 12/31/2023 |
Bank of America Corp DE | $2,256 | 12/31/2023 | |
PEZ | 27,702 | $2,281 | 12/31/2023 |
Put | 300 | $25 | 12/31/2023 |
Morgan Stanley | 21,874 | $1,801 | 12/31/2023 |
PEZ | 21,874 | $1,801 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 19,670 | $1,620 | 12/31/2023 |
PEZ | 19,670 | $1,620 | 12/31/2023 |
Genesee Capital Advisors LLC | 14,929 | $1,441 | 03/31/2024 |
PEZ | 14,929 | $1,441 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 12,806 | $1,055 | 12/31/2023 |
PEZ | 12,806 | $1,055 | 12/31/2023 |
SignalPoint Asset Management LLC | 10,048 | $970 | 03/31/2024 |
PEZ | 10,048 | $970 | 03/31/2024 |
LPL Financial LLC | 10,972 | $904 | 12/31/2023 |
PEZ | 10,972 | $904 | 12/31/2023 |
SPC Financial Inc. | 9,294 | $765 | 12/31/2023 |
PEZ | 9,294 | $765 | 12/31/2023 |
Scotia Capital Inc. | 6,276 | $517 | 12/31/2023 |
PEZ | 6,276 | $517 | 12/31/2023 |
Wolverine Trading LLC | 5,420 | $446 | 12/31/2023 |
PEZ | 5,420 | $446 | 12/31/2023 |
Citadel Advisors LLC | 4,840 | $399 | 12/31/2023 |
PEZ | 4,840 | $399 | 12/31/2023 |
Susquehanna International Group LLP | 3,551 | $292 | 12/31/2023 |
PEZ | 3,551 | $292 | 12/31/2023 |
Advisor Group Holdings Inc. | 2,765 | $228 | 12/31/2023 |
PEZ | 2,765 | $228 | 12/31/2023 |
Wells Fargo & Company MN | 2,661 | $219 | 12/31/2023 |
PEZ | 2,661 | $219 | 12/31/2023 |
Comerica Bank | 2,500 | $206 | 12/31/2023 |
PEZ | 2,500 | $206 | 12/31/2023 |
UBS Group AG | 2,035 | $168 | 12/31/2023 |
PEZ | 2,035 | $168 | 12/31/2023 |
Private Trust Co. NA | 1,900 | $156 | 12/31/2023 |
PEZ | 1,900 | $156 | 12/31/2023 |
Register Financial Advisors LLC | 1,151 | $111 | 03/31/2024 |
PEZ | 1,151 | $111 | 03/31/2024 |
Advisory Services Network LLC | 568 | $47 | 12/31/2023 |
PEZ | 568 | $47 | 12/31/2023 |
Bellevue Asset Management LLC | 369 | $30 | 12/31/2023 |
PEZ | 369 | $30 | 12/31/2023 |
CENTRAL TRUST Co | 208 | $17 | 12/31/2023 |
PEZ | 208 | $17 | 12/31/2023 |
CWM LLC | 143 | $14 | 03/31/2024 |
PEZ | 143 | $14 | 03/31/2024 |
MTM Investment Management LLC | 82 | $7 | 12/31/2023 |
PEZ | 82 | $7 | 12/31/2023 |
Tower Research Capital LLC TRC | 55 | $5 | 12/31/2023 |
PEZ | 55 | $5 | 12/31/2023 |
DB Wealth Management Group LLC | 7 | $1 | 12/31/2023 |
PEZ | 7 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
PEZ | 0 | $0 | 12/31/2023 |
Belvedere Trading LLC | 8,000 | $-82 | 12/31/2023 |
Put | 9,000 | $741 | 12/31/2023 |
Call | 8,000 | $659 | 12/31/2023 |
See Summary: Institutional Holders of PEZ
See Details: Top 10 Hedge Funds Holding PEZ
Also See: PEZ Holdings Changes
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