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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
9.44K+ 44.66% |
$278K - $431K
|
30.6K
$1.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8.27K+ 24.64% |
$244K - $378K
|
41.9K
$2.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
118New |
$3.48K - $5.39K
|
118
$6.57K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
18.1KNew |
$534K - $828K
|
18.1K
$1.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
54+ 0.21% |
$1.59K - $2.47K
|
25.9K
$1.44M
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16New |
$444 - $619
|
16
$890
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
150New |
$4.17K - $5.8K
|
150
$8.35K
|
|
|
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
$44.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
130New |
$3.61K - $5.03K
|
130
$7.23K
|
|
|
Nov 14, 2023
Q3 2023
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-136K- 49.27% |
$3.78M - $5.26M
|
140K
$7.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
PUT |
-9.9K- 0.19% |
$275K - $383K
|
5.07M
$282M
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-6.9K- 47.92% |
$192K - $267K
|
7.5K
$417K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
100KNew |
$2.78M - $3.87M
|
100K
$5.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.3KNew |
$175K - $244K
|
6.3K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-20- 95.24% |
$556 - $774
|
1
$55.7
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-862- 7.6% |
$23.9K - $33.4K
|
10.5K
$583K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
59+ 536.36% |
$1.64K - $2.28K
|
70
$3.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
PUT |
10KNew |
$278K - $387K
|
10K
$557K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
144KNew |
$3.99M - $5.55M
|
144K
$7.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
11.6KNew |
$321K - $447K
|
11.6K
$644K
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
4.18KNew |
$116K - $162K
|
4.18K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
14.1KNew |
$391K - $544K
|
14.1K
$783K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-1.76K- 11.07% |
$48.8K - $68K
|
14.1K
$785K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30New |
$833 - $1.16K
|
30
$1.67K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-34.1K- 63.82% |
$946K - $1.32M
|
19.3K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
36+ 12.68% |
$1K - $1.39K
|
320
$17.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-12.2K- 30.75% |
$339K - $472K
|
27.5K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.13K- 26.05% |
$86.8K - $121K
|
8.87K
$494K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
250New |
$6.95K - $9.67K
|
250
$13.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
21.1KNew |
$586K - $816K
|
21.1K
$1.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-211- 19.5% |
$5.86K - $8.16K
|
871
$48.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
7.5KNew |
$208K - $290K
|
7.5K
$417K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-960- 7.92% |
$26.7K - $37.1K
|
11.2K
$621K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-150- 31.71% |
$4.17K - $5.8K
|
323
$18K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
9.53KNew |
$265K - $369K
|
9.53K
$530K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-580- 94.31% |
$16.1K - $22.4K
|
35
$1.95K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
6.32KNew |
$175K - $244K
|
6.32K
$351K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
130New |
$3.61K - $5.03K
|
130
$7.23K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-8- 21.05% |
$222 - $310
|
30
$1.67K
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
18KNew |
$500K - $696K
|
18K
$1M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 1.32% |
$111 - $155
|
308
$17.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$222 - $310
|
8
$445
|
|
| Q2 2023 | |||||||
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-856- 2.34% |
$17.1K - $28K
|
35.8K
$1.99M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
53+ 170.97% |
$1.06K - $1.73K
|
84
$4.67K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.69K- 33.29% |
$133K - $219K
|
13.4K
$746K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
364New |
$7.25K - $11.9K
|
364
$20.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
46KNew |
$917K - $1.51M
|
46K
$2.56M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
54New |
$1.08K - $1.77K
|
54
$3.01K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
21New |
$419 - $687
|
21
$1.17K
|
|