Zacks Investment Management Purchases in Q1 2025

Zacks Investment Management

  • $10.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NWE
Northwestern Corp

Utilities
5.39K
+ 110.81%
$51.11 - $57.87 $276K - $312K
10.3K $593K
XLF
Financial Sector Spdr

ETFs
6.68K
New
$47.32 - $52.19 $316K - $349K
6.68K $332K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
3.26K
+ 16.13%
$61.25 - $72.83 $200K - $237K
23.5K $1.66M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
10.1K
+ 48.31%
$22.45 - $26.94 $226K - $272K
30.9K $799K
MCS
Marcus Corp

Communication Services
19.6K
New
$15.89 - $22.25 $312K - $437K
19.6K $327K
FISV
Fiserv Inc

Technology
2.53K
+ 2.06%
N/A
125K $15.7M
PRI
Primerica, Inc.

Financial Services
423
+ 2.82%
$271.41 - $296.43 $115K - $125K
15.4K $4.39M
ATNI
Atn International, Inc.

Communication Services
11.4K
+ 47.71%
$15.09 - $23.13 $172K - $263K
35.2K $715K
WASH
Washington Trust Bancorp Inc

Financial Services
11K
+ 19.9%
$29.16 - $33.96 $321K - $374K
66.3K $2.05M
MCO
Moodys Corp

Financial Services
1.7K
+ 2.69%
$437.8 - $527.48 $742K - $894K
64.7K $30.1M
HL
Hecla Mining CO

Basic Materials
33K
+ 18.09%
$5.07 - $6.37 $167K - $210K
215K $1.2M
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.69K
+ 2.41%
$32.5 - $33.3 $185K - $189K
241K $8.02M
UFPI
Ufp Industries Inc

Basic Materials
2.77K
New
$103.91 - $118.67 $288K - $328K
2.77K $296K
WTS
Watts Water Technologies Inc

Industrials
1.41K
+ 9.74%
$195.28 - $224.67 $275K - $316K
15.8K $3.23M
DOCS
Doximity, Inc.

Healthcare
2.11K
+ 5.66%
$49.71 - $83.14 $105K - $175K
39.3K $2.28M
MTZ
Mastec Inc

Industrials
7.24K
+ 25.3%
$108.66 - $160.79 $786K - $1.16M
35.8K $4.18M
PNW
Pinnacle West Capital Corp

Utilities
2.72K
+ 110.39%
$81.76 - $95.25 $222K - $259K
5.18K $493K
FOX
Fox Corp Cl B (De)

Communication Services
5.36K
New
$45.64 - $54.23 $245K - $291K
5.36K $282K
PRAA
Pra Group Inc

Financial Services
13.7K
New
$18.82 - $23.95 $257K - $328K
13.7K $282K
EWQ
Ishares Msci France ETF

ETFs
1.91K
+ 3.67%
$35.35 - $41.99 $67.4K - $80.1K
53.9K $2.15M
FMBH
First Mid Bancshares, Inc.

Financial Services
7.93K
New
$34.59 - $39.27 $274K - $311K
7.93K $276K
OKE
Oneok Inc

Energy
2.75K
New
$89.57 - $109.85 $246K - $302K
2.75K $272K
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.3K
+ 89.04%
$24.91 - $29.02 $307K - $358K
26.2K $655K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
933
New
$283.06 - $421.16 $264K - $393K
933 $264K
ALLE
Allegion PLC

Industrials
1.99K
New
$123.79 - $135.5 $246K - $269K
1.99K $258K
MELI
Mercadolibre Inc

Consumer Cyclical
132
New
$1739.0 - $2260.0 $230K - $298K
132 $257K
FMC
Fmc Corp

Basic Materials
5.95K
New
$34.54 - $56.38 $206K - $336K
5.95K $251K
CCBG
Capital City Bank Group Inc

Financial Services
6.79K
New
$33.74 - $38.15 $229K - $259K
6.79K $244K
AR
Antero Resources Corp

Energy
5.96K
New
$33.64 - $41.42 $201K - $247K
5.96K $241K
PHYS
Sprott Physical Gold Trust

Financial Services
9.82K
New
$20.25 - $24.06 $199K - $236K
9.82K $236K
PGR
Progressive Corp

Financial Services
662
+ 60.85%
$235.61 - $291.22 $156K - $193K
1.75K $495K
ES
Eversource Energy

Utilities
2.61K
+ 16.97%
$55.63 - $63.8 $145K - $166K
18K $1.12M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.15K
+ 26.73%
$33.84 - $37.77 $174K - $195K
24.4K $889K
PAHC
Phibro Animal Health Corp

Healthcare
9.97K
+ 19.1%
$20.05 - $26.22 $200K - $262K
62.2K $1.33M
G
Genpact LTD

Technology
4.59K
New
$42.88 - $55.54 $197K - $255K
4.59K $231K
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.02K
New
$61.92 - $76.95 $187K - $233K
3.02K $226K
VEA
Vanguard Ftse Developed Market

ETFs
2.9K
+ 11.3%
$47.4 - $52.99 $137K - $154K
28.6K $1.45M
VST
Vistra Corp.

Utilities
6.66K
+ 24.39%
$108.49 - $191.89 $723K - $1.28M
34K $3.99M
ACGL
Arch Capital Group Ltd.

Financial Services
969
+ 2.86%
$88.13 - $96.94 $85.4K - $93.9K
34.8K $3.35M
PAYX
Paychex Inc

Industrials
1.45K
New
$136.06 - $154.52 $197K - $223K
1.45K $222K
VGSH
Vanguard

ETFs
2.39K
+ 1.56%
$58.07 - $58.69 $139K - $140K
156K $9.15M
CVS
Cvs Health Corp

Healthcare
3.23K
New
$44.22 - $68.64 $143K - $222K
3.23K $218K
EWW
Ishares Inc Msci Mexico ETF

ETFs
3.8K
+ 60.73%
N/A
10.1K $573K
UGI
Ugi Corp

Utilities
2.51K
+ 9.13%
$28.0 - $34.16 $70.4K - $85.9K
30K $993K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
9.68K
+ 7.47%
$13.05 - $13.97 $126K - $135K
139K $1.9M
SKYW
Skywest Inc

Industrials
2.42K
New
$81.46 - $120.92 $197K - $293K
2.42K $211K
SLB
Schlumberger Limited

Energy
5.03K
New
$38.4 - $43.74 $193K - $220K
5.03K $210K
JHMD
John Hancock ETF Tr Multifacto

ETFs
6.01K
New
$31.74 - $36.18 $191K - $217K
6.01K $210K
SNEX
Stone X Group Inc.

Financial Services
2.74K
New
$76.12 - $126.89 $209K - $348K
2.74K $209K
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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