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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.76K+ 6.3% |
$177K - $222K
|
63.4K
$3.53M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
493New |
$23.2K - $29.1K
|
493
$27.4K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
6.8KNew |
$320K - $401K
|
6.8K
$378K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.21K+ 49.63% |
$245K - $307K
|
15.7K
$874K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.73K- 47.45% |
$269K - $338K
|
6.35K
$353K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-2.82K- 3.32% |
$132K - $166K
|
82K
$4.57M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-152- 63.07% |
$7.14K - $8.97K
|
89
$4.95K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1.1K- 3.67% |
$51.7K - $64.9K
|
28.9K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-6- 0.11% |
$282 - $354
|
5.54K
$309K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.75K+ 12.05% |
$364K - $457K
|
72K
$4.01M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-12.5K- 39.64% |
$587K - $738K
|
19K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.52K+ 18.87% |
$306K - $385K
|
41.1K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.21K+ 23.34% |
$104K - $131K
|
11.7K
$650K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
367+ 2158.82% |
$17.2K - $21.7K
|
384
$21.4K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-38- 0.63% |
$1.79K - $2.24K
|
5.98K
$333K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
69+ 0.76% |
$3.24K - $4.07K
|
9.1K
$506K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.13K+ 8.36% |
$100K - $126K
|
27.6K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
10.5K+ 50.0% |
$494K - $620K
|
31.5K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
540+ 2.88% |
$25.4K - $31.9K
|
19.3K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-3- 10.71% |
$141 - $177
|
25
$1.39K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
56+ 11.34% |
$2.63K - $3.31K
|
550
$30.6K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
39.1K+ 9.5% |
$1.84M - $2.31M
|
451K
$25.1M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
8+ 0.39% |
$376 - $472
|
2.06K
$115K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-44K- 12.62% |
$2.07M - $2.6M
|
305K
$17M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.3K+ 85.6% |
$529K - $665K
|
24.4K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
253+ 1.73% |
$11.9K - $14.9K
|
14.9K
$830K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-230- 96.64% |
$10.8K - $13.6K
|
8
$445
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-168- 0.11% |
$7.9K - $9.92K
|
151K
$8.42M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20New |
$940 - $1.18K
|
20
$1.11K
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1K- 1.45% |
$47K - $59K
|
68.2K
$3.79M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
13+ 0.25% |
$611 - $767
|
5.14K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
2+ 0.03% |
$94 - $118
|
7.31K
$407K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1.3KNew |
$61.3K - $77K
|
1.3K
$72.6K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 1.19% |
$47 - $59
|
85
$4.73K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-7.9K- 10.93% |
$371K - $466K
|
64.4K
$3.58M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.92K- 2.46% |
$90.2K - $113K
|
76.1K
$4.24M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-488- 1.14% |
$22.9K - $28.8K
|
42.4K
$2.36M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 0.98% |
$18.8K - $23.6K
|
41.4K
$2.3M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12New |
$564 - $708
|
12
$668
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
30.4K+ 92.73% |
$1.43M - $1.79M
|
63.1K
$3.51M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
11New |
$517 - $649
|
11
$612
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
837+ 19.98% |
$39.3K - $49.4K
|
5.03K
$280K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
71.1K+ 279.33% |
$3.34M - $4.2M
|
96.6K
$5.38M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2- 1.41% |
$94 - $118
|
140
$7.79K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-15- 0.25% |
$705 - $885
|
6.1K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.27K- 13.4% |
$59.8K - $75.1K
|
8.22K
$457K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
245+ 5.28% |
$11.5K - $14.5K
|
4.89K
$272K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.74K- 14.08% |
$364K - $457K
|
47.3K
$2.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9New |
$423 - $531
|
9
$501
|