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 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
160New |
$2.17K - $3.95K
|
160
$2.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
129New |
$1.75K - $3.19K
|
129
$1.7K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
120+ 0.93% |
$1.63K - $2.96K
|
13K
$171K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
113New |
$1.53K - $2.79K
|
113
$1.48K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
101New |
$1.37K - $2.49K
|
101
$1.33K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75New |
$1.02K - $1.85K
|
75
$986
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
69New |
$936 - $1.7K
|
69
$907
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
65+ 32.5% |
$881 - $1.6K
|
265
$3.48K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
61New |
$827 - $1.51K
|
61
$802
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53+ 63.86% |
$719 - $1.31K
|
136
$1.79K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
50New |
$678 - $1.23K
|
50
$657
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
50New |
$678 - $1.23K
|
50
$657
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
36New |
$488 - $889
|
36
$473
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
36+ 144.0% |
$488 - $889
|
61
$802
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
30New |
$407 - $741
|
30
$394
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
30New |
$407 - $741
|
30
$394
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30New |
$407 - $741
|
30
$394
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28New |
$380 - $691
|
28
$368
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
26+ 7.81% |
$353 - $642
|
359
$4.72K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
26New |
$353 - $642
|
26
$342
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
25New |
$339 - $617
|
25
$329
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
25New |
$339 - $617
|
25
$329
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12New |
$163 - $296
|
12
$158
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10New |
$136 - $247
|
10
$131
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
6+ 0.01% |
$81.4 - $148
|
51K
$670K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
4+ 2.19% |
$54.2 - $98.8
|
187
$2.46K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 0.17% |
$94.9 - $173
|
4K
$52.6K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-16- 0.12% |
$217 - $395
|
13.6K
$178K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-28- 19.31% |
$380 - $691
|
117
$1.54K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-80- 50.0% |
$1.08K - $1.98K
|
80
$1.05K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-97- 6.9% |
$1.32K - $2.39K
|
1.31K
$17.2K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-164- 0.07% |
$2.22K - $4.05K
|
220K
$2.9M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-172- 0.45% |
$2.33K - $4.25K
|
37.9K
$498K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-200- 0.63% |
$2.71K - $4.94K
|
31.3K
$411K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-271- 0.42% |
$3.67K - $6.69K
|
64K
$840K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-310- 63.27% |
$4.2K - $7.65K
|
180
$2.37K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-450- 50.0% |
$6.1K - $11.1K
|
450
$5.91K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-525- 0.96% |
$7.12K - $13K
|
54.3K
$713K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-535- 3.14% |
$7.25K - $13.2K
|
16.5K
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-661- 3.8% |
$8.96K - $16.3K
|
16.8K
$220K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-733- 48.03% |
$9.94K - $18.1K
|
793
$10.4K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-936- 84.78% |
$12.7K - $23.1K
|
168
$2.21K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.15K- 75.03% |
$15.6K - $28.4K
|
383
$5.03K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.26K- 0.13% |
$17K - $31K
|
964K
$12.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.41K- 7.17% |
$19.2K - $34.9K
|
18.3K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.46K- 1.34% |
$19.7K - $35.9K
|
107K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.46K- 1.02% |
$19.8K - $36.1K
|
141K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-1.81K- 5.3% |
$24.6K - $44.8K
|
32.4K
$426K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.51K- 1.4% |
$34K - $61.9K
|
177K
$2.32M
|