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 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.73KClosed |
$477K - $575K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-23.3KClosed |
$1.44M - $1.73M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-37Closed |
$2.28K - $2.75K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
9.02KNew |
$557K - $671K
|
9.02K
$500K
|
|
May 06, 2022
Q1 2022
|
University Of Texas
|
SELL
|
- |
-76Closed |
$4.69K - $5.65K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-850Closed |
$52.5K - $63.2K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-211KClosed |
$13M - $15.7M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-41Closed |
$2.53K - $3.05K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-32Closed |
$1.98K - $2.38K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-32Closed |
$1.98K - $2.38K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-56- 24.03% |
$3.46K - $4.16K
|
177
$9.81K
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-340- 73.91% |
$21K - $25.3K
|
120
$6.65K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.51KClosed |
$89.9K - $102K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-7KClosed |
$416K - $473K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cowen And Company, LLC
|
SELL
|
- |
-12.4KClosed |
$738K - $840K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-330Closed |
$19.6K - $22.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
100KNew |
$5.94M - $6.76M
|
100K
$5.54M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-177KClosed |
$10.5M - $12M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-3.23KClosed |
$192K - $218K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-22.6KClosed |
$1.34M - $1.53M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
11+ 11.96% |
$653 - $744
|
103
$5.71K
|
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
SELL
|
- |
-70.6KClosed |
$4.19M - $4.77M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Factorial Partners, LLC
|
SELL
|
- |
-15.9KClosed |
$944K - $1.07M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
29New |
$1.72K - $1.96K
|
29
$1.61K
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-34Closed |
$2.02K - $2.3K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.31KClosed |
$77.8K - $88.6K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-20.7KClosed |
$1.23M - $1.4M
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-801- 59.47% |
$47.6K - $54.2K
|
546
$30.2K
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-1.14KClosed |
$67.6K - $76.9K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-119Closed |
$7.07K - $8.05K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-400- 50.0% |
$23.8K - $27K
|
400
$22.2K
|
|
Jan 27, 2022
Q4 2021
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-34KClosed |
$2.02M - $2.3M
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
219New |
$13K - $14.8K
|
219
$12.1K
|
|
Jan 24, 2022
Q4 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-6KClosed |
$356K - $406K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-4.57KClosed |
$271K - $309K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-48- 7.83% |
$2.85K - $3.25K
|
565
$31.3K
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-86Closed |
$5.11K - $5.81K
|
0
$0
|
|
Q3 2021 | |||||||
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.27KNew |
$156K - $208K
|
3.27K
$181K
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-4.11KClosed |
$196K - $262K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-79.5KClosed |
$3.79M - $5.07M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-49Closed |
$2.34K - $3.12K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-14.1KClosed |
$673K - $899K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-345Closed |
$16.5K - $22K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-3.92KClosed |
$187K - $250K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Employees Retirement System Of Texas
|
SELL
|
- |
-40KClosed |
$1.91M - $2.55M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
928+ 1.83% |
$44.3K - $59.2K
|
51.6K
$2.86M
|
|
Nov 12, 2021
Q3 2021
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-34.2KClosed |
$1.63M - $2.18M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
162New |
$7.73K - $10.3K
|
162
$8.97K
|
|
Nov 10, 2021
Q3 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.3KClosed |
$62K - $82.9K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-5.6KClosed |
$267K - $357K
|
0
$0
|