Zacks Investment Management Purchases in Q4 2024

Zacks Investment Management

  • $10.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ELEV
Elevation Oncology, Inc.

Healthcare
14K
New
$0.51 - $0.76 $7.14K - $10.6K
14K $8K
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.2K
+ 281.8%
$25.93 - $105.3 $265K - $1.08M
13.8K $385K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
474
+ 2.5%
$51.54 - $52.55 $24.4K - $24.9K
19.5K $1.01M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.98K
+ 206.03%
$27.54 - $83.04 $165K - $496K
8.88K $246K
Lam Research Corp
10.8K
New
N/A
10.8K $0
Orrstown Finl Svcs Inc
6.67K
New
N/A
6.67K $0
Howard Hughes Holdings Inc
2.36K
+ 3.37%
N/A
72.3K $0
Two Hbrs Invt Corp
161K
New
N/A
161K $0
Perimeter Solutions Inc
297K
New
N/A
297K $0
American Healthcare Reit Inc
774
+ 1.79%
N/A
44K $0
Arista Networks Inc
439K
New
N/A
439K $0
Choiceone Finl Svcs Inc
8.87K
+ 7.56%
N/A
126K $0
Priority Technology Hldgs In
14.1K
New
N/A
14.1K $0
Onity Group Inc
11.6K
+ 16.71%
N/A
80.9K $0
Maplebear Inc
9.75K
+ 8.18%
N/A
129K $0
DRS
Leonardo Drs, Inc.
13.1K
+ 26.68%
N/A
62K $0
Blackrock Inc
138K
New
N/A
138K $0
Virgin Galactic Holdings Inc
4.14K
+ 11.69%
N/A
39.6K $0
Franklin Templeton Digital H
1.29K
+ 8.92%
N/A
15.8K $0
SUB
Ishares Short Term National Mu

ETFs
63
+ 0.61%
$104.94 - $106.2 $6.61K - $6.69K
10.3K $1.09M
Six Flags Entertainment Corp
4.5K
New
N/A
4.5K $0
ETF Opportunities Trust
1.05K
+ 1.15%
N/A
92.6K $0
Sharkninja Inc
257
+ 1.65%
N/A
15.9K $0
F&G Annuities & Life Inc
2.19K
+ 23.9%
N/A
11.3K $0
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6
+ 0.11%
$50.67 - $50.9 $304 - $305
5.69K $288K
DNP
Dnp Select Income Fund Inc

Financial Services
2K
+ 10.41%
$8.82 - $9.96 $17.6K - $19.9K
21.2K $187K
VTV
Vanguard Value ETF

ETFs
128
+ 2.58%
$168.32 - $181.87 $21.5K - $23.3K
5.1K $862K
FDL
First Tr Morningstar Dividend

ETFs
15
+ 0.3%
$39.59 - $43.95 $594 - $659
4.99K $200K
CB
Chubb LTD

Financial Services
1
+ 0.14%
$271.57 - $301.89 $272 - $302
739 $204K
CTVA
Corteva, Inc.

Basic Materials
4
+ 0.08%
$55.21 - $64.13 $221 - $257
4.96K $282K
ATNI
Atn International, Inc.

Communication Services
11.2K
+ 88.19%
$16.38 - $33.48 $183K - $374K
23.8K $400K
IWS
Ishares Russell Midcap Value E

ETFs
4
+ 0.1%
$128.08 - $140.32 $512 - $561
4.07K $526K
VLO
Valero Energy Corp

Energy
322
+ 7.58%
$118.59 - $144.02 $38.2K - $46.4K
4.57K $559K
TER
Teradyne, Inc

Technology
2
+ 0.1%
$102.58 - $133.62 $205 - $267
2.01K $253K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
140
+ 2.1%
$38.37 - $42.82 $5.37K - $5.99K
6.8K $260K
FIS
Fidelity National Information Services, Inc.

Technology
49
+ 0.69%
$80.14 - $90.95 $3.93K - $4.46K
7.11K $573K
WTS
Watts Water Technologies Inc

Industrials
182
+ 1.28%
$190.59 - $221.46 $34.7K - $40.3K
14.4K $2.94M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
900
+ 5.82%
$44.04 - $49.49 $39.6K - $44.5K
16.4K $720K
SLV
I Shares Silver Trust

ETFs
25
+ 0.25%
$26.33 - $31.74 $658 - $794
9.97K $262K
INSP
Inspire Medical Systems, Inc.

Healthcare
1.43K
+ 12.73%
$172.7 - $214.93 $247K - $307K
12.7K $2.35M
NXPI
Nxp Semiconductors N.V.

Technology
5
+ 0.49%
$207.27 - $255.58 $1.04K - $1.28K
1.02K $212K
VCIT
Vanguard Intermediate Term Cor

ETFs
78
+ 0.62%
$80.13 - $83.77 $6.25K - $6.53K
12.6K $1.01M
BFS
Saul Centers, Inc.

Real Estate
396
+ 2.37%
$38.23 - $41.83 $15.1K - $16.6K
17.1K $664K
HRB
H&R Block Inc

Consumer Cyclical
5.87K
+ 17.84%
$52.14 - $63.36 $306K - $372K
38.8K $2.05M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
767
+ 0.6%
$12.74 - $14.23 $9.77K - $10.9K
130K $1.68M
FE
Firstenergy Corp

Utilities
47
+ 0.43%
$39.14 - $44.52 $1.84K - $2.09K
10.9K $435K
ASML
Asml Holding Nv

Technology
20
+ 4.22%
$658.43 - $872.27 $13.2K - $17.4K
494 $342K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
320
+ 1.69%
$34.13 - $37.35 $10.9K - $12K
19.3K $657K
EWC
Ishares Msci Canada ETF

ETFs
932
+ 1.24%
$39.64 - $43.28 $36.9K - $40.3K
75.9K $3.06M
Activity Summary
Buys All Purchases 329 New Holdings 115 Increased Positions 214 Sells All Sells 317 Reductions 317 Sold out 0 Options Calls 0 Puts 0
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