Latest Institutional Purchases of Zacks Tr Earnings Constant Por (ZECP)
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
$5M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
92.7K+ 25.59% |
$2.51M - $2.96M
|
455K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.8KNew |
$1.46M - $1.72M
|
53.8K
$1.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
45.9KNew |
$1.24M - $1.46M
|
45.9K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
37.9K+ 16.13% |
$1.03M - $1.21M
|
273K
$8.89M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
34K+ 62.21% |
$923K - $1.09M
|
88.8K
$2.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.6K+ 337.26% |
$910K - $1.07M
|
43.5K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
28.3K+ 130.64% |
$768K - $905K
|
50K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
25.7KNew |
$697K - $820K
|
25.7K
$837K
|
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
22.3K+ 1.71% |
$604K - $711K
|
1.33M
$43.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
22K+ 15.94% |
$597K - $703K
|
160K
$5.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.1KNew |
$519K - $611K
|
19.1K
$624K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
18.8K+ 13.14% |
$509K - $599K
|
162K
$5.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
16.5K+ 15.66% |
$447K - $526K
|
122K
$3.97M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15.9KNew |
$431K - $507K
|
15.9K
$518K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
12.7K+ 20.08% |
$343K - $404K
|
75.7K
$2.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
12.6KNew |
$341K - $401K
|
12.6K
$410K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.22K+ 6.53% |
$196K - $230K
|
118K
$3.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.46K+ 19.56% |
$148K - $174K
|
33.3K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.36K+ 16.14% |
$63.9K - $75.2K
|
17K
$552K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.18K+ 9.34% |
$59.2K - $69.6K
|
25.5K
$832K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.26K+ 6.42% |
$34.1K - $40.1K
|
20.8K
$678K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.21KNew |
$32.8K - $38.6K
|
1.21K
$39.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.04K+ 0.6% |
$28.3K - $33.3K
|
176K
$5.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 10.18% |
$28.2K - $33.3K
|
11.3K
$367K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
436+ 0.67% |
$11.8K - $13.9K
|
65.9K
$2.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
122+ 1.04% |
$3.31K - $3.89K
|
11.9K
$387K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
90+ 7.53% |
$2.44K - $2.87K
|
1.29K
$41.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
39+ 0.07% |
$1.06K - $1.24K
|
55.6K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
25+ 100.0% |
$678 - $798
|
50
$1.63K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5+ 0.03% |
$136 - $160
|
14.6K
$476K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
101K+ 9.79% |
$2.96M - $3.25M
|
1.14M
$37M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
61.8KNew |
$1.81M - $1.98M
|
61.8K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.1KNew |
$558K - $612K
|
19.1K
$621K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.98K+ 27.92% |
$116K - $128K
|
18.2K
$594K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.27KNew |
$38.4K - $40.8K
|
1.27K
$41.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400New |
$12.1K - $12.9K
|
400
$13K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
132New |
$4.01K - $4.26K
|
132
$4.3K
|
|
| Q3 2024 | |||||||
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
169K+ 53.14% |
$4.8M - $5.23M
|
488K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.9K+ 122.55% |
$450K - $491K
|
28.9K
$941K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10KNew |
$283K - $309K
|
10K
$326K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
7.45K+ 14.76% |
$211K - $230K
|
57.9K
$1.89M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
672+ 54.24% |
$18K - $19.5K
|
1.91K
$62.2K
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$26.8 - $29
|
1
$32.6
|
|
| 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 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
|
|