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 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
4.44KNew |
$189K - $233K
|
4.44K
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-375- 41.85% |
$15.9K - $19.7K
|
521
$28.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.2K- 25.05% |
$561K - $694K
|
39.5K
$2.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.6K+ 64.97% |
$1.43M - $1.76M
|
85.3K
$4.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.4K+ 42.56% |
$525K - $649K
|
41.4K
$2.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-900- 39.13% |
$38.2K - $47.3K
|
1.4K
$76.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
38+ 2.95% |
$1.61K - $2K
|
1.33K
$72.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.41K+ 16.38% |
$187K - $232K
|
31.3K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
4.32KNew |
$183K - $227K
|
4.32K
$237K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.73K- 10.47% |
$73.6K - $91K
|
14.8K
$813K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.61K+ 106.02% |
$196K - $242K
|
8.96K
$492K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-846- 6.67% |
$35.9K - $44.4K
|
11.8K
$650K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-92- 1.79% |
$3.91K - $4.83K
|
5.06K
$278K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
40+ 0.29% |
$1.7K - $2.1K
|
13.7K
$751K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
77+ 14.53% |
$3.27K - $4.04K
|
607
$33.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-9- 34.62% |
$382 - $473
|
17
$933
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-409- 4.45% |
$17.4K - $21.5K
|
8.78K
$482K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-490- 5.37% |
$20.8K - $25.7K
|
8.63K
$474K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-859- 4.0% |
$36.5K - $45.1K
|
20.6K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-358- 18.38% |
$15.2K - $18.8K
|
1.59K
$87.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-75- 0.33% |
$3.19K - $3.94K
|
22.8K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
98+ 0.95% |
$4.16K - $5.15K
|
10.4K
$570K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.71KNew |
$200K - $248K
|
4.71K
$259K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.35K- 6.71% |
$57.2K - $70.7K
|
18.7K
$1.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-216K- 21.17% |
$9.17M - $11.3M
|
803K
$44.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
39New |
$1.66K - $2.05K
|
39
$2.14K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
597New |
$25.4K - $31.4K
|
597
$32.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
217+ 0.87% |
$9.22K - $11.4K
|
25.2K
$1.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-50- 0.15% |
$2.12K - $2.63K
|
32.7K
$1.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.03KNew |
$214K - $264K
|
5.03K
$276K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
55+ 0.86% |
$2.34K - $2.89K
|
6.43K
$353K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-207- 3.32% |
$8.8K - $10.9K
|
6.03K
$331K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
610+ 7.52% |
$25.9K - $32K
|
8.73K
$479K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
400New |
$17K - $21K
|
400
$22K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
9.47KNew |
$402K - $497K
|
9.47K
$520K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
21+ 0.12% |
$892 - $1.1K
|
17K
$934K
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
564K+ 165.03% |
$24M - $29.6M
|
906K
$49.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
754+ 15.91% |
$32K - $39.6K
|
5.49K
$301K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
427+ 4.64% |
$18.1K - $22.4K
|
9.63K
$528K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
12.4K+ 61.67% |
$527K - $651K
|
32.5K
$1.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
185New |
$7.86K - $9.72K
|
185
$10.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
171+ 46.85% |
$7.27K - $8.98K
|
536
$29.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
14.8KNew |
$628K - $777K
|
14.8K
$812K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-152- 2.15% |
$6.46K - $7.98K
|
6.93K
$381K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-215- 0.65% |
$9.14K - $11.3K
|
33.1K
$1.82M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
9K+ 35.29% |
$382K - $473K
|
34.5K
$1.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
49+ 7.64% |
$2.08K - $2.57K
|
690
$37.9K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-34.6K- 80.78% |
$1.47M - $1.82M
|
8.24K
$452K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.15% |
$467 - $578
|
7.22K
$396K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-497- 4.45% |
$21.1K - $26.1K
|
10.7K
$586K
|