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CZA Holdings Changes image
This page summarizes the CZA holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2020 period, comparing share count change from 12/31/2019 to 3/31/2020. Share count is compared over these two periods to provide an indication of whether CZA 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).
Filer12/31/2019
 Share Count 
3/31/2020
 Share Count 
Change% Change
13F Filers Increasing CZA Share Count
PNC Financial Services Group Inc. 127 869 +742 +584.25%
Cambridge Investment Research Advisors Inc. 18,874 36,967 +18,093 +95.86%
Envestnet Asset Management Inc. 53,421 82,812 +29,391 +55.02%
Great Valley Advisor Group Inc. 5,300 8,064 +2,764 +52.15%
Raymond James Financial Services Advisors Inc. 25,463 38,282 +12,819 +50.34%
UBS Group AG 103,323 149,892 +46,569 +45.07%
Wells Fargo & Company MN 121,816 164,636 +42,820 +35.15%
Commonwealth Equity Services LLC 111,826 149,268 +37,442 +33.48%
MML Investors Services LLC 14,357 19,002 +4,645 +32.35%
Raymond James & Associates 77,934 85,645 +7,711 +9.89%
Pacific Sun Financial Corp 24,123 25,374 +1,251 +5.19%
LPL Financial LLC 140,941 145,915 +4,974 +3.53%
JPMorgan Chase & Co. 2,490 2,575 +85 +3.41%
Equitable Holdings Inc. 9,220 9,530 +310 +3.36%
Stifel Financial Corp 28,545 29,020 +475 +1.66%
Integrated Wealth Concepts LLC 9,727 9,855 +128 +1.32%
13F Filers Reporting New Positions In CZA
Proequities Inc. 0 0 UNCH 100%
FMR LLC 0 2 +2 +100%
Ameritas Investment Company LLC 0 3,521 +3,521 +100%
Optimum Investment Advisors 0 802 +802 +100%
Janney Montgomery Scott LLC 0 11,322 +11,322 +100%
Citadel Advisors LLC 0 19,767 +19,767 +100%
IMC Chicago LLC 0 28,955 +28,955 +100%
Parkside Financial Bank & Trust 0 175 +175 +100%
Carroll Financial Associates Inc. 0 264 +264 +100%
Jane Street Group LLC 0 13,237 +13,237 +100%
Domani Wealth LLC 0 44,053 +44,053 +100%
Cedar Wealth Management LLC 0 1,390 +1,390 +100%
Advisor Group Holdings Inc. 0 33,982 +33,982 +100%
Patriot Financial Group Insurance Agency LLC 0 788 +788 +100%
Clear Creek Financial Management LLC 0 12,520 +12,520 +100%
13F Filers With Unchanged Share Count
Glenmede Trust Co. NA 233 233 UNCH 0.00%
Blair William & Co. IL 370 370 UNCH 0.00%
Greenleaf Trust 5,457 5,457 UNCH 0.00%
First Financial Bank Trust Division 13,202 13,202 UNCH 0.00%
First Heartland Consultants Inc. 4,348 4,348 UNCH 0.00%
Advisory Services Network LLC 715 715 UNCH 0.00%
LifePlan Financial Group Inc 602 602 UNCH 0.00%
Sowell Financial Services LLC 440 440 UNCH 0.00%
Steward Partners Investment Advisory LLC 3,789 3,789 UNCH 0.00%
13F Filers Decreasing CZA Share Count
Susquehanna International Group LLP 1,353,476 20,473 -1,333,003 -98.49%
NEXT Financial Group Inc 3,674 255 -3,419 -93.06%
Ameriprise Financial Inc. 48,779 15,067 -33,712 -69.11%
Well Done LLC 70,940 37,271 -33,669 -47.46%
Royal Bank of Canada 57,302 33,014 -24,288 -42.39%
Citigroup Inc. 701 451 -250 -35.66%
Private Advisor Group LLC 11,670 8,565 -3,105 -26.61%
Cornerstone Wealth Management LLC 6,164 5,178 -986 -16.00%
Flagship Harbor Advisors LLC 3,130 2,735 -395 -12.62%
Spectrum Wealth Advisory Group LLC 7,023 6,204 -819 -11.66%
Bank of America Corp DE 54,673 48,661 -6,012 -11.00%
Morgan Stanley 157,780 140,931 -16,849 -10.68%
Dynamic Advisor Solutions LLC 4,624 4,182 -442 -9.56%
Wintrust Investments LLC 8,168 7,669 -499 -6.11%
US Bancorp DE 3,308 3,279 -29 -0.88%
EP Wealth Advisors LLC 31,603 31,496 -107 -0.34%
13F Filers Exiting CZA
Renaissance Investment Consultants Holding Company LLC 7,421 0 -7,421 -100.00%
Kingsview Wealth Management LLC 13,526 0 -13,526 -100.00%
IHT Wealth Management LLC 2,674 0 -2,674 -100.00%
Cetera Investment Advisers 14,006 0 -14,006 -100.00%
IFP Advisors Inc 183 0 -183 -100.00%
Sunbelt Securities Inc. 575 0 -575 -100.00%
Sigma Planning Corp 11,040 0 -11,040 -100.00%
Northwestern Mutual Wealth Management Co. 750 0 -750 -100.00%
Pinnacle Financial Partners Inc. 475 0 -475 -100.00%
Baldwin Brothers Inc. MA 230 0 -230 -100.00%
Girard Partners LTD. 3,715 0 -3,715 -100.00%

See Summary: Institutional Holders of CZA
See Details: Top 10 Hedge Funds Holding CZA

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