Latest Institutional Transactions on Zions Bancorporation, National Association (ZION)
This table provides information on the latest institutional transactions involving Zions Bancorporation, National Association (ZION) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-92.3K- 74.85% |
$3.82M - $4.8M
|
31K
$1.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
348+ 24.95% |
$14.4K - $18.1K
|
1.74K
$97K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-21- 1.98% |
$869 - $1.09K
|
1.04K
$57.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
47.4K+ 7.19% |
$1.96M - $2.46M
|
706K
$39.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
134+ 0.74% |
$5.55K - $6.96K
|
18.3K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-200- 3.67% |
$8.28K - $10.4K
|
5.25K
$292K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
19+ 28.36% |
$786 - $987
|
86
$4.79K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
256+ 2.59% |
$10.6K - $13.3K
|
10.1K
$564K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14K- 19.8% |
$581K - $730K
|
56.9K
$3.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.35K+ 171.54% |
$263K - $330K
|
10.1K
$560K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
561+ 1.65% |
$23.2K - $29.1K
|
34.6K
$1.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.87% |
$290 - $364
|
812
$45.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
41+ 0.76% |
$1.7K - $2.13K
|
5.41K
$301K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 1.56% |
$41.4 - $51.9
|
65
$3.62K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6.12K- 43.49% |
$253K - $318K
|
7.96K
$443K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
124+ 1.72% |
$5.13K - $6.44K
|
7.35K
$409K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-18- 5.37% |
$745 - $935
|
317
$17.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-310- 3.69% |
$12.8K - $16.1K
|
8.09K
$450K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-268- 5.58% |
$11.1K - $13.9K
|
4.54K
$252K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 1.01% |
$373 - $467
|
882
$49.1K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.52K- 40.0% |
$146K - $183K
|
5.28K
$294K
|
|
| Q1 2025 | |||||||
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-3.59K- 36.82% |
$169K - $212K
|
6.16K
$343K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-489- 6.61% |
$23K - $28.9K
|
6.91K
$384K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
12New |
$564 - $708
|
12
$668
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.86K+ 708.68% |
$322K - $405K
|
7.83K
$436K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.69K+ 20.2% |
$221K - $277K
|
27.9K
$1.55M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.57K- 36.5% |
$121K - $152K
|
4.47K
$249K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
45.3K+ 465.24% |
$2.13M - $2.67M
|
55K
$3.06M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.66K+ 0.53% |
$125K - $157K
|
505K
$28.1M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$188 - $236
|
4
$223
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.16K+ 16.51% |
$54.3K - $68.2K
|
8.16K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
60.6KNew |
$2.85M - $3.57M
|
60.6K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.48K+ 7.48% |
$69.4K - $87.2K
|
21.2K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-43.5K- 4.95% |
$2.05M - $2.57M
|
836K
$46.5M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
17.4K+ 12.23% |
$817K - $1.03M
|
159K
$8.87M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
8.26KNew |
$388K - $488K
|
8.26K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
166+ 313.21% |
$7.8K - $9.8K
|
219
$12.2K
|
|
|
May 15, 2025
Q1 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
BUY
|
- |
4.55KNew |
$214K - $269K
|
4.55K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.05K- 50.71% |
$425K - $534K
|
8.8K
$490K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-465K- 6.26% |
$21.8M - $27.4M
|
6.96M
$387M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
36.2KNew |
$1.7M - $2.14M
|
36.2K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 200.0% |
$470 - $590
|
15
$835
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
63New |
$2.96K - $3.72K
|
63
$3.51K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
105KNew |
$4.95M - $6.22M
|
105K
$5.86M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
366K+ 158.65% |
$17.2M - $21.6M
|
597K
$33.2M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
10.7K+ 16.79% |
$505K - $634K
|
74.8K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.5K+ 109.27% |
$542K - $681K
|
22.1K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.85K- 3.22% |
$181K - $227K
|
116K
$6.44M
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
4.25K+ 100.73% |
$200K - $251K
|
8.47K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3New |
$141 - $177
|
3
$167
|
|