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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-185- 1.62% |
$5.45K - $8.45K
|
11.2K
$620K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.17KNew |
$241K - $373K
|
8.17K
$453K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-129- 0.62% |
$3.8K - $5.89K
|
20.6K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-175- 58.33% |
$5.15K - $7.99K
|
125
$6.93K
|
|
|
Feb 02, 2024
Q4 2023
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
21.2KNew |
$625K - $969K
|
21.2K
$1.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
66.6KNew |
$1.96M - $3.04M
|
66.6K
$3.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-3.07K- 1.18% |
$90.5K - $140K
|
257K
$14.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
28.4KNew |
$836K - $1.3M
|
28.4K
$1.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
8.44KNew |
$249K - $385K
|
8.44K
$468K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
86New |
$2.53K - $3.93K
|
86
$4.76K
|
|
|
Jan 29, 2024
Q4 2023
|
Aquila Investment Management LLC
|
BUY
|
- |
4K+ 28.57% |
$118K - $183K
|
18K
$997K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
26New |
$766 - $1.19K
|
26
$1.44K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 94.12% |
$471 - $731
|
33
$1.83K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
13+ 0.91% |
$383 - $594
|
1.44K
$79.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
369New |
$10.9K - $16.9K
|
369
$20.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
10.2KNew |
$301K - $466K
|
10.2K
$566K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-517- 0.62% |
$15.2K - $23.6K
|
82.8K
$4.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
BUY
|
- |
4.81KNew |
$142K - $220K
|
4.81K
$267K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-151- 1.49% |
$4.45K - $6.9K
|
9.99K
$554K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
9.44K+ 44.66% |
$278K - $431K
|
30.6K
$1.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.17K+ 10.95% |
$34.3K - $53.2K
|
11.8K
$654K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8.27K+ 24.64% |
$244K - $378K
|
41.9K
$2.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
118New |
$3.48K - $5.39K
|
118
$6.54K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
18.1KNew |
$534K - $828K
|
18.1K
$1M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
54+ 0.21% |
$1.59K - $2.47K
|
25.9K
$1.44M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
214KNew |
$5.96M - $8.3M
|
214K
$11.9M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16New |
$444 - $619
|
16
$886
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
150New |
$4.17K - $5.8K
|
150
$8.31K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-27.4K- 54.91% |
$761K - $1.06M
|
22.5K
$1.25M
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
806KNew |
$22.4M - $31.2M
|
806K
$44.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
130New |
$3.61K - $5.03K
|
130
$7.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-136K- 49.27% |
$3.78M - $5.26M
|
140K
$7.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
28.7KNew |
$799K - $1.11M
|
28.7K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.21K+ 5.62% |
$33.6K - $46.7K
|
22.7K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
PUT |
-9.9K- 0.19% |
$275K - $383K
|
5.07M
$281M
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-6.9K- 47.92% |
$192K - $267K
|
7.5K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
100KNew |
$2.78M - $3.87M
|
100K
$5.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.3KNew |
$175K - $244K
|
6.3K
$349K
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
261New |
$7.25K - $10.1K
|
261
$14.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-20- 95.24% |
$556 - $774
|
1
$55.4
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-862- 7.6% |
$23.9K - $33.4K
|
10.5K
$580K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
59+ 536.36% |
$1.64K - $2.28K
|
70
$3.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
PUT |
10KNew |
$278K - $387K
|
10K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
144KNew |
$3.99M - $5.55M
|
144K
$7.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
11.6KNew |
$321K - $447K
|
11.6K
$641K
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
4.18KNew |
$116K - $162K
|
4.18K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
14.1KNew |
$391K - $544K
|
14.1K
$779K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-1.76K- 11.07% |
$48.8K - $68K
|
14.1K
$782K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30New |
$833 - $1.16K
|
30
$1.66K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
PUT |
70.7K+ 73.42% |
$1.96M - $2.74M
|
167K
$9.25M
|
|