Purchases and Sales Made in Q4 2024 in Zacks Tr Earnings Constant Por (ZECP)
This table provides information about the institutional ownership of Zacks Tr Earnings Constant Por (ZECP) during Q4 2024. The information is specifically focused on institutions that hold shares of ZACKS TR EARNINGS CONSTANT POR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
294K+ 39.65% |
$8.91M - $9.47M
|
1.03M
$32.2M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
181KNew |
$5.5M - $5.85M
|
181K
$5.64M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
92.3KNew |
$2.8M - $2.98M
|
92.3K
$2.87M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
67.8KNew |
$2.06M - $2.19M
|
67.8K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
59.7K+ 52.17% |
$1.81M - $1.93M
|
174K
$5.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
42.2K+ 16.3% |
$1.28M - $1.36M
|
301K
$9.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
42.1K+ 24.46% |
$1.28M - $1.36M
|
214K
$6.67M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
32.8K+ 2.9% |
$994K - $1.06M
|
1.16M
$36.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
26.6K+ 223.57% |
$807K - $857K
|
38.5K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
25.9K+ 17.23% |
$786K - $836K
|
176K
$5.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.8KNew |
$724K - $769K
|
23.8K
$742K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
19.1KNew |
$579K - $615K
|
19.1K
$594K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
11.4K+ 15.88% |
$346K - $368K
|
83.2K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
9.59K+ 49.52% |
$291K - $309K
|
28.9K
$901K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
8.41K+ 79.74% |
$255K - $271K
|
19K
$590K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.48K+ 113.41% |
$227K - $241K
|
14.1K
$438K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.39K+ 2.31% |
$194K - $206K
|
283K
$8.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
5.84K+ 69.48% |
$177K - $188K
|
14.3K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.53K+ 8.86% |
$168K - $178K
|
67.9K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.12K+ 13.75% |
$94.8K - $101K
|
25.8K
$804K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.43K+ 32.62% |
$73.8K - $78.4K
|
9.88K
$308K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.25K+ 2.12% |
$68.4K - $72.7K
|
108K
$3.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.84K+ 12.69% |
$55.7K - $59.2K
|
16.3K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.27KNew |
$38.4K - $40.8K
|
1.27K
$39.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.12KNew |
$34K - $36.1K
|
1.12K
$34.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400New |
$12.1K - $12.9K
|
400
$12.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
177+ 1.23% |
$5.37K - $5.71K
|
14.6K
$455K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
154New |
$4.67K - $4.97K
|
154
$4.79K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
132New |
$4.01K - $4.26K
|
132
$4.11K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
68+ 0.3% |
$2.06K - $2.19K
|
22.8K
$709K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
9+ 56.25% |
$273 - $290
|
25
$778
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1Closed |
$30.4 - $32.3
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-821- 5.33% |
$24.9K - $26.5K
|
14.6K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.75K- 5.23% |
$53.1K - $56.4K
|
31.7K
$988K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.98K- 3.13% |
$60.2K - $64K
|
61.4K
$1.91M
|
|
|
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
$24.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-6.13K- 4.12% |
$186K - $198K
|
142K
$4.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.3K- 55.23% |
$496K - $527K
|
13.3K
$412K
|