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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
8.33K+ 191.96% |
$166K - $273K
|
12.7K
$702K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-1.4K- 57.91% |
$27.9K - $45.7K
|
1.02K
$56.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.24K+ 263.69% |
$24.8K - $40.6K
|
1.71K
$94.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
33KNew |
$658K - $1.08M
|
33K
$1.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
65New |
$1.3K - $2.13K
|
65
$3.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
7.59KNew |
$151K - $248K
|
7.59K
$420K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
28.6KNew |
$570K - $935K
|
28.6K
$1.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1K+ 18.18% |
$19.9K - $32.7K
|
6.5K
$360K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
500New |
$9.97K - $16.4K
|
500
$27.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
625+ 130.21% |
$12.5K - $20.5K
|
1.11K
$61.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
13KNew |
$259K - $425K
|
13K
$720K
|
|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.86KNew |
$37K - $60.8K
|
1.86K
$103K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
39New |
$777 - $1.28K
|
39
$2.16K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
741New |
$14.8K - $24.2K
|
741
$41.1K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
50New |
$1.37K - $2.74K
|
50
$2.77K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-486- 2.37% |
$13.3K - $26.6K
|
20K
$1.11M
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
6.21KNew |
$170K - $340K
|
6.21K
$344K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-60- 37.5% |
$1.65K - $3.29K
|
100
$5.54K
|
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
70KNew |
$1.92M - $3.84M
|
70K
$3.88M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
225+ 375.0% |
$6.18K - $12.3K
|
285
$15.8K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-12.8K- 37.52% |
$353K - $704K
|
21.4K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-234- 0.4% |
$6.42K - $12.8K
|
57.8K
$3.2M
|
|
|
May 15, 2023
Q1 2023
|
Yost Capital Management, LP
Fort Worth, TX |
BUY
|
- |
105KNew |
$2.88M - $5.75M
|
105K
$5.82M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
140KNew |
$3.84M - $7.67M
|
140K
$7.76M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
9.24KNew |
$254K - $506K
|
9.24K
$512K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-16.9K- 27.23% |
$464K - $926K
|
45.2K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
51.1K+ 217.6% |
$1.4M - $2.8M
|
74.6K
$4.13M
|
|
|
May 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
163K+ 163.43% |
$4.46M - $8.91M
|
262K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.47K+ 17.33% |
$40.4K - $80.5K
|
9.95K
$551K
|
|
|
May 15, 2023
Q1 2023
|
One Fin Capital Management LP
San Francisco, CA |
BUY
|
- |
60KNew |
$1.65M - $3.29M
|
60K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
40.2KNew |
$1.1M - $2.2M
|
40.2K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.71K+ 69.9% |
$102K - $203K
|
9.01K
$499K
|
|
|
May 15, 2023
Q1 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
87.7KNew |
$2.41M - $4.81M
|
87.7K
$4.86M
|
|
|
May 15, 2023
Q1 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
CALL |
120KNew |
$3.29M - $6.57M
|
120K
$6.65M
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
10KNew |
$275K - $548K
|
10K
$554K
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
32.5KNew |
$892K - $1.78M
|
32.5K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
11.2K+ 59.45% |
$307K - $614K
|
30K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-77K- 36.74% |
$2.11M - $4.22M
|
133K
$7.35M
|
|
|
May 12, 2023
Q1 2023
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
9K+ 34.35% |
$247K - $493K
|
35.2K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-59.7K- 41.3% |
$1.64M - $3.27M
|
84.9K
$4.7M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
412+ 5.1% |
$11.3K - $22.6K
|
8.5K
$471K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
266New |
$7.3K - $14.6K
|
266
$14.7K
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
12.7KNew |
$348K - $695K
|
12.7K
$703K
|
|
|
May 12, 2023
Q1 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
PUT |
7.5KNew |
$206K - $411K
|
7.5K
$416K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
35+ 8.91% |
$961 - $1.92K
|
428
$23.7K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
PUT |
110KNew |
$3.02M - $6.03M
|
110K
$6.09M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-293- 7.18% |
$8.04K - $16.1K
|
3.79K
$210K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
8.54KNew |
$234K - $468K
|
8.54K
$473K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-226- 1.77% |
$6.2K - $12.4K
|
12.6K
$696K
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
100KNew |
$2.75M - $5.48M
|
100K
$5.54M
|
|