Stock Transactions — ZEVIA PBC

Total Bought
8,729,654
60 transactions
Total Sold
10,867,868
52 transactions
Net
-2,138,214
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Potrero Capital Research LLC01,743,031+1,743,0310.001.25+1.25buy
Topline Capital Management, LLC5,121,7906,748,664+1,626,8741.081.30+0.23buy
Kanen Wealth Management LLC01,250,000+1,250,0000.000.53+0.53buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP0959,038+959,0380.000.00+0.00buy
BCS Private Wealth Management, Inc.0699,189+699,1890.000.25+0.25buy
AQR CAPITAL MANAGEMENT LLC112,036529,824+417,7880.000.00+0.00buy
Squarepoint Ops LLC211,365545,298+333,9330.000.00+0.00buy
GSA CAPITAL PARTNERS LLP37,204313,100+275,8960.010.02+0.02buy
ArrowMark Colorado Holdings LLC812,7631,062,763+250,0000.040.03-0.01buy
RENAISSANCE TECHNOLOGIES LLC608,826811,826+203,0000.000.00-0.00buy
Castle Hook Partners LP0171,796+171,7960.000.00+0.00buy
MACKENZIE FINANCIAL CORP0124,151+124,1510.000.00+0.00buy
D. E. Shaw & Co., Inc.343,874430,635+86,7610.000.00-0.00buy
SEI INVESTMENTS CO073,801+73,8010.000.00+0.00buy
TD Waterhouse Canada Inc.131,042190,602+59,5600.000.00-0.00buy
IEQ CAPITAL, LLC049,725+49,7250.000.00+0.00buy
DEUTSCHE BANK AG\28,35776,596+48,2390.000.00+0.00buy
ACADIAN ASSET MANAGEMENT LLC10,37254,982+44,6100.000.00+0.00buy
XTX Topco Ltd11,70442,930+31,2260.000.00+0.00buy
NINE MASTS CAPITAL Ltd026,343+26,3430.000.00+0.00buy
Mariner, LLC20,53046,303+25,7730.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC1,023,3911,047,803+24,4120.000.00-0.00buy
Cerity Partners LLC021,606+21,6060.000.00+0.00buy
CWM, LLC020,948+20,9480.000.00+0.00buy
Tower Research Capital LLC (TRC)4,51323,097+18,5840.000.00+0.00buy
Dynamic Technology Lab Private Ltd016,941+16,9410.000.00+0.00buy
ALLIANCEBERNSTEIN L.P.64,49078,140+13,6500.000.00+0.00buy
STATE STREET CORP492,671505,731+13,0600.000.00-0.00buy
Bank of New York Mellon Corp99,526112,370+12,8440.000.00-0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC012,043+12,0430.000.00+0.00buy
MERCER GLOBAL ADVISORS INC /ADV010,951+10,9510.000.00+0.00buy
Creative Planning010,763+10,7630.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/19,55329,240+9,6870.000.00-0.00buy
NORTHERN TRUST CORP350,950360,203+9,2530.000.00-0.00buy
JONES FINANCIAL COMPANIES LLLP06,250+6,2500.000.00+0.00buy
RHUMBLINE ADVISERS40,69345,629+4,9360.000.00-0.00buy
SG Americas Securities, LLC13,24716,917+3,6700.000.00-0.00buy
Catalina Capital Group, LLC10,00013,623+3,6230.010.01-0.00buy
Focus Partners Wealth142,939145,264+2,3250.000.00-0.00buy
SBI Securities Co., Ltd.3012,547+2,2460.000.00+0.00buy
CITIGROUP INC1,2572,912+1,6550.000.00+0.00buy
Advisory Services Network, LLC01,500+1,5000.000.00+0.00buy
Rossby Financial, LCC01,500+1,5000.000.00+0.00buy
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors11,72113,116+1,3950.000.00-0.00buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO50,35051,554+1,2040.000.00-0.00buy
Allworth Financial LP3748+7450.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.25,74726,390+6430.000.00-0.00buy
EverSource Wealth Advisors, LLC0615+6150.000.00+0.00buy
MAI Capital Management56440+3840.000.00+0.00buy
FEDERATED HERMES, INC.7,4307,774+3440.000.00-0.00buy
IFP Advisors, Inc0278+2780.000.00+0.00buy
Arax Advisory Partners85306+2210.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC0212+2120.000.00+0.00buy
Sterling Capital Management LLC221361+1400.000.00-0.00buy
True Wealth Design, LLC9120+1110.000.00+0.00buy
Wealth Preservation Advisors, LLC071+710.000.00+0.00buy
Sunbelt Securities, Inc.064+640.000.00+0.00buy
Transamerica Financial Advisors, LLC041+410.000.00+0.00buy
SJS Investment Consulting Inc.03+30.000.00+0.00buy
Caitong International Asset Management Co., Ltd02+20.000.00+0.00buy
Ameritas Investment Partners, Inc.3,2223,22200.000.00-0.00hold
Modera Wealth Management, LLC10,04010,04000.000.00-0.00hold
Field & Main Bank10,00010,00000.010.00-0.00hold
Parallel Advisors, LLC15015000.000.00-0.00hold
Larson Financial Group LLC202000.000.00-0.00hold
LRI Investments, LLC1,0001,00000.000.00-0.00hold
Police & Firemen's Retirement System of New Jersey7,9077,90700.000.00-0.00hold
DKM Wealth Management, Inc.13,00013,00000.020.01-0.01hold
AMERICAN CENTURY COMPANIES INC23,63123,63100.000.00-0.00hold
NEW YORK STATE COMMON RETIREMENT FUND28,50028,50000.000.00-0.00hold
STRS OHIO150,500150,50000.000.00-0.00hold
TOCQUEVILLE ASSET MANAGEMENT L.P.16,22816,22800.000.00-0.00hold
Jefferies Financial Group Inc.2,096,5902,096,59000.040.03-0.01hold
Kilter Group LLC1400-1400.000.00-0.00sell
BNP PARIBAS FINANCIAL MARKETS43,23642,991-2450.000.00-0.00sell
Fortitude Family Office, LLC967691-2760.000.00-0.00sell
Spire Wealth Management3500-3500.000.00-0.00sell
INTECH INVESTMENT MANAGEMENT LLC14,35213,950-4020.000.00-0.00sell
MANUFACTURERS LIFE INSURANCE COMPANY, THE16,47416,067-4070.000.00-0.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM3,4163,006-4100.000.00-0.00sell
Vermillion & White Wealth Management Group, LLC6730-6730.000.00-0.00sell
NWAM LLC36,64135,866-7750.000.00-0.00sell
GROUP ONE TRADING LLC1,111291-8200.000.00-0.00sell
Legal & General Group Plc6,0785,048-1,0300.000.00-0.00sell
AMALGAMATED BANK1,7450-1,7450.000.00-0.00sell
FMR LLC6,1513,857-2,2940.000.00-0.00sell
PRUDENTIAL FINANCIAL INC14,46511,295-3,1700.000.00-0.00sell
Invesco Ltd.25,29319,358-5,9350.000.00-0.00sell
Centiva Capital, LP154,093147,749-6,3440.020.01-0.01sell
GOLDMAN SACHS GROUP INC351,525344,988-6,5370.000.00-0.00sell
Virtu Financial LLC28,44720,029-8,4180.000.00-0.00sell
ProShare Advisors LLC10,1500-10,1500.000.00-0.00sell
Quadrature Capital Ltd11,2010-11,2010.000.00-0.00sell
Engineers Gate Manager LP11,9620-11,9620.000.00-0.00sell
RAYMOND JAMES FINANCIAL INC11,9800-11,9800.000.00-0.00sell
Nuveen, LLC153,510139,761-13,7490.000.00-0.00sell
FIRST MANHATTAN CO. LLC.22,0000-22,0000.000.00-0.00sell
R Squared Ltd44,01219,600-24,4120.050.01-0.04sell
BANK OF MONTREAL /CAN/24,5790-24,5790.000.00-0.00sell
Graham Capital Management, L.P.26,2190-26,2190.000.00-0.00sell
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