Stock Transactions — ZEVIA PBC

Total Bought
9,554,250
51 transactions
Total Sold
13,451,961
60 transactions
Net
-3,897,711
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
MACKENZIE FINANCIAL CORP124,1512,670,699+2,546,5480.000.00+0.00buy
Kanen Wealth Management LLC1,250,0002,693,236+1,443,2360.531.12+0.60buy
JANE STREET GROUP, LLC0969,397+969,3970.000.00+0.00buy
OneAscent Financial Services LLC0750,375+750,3750.000.06+0.06buy
BRIGHTON JONES LLC0584,709+584,7090.000.02+0.02buy
Topline Capital Management, LLC6,748,6647,177,524+428,8601.303.03+1.73buy
AQR CAPITAL MANAGEMENT LLC529,824920,090+390,2660.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP138,500452,386+313,8860.000.00+0.00buy
CANADA PENSION PLAN INVESTMENT BOARD0272,100+272,1000.000.00+0.00buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0259,250+259,2500.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC0236,526+236,5260.000.00+0.00buy
Squarepoint Ops LLC545,298769,655+224,3570.000.00+0.00buy
HSBC HOLDINGS PLC0187,143+187,1430.000.00+0.00buy
XTX Topco Ltd42,930177,421+134,4910.000.00+0.00buy
D. E. Shaw & Co., Inc.430,635552,596+121,9610.000.00+0.00buy
MARSHALL WACE, LLP0114,200+114,2000.000.00+0.00buy
GSA CAPITAL PARTNERS LLP313,100407,999+94,8990.020.04+0.02buy
IEQ CAPITAL, LLC49,725121,812+72,0870.000.00+0.00buy
HRT FINANCIAL LP066,949+66,9490.000.00+0.00buy
Mariner, LLC46,30391,841+45,5380.000.00+0.00buy
Qube Research & Technologies Ltd172,957203,474+30,5170.000.00+0.00buy
Vanguard Personalized Indexing Management, LLC028,165+28,1650.000.00+0.00buy
Schonfeld Strategic Advisors LLC025,787+25,7870.000.00+0.00buy
MERCER GLOBAL ADVISORS INC /ADV10,95132,629+21,6780.000.00+0.00buy
Cerity Partners LLC21,60641,668+20,0620.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC12,04330,941+18,8980.000.00+0.00buy
CAPTRUST FINANCIAL ADVISORS017,671+17,6710.000.00+0.00buy
Ruggaard & Associates LLC017,000+17,0000.000.01+0.01buy
KESTRA PRIVATE WEALTH SERVICES, LLC015,501+15,5010.000.00+0.00buy
Quadrature Capital Ltd015,015+15,0150.000.00+0.00buy
Pallas Capital Advisors LLC013,970+13,9700.000.00+0.00buy
Creative Planning10,76323,859+13,0960.000.00+0.00buy
IHT Wealth Management, LLC013,000+13,0000.000.00+0.00buy
AXQ CAPITAL, LP010,593+10,5930.000.00+0.00buy
Arax Advisory Partners3069,681+9,3750.000.00+0.00buy
TD Waterhouse Canada Inc.190,602198,150+7,5480.000.00+0.00buy
Focus Partners Wealth145,264151,915+6,6510.000.00+0.00buy
Jefferies Financial Group Inc.2,096,5902,099,879+3,2890.030.03+0.00buy
SBI Securities Co., Ltd.2,5475,138+2,5910.000.00+0.00buy
FMR LLC3,8576,083+2,2260.000.00+0.00buy
Allworth Financial LP7482,452+1,7040.000.00+0.00buy
EverSource Wealth Advisors, LLC6151,586+9710.000.00+0.00buy
SIMPLEX TRADING, LLC0753+7530.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC212798+5860.000.00+0.00buy
True Wealth Design, LLC120552+4320.000.00+0.00buy
GAMMA Investing LLC0139+1390.000.00+0.00buy
NATIONAL BANK OF CANADA /FI/0100+1000.000.00+0.00buy
SJS Investment Consulting Inc.377+740.000.00+0.00buy
Clearstead Advisors, LLC068+680.000.00+0.00buy
JPL Wealth Management, LLC011+110.000.00+0.00buy
Caitong International Asset Management Co., Ltd23+10.000.00+0.00buy
Transamerica Financial Advisors, LLC414100.000.00+0.00hold
Field & Main Bank10,00010,00000.000.00-0.00hold
NWAM LLC35,86635,86600.000.00+0.00hold
Parallel Advisors, LLC15015000.000.00+0.00hold
Larson Financial Group LLC202000.000.00+0.00hold
Global Retirement Partners, LLC45045000.000.00-0.00hold
LRI Investments, LLC1,0001,00000.000.00+0.00hold
BCS Private Wealth Management, Inc.699,189699,18900.250.34+0.09hold
JONES FINANCIAL COMPANIES LLLP6,2506,25000.000.00+0.00hold
TOCQUEVILLE ASSET MANAGEMENT L.P.16,22816,22800.000.00+0.00hold
GROUP ONE TRADING LLC29129100.000.00+0.00hold
Fortitude Family Office, LLC691666-250.000.00+0.00sell
Wealth Preservation Advisors, LLC710-710.000.00-0.00sell
IFP Advisors, Inc278152-1260.000.00-0.00sell
Sterling Capital Management LLC3610-3610.000.00-0.00sell
MAI Capital Management4400-4400.000.00-0.00sell
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors13,11612,116-1,0000.000.00+0.00sell
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO51,55450,346-1,2080.000.00+0.00sell
Advisory Services Network, LLC1,5000-1,5000.000.00-0.00sell
Rossby Financial, LCC1,5000-1,5000.000.00-0.00sell
CITIGROUP INC2,9120-2,9120.000.00-0.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM3,0060-3,0060.000.00-0.00sell
Russell Investments Group, Ltd.3,2060-3,2060.000.00-0.00sell
Ameritas Investment Partners, Inc.3,2220-3,2220.000.00-0.00sell
Legal & General Group Plc5,0480-5,0480.000.00-0.00sell
Tower Research Capital LLC (TRC)23,09716,707-6,3900.000.00-0.00sell
FEDERATED HERMES, INC.7,7741,021-6,7530.000.00-0.00sell
Police & Firemen's Retirement System of New Jersey7,9070-7,9070.000.00-0.00sell
BARCLAYS PLC11,7693,282-8,4870.000.00-0.00sell
Modera Wealth Management, LLC10,0400-10,0400.000.00-0.00sell
PRUDENTIAL FINANCIAL INC11,2950-11,2950.000.00-0.00sell
DKM Wealth Management, Inc.13,0000-13,0000.010.00-0.01sell
INTECH INVESTMENT MANAGEMENT LLC13,9500-13,9500.000.00-0.00sell
MANUFACTURERS LIFE INSURANCE COMPANY, THE16,0670-16,0670.000.00-0.00sell
SG Americas Securities, LLC16,9170-16,9170.000.00-0.00sell
Dynamic Technology Lab Private Ltd16,9410-16,9410.000.00-0.00sell
Invesco Ltd.19,3580-19,3580.000.00-0.00sell
R Squared Ltd19,6000-19,6000.010.00-0.01sell
Virtu Financial LLC20,0290-20,0290.000.00-0.00sell
Centiva Capital, LP147,749127,104-20,6450.010.01-0.00sell
AMERICAN CENTURY COMPANIES INC23,6310-23,6310.000.00-0.00sell
BRIDGEWAY CAPITAL MANAGEMENT, LLC110,60085,600-25,0000.000.00-0.00sell
NINE MASTS CAPITAL Ltd26,3430-26,3430.000.00-0.00sell
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.26,3900-26,3900.000.00-0.00sell
NEW YORK STATE COMMON RETIREMENT FUND28,5000-28,5000.000.00-0.00sell
PRICE T ROWE ASSOCIATES INC /MD/29,2400-29,2400.000.00-0.00sell
BNP PARIBAS FINANCIAL MARKETS42,991579-42,4120.000.00-0.00sell
RHUMBLINE ADVISERS45,6290-45,6290.000.00-0.00sell
RENAISSANCE TECHNOLOGIES LLC811,826765,891-45,9350.000.00+0.00sell
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