Latest Institutional Purchases of Zacks Tr Earnings Constant Por (ZECP)
This list provides information on the latest institutional transactions involving Zacks Tr Earnings Constant Por (ZECP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
294K+ 39.65% |
$8.91M - $9.47M
|
1.03M
$32.9M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
181KNew |
$5.5M - $5.85M
|
181K
$5.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
59.7K+ 52.17% |
$1.81M - $1.93M
|
174K
$5.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
42.2K+ 16.3% |
$1.28M - $1.36M
|
301K
$9.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
42.1K+ 24.46% |
$1.28M - $1.36M
|
214K
$6.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
26.6K+ 223.57% |
$807K - $857K
|
38.5K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
25.9K+ 17.23% |
$786K - $836K
|
176K
$5.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.8KNew |
$724K - $769K
|
23.8K
$757K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
19.1KNew |
$579K - $615K
|
19.1K
$606K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
11.4K+ 15.88% |
$346K - $368K
|
83.2K
$2.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
9.59K+ 49.52% |
$291K - $309K
|
28.9K
$919K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
8.41K+ 79.74% |
$255K - $271K
|
19K
$602K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.48K+ 113.41% |
$227K - $241K
|
14.1K
$447K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.39K+ 2.31% |
$194K - $206K
|
283K
$8.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
5.84K+ 69.48% |
$177K - $188K
|
14.3K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.53K+ 8.86% |
$168K - $178K
|
67.9K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.12K+ 13.75% |
$94.8K - $101K
|
25.8K
$821K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.43K+ 32.62% |
$73.8K - $78.4K
|
9.88K
$314K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.84K+ 12.69% |
$55.7K - $59.2K
|
16.3K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.27KNew |
$38.4K - $40.8K
|
1.27K
$40.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.12KNew |
$34K - $36.1K
|
1.12K
$35.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400New |
$12.1K - $12.9K
|
400
$12.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
177+ 1.23% |
$5.37K - $5.71K
|
14.6K
$464K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
154New |
$4.67K - $4.97K
|
154
$4.89K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
132New |
$4.01K - $4.26K
|
132
$4.19K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
68+ 0.3% |
$2.06K - $2.19K
|
22.8K
$724K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
9+ 56.25% |
$273 - $290
|
25
$794
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
169K+ 53.14% |
$4.8M - $5.23M
|
488K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.9K+ 122.55% |
$450K - $491K
|
28.9K
$918K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10KNew |
$283K - $309K
|
10K
$318K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
7.45K+ 14.76% |
$211K - $230K
|
57.9K
$1.84M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.4KNew |
$1.35M - $1.46M
|
50.4K
$1.6M
|
|
|
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
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
672+ 54.24% |
$18K - $19.5K
|
1.91K
$60.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
975KNew |
$23.4M - $25.1M
|
975K
$31M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.24K+ 6.74% |
$53.9K - $57.6K
|
35.5K
$1.13M
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1KNew |
$23.5K - $25K
|
1K
$31.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7New |
$148 - $171
|
7
$222
|
|