Latest Institutional Transactions on Zacks Tr Earnings Constant Por (ZECP)
This table provides information on the latest institutional transactions involving Zacks Tr Earnings Constant Por (ZECP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.43K+ 32.62% |
$73.8K - $78.4K
|
9.88K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
25.9K+ 17.23% |
$786K - $836K
|
176K
$5.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
68+ 0.3% |
$2.06K - $2.19K
|
22.8K
$722K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-821- 5.33% |
$24.9K - $26.5K
|
14.6K
$461K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
132New |
$4.01K - $4.26K
|
132
$4.18K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.72K- 77.57% |
$82.5K - $87.7K
|
786
$24.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.48K+ 113.41% |
$227K - $241K
|
14.1K
$446K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.12KNew |
$34K - $36.1K
|
1.12K
$35.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
8.41K+ 79.74% |
$255K - $271K
|
19K
$601K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
9.59K+ 49.52% |
$291K - $309K
|
28.9K
$917K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
19.1KNew |
$579K - $615K
|
19.1K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
5.84K+ 69.48% |
$177K - $188K
|
14.3K
$451K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.83K+ 2.62% |
$51.9K - $56.6K
|
71.8K
$2.27M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.52K- 4.94% |
$156K - $170K
|
106K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.6KNew |
$838K - $913K
|
29.6K
$937K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10KNew |
$283K - $309K
|
10K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-162K- 38.51% |
$4.59M - $5M
|
259K
$8.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.9K+ 122.55% |
$450K - $491K
|
28.9K
$915K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-32.5K- 2.8% |
$921K - $1M
|
1.13M
$35.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
103K+ 147.8% |
$2.91M - $3.17M
|
172K
$5.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.9K+ 25.96% |
$195K - $213K
|
33.5K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.67K+ 85.7% |
$189K - $206K
|
14.5K
$458K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$336K - $367K
|
11.9K
$376K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-724- 4.77% |
$20.5K - $22.3K
|
14.4K
$457K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.6K+ 9.15% |
$272K - $296K
|
114K
$3.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.32K- 1.54% |
$65.7K - $71.6K
|
149K
$4.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-17.3K- 5.87% |
$488K - $532K
|
277K
$8.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-96- 0.42% |
$2.72K - $2.96K
|
22.7K
$719K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.3K+ 591.58% |
$1.51M - $1.65M
|
62.4K
$1.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14+ 700.0% |
$396 - $432
|
16
$507
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.14K- 11.38% |
$230K - $251K
|
63.3K
$2.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-115K- 38.86% |
$3.25M - $3.55M
|
181K
$5.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
169K+ 53.14% |
$4.8M - $5.23M
|
488K
$15.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
7.45K+ 14.76% |
$211K - $230K
|
57.9K
$1.83M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
47.7KNew |
$1.28M - $1.39M
|
47.7K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-39- 22.29% |
$1.05K - $1.13K
|
136
$4.31K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.4KNew |
$1.35M - $1.46M
|
50.4K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
186K+ 33.46% |
$4.98M - $5.39M
|
741K
$23.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
672+ 54.24% |
$18K - $19.5K
|
1.91K
$60.5K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$25.8 - $28.1
|
1
$31.7
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-238- 9.02% |
$6.15K - $6.69K
|
2.4K
$76K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 100.0% |
$4.64K - $5.24K
|
400
$12.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
975KNew |
$23.4M - $25.1M
|
975K
$30.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.24K+ 6.74% |
$53.9K - $57.6K
|
35.5K
$1.12M
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-3.49K- 5.97% |
$82.1K - $87.4K
|
55K
$1.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1KNew |
$23.5K - $25K
|
1K
$31.7K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7New |
$148 - $171
|
7
$222
|
|