Zacks Investment Management Zacks Tr Earnings Constant Por Transaction History

Zacks Investment Management

$8.87 Billion
Q2 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$24.02 - $25.71 $23.4 Million - $25.1 Million	975,430 New	975,430 $23.4 Million
Q3 2022 Nov 14, 2022	BUY	$21.29 - $25.09 $407,128 - $479,796	19,123 Added 6.58%	309,677 $6.59 Million
Q2 2022 Aug 15, 2022	BUY	$21.5 - $25.65 $1.5 Million - $1.79 Million	69,960 Added 31.71%	290,554 $6.49 Million
Q1 2022 May 13, 2022	BUY	$23.7 - $26.89 $1.01 Million - $1.14 Million	42,567 Added 23.91%	220,594 $5.64 Million
Q4 2021 Feb 15, 2022	BUY	$23.84 - $27.07 $2.88 Million - $3.27 Million	120,702 Added 210.56%	178,027 $4.79 Million
Q3 2021 Nov 15, 2021	BUY	$23.94 - $25.36 $1.37 Million - $1.45 Million	57,325 New	57,325 $1.37 Million

Others Institutions Holding ZECP

# of Institutions

34

Shares Held

4.37M

Call Options Held

0

Put Options Held

0

Menard Financial Group LLC Houston, TX

1.16M
Shares

$35.6 Million
24.9% of portfolio
Advisory Services Network, LLC

741K
Shares

$22.7 Million
0.45% of portfolio
Kowal Investment Group, LLC Waukesha, WI

488K
Shares

$14.9 Million
2.8% of portfolio
Arete Wealth Advisors, LLC Chicago, IL

421K
Shares

$12.9 Million
1.0% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

277K
Shares

$8.47 Million
0.22% of portfolio

About ZACKS TR EARNINGS CONSTANT POR

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