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 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
14.1KNew |
$391K - $544K
|
14.1K
$817K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-1.76K- 11.07% |
$48.8K - $68K
|
14.1K
$820K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30New |
$833 - $1.16K
|
30
$1.74K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
PUT |
70.7K+ 73.42% |
$1.96M - $2.74M
|
167K
$9.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-34.1K- 63.82% |
$946K - $1.32M
|
19.3K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-983K- 28.38% |
$27.3M - $38M
|
2.48M
$144M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
36+ 12.68% |
$1K - $1.39K
|
320
$18.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-12.2K- 30.75% |
$339K - $472K
|
27.5K
$1.6M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.13K- 26.05% |
$86.8K - $121K
|
8.87K
$515K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
250New |
$6.95K - $9.67K
|
250
$14.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
21.1KNew |
$586K - $816K
|
21.1K
$1.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-211- 19.5% |
$5.86K - $8.16K
|
871
$50.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
7.5KNew |
$208K - $290K
|
7.5K
$436K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-960- 7.92% |
$26.7K - $37.1K
|
11.2K
$648K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-150- 31.71% |
$4.17K - $5.8K
|
323
$18.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
9.53KNew |
$265K - $369K
|
9.53K
$553K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-580- 94.31% |
$16.1K - $22.4K
|
35
$2.03K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
6.32KNew |
$175K - $244K
|
6.32K
$367K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
130New |
$3.61K - $5.03K
|
130
$7.55K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-8- 21.05% |
$222 - $310
|
30
$1.74K
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
18KNew |
$500K - $696K
|
18K
$1.05M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
6KNew |
$167K - $232K
|
6K
$349K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 1.32% |
$111 - $155
|
308
$17.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$222 - $310
|
8
$465
|
|
|
Oct 10, 2023
Q3 2023
|
Fruth Investment Management
|
BUY
|
- |
6.1KNew |
$169K - $236K
|
6.1K
$354K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-110K- 85.28% |
$2.2M - $3.61M
|
19.1K
$1.11M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-856- 2.34% |
$17.1K - $28K
|
35.8K
$2.08M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
53+ 170.97% |
$1.06K - $1.73K
|
84
$4.88K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.69K- 33.29% |
$133K - $219K
|
13.4K
$778K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
364New |
$7.25K - $11.9K
|
364
$21.1K
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
8.5KNew |
$169K - $278K
|
8.5K
$494K
|
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
46KNew |
$917K - $1.51M
|
46K
$2.67M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
54New |
$1.08K - $1.77K
|
54
$3.14K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
21New |
$419 - $687
|
21
$1.22K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.97K+ 46.14% |
$79K - $130K
|
12.6K
$730K
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
46.6KNew |
$929K - $1.52M
|
46.6K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
50New |
$997 - $1.64K
|
50
$2.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.89KNew |
$157K - $258K
|
7.89K
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Value Bank Partners LLC
Cleveland, OH |
BUY
|
- |
16.8K+ 8.65% |
$335K - $551K
|
211K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
19+ 0.33% |
$379 - $622
|
5.74K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
2.5K+ 11.74% |
$49.8K - $81.8K
|
23.8K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
9.48KNew |
$189K - $310K
|
9.48K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
10.4K+ 68.05% |
$207K - $340K
|
25.7K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
18.9KNew |
$376K - $618K
|
18.9K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
75KNew |
$1.49M - $2.45M
|
75K
$4.36M
|
|
|
Aug 11, 2023
Q2 2023
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-45K- 20.45% |
$897K - $1.47M
|
175K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
2.37K+ 120.09% |
$47.3K - $77.6K
|
4.35K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-223- 1.8% |
$4.44K - $7.3K
|
12.1K
$706K
|
|
|
Aug 11, 2023
Q2 2023
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-268K- 85.07% |
$5.35M - $8.78M
|
47.1K
$2.74M
|
|