Zacks Investment Management Purchases in Q1 2025

Zacks Investment Management

  • $10.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AIZ
Assurant, Inc.

Financial Services
2.08K
+ 3.13%
$198.92 - $218.67 $414K - $455K
68.5K $14.4M
FDVV
Fidelity High Dividend ETF

ETFs
4.15K
New
$48.86 - $52.28 $203K - $217K
4.15K $205K
SE
Sea LTD

Consumer Cyclical
1.55K
New
$104.87 - $146.31 $163K - $227K
1.55K $202K
FBK
Fb Financial Corp

Financial Services
4.34K
New
$44.62 - $54.37 $194K - $236K
4.34K $201K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
20.2K
New
$9.61 - $12.47 $194K - $252K
20.2K $200K
VVI
Viad Corp

Industrials
4.58K
+ 90.73%
$38.76 - $41.63 $178K - $191K
9.63K $394K
SEMR
Se Mrush Holdings, Inc.

Technology
19.1K
New
$9.27 - $18.37 $177K - $350K
19.1K $177K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.21K
+ 40.55%
$71.17 - $73.66 $157K - $163K
7.65K $562K
NDAQ
Nasdaq, Inc.

Financial Services
4.23K
+ 3.9%
$72.17 - $83.76 $305K - $354K
113K $8.55M
EWA
Ishares Msci Australia ETF

ETFs
7.57K
+ 12.04%
$23.02 - $25.66 $174K - $194K
70.4K $1.65M
UPST
Upstart Holdings, Inc.

Financial Services
12.2K
+ 45.64%
$46.03 - $88.77 $562K - $1.08M
38.9K $1.79M
EVTC
Evertec, Inc.

Technology
1.51K
+ 3.97%
$31.79 - $37.92 $48K - $57.2K
39.5K $1.45M
VLO
Valero Energy Corp

Energy
730
+ 15.98%
$121.76 - $142.99 $88.9K - $104K
5.3K $699K
PHR
Phreesia, Inc.

Healthcare
4.42K
+ 9.51%
$21.97 - $30.01 $97K - $132K
50.8K $1.3M
MASI
Masimo Corp

Healthcare
578
+ 2.12%
$163.55 - $190.63 $94.5K - $110K
27.8K $4.63M
KEYS
Keysight Technologies, Inc.

Technology
1.1K
+ 35.33%
$148.16 - $185.11 $163K - $203K
4.21K $629K
EWC
Ishares Msci Canada ETF

ETFs
2.23K
+ 2.93%
$39.3 - $42.52 $87.5K - $94.6K
78.1K $3.18M
OLO
Olo Inc.

Technology
104K
+ 33.61%
$5.98 - $8.12 $625K - $848K
415K $2.51M
DFIV
Dimensional ETF Tr

ETFs
1.41K
+ 8.67%
$35.33 - $40.77 $49.9K - $57.6K
17.7K $697K
LDOS
Leidos Holdings, Inc.

Technology
2.88K
+ 9.5%
$126.82 - $161.11 $365K - $464K
33.2K $4.48M
LEG
Leggett & Platt Inc

Consumer Cyclical
13.1K
New
$7.91 - $11.06 $104K - $145K
13.1K $103K
PBPB
Potbelly Corp

Consumer Cyclical
10.8K
New
$8.93 - $13.3 $96.7K - $144K
10.8K $102K
OHI
Omega Healthcare Investors Inc

Real Estate
1.88K
+ 1.42%
$35.7 - $38.33 $67K - $71.9K
134K $5.11M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
4.55K
+ 16.94%
$47.48 - $53.82 $216K - $245K
31.4K $1.49M
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
8.24K
+ 51.64%
$15.34 - $18.99 $126K - $156K
24.2K $394K
CDE
Coeur Mining, Inc.

Basic Materials
12.4K
+ 9.5%
$5.02 - $7.29 $62.1K - $90.2K
143K $844K
RLJ
Rlj Lodging Trust

Real Estate
11.9K
New
$7.89 - $10.07 $94.2K - $120K
11.9K $94K
VTV
Vanguard Value ETF

ETFs
422
+ 8.28%
$167.73 - $179.21 $70.8K - $75.6K
5.52K $953K
VLY
Valley National Bancorp

Financial Services
10K
New
$8.56 - $10.42 $85.7K - $104K
10K $89K
KMPR
Kemper Corp

Financial Services
1.09K
+ 3.67%
$62.81 - $69.5 $68.2K - $75.5K
30.7K $2.05M
KLAC
Kla Corp

Technology
96
+ 29.72%
$636.62 - $777.63 $61.1K - $74.7K
419 $284K
XLI
Industrial Sector Spdr

ETFs
619
+ 36.01%
$128.78 - $141.67 $79.7K - $87.7K
2.34K $306K
CTOS
Custom Truck One Source, Inc.

Industrials
18.2K
New
$4.02 - $5.42 $73.2K - $98.7K
18.2K $76K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.2K
+ 7.31%
$42.5 - $46.71 $50.8K - $55.9K
17.6K $794K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
290
+ 0.17%
$28.27 - $29.28 $8.2K - $8.49K
168K $4.87M
WEC
Wec Energy Group, Inc.

Utilities
253
+ 8.79%
$92.12 - $108.98 $23.3K - $27.6K
3.13K $341K
ITOT
Ishares Core S&P Total U.S. St

ETFs
691
+ 32.47%
$120.29 - $134.6 $83.1K - $93K
2.82K $343K
DUK
Duke Energy Corp

Utilities
84
+ 2.09%
$105.87 - $121.97 $8.89K - $10.2K
4.11K $501K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.37K
+ 17.71%
$69.82 - $78.67 $95.3K - $107K
9.07K $638K
CB
Chubb LTD

Financial Services
152
+ 20.57%
$257.71 - $301.99 $39.2K - $45.9K
891 $269K
EPD
Enterprise Products Partners L.P.

Energy
677
+ 4.84%
$31.75 - $34.14 $21.5K - $23.1K
14.7K $500K
EPI
Wisdomtree Tr India Earnings F

ETFs
2.6K
+ 7.67%
$40.08 - $45.85 $104K - $119K
36.5K $1.6M
INTC
Intel Corp

Technology
1.02K
+ 7.06%
$19.1 - $27.39 $19.5K - $28K
15.5K $351K
INTA
Intapp, Inc.

Technology
16.6K
+ 10.42%
$57.21 - $74.1 $948K - $1.23M
176K $10.3M
MASS
908 Devices Inc.

Healthcare
12.4K
New
$1.98 - $4.58 $24.5K - $56.7K
12.4K $55K
XLY
Select Sector Spdr Consumer Di

ETFs
412
+ 36.69%
$192.6 - $233.2 $79.4K - $96.1K
1.54K $303K
CI
Cigna Corp

Healthcare
32
+ 4.13%
$274.49 - $329.0 $8.78K - $10.5K
807 $265K
RUN
Sunrun Inc.

Technology
23.3K
+ 92.27%
$5.86 - $11.37 $137K - $265K
48.6K $285K
FNB
Fnb Corp

Financial Services
7.86K
+ 19.01%
$13.08 - $15.95 $103K - $125K
49.2K $661K
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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