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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$382 - $473
|
9
$494
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-265- 1.17% |
$11.3K - $13.9K
|
22.4K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
61+ 0.56% |
$2.59K - $3.2K
|
11K
$605K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-161K- 32.01% |
$6.83M - $8.45M
|
342K
$18.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.82K- 11.97% |
$332K - $411K
|
57.5K
$3.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-21.9K- 23.76% |
$930K - $1.15M
|
70.2K
$3.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.65K- 11.37% |
$70.1K - $86.6K
|
12.9K
$705K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-17.8K- 74.94% |
$755K - $933K
|
5.94K
$326K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.08% |
$170 - $210
|
5.12K
$281K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.56% |
$42.5 - $52.5
|
181
$9.94K
|
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-50- 0.94% |
$2.12K - $2.63K
|
5.25K
$288K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
23New |
$977 - $1.21K
|
23
$1.26K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.9K- 7.3% |
$590K - $729K
|
176K
$9.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
144+ 99.31% |
$6.12K - $7.56K
|
289
$15.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
649+ 4.13% |
$27.6K - $34.1K
|
16.4K
$897K
|
|
|
Oct 28, 2024
Q3 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-7.89K- 76.94% |
$335K - $414K
|
2.36K
$130K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
CALL |
5.1KNew |
$217K - $268K
|
5.1K
$280K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 3.1% |
$297 - $368
|
233
$12.8K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-20.4K- 21.22% |
$867K - $1.07M
|
75.7K
$4.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-43- 2.06% |
$1.83K - $2.26K
|
2.05K
$112K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-800- 2.61% |
$34K - $42K
|
29.9K
$1.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
450+ 10.09% |
$19.1K - $23.6K
|
4.91K
$269K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-872- 5.05% |
$37.1K - $45.8K
|
16.4K
$900K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-600- 10.34% |
$25.5K - $31.5K
|
5.2K
$285K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-920- 64.93% |
$39.1K - $48.3K
|
497
$27.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
10.9KNew |
$465K - $574K
|
10.9K
$600K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-10.4K- 6.71% |
$441K - $546K
|
145K
$7.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-434- 4.89% |
$18.4K - $22.8K
|
8.45K
$464K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 8.33% |
$467 - $578
|
121
$6.64K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
39+ 25.66% |
$1.66K - $2.05K
|
191
$10.5K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.16K+ 7.25% |
$49.3K - $60.9K
|
17.2K
$942K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.92K- 6.65% |
$166K - $206K
|
55K
$3.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.09K- 28.58% |
$88.8K - $110K
|
5.22K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
42+ 0.89% |
$1.78K - $2.21K
|
4.77K
$262K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
260New |
$11K - $13.7K
|
260
$14.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
161K+ 124.85% |
$6.85M - $8.46M
|
290K
$15.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.39K+ 11.65% |
$399K - $493K
|
90K
$4.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 2.15% |
$38.2K - $47.3K
|
40.9K
$2.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-123- 0.47% |
$5.23K - $6.46K
|
26.3K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
4+ 0.06% |
$170 - $210
|
6.76K
$371K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.36KNew |
$185K - $229K
|
4.36K
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
348+ 0.85% |
$14.8K - $18.3K
|
41.2K
$2.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-224- 3.78% |
$9.52K - $11.8K
|
5.7K
$313K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-25- 0.5% |
$1.06K - $1.31K
|
4.95K
$272K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.7K+ 4621.03% |
$1.56M - $1.93M
|
37.5K
$2.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-10- 0.9% |
$425 - $525
|
1.1K
$60.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
14.6KNew |
$619K - $765K
|
14.6K
$799K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
506+ 1.87% |
$21.5K - $26.6K
|
27.6K
$1.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
35New |
$1.49K - $1.84K
|
35
$1.92K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.4% |
$85 - $105
|
500
$27.4K
|