Purchases and Sales Made in Q2 2024 in Zacks Tr Earnings Constant Por (ZECP)
This table provides information about the institutional ownership of Zacks Tr Earnings Constant Por (ZECP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
294KNew |
$7.89M - $8.54M
|
294K
$9M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
196K+ 159.1% |
$5.25M - $5.69M
|
319K
$9.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
186K+ 33.46% |
$4.98M - $5.39M
|
741K
$22.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
154K+ 15.24% |
$4.13M - $4.47M
|
1.16M
$35.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
105KNew |
$2.81M - $3.05M
|
105K
$3.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
69.5KNew |
$1.86M - $2.02M
|
69.5K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
69.1K+ 19.66% |
$1.85M - $2.01M
|
421K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.4KNew |
$1.35M - $1.46M
|
50.4K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
47.7KNew |
$1.28M - $1.39M
|
47.7K
$1.46M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
40.8K+ 16.02% |
$1.1M - $1.19M
|
296K
$9.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
25.2K+ 56.44% |
$677K - $733K
|
69.9K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.8KNew |
$612K - $662K
|
22.8K
$698K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$348K - $377K
|
13K
$397K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.02KNew |
$242K - $262K
|
9.02K
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.56KNew |
$203K - $219K
|
7.56K
$231K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.45KNew |
$200K - $216K
|
7.45K
$228K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
3.37K+ 7.15% |
$90.3K - $97.8K
|
50.5K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
672+ 54.24% |
$18K - $19.5K
|
1.91K
$58.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
355+ 2.33% |
$9.52K - $10.3K
|
15.6K
$476K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
250+ 3.32% |
$6.71K - $7.26K
|
7.79K
$238K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-5- 0.03% |
$134 - $145
|
15.2K
$464K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-39- 22.29% |
$1.05K - $1.13K
|
136
$4.16K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-100- 2.83% |
$2.68K - $2.9K
|
3.43K
$105K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.74K- 1.14% |
$46.7K - $50.6K
|
151K
$4.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.77K- 2.41% |
$47.4K - $51.3K
|
71.5K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-14.3K- 34.99% |
$384K - $416K
|
26.6K
$813K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-34.9K- 23.82% |
$937K - $1.01M
|
112K
$3.42M
|