Latest Institutional Transactions on Zacks Tr Earnings Constant Por (ZECP)
This table provides information on the latest institutional transactions involving Zacks Tr Earnings Constant Por (ZECP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-821- 5.33% |
$24.9K - $26.5K
|
14.6K
$474K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
132New |
$4.01K - $4.26K
|
132
$4.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.72K- 77.57% |
$82.5K - $87.7K
|
786
$25.6K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10KNew |
$283K - $309K
|
10K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.9K+ 122.55% |
$450K - $491K
|
28.9K
$941K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-115K- 38.86% |
$3.25M - $3.55M
|
181K
$5.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
169K+ 53.14% |
$4.8M - $5.23M
|
488K
$15.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
7.45K+ 14.76% |
$211K - $230K
|
57.9K
$1.89M
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$26.8 - $29
|
1
$32.6
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
672+ 54.24% |
$18K - $19.5K
|
1.91K
$62.2K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-238- 9.02% |
$6.15K - $6.69K
|
2.4K
$78.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
975KNew |
$23.4M - $25.1M
|
975K
$31.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.24K+ 6.74% |
$53.9K - $57.6K
|
35.5K
$1.16M
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-3.49K- 5.97% |
$82.1K - $87.4K
|
55K
$1.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1KNew |
$23.5K - $25K
|
1K
$32.6K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7New |
$148 - $171
|
7
$228
|
|