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 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.85KNew |
$215K - $430K
|
7.85K
$435K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.4K- 83.89% |
$972K - $1.94M
|
6.8K
$377K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
27.8KNew |
$764K - $1.53M
|
27.8K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
Hst Ventures, LLC
|
BUY
|
- |
6.1KNew |
$167K - $334K
|
6.1K
$338K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 22.22% |
$165 - $329
|
33
$1.83K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.7K- 19.74% |
$46.8K - $93.4K
|
6.93K
$384K
|
|
|
May 10, 2023
Q1 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
19.5KNew |
$535K - $1.07M
|
19.5K
$1.08M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-13K- 53.26% |
$357K - $712K
|
11.4K
$632K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
7New |
$192 - $384
|
7
$388
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
79+ 0.52% |
$2.17K - $4.33K
|
15.1K
$839K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
7.19KNew |
$197K - $394K
|
7.19K
$398K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
13.4K+ 283.33% |
$369K - $737K
|
18.2K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$110 - $219
|
4
$222
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-37- 86.05% |
$1.02K - $2.03K
|
6
$332
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-84.6K- 90.79% |
$2.32M - $4.64M
|
8.59K
$476K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-27K- 64.17% |
$740K - $1.48M
|
15.1K
$835K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.3KNew |
$310K - $620K
|
11.3K
$626K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-115- 1.23% |
$3.16K - $6.3K
|
9.24K
$512K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
712New |
$19.5K - $39K
|
712
$39.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-9- 30.0% |
$247 - $493
|
21
$1.16K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-198- 94.74% |
$5.44K - $10.8K
|
11
$609
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
21.6KNew |
$594K - $1.18M
|
21.6K
$1.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-8- 50.0% |
$220 - $438
|
8
$443
|
|
|
Apr 20, 2023
Q1 2023
|
Ardevora Asset Management LLP
|
BUY
|
- |
543K+ 67.42% |
$14.9M - $29.7M
|
1.35M
$74.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
35.1KNew |
$965K - $1.93M
|
35.1K
$1.95M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
13New |
$357 - $712
|
13
$720
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
57New |
$1.56K - $3.12K
|
57
$3.16K
|
|
| Q4 2022 | |||||||
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
23.9KNew |
$1.09M - $1.32M
|
23.9K
$1.32M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
4.9KNew |
$224K - $271K
|
4.9K
$271K
|
|
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
5.08KNew |
$232K - $281K
|
5.08K
$281K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
60+ 1.33% |
$2.74K - $3.32K
|
4.56K
$253K
|
|
|
Feb 15, 2023
Q4 2022
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
3.4K+ 21.97% |
$156K - $188K
|
18.9K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-4.28K- 15.11% |
$196K - $237K
|
24K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-769- 15.05% |
$35.2K - $42.6K
|
4.34K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
340+ 7.49% |
$15.6K - $18.8K
|
4.88K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-347- 5.76% |
$15.9K - $19.2K
|
5.67K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
22New |
$1.01K - $1.22K
|
22
$1.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-10.6K- 3.08% |
$483K - $585K
|
333K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
38K+ 24.7% |
$1.74M - $2.11M
|
192K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-132K- 57.57% |
$6.06M - $7.33M
|
97.6K
$5.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.46MNew |
$66.6M - $80.6M
|
1.46M
$80.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-9.79K- 82.33% |
$448K - $542K
|
2.1K
$116K
|
|
|
Feb 14, 2023
Q4 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-78K- 50.85% |
$3.57M - $4.32M
|
75.4K
$4.18M
|
|
|
Feb 14, 2023
Q4 2022
|
59 North Capital Management, LP
New York, NY |
BUY
|
- |
44.5K+ 6.48% |
$2.04M - $2.46M
|
731K
$40.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
20.2KNew |
$924K - $1.12M
|
20.2K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
600K+ 74.73% |
$27.4M - $33.2M
|
1.4M
$77.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
86+ 1.52% |
$3.93K - $4.76K
|
5.75K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
9.62KNew |
$440K - $533K
|
9.62K
$533K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
15.3KNew |
$701K - $848K
|
15.3K
$848K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
8.42KNew |
$385K - $467K
|
8.42K
$467K
|
|