Zacks Investment Management Purchases in Q3 2024

Zacks Investment Management

  • $11.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HON
Honeywell International Inc

Industrials
18K
+ 14.23%
$196.73 - $220.21 $3.54M - $3.96M
144K $29.8M
BSRR
Sierra Bancorp

Financial Services
97.6K
New
$21.44 - $31.69 $2.09M - $3.09M
97.6K $2.82M
UHS
Universal Health Services Inc

Healthcare
12.2K
New
$178.68 - $241.52 $2.18M - $2.95M
12.2K $2.79M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
226K
New
$8.89 - $12.86 $2.01M - $2.91M
226K $2.79M
TXN
Texas Instruments Inc

Technology
14.2K
+ 11.92%
$194.6 - $194.6 $2.77M - $2.77M
134K $26M
MA
Mastercard Inc

Financial Services
911
+ 2.13%
$429.6 - $500.99 $391K - $456K
43.7K $21.6M
WMS
Advanced Drainage Systems, Inc.

Industrials
17.1K
New
$140.18 - $178.56 $2.4M - $3.06M
17.1K $2.69M
WTFC
Wintrust Financial Corp

Financial Services
14.7K
+ 14.16%
$96.43 - $111.89 $1.42M - $1.65M
119K $12.9M
INTU
Intuit Inc

Technology
7.86K
+ 12.29%
$602.97 - $670.49 $4.74M - $5.27M
71.8K $44.6M
ALTR
Altair Engineering Inc.

Technology
26.3K
New
$81.56 - $100.25 $2.15M - $2.64M
26.3K $2.52M
MTG
Mgic Investment Corp

Financial Services
95.6K
New
$21.29 - $25.74 $2.03M - $2.46M
95.6K $2.45M
UPS
United Parcel Service Inc

Industrials
17.7K
+ 10.03%
$123.32 - $147.38 $2.19M - $2.61M
195K $26.5M
FISV
Fiserv Inc

Technology
18K
+ 14.64%
N/A
141K $17.7M
BMRC
Bank Of Marin Bancorp

Financial Services
109K
New
$16.0 - $22.35 $1.75M - $2.44M
109K $2.2M
YEXT
Yext, Inc.

Technology
298K
+ 370.22%
$4.8 - $6.92 $1.43M - $2.06M
378K $2.62M
EWD
Ishares Inc Msci Sweden ETF

ETFs
49.7K
New
$37.8 - $43.85 $1.88M - $2.18M
49.7K $2.16M
POR
Portland General Electric CO

Utilities
27.5K
+ 15.18%
$42.44 - $49.09 $1.17M - $1.35M
208K $9.97M
JHPI
John Hancock ETF Preferred Inc

ETFs
92.8K
New
$22.29 - $23.48 $2.07M - $2.18M
92.8K $2.16M
MRK
Merck & Co., Inc.

Healthcare
116K
+ 10.77%
$111.15 - $128.97 $12.9M - $14.9M
1.19M $135M
KHC
Kraft Heinz CO

Consumer Defensive
38K
+ 13.55%
$31.86 - $36.13 $1.21M - $1.37M
318K $11.2M
SPT
Sprout Social, Inc.

Technology
72.9K
New
$25.41 - $39.07 $1.85M - $2.85M
72.9K $2.12M
RDFN
Redfin Corp

Real Estate
168K
New
$5.64 - $14.45 $949K - $2.43M
168K $2.11M
AFL
Aflac Inc

Financial Services
18.8K
New
$88.52 - $111.8 $1.67M - $2.1M
18.8K $2.1M
HRB
H&R Block Inc

Consumer Cyclical
32.9K
New
$52.99 - $66.6 $1.74M - $2.19M
32.9K $2.09M
EXAS
Exact Sciences Corp

Healthcare
30.6K
New
$42.43 - $70.83 $1.3M - $2.17M
30.6K $2.08M
COST
Costco Wholesale Corp

Consumer Defensive
710
+ 1.89%
$801.83 - $917.05 $569K - $651K
38.3K $34M
TOST
Toast, Inc.

Technology
42.1K
+ 14.23%
$22.71 - $28.31 $956K - $1.19M
338K $9.57M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
17.7K
+ 39.23%
$53.53 - $71.86 $949K - $1.27M
62.9K $4.42M
PRM
Perimeter Solutions, Sa

Basic Materials
12.9K
+ 4.33%
$7.55 - $13.42 $97.1K - $173K
310K $4.15M
DUOL
Duolingo, Inc.

Technology
4.95K
+ 85.47%
$158.85 - $287.54 $786K - $1.42M
10.7K $3.03M
ISRG
Intuitive Surgical Inc

Healthcare
928
+ 3.17%
$416.14 - $494.01 $386K - $458K
30.2K $14.8M
CRM
Salesforce, Inc.

Technology
4.49K
+ 14.75%
$238.42 - $276.53 $1.07M - $1.24M
34.9K $9.56M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
38.2K
+ 16.54%
$25.45 - $29.53 $973K - $1.13M
270K $7.86M
BTU
Peabody Energy Corp

Energy
64.6K
New
$20.56 - $26.53 $1.33M - $1.71M
64.6K $1.71M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.56K
+ 13.14%
$173.36 - $189.8 $964K - $1.05M
47.8K $9.08M
ECL
Ecolab Inc.

Basic Materials
2.47K
+ 4.1%
$228.86 - $255.76 $566K - $632K
62.8K $16M
RMBS
Rambus Inc

Technology
39.3K
New
$37.86 - $66.26 $1.49M - $2.6M
39.3K $1.66M
CRS
Carpenter Technology Corp

Industrials
8.53K
+ 165.64%
$104.79 - $161.78 $894K - $1.38M
13.7K $2.18M
TMDX
Trans Medics Group, Inc.

Healthcare
10.2K
New
$135.68 - $176.11 $1.39M - $1.8M
10.2K $1.61M
NWPX
Northwest Pipe CO

Industrials
35.6K
New
$32.48 - $45.76 $1.16M - $1.63M
35.6K $1.61M
PEAK
Healthpeak Properties, Inc.

Real Estate
83.6K
+ 6.65%
N/A
1.34M $25.4M
PCVX
Vaxcyte, Inc.

Healthcare
13.6K
New
$70.52 - $117.12 $962K - $1.6M
13.6K $1.56M
FN
Fabrinet

Technology
8.25K
+ 16.54%
$193.84 - $273.5 $1.6M - $2.26M
58.1K $13.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
16.8K
+ 18.97%
$76.94 - $79.54 $1.29M - $1.34M
105K $8.38M
CACI
Caci International Inc

Technology
3.8K
+ 7.21%
$427.76 - $427.76 $1.63M - $1.63M
56.5K $24.2M
CE
Celanese Corp

Basic Materials
9.78K
+ 6.49%
$119.16 - $147.51 $1.17M - $1.44M
160K $21.8M
SPIB
Spdr Portfolio Intermediate Te

ETFs
37.5K
+ 20.23%
$32.36 - $33.78 $1.21M - $1.27M
223K $7.52M
EWP
Ishares Inc Msci Spain ETF

ETFs
39.5K
+ 194.4%
$30.69 - $35.62 $1.21M - $1.41M
59.8K $2.11M
DGRO
Ishares Core Dividend Growth E

ETFs
8.65K
+ 4.84%
$57.47 - $62.76 $497K - $543K
187K $11.7M
Activity Summary
Buys All Purchases 512 New Holdings 179 Increased Positions 333 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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