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 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-97- 7.13% |
$4.12K - $5.1K
|
1.26K
$69.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-219- 1.12% |
$9.31K - $11.5K
|
19.3K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.35KNew |
$185K - $229K
|
4.35K
$239K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
383K+ 6.12% |
$16.3M - $20.1M
|
6.63M
$364M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
38+ 0.83% |
$1.61K - $2K
|
4.6K
$252K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
23+ 0.39% |
$977 - $1.21K
|
5.97K
$328K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
76.6K+ 7655500.0% |
$3.25M - $4.02M
|
76.6K
$4.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.2K+ 19.45% |
$51.1K - $63.2K
|
7.39K
$406K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.3K+ 8.69% |
$395K - $488K
|
116K
$6.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
4.46KNew |
$190K - $234K
|
4.46K
$245K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
909+ 25.63% |
$38.6K - $47.7K
|
4.46K
$245K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
110New |
$4.67K - $5.78K
|
110
$6.04K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
10.8KNew |
$459K - $567K
|
10.8K
$593K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.29KNew |
$182K - $225K
|
4.29K
$235K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.72K- 5.58% |
$200K - $248K
|
79.8K
$4.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
538K+ 25.07% |
$22.9M - $28.3M
|
2.68M
$147M
|
|
|
Nov 06, 2024
Q3 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
43+ 0.03% |
$1.83K - $2.26K
|
164K
$9M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
365+ 848.84% |
$15.5K - $19.2K
|
408
$22.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
74.3K+ 21.08% |
$3.16M - $3.91M
|
427K
$23.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
2.04KNew |
$86.8K - $107K
|
2.04K
$112K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.4K+ 12.14% |
$484K - $599K
|
105K
$5.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.9KNew |
$251K - $310K
|
5.9K
$324K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
6KNew |
$255K - $315K
|
6K
$329K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.5K- 0.99% |
$63.7K - $78.7K
|
151K
$8.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 0.95% |
$127 - $158
|
313
$17.2K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 1.4% |
$21.2K - $26.3K
|
35.1K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-88- 1.0% |
$3.74K - $4.62K
|
8.74K
$480K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.77K+ 85.79% |
$288K - $356K
|
14.7K
$805K
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-107- 0.86% |
$4.55K - $5.62K
|
12.3K
$675K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
812+ 14.22% |
$34.5K - $42.7K
|
6.52K
$358K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
43.7K+ 14.22% |
$1.86M - $2.3M
|
351K
$19.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
343New |
$14.6K - $18K
|
343
$18.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 1.66% |
$297 - $368
|
428
$23.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7+ 0.07% |
$297 - $368
|
9.71K
$533K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
17.4KNew |
$740K - $915K
|
17.4K
$957K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-692- 4.97% |
$29.4K - $36.4K
|
13.2K
$726K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-3- 0.38% |
$127 - $158
|
784
$43K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.67K+ 209.14% |
$71K - $87.8K
|
2.47K
$136K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
34.5KNew |
$1.47M - $1.81M
|
34.5K
$1.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
169New |
$7.18K - $8.88K
|
169
$9.28K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
4.86K+ 20.74% |
$207K - $255K
|
28.3K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
42KNew |
$1.78M - $2.21M
|
42K
$2.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
31.3K+ 82.46% |
$1.33M - $1.64M
|
69.2K
$3.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
4.61KNew |
$196K - $242K
|
4.61K
$253K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
3+ 0.04% |
$127 - $158
|
7.7K
$423K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.02K- 73.19% |
$43.4K - $53.6K
|
374
$20.5K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
4New |
$170 - $210
|
4
$220
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.45K- 16.89% |
$104K - $129K
|
12K
$661K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
59+ 0.55% |
$2.51K - $3.1K
|
10.8K
$592K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-241- 3.36% |
$10.2K - $12.7K
|
6.93K
$380K
|