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PZD Holdings Changes image
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).
Filer3/31/2021
 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

PZD Holdings Changes | www.HoldingsChannel.com

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