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 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.09K+ 39.98% |
$98.1K - $123K
|
7.31K
$407K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-100- 2.24% |
$4.7K - $5.9K
|
4.36K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.76KNew |
$271K - $340K
|
5.76K
$321K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
49+ 0.77% |
$2.3K - $2.89K
|
6.38K
$355K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
42+ 84.0% |
$1.97K - $2.48K
|
92
$5.12K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-296- 1.16% |
$13.9K - $17.5K
|
25.1K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.9K- 21.9% |
$89.3K - $112K
|
6.77K
$377K
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-104K- 3.85% |
$4.88M - $6.13M
|
2.59M
$144M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
131K+ 459.62% |
$6.14M - $7.71M
|
159K
$8.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 0.96% |
$141 - $177
|
308
$17.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-36- 0.17% |
$1.69K - $2.13K
|
20.6K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-6.87K- 30.18% |
$323K - $406K
|
15.9K
$884K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.77K- 13.29% |
$83K - $104K
|
11.5K
$641K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
35New |
$1.65K - $2.07K
|
35
$1.95K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.3K- 2.34% |
$61.1K - $76.7K
|
54.3K
$3.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-540K- 97.99% |
$25.4M - $31.9M
|
11K
$615K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
500New |
$23.5K - $29.5K
|
500
$27.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.01K+ 3.1% |
$47.2K - $59.3K
|
33.5K
$1.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1KNew |
$47K - $59K
|
1K
$55.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 5.56% |
$47 - $59
|
17
$946
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
622+ 3.6% |
$29.2K - $36.7K
|
17.9K
$995K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2K+ 16.93% |
$93.9K - $118K
|
13.8K
$768K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.59K+ 158900.0% |
$74.7K - $93.8K
|
1.59K
$88.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.6KNew |
$735K - $923K
|
15.6K
$870K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
96+ 4.53% |
$4.51K - $5.67K
|
2.22K
$123K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-220- 42.23% |
$10.3K - $13K
|
301
$16.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
122+ 2.65% |
$5.73K - $7.2K
|
4.72K
$263K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
4New |
$188 - $236
|
4
$223
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-63- 8.11% |
$2.96K - $3.72K
|
714
$39.7K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
206K+ 295.62% |
$9.39M - $12.7M
|
276K
$15.3M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.14K+ 29.17% |
$280K - $379K
|
27.2K
$1.51M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10+ 0.23% |
$456 - $617
|
4.35K
$242K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.12K+ 0.27% |
$50.9K - $68.9K
|
415K
$23.1M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-3.82K- 13.89% |
$174K - $236K
|
23.7K
$1.32M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
384New |
$17.5K - $23.7K
|
384
$21.4K
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
BUY
|
- |
5.1KNew |
$233K - $315K
|
5.1K
$284K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.72KNew |
$261K - $353K
|
5.72K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-719- 0.23% |
$32.8K - $44.4K
|
315K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.16KNew |
$190K - $257K
|
4.16K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
100New |
$4.56K - $6.17K
|
100
$5.57K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26New |
$1.19K - $1.6K
|
26
$1.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-354- 8.13% |
$16.1K - $21.9K
|
4K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
37+ 0.79% |
$1.69K - $2.28K
|
4.75K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-24- 1.87% |
$1.09K - $1.48K
|
1.26K
$70.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.05KNew |
$185K - $250K
|
4.05K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-32.5K- 77.41% |
$1.48M - $2.01M
|
9.49K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 14.59% |
$611K - $827K
|
105K
$5.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
17+ 0.41% |
$776 - $1.05K
|
4.12K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.16M+ 249.64% |
$52.9M - $71.6M
|
1.62M
$90.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
152K+ 187.18% |
$6.93M - $9.37M
|
233K
$13M
|
|