Zacks Investment Management Purchases in Q1 2025

Zacks Investment Management

  • $10.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
5.02K
+ 11.94%
$70.96 - $92.65 $356K - $465K
47.1K $4.05M
ZTS
Zoetis Inc.

Healthcare
4.46K
+ 6.73%
$156.48 - $175.67 $698K - $783K
70.7K $11.6M
MATX
Matson, Inc.

Industrials
7.27K
+ 44.87%
$127.06 - $149.06 $924K - $1.08M
23.5K $3.01M
EAT
Brinker International, Inc

Consumer Cyclical
4.53K
+ 52.56%
$133.46 - $189.14 $604K - $857K
13.1K $1.96M
C
Citigroup Inc

Financial Services
7.31K
+ 1.46%
$67.23 - $84.63 $492K - $619K
508K $36.1M
MSI
Motorola Solutions, Inc.

Technology
3.68K
+ 10.7%
$411.73 - $482.1 $1.51M - $1.77M
38.1K $16.7M
VONG
Vanguard Russell 1000 Growth E

ETFs
10.8K
+ 45.75%
$92.71 - $107.38 $1M - $1.16M
34.5K $3.2M
SSRM
Ssr Mining Inc.

Basic Materials
33.2K
+ 24.62%
$7.06 - $11.21 $235K - $372K
168K $1.69M
NI
Nisource Inc.

Utilities
4.1K
+ 2.39%
$35.57 - $41.23 $146K - $169K
176K $7.04M
GWRE
Guidewire Software, Inc.

Technology
114
+ 0.31%
$166.74 - $218.22 $19K - $24.9K
37.2K $6.98M
TXN
Texas Instruments Inc

Technology
3.51K
+ 2.98%
N/A
122K $23.7M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
9.29K
+ 9.93%
$33.37 - $38.01 $310K - $353K
103K $3.85M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.61K
+ 3.22%
$91.45 - $91.75 $605K - $607K
212K $19.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
10.3K
+ 5.35%
$44.68 - $46.49 $458K - $477K
202K $9.36M
WY
Weyerhaeuser CO

Real Estate
22.3K
New
$27.29 - $31.39 $609K - $700K
22.3K $653K
CBOE
Cboe Global Markets, Inc.

Financial Services
492
+ 2.84%
$190.84 - $226.29 $93.9K - $111K
17.8K $4.03M
ADUS
Addus Home Care Corp

Healthcare
8.59K
+ 94.21%
$89.83 - $135.92 $772K - $1.17M
17.7K $1.75M
DRI
Darden Restaurants Inc

Consumer Cyclical
726
+ 3.42%
$180.02 - $208.56 $131K - $151K
22K $4.56M
SM
Sm Energy CO

Energy
19.9K
New
$27.15 - $44.69 $539K - $888K
19.9K $594K
EWD
Ishares Inc Msci Sweden ETF

ETFs
13.2K
+ 194.28%
$37.28 - $45.14 $492K - $596K
20K $841K
TGTX
Tg Therapeutics, Inc.

Healthcare
14.6K
New
$27.67 - $42.99 $405K - $629K
14.6K $576K
CAG
Conagra Brands Inc.

Consumer Defensive
20.9K
New
$23.9 - $27.67 $499K - $578K
20.9K $556K
EVER
Ever Quote, Inc.

Communication Services
8.74K
+ 16.76%
$17.84 - $29.71 $156K - $260K
60.9K $1.6M
NEE
Nextera Energy Inc

Utilities
10.5K
+ 4.33%
$66.96 - $76.16 $700K - $797K
252K $17.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.32K
+ 20.16%
$507.05 - $563.67 $671K - $746K
7.89K $4.05M
POR
Portland General Electric CO

Utilities
7.52K
+ 4.07%
$40.56 - $45.24 $305K - $340K
192K $8.57M
UNF
Unifirst Corp

Industrials
2.88K
New
$169.33 - $230.5 $488K - $664K
2.88K $501K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
12.7K
New
$35.15 - $41.31 $446K - $524K
12.7K $493K
GNTY
Guaranty Bancshares Inc

Financial Services
7.26K
+ 20.34%
$32.67 - $42.34 $237K - $307K
42.9K $1.72M
EXPD
Expeditors International Of Washington Inc

Industrials
1.75K
+ 6.22%
$109.09 - $126.48 $191K - $221K
29.9K $3.59M
FBIZ
First Business Financial Services, Inc.

Financial Services
9.94K
New
$42.78 - $56.35 $425K - $560K
9.94K $468K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.6K
+ 65.39%
$27.01 - $28.54 $422K - $446K
39.5K $1.1M
MEI
Methode Electronics Inc

Technology
70.4K
New
$6.11 - $13.17 $430K - $927K
70.4K $449K
PSTL
Postal Realty Trust, Inc.

Real Estate
16.2K
+ 9.36%
$12.42 - $14.39 $202K - $234K
190K $2.71M
BRO
Brown & Brown, Inc.

Financial Services
515
+ 3.03%
$100.54 - $124.4 $51.8K - $64.1K
17.5K $2.18M
HSY
Hershey CO

Consumer Defensive
1.09K
+ 0.73%
$144.74 - $186.36 $158K - $204K
150K $25.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.62K
+ 20.25%
$468.34 - $539.52 $760K - $876K
9.64K $4.52M
MRC
Mrc Global Inc.

Energy
36.2K
New
$11.11 - $15.27 $402K - $552K
36.2K $415K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
48.3K
New
$7.72 - $9.01 $373K - $435K
48.3K $405K
SHBI
Shore Bancshares Inc

Financial Services
29.8K
New
$13.21 - $16.75 $394K - $499K
29.8K $403K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.1K
+ 1.38%
$25.81 - $28.52 $106K - $117K
302K $8.33M
MKC
Mccormick & CO Inc

Consumer Defensive
1.08K
+ 2.19%
$71.24 - $84.73 $77.1K - $91.7K
50.4K $4.15M
EWS
Ishares Inc Msci Singapore ETF

ETFs
12.1K
+ 23.8%
$21.65 - $24.17 $263K - $293K
63.1K $1.5M
UNTY
Unity Bancorp Inc

Financial Services
9.26K
New
$39.98 - $50.05 $370K - $463K
9.26K $376K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.81K
New
$80.53 - $147.57 $226K - $414K
2.81K $370K
FWRD
Forward Air Corp

Industrials
18.2K
New
$17.41 - $34.85 $317K - $635K
18.2K $365K
IBCP
Independent Bank Corp

Financial Services
11.3K
New
$30.18 - $37.06 $340K - $418K
11.3K $347K
EWL
Ishares Inc Msci Switzerlnd

ETFs
4.32K
+ 21.0%
$45.85 - $53.59 $198K - $231K
24.9K $1.29M
APPN
Appian Corp

Technology
11.7K
New
$28.81 - $37.23 $337K - $436K
11.7K $337K
Activity Summary
Buys All Purchases 457 New Holdings 114 Increased Positions 343 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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