Purchases and Sales Made in Q1 2025 in Zeta Global Holdings Corp. (ZETA)
This table provides information about the institutional ownership of Zeta Global Holdings Corp. (ZETA) during Q1 2025. The information is specifically focused on institutions that hold shares of Zeta Global Holdings Corp..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6K+ 5.73% |
$81.4K - $148K
|
111K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.69K+ 36.84% |
$77.2K - $141K
|
21.2K
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.35K+ 3.57% |
$72.5K - $132K
|
155K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.83K+ 11.03% |
$65.4K - $119K
|
48.6K
$638K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
4.63K+ 4.55% |
$62.8K - $114K
|
106K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.54K+ 3028.67% |
$61.6K - $112K
|
4.69K
$61.7K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.51K+ 48.53% |
$61.2K - $111K
|
13.8K
$181K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.23K+ 261.08% |
$43.8K - $79.7K
|
4.46K
$58.6K
|
|
|
May 15, 2025
Q1 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
3.2K+ 0.17% |
$43.4K - $79K
|
1.84M
$24.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.95K+ 24.99% |
$40K - $72.8K
|
14.7K
$194K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.82K+ 12.37% |
$38.3K - $69.7K
|
25.7K
$337K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.44K+ 5.6% |
$33K - $60.1K
|
45.9K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
2.43K+ 1.0% |
$32.9K - $59.9K
|
245K
$3.22M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.33KNew |
$31.6K - $57.5K
|
2.33K
$30.6K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.18KNew |
$29.5K - $53.8K
|
2.18K
$28.6K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.16K+ 1.16% |
$29.3K - $53.3K
|
188K
$2.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$27.1K - $49.4K
|
2K
$26.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2K+ 18.18% |
$27.1K - $49.4K
|
13K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.98K+ 963.9% |
$26.8K - $48.8K
|
2.18K
$28.7K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.88K+ 6.69% |
$25.5K - $46.3K
|
29.9K
$393K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.78K+ 4.85% |
$24.1K - $43.8K
|
38.4K
$504K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.62K+ 7.94% |
$21.9K - $39.9K
|
22K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.42K+ 9.14% |
$19.3K - $35.1K
|
17K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.26K+ 44.48% |
$17.1K - $31.2K
|
4.11K
$54K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.24K+ 1.12% |
$16.9K - $30.7K
|
113K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.17K+ 34.24% |
$15.8K - $28.8K
|
4.58K
$60.2K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.1K+ 162.19% |
$14.9K - $27.1K
|
1.78K
$23.3K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
997+ 33233.33% |
$13.5K - $24.6K
|
1K
$13.1K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
948+ 5.85% |
$12.9K - $23.4K
|
17.2K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
948+ 3160.0% |
$12.9K - $23.4K
|
978
$12.9K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
900+ 1.89% |
$12.2K - $22.2K
|
48.4K
$637K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
771New |
$10.5K - $19K
|
771
$10.1K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
707+ 2.01% |
$9.59K - $17.5K
|
35.9K
$472K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
552+ 2.25% |
$7.49K - $13.6K
|
25.1K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
545+ 10.28% |
$7.39K - $13.5K
|
5.85K
$76.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
498+ 8.75% |
$6.75K - $12.3K
|
6.19K
$81.3K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
457+ 2.04% |
$6.2K - $11.3K
|
22.8K
$300K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
450+ 100.0% |
$6.1K - $11.1K
|
900
$11.8K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
438New |
$5.94K - $10.8K
|
438
$5.76K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
405+ 17.37% |
$5.49K - $10K
|
2.74K
$36K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
365+ 2.63% |
$4.95K - $9.01K
|
14.3K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
320New |
$4.34K - $7.9K
|
320
$4.2K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
311+ 17.13% |
$4.22K - $7.68K
|
2.13K
$27.9K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
308New |
$4.18K - $7.6K
|
308
$4.05K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
268New |
$3.63K - $6.62K
|
268
$3.52K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
239+ 3414.29% |
$3.24K - $5.9K
|
246
$3.23K
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
234+ 0.34% |
$3.17K - $5.78K
|
68.4K
$898K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
206New |
$2.79K - $5.09K
|
206
$2.71K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
206+ 2.13% |
$2.79K - $5.09K
|
9.89K
$130K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
187+ 183.33% |
$2.54K - $4.62K
|
289
$3.8K
|