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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-164Closed |
$7.82K - $10.5K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-206KClosed |
$9.83M - $13.1M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Siena Capital Partners Gp, LLC
|
SELL
|
CALL |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-37.7KClosed |
$1.8M - $2.4M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Tcw Group Inc
|
SELL
|
- |
-572KClosed |
$27.3M - $36.5M
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Summer Haven Investment Management, LLC
|
SELL
|
- |
-13.4KClosed |
$641K - $857K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Madden Securities Corp
|
SELL
|
- |
-6.3KClosed |
$301K - $402K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-34.4KClosed |
$1.73M - $2.07M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-52.1KClosed |
$2.62M - $3.14M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-168KClosed |
$8.47M - $10.1M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-5.78KClosed |
$291K - $348K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.79KClosed |
$342K - $409K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-69.8KClosed |
$3.51M - $4.21M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
360New |
$18.1K - $21.7K
|
360
$19.9K
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-7.95KClosed |
$400K - $479K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-2KClosed |
$101K - $121K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-96Closed |
$4.83K - $5.79K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.9KClosed |
$547K - $655K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-552Closed |
$27.8K - $33.3K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.6KClosed |
$131K - $157K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-19Closed |
$956 - $1.15K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-116Closed |
$4.98K - $6.85K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-31Closed |
$1.33K - $1.83K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-65KClosed |
$2.79M - $3.84M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-72.3KClosed |
$3.1M - $4.27M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100Closed |
$4.29K - $5.91K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-8.66KClosed |
$372K - $511K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-22.6KClosed |
$971K - $1.34M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-100KClosed |
$4.29M - $5.91M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.94KClosed |
$298K - $410K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-156Closed |
$6.7K - $9.21K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-48Closed |
$2.06K - $2.83K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-674Closed |
$28.9K - $39.8K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-956Closed |
$41K - $56.5K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
238New |
$10.2K - $14.1K
|
238
$13.2K
|
|
|
May 11, 2021
Q1 2021
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-176KClosed |
$7.54M - $10.4M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-124Closed |
$5.32K - $7.32K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.83KClosed |
$207K - $285K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-63.4KClosed |
$2.72M - $3.75M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-638Closed |
$27.4K - $37.7K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-353Closed |
$15.2K - $20.8K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-7Closed |
$301 - $413
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
4.4KNew |
$189K - $260K
|
4.4K
$244K
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.5KClosed |
$64.4K - $88.6K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Motco
|
SELL
|
- |
-47Closed |
$2.02K - $2.78K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Apr 05, 2024
Q4 2020
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.4KClosed |
$69.9K - $106K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-97Closed |
$2.82K - $4.27K
|
0
$0
|
|
|
Mar 02, 2021
Q4 2020
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.8KClosed |
$52.4K - $79.2K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-19.3KClosed |
$562K - $850K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-168Closed |
$4.89K - $7.4K
|
0
$0
|
|