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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
531+ 5.26% |
$25K - $31.3K
|
10.6K
$591K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.76K- 75.49% |
$224K - $281K
|
1.54K
$85.9K
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
7.35KNew |
$345K - $434K
|
7.35K
$409K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.1K+ 46.79% |
$664K - $834K
|
44.3K
$2.47M
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 1.14% |
$18.8K - $23.6K
|
35.4K
$1.97M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
394+ 2.37% |
$18.5K - $23.3K
|
17.1K
$949K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10+ 2.22% |
$470 - $590
|
461
$25.7K
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.46K+ 44.11% |
$304K - $381K
|
21.1K
$1.17M
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.88K- 17.66% |
$88.3K - $111K
|
8.75K
$487K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
80+ 29.52% |
$3.76K - $4.72K
|
351
$19.5K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.23K- 8.83% |
$199K - $249K
|
43.6K
$2.43M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.65KNew |
$218K - $274K
|
4.65K
$259K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
881+ 31.82% |
$41.4K - $52K
|
3.65K
$203K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1K- 4.61% |
$47.1K - $59.2K
|
20.8K
$1.16M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.5K+ 26.32% |
$70.5K - $88.5K
|
7.2K
$401K
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
44+ 0.32% |
$2.07K - $2.6K
|
13.8K
$766K
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.82K+ 6.22% |
$133K - $167K
|
48.1K
$2.68M
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
8.25KNew |
$388K - $487K
|
8.25K
$459K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-442- 2.62% |
$20.8K - $26.1K
|
16.4K
$914K
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.56K+ 0.46% |
$73.4K - $92.1K
|
340K
$18.9M
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
25.3KNew |
$1.19M - $1.49M
|
25.3K
$1.41M
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
195+ 3.04% |
$9.17K - $11.5K
|
6.62K
$368K
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
3.61K+ 2.5% |
$170K - $213K
|
148K
$8.24M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.61K- 3.72% |
$123K - $154K
|
67.6K
$3.76M
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4- 0.31% |
$188 - $236
|
1.27K
$70.5K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.71K- 25.02% |
$80.5K - $101K
|
5.13K
$286K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.01K- 36.94% |
$141K - $178K
|
5.14K
$286K
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
BUY
|
- |
85.8K+ 12.57% |
$4.03M - $5.07M
|
769K
$42.8M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4- 2.37% |
$188 - $236
|
165
$9.18K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.04K+ 76.26% |
$237K - $297K
|
11.6K
$648K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
566+ 0.87% |
$26.6K - $33.4K
|
65.7K
$3.66M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
162New |
$7.61K - $9.56K
|
162
$9.02K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 9.47% |
$846 - $1.06K
|
208
$11.6K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.65K+ 3.95% |
$125K - $157K
|
69.8K
$3.88M
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-50- 0.86% |
$2.35K - $2.95K
|
5.79K
$322K
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$47 - $59
|
11.4K
$634K
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-16- 0.36% |
$752 - $944
|
4.39K
$244K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.13K+ 1.33% |
$100K - $126K
|
163K
$9.05M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 5.79% |
$329 - $413
|
128
$7.12K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.5KNew |
$212K - $266K
|
4.5K
$250K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-11- 42.31% |
$517 - $649
|
15
$835
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
470+ 2.79% |
$22.1K - $27.7K
|
17.3K
$964K
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3.21K- 21.59% |
$151K - $190K
|
11.7K
$649K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.33K+ 36.79% |
$62.6K - $78.6K
|
4.95K
$275K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.97K+ 16.46% |
$92.4K - $116K
|
13.9K
$775K
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
372+ 0.21% |
$17.5K - $22K
|
180K
$10M
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
SELL
|
- |
-1.1K- 4.61% |
$51.9K - $65.2K
|
22.8K
$1.27M
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-250- 5.05% |
$11.8K - $14.8K
|
4.7K
$261K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
67.8KNew |
$3.19M - $4M
|
67.8K
$3.78M
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
37New |
$1.74K - $2.18K
|
37
$2.06K
|