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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.2KNew |
$770K - $909K
|
20.2K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
20New |
$762 - $899
|
20
$1.11K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
PUT |
15KNew |
$571K - $674K
|
15K
$835K
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-50.8K- 82.07% |
$1.93M - $2.28M
|
11.1K
$618K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
19.5KNew |
$744K - $878K
|
19.5K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
157K+ 405.04% |
$5.99M - $7.07M
|
196K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-5.81K- 99.93% |
$221K - $261K
|
4
$223
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-21- 46.67% |
$800 - $944
|
24
$1.34K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-20.9K- 77.41% |
$796K - $939K
|
6.1K
$339K
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
CALL |
-30K- 57.47% |
$1.14M - $1.35M
|
22.2K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-7.31K- 3.22% |
$278K - $328K
|
219K
$12.2M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
8.08KNew |
$308K - $363K
|
8.08K
$450K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-9- 27.27% |
$343 - $404
|
24
$1.34K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.25K+ 8.92% |
$85.6K - $101K
|
27.4K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-100- 33.33% |
$3.81K - $4.49K
|
200
$11.1K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
5.21KNew |
$198K - $234K
|
5.21K
$290K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
125+ 31.25% |
$4.76K - $5.62K
|
525
$29.2K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
66+ 6.31% |
$2.51K - $2.97K
|
1.11K
$61.9K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
291New |
$11.1K - $13.1K
|
291
$16.2K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-40- 50.0% |
$1.52K - $1.8K
|
40
$2.23K
|
|
|
May 01, 2024
Q1 2024
|
Pl Capital Advisors, LLC
Naples, FL |
SELL
|
- |
-9K- 8.26% |
$343K - $404K
|
100K
$5.57M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
628New |
$23.9K - $28.2K
|
628
$34.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
43New |
$1.64K - $1.93K
|
43
$2.39K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
400New |
$15.2K - $18K
|
400
$22.3K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
22.2K+ 253.4% |
$846K - $999K
|
31K
$1.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
5KNew |
$190K - $225K
|
5K
$278K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-21.7K- 96.44% |
$826K - $975K
|
800
$44.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-100- 0.52% |
$3.81K - $4.49K
|
19.1K
$1.06M
|
|
|
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
$4.06K
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-160- 2.73% |
$6.09K - $7.19K
|
5.71K
$318K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
19New |
$724 - $854
|
19
$1.06K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-108K- 33.0% |
$3.17M - $4.91M
|
218K
$12.2M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-206Closed |
$6.07K - $9.41K
|
0
$0
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
1.14MNew |
$33.5M - $52M
|
1.14M
$63.4M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
249+ 4.48% |
$7.33K - $11.4K
|
5.8K
$323K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.27KNew |
$185K - $287K
|
6.27K
$349K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
84.6KNew |
$2.49M - $3.86M
|
84.6K
$4.71M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
430New |
$12.7K - $19.6K
|
430
$23.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
6.2K+ 38.63% |
$182K - $283K
|
22.2K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
3.9KNew |
$115K - $178K
|
3.9K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
CALL |
-19K- 50.67% |
$560K - $868K
|
18.5K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
SELL
|
- |
-1K- 16.13% |
$29.5K - $45.7K
|
5.2K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
BUY
|
CALL |
4.1K+ 100.0% |
$121K - $187K
|
8.2K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-2.09K- 14.79% |
$61.5K - $95.3K
|
12K
$669K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Fund Management, LLC
Boston, MA |
BUY
|
PUT |
16KNew |
$471K - $731K
|
16K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-99- 1.62% |
$2.92K - $4.52K
|
6.03K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
147New |
$4.33K - $6.71K
|
147
$8.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
372+ 11.24% |
$11K - $17K
|
3.68K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
171+ 1.13% |
$5.04K - $7.81K
|
15.3K
$852K
|
|