Latest Institutional Purchases of Zacks Tr Earnings Constant Por (ZECP)

ZECP Quotes by TradingView

This list provides information on the latest institutional transactions involving Zacks Tr Earnings Constant Por (ZECP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jul 09, 2025 Q2 2025
Navigation Wealth Management, Inc.

Fort Collins, CO
BUY
 -
124K
+ 416.15%
$3.36M - $3.95M
154K $4.92M
Jul 01, 2025 Q2 2025
Private Client Services, LLC

Louisville, KY
BUY
 -
15.9K
New
$431K - $507K
15.9K $510K
Jul 07, 2025 Q2 2025
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
90
+ 7.53%
$2.44K - $2.87K
1.29K $41.2K
Q1 2025
May 15, 2025 Q1 2025
Creative Planning

Overland Park, KS
BUY
 -
1.23M
New
$36M - $39.4M
1.23M $39.4M
May 14, 2025 Q1 2025
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
148K
+ 69.09%
$4.33M - $4.75M
362K $11.6M
May 08, 2025 Q1 2025
Menard Financial Group LLC

Houston, TX
BUY
 -
140K
+ 12.06%
$4.1M - $4.5M
1.3M $41.8M
May 15, 2025 Q1 2025
Advisory Services Network, LLC

BUY
 -
101K
+ 9.79%
$2.96M - $3.25M
1.14M $36.4M
Apr 14, 2025 Q1 2025
Simplicity Wealth,Llc

BUY
 -
61.8K
New
$1.81M - $1.98M
61.8K $1.98M
May 15, 2025 Q1 2025
True Private Wealth Advisors

BUY
 -
53.8K
+ 29.67%
$1.57M - $1.72M
235K $7.53M
May 15, 2025 Q1 2025
Paragon Private Wealth Management, LLC

BUY
 -
24.6K
+ 63.88%
$719K - $788K
63K $2.02M
May 06, 2025 Q1 2025
M1 Capital Management LLC

Bloomfield Hills, MI
BUY
 -
23.2K
+ 73.57%
$678K - $744K
54.7K $1.75M
May 15, 2025 Q1 2025
Continental Investors Services, Inc.

Longview, WA
BUY
 -
22.1K
+ 26.56%
$646K - $708K
105K $3.37M
May 07, 2025 Q1 2025
Alteri Wealth LLC

Westlake Village, CA
BUY
 -
21.7K
New
$634K - $696K
21.7K $695K
Apr 28, 2025 Q1 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
19.4K
New
$566K - $621K
19.4K $620K
May 08, 2025 Q1 2025
Great Valley Advisor Group, Inc.

BUY
 -
19.1K
New
$558K - $612K
19.1K $611K
May 15, 2025 Q1 2025
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
10.4K
+ 3.45%
$303K - $333K
311K $9.97M
May 15, 2025 Q1 2025
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
10.2K
New
$299K - $328K
10.2K $328K
May 09, 2025 Q1 2025
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
9.95K
New
$291K - $319K
9.95K $319K
Apr 25, 2025 Q1 2025
Koshinski Asset Management, Inc.

BUY
 -
9.28K
+ 65.9%
$271K - $298K
23.4K $749K
Apr 11, 2025 Q1 2025
Unique Wealth, LLC

Tampa, FL
BUY
 -
8.81K
+ 46.15%
$258K - $282K
27.9K $894K
Apr 29, 2025 Q1 2025
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
6.58K
+ 3.73%
$192K - $211K
183K $5.86M
May 14, 2025 Q1 2025
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
5.07K
+ 15.97%
$148K - $162K
36.8K $1.18M
May 14, 2025 Q1 2025
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
3.98K
+ 27.92%
$116K - $128K
18.2K $584K
May 05, 2025 Q1 2025
Private Advisor Group, LLC

BUY
 -
2.44K
+ 3.98%
$71.4K - $78.3K
63.8K $2.04M
May 15, 2025 Q1 2025
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
2.01K
+ 1.85%
$58.6K - $64.3K
110K $3.54M
Apr 28, 2025 Q1 2025
Onyx Bridge Wealth Group LLC

BUY
 -
1.87K
+ 18.9%
$54.6K - $59.9K
11.8K $377K
May 06, 2025 Q1 2025
Atria Investments LLC

Charlotte, NC
BUY
 -
933
+ 3.61%
$27.3K - $29.9K
26.8K $858K
May 12, 2025 Q1 2025
Empirical Asset Management, LLC

BUY
 -
583
+ 3.07%
$17K - $18.7K
19.5K $627K
May 05, 2025 Q1 2025
Ifp Advisors, Inc

BUY
 -
406
+ 263.64%
$11.9K - $13K
560 $17.9K
May 14, 2025 Q1 2025
Axiom Financial Strategies, LLC

New Albany, IN
BUY
 -
234
+ 1.03%
$6.84K - $7.5K
23K $738K
May 14, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q4 2024
Feb 14, 2025 Q4 2024
Ubs Group Ag

BUY
 -
1.27K
New
$38.4K - $40.8K
1.27K $40.5K
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
400
New
$12.1K - $12.9K
400 $12.8K
Feb 06, 2025 Q4 2024
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
177
+ 1.23%
$5.37K - $5.71K
14.6K $469K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
132
New
$4.01K - $4.26K
132 $4.23K
Jan 29, 2025 Q4 2024
Dhjj Financial Advisors, Ltd.

BUY
 -
9
+ 56.25%
$273 - $290
25 $801
Q3 2024
Oct 16, 2024 Q3 2024
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
169K
+ 53.14%
$4.8M - $5.23M
488K $15.7M
Nov 14, 2024 Q3 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
15.9K
+ 122.55%
$450K - $491K
28.9K $926K
Nov 14, 2024 Q3 2024
Old Mission Capital LLC

BUY
 -
10K
New
$283K - $309K
10K $321K
Oct 09, 2024 Q3 2024
Life Pro Asset Management

BUY
 -
7.45K
+ 14.76%
$211K - $230K
57.9K $1.86M
Q2 2024
Aug 13, 2024 Q2 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
50.4K
New
$1.35M - $1.46M
50.4K $1.62M
Aug 13, 2024 Q2 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
672
+ 54.24%
$18K - $19.5K
1.91K $61.2K
May 14, 2025 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
1
New
$26.8 - $29
1 $32.1
Q3 2023
Nov 14, 2023 Q3 2023
Zacks Investment Management

Chicago, IL
BUY
 -
975K
New
$23.4M - $25.1M
975K $31.3M
Oct 10, 2023 Q3 2023
Castle Rock Wealth Management, LLC

BUY
 -
2.24K
+ 6.74%
$53.9K - $57.6K
35.5K $1.14M
Q2 2023
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
1K
New
$23.5K - $25K
1K $32K
Q4 2022
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
7
New
$148 - $171
7 $224

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