HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing PEZ Share Count | ||||
| Transamerica Financial Advisors Inc. | 5 | 145,460 | +145,455 | +2909100.00% |
| Advisor Group Holdings Inc. | 2,094 | 2,765 | +671 | +32.04% |
| Morgan Stanley | 19,802 | 21,874 | +2,072 | +10.46% |
| LPL Financial LLC | 10,812 | 10,972 | +160 | +1.48% |
| 13F Filers Reporting New Positions In PEZ | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| CENTRAL TRUST Co | 0 | 208 | +208 | +100% |
| Wolverine Trading LLC | 0 | 5,420 | +5,420 | +100% |
| SILVER OAK SECURITIES Inc | 0 | 19,670 | +19,670 | +100% |
| Janney Montgomery Scott LLC | 0 | 68,375 | +68,375 | +100% |
| Scotia Capital Inc. | 0 | 6,276 | +6,276 | +100% |
| SPC Financial Inc. | 0 | 9,294 | +9,294 | +100% |
| Cambridge Investment Research Advisors Inc. | 0 | 12,806 | +12,806 | +100% |
| Tower Research Capital LLC TRC | 0 | 55 | +55 | +100% |
| Advisory Services Network LLC | 0 | 568 | +568 | +100% |
| Genesee Capital Advisors LLC | 0 | 15,173 | +15,173 | +100% |
| Register Financial Advisors LLC | 0 | 1,144 | +1,144 | +100% |
| Unique Wealth Strategies LLC | 0 | 35,384 | +35,384 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Comerica Bank | 2,500 | 2,500 | UNCH | 0.00% |
| Private Trust Co. NA | 1,900 | 1,900 | UNCH | 0.00% |
| CWM LLC | 143 | 143 | UNCH | 0.00% |
| SignalPoint Asset Management LLC | 10,054 | 10,054 | UNCH | 0.00% |
| Bellevue Asset Management LLC | 369 | 369 | UNCH | 0.00% |
| MTM Investment Management LLC | 82 | 82 | UNCH | 0.00% |
| DB Wealth Management Group LLC | 7 | 7 | UNCH | 0.00% |
| 13F Filers Decreasing PEZ Share Count | ||||
| Wells Fargo & Company MN | 7,155 | 2,661 | -4,494 | -62.81% |
| Susquehanna International Group LLP | 5,832 | 3,551 | -2,281 | -39.11% |
| Citadel Advisors LLC | 7,542 | 4,840 | -2,702 | -35.83% |
| UBS Group AG | 2,198 | 2,035 | -163 | -7.42% |
| Bank of America Corp DE | 28,039 | 27,702 | -337 | -1.20% |
| 13F Filers Exiting PEZ | ||||
| Fortis Advisors LLC | 217 | 0 | -217 | -100.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 73 | 0 | -73 | -100.00% |
| Flow Traders U.S. LLC | 3,246 | 0 | -3,246 | -100.00% |
See Summary: Institutional Holders of PEZ
See Details: Top 10 Hedge Funds Holding PEZ
