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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$9.52K - $11.2K
|
250
$14.8K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.22KNew |
$199K - $234K
|
5.22K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-62.6K- 99.96% |
$2.38M - $2.81M
|
27
$1.59K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.53K- 98.52% |
$96.3K - $114K
|
38
$2.24K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.01K+ 98.68% |
$267K - $315K
|
14.1K
$833K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.62KNew |
$176K - $207K
|
4.62K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.8K- 45.3% |
$412K - $486K
|
13.1K
$772K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.2KNew |
$770K - $909K
|
20.2K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
20New |
$762 - $899
|
20
$1.18K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
PUT |
15KNew |
$571K - $674K
|
15K
$885K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
19.3K+ 322.4% |
$737K - $869K
|
25.3K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-50.8K- 82.07% |
$1.93M - $2.28M
|
11.1K
$655K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
19.5KNew |
$744K - $878K
|
19.5K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
157K+ 405.04% |
$5.99M - $7.07M
|
196K
$11.6M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-5.81K- 99.93% |
$221K - $261K
|
4
$236
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-21- 46.67% |
$800 - $944
|
24
$1.42K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.89KNew |
$186K - $220K
|
4.89K
$288K
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
43KNew |
$1.64M - $1.93M
|
43K
$2.54M
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-20.9K- 77.41% |
$796K - $939K
|
6.1K
$360K
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
CALL |
-30K- 57.47% |
$1.14M - $1.35M
|
22.2K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-7.31K- 3.22% |
$278K - $328K
|
219K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
17.7KNew |
$676K - $797K
|
17.7K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-90.5K- 99.88% |
$3.45M - $4.06M
|
106
$6.26K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
8.08KNew |
$308K - $363K
|
8.08K
$477K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$38.1 - $44.9
|
5.55K
$328K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-17.4K- 53.63% |
$663K - $782K
|
15K
$888K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-9- 27.27% |
$343 - $404
|
24
$1.42K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.61K- 19.09% |
$61.1K - $72.1K
|
6.8K
$401K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4New |
$152 - $180
|
4
$236
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-29- 0.19% |
$1.1K - $1.3K
|
14.9K
$878K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.25K+ 8.92% |
$85.6K - $101K
|
27.4K
$1.62M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-166K- 99.57% |
$6.32M - $7.46M
|
724
$42.7K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-100- 33.33% |
$3.81K - $4.49K
|
200
$11.8K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
5.21KNew |
$198K - $234K
|
5.21K
$307K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
125+ 31.25% |
$4.76K - $5.62K
|
525
$31K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
66+ 6.31% |
$2.51K - $2.97K
|
1.11K
$65.6K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
291New |
$11.1K - $13.1K
|
291
$17.2K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-40- 50.0% |
$1.52K - $1.8K
|
40
$2.36K
|
|
|
May 01, 2024
Q1 2024
|
Pl Capital Advisors, LLC
Naples, FL |
SELL
|
- |
-9K- 8.26% |
$343K - $404K
|
100K
$5.9M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
628New |
$23.9K - $28.2K
|
628
$37.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
43New |
$1.64K - $1.93K
|
43
$2.54K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
400New |
$15.2K - $18K
|
400
$23.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-45.3K- 78.24% |
$1.73M - $2.04M
|
12.6K
$744K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
22.2K+ 253.4% |
$846K - $999K
|
31K
$1.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
5KNew |
$190K - $225K
|
5K
$295K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-21.7K- 96.44% |
$826K - $975K
|
800
$47.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-100- 0.52% |
$3.81K - $4.49K
|
19.1K
$1.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
73New |
$2.78K - $3.28K
|
73
$4.31K
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-160- 2.73% |
$6.09K - $7.19K
|
5.71K
$337K
|