Latest Institutional Purchases of Zions Bancorporation, National Association (ZION)
This list provides information on the latest institutional transactions involving Zions Bancorporation, National Association (ZION) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
7.5KNew |
$208K - $290K
|
7.5K
$417K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
6.32KNew |
$175K - $244K
|
6.32K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.3KNew |
$175K - $244K
|
6.3K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
4.18KNew |
$116K - $162K
|
4.18K
$233K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
250New |
$6.95K - $9.67K
|
250
$13.9K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
150New |
$4.17K - $5.8K
|
150
$8.35K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
130New |
$3.61K - $5.03K
|
130
$7.23K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
130New |
$3.61K - $5.03K
|
130
$7.23K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
59+ 536.36% |
$1.64K - $2.28K
|
70
$3.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
36+ 12.68% |
$1K - $1.39K
|
320
$17.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30New |
$833 - $1.16K
|
30
$1.67K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16New |
$444 - $619
|
16
$890
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$222 - $310
|
8
$445
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 1.32% |
$111 - $155
|
308
$17.1K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Siena Capital Partners Gp, LLC
|
BUY
|
- |
101KNew |
$2.02M - $3.31M
|
101K
$5.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
75KNew |
$1.49M - $2.45M
|
75K
$4.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
46.6KNew |
$929K - $1.52M
|
46.6K
$2.59M
|
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
46KNew |
$917K - $1.51M
|
46K
$2.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
33KNew |
$658K - $1.08M
|
33K
$1.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
28.6KNew |
$570K - $935K
|
28.6K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
18.9KNew |
$376K - $618K
|
18.9K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Value Bank Partners LLC
Cleveland, OH |
BUY
|
- |
16.8K+ 8.65% |
$335K - $551K
|
211K
$11.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
13KNew |
$259K - $425K
|
13K
$723K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
10.4K+ 68.05% |
$207K - $340K
|
25.7K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
10KNew |
$199K - $327K
|
10K
$557K
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
9.48KNew |
$189K - $310K
|
9.48K
$527K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
8.33K+ 191.96% |
$166K - $273K
|
12.7K
$705K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.89KNew |
$157K - $258K
|
7.89K
$439K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
7.59KNew |
$151K - $248K
|
7.59K
$422K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.97K+ 46.14% |
$79K - $130K
|
12.6K
$699K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
2.5K+ 11.74% |
$49.8K - $81.8K
|
23.8K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
2.37K+ 120.09% |
$47.3K - $77.6K
|
4.35K
$242K
|
|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.86KNew |
$37K - $60.8K
|
1.86K
$103K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.54KNew |
$30.6K - $50.3K
|
1.54K
$85.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.24K+ 263.69% |
$24.8K - $40.6K
|
1.71K
$95.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1K+ 18.18% |
$19.9K - $32.7K
|
6.5K
$362K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
741New |
$14.8K - $24.2K
|
741
$41.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
500New |
$9.97K - $16.4K
|
500
$27.8K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
364New |
$7.25K - $11.9K
|
364
$20.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
65New |
$1.3K - $2.13K
|
65
$3.62K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
54New |
$1.08K - $1.77K
|
54
$3.01K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
53+ 170.97% |
$1.06K - $1.73K
|
84
$4.67K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
50New |
$997 - $1.64K
|
50
$2.78K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
39New |
$777 - $1.28K
|
39
$2.17K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
21New |
$419 - $687
|
21
$1.17K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
19+ 0.33% |
$379 - $622
|
5.74K
$319K
|
|
| Q1 2023 | |||||||
|
Apr 20, 2023
Q1 2023
|
Ardevora Asset Management LLP
|
BUY
|
- |
543K+ 67.42% |
$14.9M - $29.7M
|
1.35M
$75M
|
|
|
May 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
163K+ 163.43% |
$4.46M - $8.91M
|
262K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
140KNew |
$3.84M - $7.67M
|
140K
$7.79M
|
|
|
May 15, 2023
Q1 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
CALL |
120KNew |
$3.29M - $6.57M
|
120K
$6.68M
|
|