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 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.2KClosed |
$163K - $210K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
8.06KNew |
$410K - $528K
|
8.06K
$446K
|
|
|
Aug 09, 2022
Q2 2022
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
SELL
|
- |
-84KClosed |
$4.27M - $5.5M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.19KClosed |
$162K - $209K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1K- 16.51% |
$50.8K - $65.5K
|
5.06K
$280K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.55KClosed |
$181K - $233K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.48K- 98.66% |
$75K - $96.7K
|
20
$1.11K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
6+ 0.52% |
$305 - $393
|
1.17K
$64.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
27New |
$1.37K - $1.77K
|
27
$1.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-21.4KClosed |
$1.09M - $1.4M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
BUY
|
- |
7.85KNew |
$399K - $515K
|
7.85K
$435K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.19KNew |
$60.4K - $77.8K
|
1.19K
$65.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-4.28KClosed |
$217K - $280K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
275New |
$14K - $18K
|
275
$15.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
150New |
$7.63K - $9.83K
|
150
$8.31K
|
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-3.8KClosed |
$193K - $249K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-2Closed |
$102 - $131
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.42KNew |
$225K - $290K
|
4.42K
$245K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-333Closed |
$16.9K - $21.8K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
147+ 2.86% |
$7.47K - $9.63K
|
5.28K
$292K
|
|
|
Jul 26, 2022
Q2 2022
|
Jcsd Capital, LLC
|
SELL
|
- |
-2K- 80.0% |
$102K - $131K
|
500
$27.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-173Closed |
$8.8K - $11.3K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
10New |
$508 - $655
|
10
$554
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
429New |
$21.8K - $28.1K
|
429
$23.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-66.5K- 93.97% |
$3.38M - $4.36M
|
4.27K
$237K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
860+ 20.12% |
$43.7K - $56.4K
|
5.13K
$284K
|
|
|
Jul 19, 2022
Q2 2022
|
Fractal Investments LLC
|
SELL
|
- |
-3.45KClosed |
$175K - $226K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-125Closed |
$6.36K - $8.19K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2New |
$102 - $131
|
2
$111
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-270Closed |
$13.7K - $17.7K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-18- 75.0% |
$915 - $1.18K
|
6
$332
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-2.12KClosed |
$108K - $139K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-20- 0.48% |
$1.02K - $1.31K
|
4.17K
$231K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-26Closed |
$1.32K - $1.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jun 22, 2023
Q1 2022
|
Msd Partners, L.P.
New York, NY |
SELL
|
- |
-96.3K- 66.67% |
$5.94M - $7.15M
|
48.1K
$2.67M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.84KNew |
$361K - $434K
|
5.84K
$324K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50New |
$3.09K - $3.72K
|
50
$2.77K
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4KNew |
$247K - $297K
|
4K
$222K
|
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-5.11KClosed |
$316K - $380K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-18.8KClosed |
$1.16M - $1.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.4KClosed |
$210K - $252K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-6- 40.0% |
$371 - $446
|
9
$499
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.72KClosed |
$230K - $276K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-102Closed |
$6.3K - $7.58K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-4.82KClosed |
$297K - $358K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-3.58KClosed |
$221K - $266K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-125Closed |
$7.72K - $9.29K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Petiole Usa LTD
New York, NY |
SELL
|
- |
-26.2KClosed |
$1.62M - $1.95M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-9.55KClosed |
$590K - $710K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3Closed |
$185 - $223
|
0
$0
|
|