Purchases and Sales Made in Q1 2024 in Zacks Tr Earnings Constant Por (ZECP)
This table provides information about the institutional ownership of Zacks Tr Earnings Constant Por (ZECP) during Q1 2024. The information is specifically focused on institutions that hold shares of ZACKS TR EARNINGS CONSTANT POR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
360K+ 55.38% |
$9.29M - $10.1M
|
1.01M
$30.9M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
222K+ 170.32% |
$5.72M - $6.22M
|
352K
$10.8M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
170K+ 44.12% |
$4.39M - $4.78M
|
555K
$17M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
147KNew |
$3.79M - $4.12M
|
147K
$4.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
31.7K+ 34.73% |
$819K - $891K
|
123K
$3.77M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
29.2K+ 249.46% |
$754K - $820K
|
40.9K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
25.5K+ 133.05% |
$659K - $717K
|
44.7K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.97KNew |
$258K - $280K
|
9.97K
$305K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.54KNew |
$195K - $212K
|
7.54K
$231K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.35K+ 40.02% |
$112K - $122K
|
15.2K
$466K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.24KNew |
$32K - $34.8K
|
1.24K
$37.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$51.6 - $56.2
|
2
$61.2
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$25.8 - $28.1
|
1
$30.6
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$25.8 - $28.1
|
1
$30.6
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-24- 12.06% |
$620 - $674
|
175
$5.36K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-238- 9.02% |
$6.15K - $6.69K
|
2.4K
$73.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.28K- 1.71% |
$33K - $35.9K
|
73.2K
$2.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.59K- 3.26% |
$41K - $44.6K
|
47.1K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-4.2K- 21.67% |
$108K - $118K
|
15.2K
$464K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.32K- 67.47% |
$189K - $206K
|
3.53K
$108K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-39.1K- 13.3% |
$1.01M - $1.1M
|
255K
$7.8M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-191K- 55.56% |
$4.93M - $5.36M
|
153K
$4.67M
|