Purchases and Sales Made in Q2 2023 in Zacks Tr Earnings Constant Por (ZECP)
This table provides information about the institutional ownership of Zacks Tr Earnings Constant Por (ZECP) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
181KNew |
$4.26M - $4.53M
|
181K
$5.55M
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
133K+ 338.42% |
$3.14M - $3.34M
|
173K
$5.29M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
70.7K+ 45.98% |
$1.66M - $1.77M
|
225K
$6.87M
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
38.1KNew |
$894K - $952K
|
38.1K
$1.16M
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
32.5KNew |
$764K - $813K
|
32.5K
$994K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17.4K+ 37.0% |
$408K - $435K
|
64.3K
$1.97M
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11KNew |
$258K - $275K
|
11K
$336K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.14KNew |
$191K - $204K
|
8.14K
$249K
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.55K+ 5.82% |
$83.5K - $88.9K
|
64.6K
$1.98M
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1KNew |
$23.5K - $25K
|
1K
$30.6K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
898+ 1.16% |
$21.1K - $22.5K
|
78K
$2.39M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
863New |
$20.3K - $21.6K
|
863
$26.4K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-359- 1.07% |
$8.44K - $8.98K
|
33.2K
$1.02M
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-3.49K- 5.97% |
$82.1K - $87.4K
|
55K
$1.68M
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-14.9K- 3.99% |
$351K - $374K
|
360K
$11M
|