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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
159KNew |
$5.07M - $5.35M
|
159K
$5.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
86.3K+ 337.81% |
$2.75M - $2.9M
|
112K
$3.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
79.4K+ 182.58% |
$2.54M - $2.67M
|
123K
$4.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
58.8KNew |
$1.88M - $1.98M
|
58.8K
$2.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.7KNew |
$1.68M - $1.77M
|
52.7K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
50.8K+ 57.26% |
$1.62M - $1.71M
|
140K
$4.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
49K+ 40.28% |
$1.57M - $1.65M
|
171K
$5.87M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
42.4K+ 3.46% |
$1.35M - $1.43M
|
1.27M
$43.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
40.7KNew |
$1.3M - $1.37M
|
40.7K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
28.4K+ 110.54% |
$907K - $956K
|
54.1K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
27.5KNew |
$879K - $926K
|
27.5K
$946K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
26.1K+ 52.16% |
$833K - $879K
|
76.1K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
22.3KNew |
$712K - $751K
|
22.3K
$768K
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
19.1KNew |
$608K - $641K
|
19.1K
$655K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
16.3K+ 35.62% |
$522K - $550K
|
62.2K
$2.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.2KNew |
$517K - $545K
|
16.2K
$557K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.3K+ 2.93% |
$425K - $449K
|
468K
$16.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10KNew |
$319K - $337K
|
10K
$344K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.92K+ 8.43% |
$317K - $334K
|
128K
$4.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.06K+ 4.99% |
$257K - $271K
|
170K
$5.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.31KNew |
$233K - $246K
|
7.31K
$251K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.09KNew |
$194K - $205K
|
6.09K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.91K+ 2.64% |
$188K - $199K
|
229K
$7.88M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
5.02K+ 9.03% |
$160K - $169K
|
60.6K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.24K+ 25.04% |
$135K - $143K
|
21.2K
$729K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.9K+ 10.08% |
$125K - $131K
|
42.6K
$1.47M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.8KNew |
$89.3K - $94.2K
|
2.8K
$96.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.86K+ 3.27% |
$59.3K - $62.5K
|
58.7K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.16K+ 1.85% |
$37K - $39K
|
63.8K
$2.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
801+ 6.75% |
$25.6K - $27K
|
12.7K
$436K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
721New |
$23K - $24.3K
|
721
$24.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
701+ 175.25% |
$22.4K - $23.6K
|
1.1K
$37.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
327+ 1.7% |
$10.4K - $11K
|
19.6K
$674K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
264+ 1.27% |
$8.43K - $8.89K
|
21.1K
$725K
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
184+ 0.11% |
$5.87K - $6.19K
|
160K
$5.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
172+ 0.52% |
$5.49K - $5.79K
|
33.5K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
89New |
$2.84K - $3K
|
89
$3.06K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$31.9 - $33.7
|
1
$34.4
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.1KNew |
$519K - $611K
|
19.1K
$658K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15.9KNew |
$431K - $507K
|
15.9K
$547K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.21KNew |
$32.8K - $38.6K
|
1.21K
$41.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
25+ 100.0% |
$678 - $798
|
50
$1.72K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.1KNew |
$558K - $612K
|
19.1K
$656K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.98K+ 27.92% |
$116K - $128K
|
18.2K
$627K
|
|
| Q4 2024 | |||||||
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
132New |
$4.01K - $4.26K
|
132
$4.54K
|
|
| Q3 2024 | |||||||
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
169K+ 53.14% |
$4.8M - $5.23M
|
488K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10KNew |
$283K - $309K
|
10K
$344K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
7.45K+ 14.76% |
$211K - $230K
|
57.9K
$1.99M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
672+ 54.24% |
$18K - $19.5K
|
1.91K
$65.7K
|
|