Captrust Financial Advisors Zions Bancorporation, National Association Transaction History

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024

A detailed history of Captrust Financial Advisors transactions in Zions Bancorporation, National Association stock. As of the latest transaction made, Captrust Financial Advisors holds 147,370 shares of ZION stock, worth $8.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
147,370
Previous 148,054 0.46%
Holding current value
$8.1 Million
Previous $6.42 Million 8.35%
% of portfolio
0.02%
Previous 0.02%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$42.49 - $52.53 $29,063 - $35,930
-684 Reduced 0.46%
147,370 $6.96 Million
Q2 2024

Aug 14, 2024
BUY
$39.24 - $45.1 $125,057 - $143,733
3,187 Added 2.2%
148,054 $6.42 Million
Q1 2024

May 15, 2024
SELL
$38.08 - $44.93 $1.93 Million - $2.28 Million
-50,783 Reduced 25.96%
144,867 $6.29 Million
Q4 2023

Feb 14, 2024
BUY
$29.45 - $45.67 $811,671 - $1.26 Million
27,561 Added 16.4%
195,650 $8.58 Million
Q3 2023

Nov 14, 2023
BUY
$27.78 - $38.69 $46,809 - $65,192
1,685 Added 1.01%
168,089 $5.86 Million
Q2 2023

Aug 14, 2023
BUY
$19.93 - $32.72 $28,599 - $46,953
1,435 Added 0.87%
166,404 $4.47 Million
Q1 2023

May 15, 2023
BUY
$27.45 - $54.79 $16,881 - $33,695
615 Added 0.37%
164,969 $4.94 Million
Q4 2022

Feb 15, 2023
SELL
$45.74 - $55.39 $21,726 - $26,310
-475 Reduced 0.29%
164,354 $8.08 Million
Q3 2022

Nov 16, 2022
BUY
$20.08 - $58.97 $2.84 Million - $8.35 Million
141,675 Added 611.88%
164,829 $8.38 Million
Q2 2022

Aug 23, 2022
SELL
$50.84 - $65.53 $7.15 Million - $9.21 Million
-140,588 Reduced 85.86%
23,154 $1.18 Million
Q2 2022

Aug 16, 2022
BUY
$50.84 - $65.53 $868,296 - $1.12 Million
17,079 Added 11.65%
163,742 $8.33 Million
Q1 2022

May 16, 2022
BUY
$61.75 - $74.31 $7.76 Million - $9.34 Million
125,697 Added 599.53%
146,663 $9.62 Million
Q4 2021

Feb 14, 2022
BUY
$59.4 - $67.61 $27,680 - $31,506
466 Added 2.27%
20,966 $1.32 Million
Q3 2021

Nov 16, 2021
SELL
$47.7 - $63.74 $14,262 - $19,058
-299 Reduced 1.44%
20,500 $1.27 Million
Q2 2021

Aug 16, 2021
SELL
$50.3 - $60.27 $8,701 - $10,426
-173 Reduced 0.82%
20,799 $1.1 Million
Q1 2021

May 17, 2021
BUY
$42.93 - $59.06 $120,118 - $165,249
2,798 Added 15.4%
20,972 $1.15 Million
Q4 2020

Feb 16, 2021
BUY
$29.12 - $44.02 $378,967 - $572,876
13,014 Added 252.21%
18,174 $789,000
Q3 2020

Nov 17, 2020
SELL
$28.22 - $35.39 $4.45 Million - $5.59 Million
-157,830 Reduced 96.83%
5,160 $150,000
Q2 2020

Aug 14, 2020
BUY
$24.68 - $40.57 $3.36 Million - $5.52 Million
136,091 Added 505.93%
162,990 $5.31 Million
Q1 2020

May 15, 2020
SELL
$24.08 - $52.44 $3.41 Million - $7.43 Million
-141,754 Reduced 84.05%
26,899 $681,000
Q4 2019

Feb 14, 2020
BUY
$42.21 - $51.92 $538,093 - $661,876
12,748 Added 8.18%
168,653 $8.84 Million
Q3 2019

Nov 14, 2019
SELL
$39.2 - $46.38 $12,112 - $14,331
-309 Reduced 0.2%
155,905 $6.94 Million
Q2 2019

Aug 13, 2019
BUY
$43.07 - $50.05 $387 - $450
9 Added 0.01%
156,214 $7.18 Million
Q1 2019

May 15, 2019
BUY
$41.35 - $51.28 $15,630 - $19,383
378 Added 0.24%
156,205 $7.09 Million
Q4 2018

Feb 13, 2019
SELL
$38.51 - $52.09 $21,950 - $29,691
-570 Reduced 0.36%
155,827 $6.35 Million
Q3 2018

Nov 15, 2018
BUY
$50.15 - $54.22 $7.04 Million - $7.61 Million
140,361 Added 875.29%
156,397 $7.84 Million
Q2 2018

Aug 13, 2018
BUY
$51.37 - $58.54 $22,654 - $25,816
441 Added 2.83%
16,036 $845,000
Q1 2018

May 15, 2018
BUY
$50.62 - $57.04 $757,933 - $854,059
14,973 Added 2407.23%
15,595 $801,000
Q4 2017

Feb 14, 2018
BUY
$43.93 - $51.74 $27,324 - $32,182
622
622 $32,000

Others Institutions Holding ZION

# of Institutions
525
Shares Held
109M
Call Options Held
3.46M
Put Options Held
1.67M
View Full List

About ZIONS BANCORPORATION, NATIONAL ASSOCIATION

ZION Quotes by TradingView
  • Ticker ZION
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 149,611,008
  • Market Cap $8.22B
  • Description
  • Zions Bancorporation, National Association provides various banking and related services primarily in the states of Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The company offers corporate banking services; commercial banking, including a focus on small- and medium-sized businesses; com...
More about ZION
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