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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-144- 1.99% |
$6.12K - $7.56K
|
7.09K
$395K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
787+ 24.88% |
$33.4K - $41.3K
|
3.95K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
SELL
|
- |
-646K- 79.7% |
$27.4M - $33.9M
|
164K
$9.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10.1KNew |
$429K - $531K
|
10.1K
$562K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
5.64K+ 46.14% |
$240K - $296K
|
17.9K
$995K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-215- 1.97% |
$9.14K - $11.3K
|
10.7K
$596K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
4.46KNew |
$190K - $234K
|
4.46K
$248K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
110New |
$4.67K - $5.78K
|
110
$6.12K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
10.8KNew |
$459K - $567K
|
10.8K
$601K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
6KNew |
$255K - $315K
|
6K
$334K
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-107- 0.86% |
$4.55K - $5.62K
|
12.3K
$685K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
343New |
$14.6K - $18K
|
343
$19.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
169New |
$7.18K - $8.88K
|
169
$9.4K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
4New |
$170 - $210
|
4
$223
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$382 - $473
|
9
$501
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
61+ 0.56% |
$2.59K - $3.2K
|
11K
$613K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.56% |
$42.5 - $52.5
|
181
$10.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-50- 0.94% |
$2.12K - $2.63K
|
5.25K
$292K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
23New |
$977 - $1.21K
|
23
$1.28K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
CALL |
5.1KNew |
$217K - $268K
|
5.1K
$284K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-600- 10.34% |
$25.5K - $31.5K
|
5.2K
$289K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-920- 64.93% |
$39.1K - $48.3K
|
497
$27.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
10.9KNew |
$465K - $574K
|
10.9K
$609K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-434- 4.89% |
$18.4K - $22.8K
|
8.45K
$470K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
260New |
$11K - $13.7K
|
260
$14.5K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.7K+ 4621.03% |
$1.56M - $1.93M
|
37.5K
$2.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
35New |
$1.49K - $1.84K
|
35
$1.95K
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
4.44KNew |
$189K - $233K
|
4.44K
$247K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.6K+ 64.97% |
$1.43M - $1.76M
|
85.3K
$4.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.4K+ 42.56% |
$525K - $649K
|
41.4K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
38+ 2.95% |
$1.61K - $2K
|
1.33K
$73.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-92- 1.79% |
$3.91K - $4.83K
|
5.06K
$281K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-9- 34.62% |
$382 - $473
|
17
$946
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
597New |
$25.4K - $31.4K
|
597
$33.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.03KNew |
$214K - $264K
|
5.03K
$280K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
400New |
$17K - $21K
|
400
$22.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
9K+ 35.29% |
$382K - $473K
|
34.5K
$1.92M
|
|
| Q2 2024 | |||||||
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-12.9KClosed |
$506K - $582K
|
0
$0
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-136KClosed |
$5.33M - $6.13M
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
12.5K+ 4.46% |
$492K - $565K
|
294K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-25.4K- 71.15% |
$997K - $1.15M
|
10.3K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
812KNew |
$31.9M - $36.6M
|
812K
$45.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
26.8K+ 199.49% |
$1.05M - $1.21M
|
40.2K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
12.2KNew |
$479K - $551K
|
12.2K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
28.6KNew |
$1.12M - $1.29M
|
28.6K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-5K- 5.0% |
$196K - $226K
|
95K
$5.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
119K+ 46.81% |
$4.68M - $5.38M
|
374K
$20.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.2K- 4.79% |
$47.1K - $54.1K
|
23.9K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-90- 36.0% |
$3.53K - $4.06K
|
160
$8.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7.75KClosed |
$304K - $350K
|
0
$0
|
|