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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
40+ 0.29% |
$1.7K - $2.1K
|
13.7K
$829K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
39+ 25.66% |
$1.66K - $2.05K
|
191
$11.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
39New |
$1.66K - $2.05K
|
39
$2.36K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
38+ 0.83% |
$1.61K - $2K
|
4.6K
$279K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
38+ 2.95% |
$1.61K - $2K
|
1.33K
$80.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
35New |
$1.49K - $1.84K
|
35
$2.12K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26+ 0.22% |
$1.1K - $1.37K
|
12K
$724K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.3% |
$1.02K - $1.26K
|
8.14K
$493K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
23+ 0.39% |
$977 - $1.21K
|
5.97K
$362K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
23New |
$977 - $1.21K
|
23
$1.39K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
21+ 0.26% |
$892 - $1.1K
|
8.1K
$491K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
21+ 0.12% |
$892 - $1.1K
|
17K
$1.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
18New |
$765 - $946
|
18
$1.09K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
18New |
$765 - $946
|
18
$1.09K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
13New |
$552 - $683
|
13
$788
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.15% |
$467 - $578
|
7.22K
$437K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$382 - $473
|
9
$545
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 1.66% |
$297 - $368
|
428
$25.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7+ 0.07% |
$297 - $368
|
9.71K
$588K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 3.1% |
$297 - $368
|
233
$14.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.89% |
$297 - $368
|
793
$48K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
4New |
$170 - $210
|
4
$242
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.08% |
$170 - $210
|
5.12K
$310K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
4+ 0.06% |
$170 - $210
|
6.76K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.18% |
$127 - $158
|
1.69K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.34% |
$127 - $158
|
884
$53.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
3+ 0.04% |
$127 - $158
|
7.7K
$467K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.4% |
$85 - $105
|
500
$30.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.56% |
$42.5 - $52.5
|
181
$11K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
812KNew |
$31.9M - $36.6M
|
812K
$49.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
171K+ 244.29% |
$6.71M - $7.71M
|
241K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
119K+ 46.81% |
$4.68M - $5.38M
|
374K
$22.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
44.1KNew |
$1.73M - $1.99M
|
44.1K
$2.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
28.6KNew |
$1.12M - $1.29M
|
28.6K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
26.8K+ 199.49% |
$1.05M - $1.21M
|
40.2K
$2.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
17KNew |
$667K - $767K
|
17K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
16.6KNew |
$650K - $747K
|
16.6K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
14.9K+ 19.4% |
$585K - $673K
|
91.8K
$5.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
12.5K+ 4.46% |
$492K - $565K
|
294K
$17.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
12.2KNew |
$479K - $551K
|
12.2K
$740K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.6KNew |
$454K - $522K
|
11.6K
$701K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
9.92KNew |
$389K - $448K
|
9.92K
$601K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.17K+ 159.56% |
$360K - $413K
|
14.9K
$903K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.81KNew |
$149K - $172K
|
3.81K
$231K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.31KNew |
$51.6K - $59.3K
|
1.31K
$79.6K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.27KNew |
$49.7K - $57.1K
|
1.27K
$76.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
754New |
$29.6K - $34K
|
754
$45.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
544New |
$21.3K - $24.5K
|
544
$33K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
451New |
$17.7K - $20.3K
|
451
$27.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
352+ 3.44% |
$13.8K - $15.9K
|
10.6K
$642K
|
|