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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
27New |
$1.27K - $1.59K
|
27
$1.5K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20New |
$940 - $1.18K
|
20
$1.11K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 9.47% |
$846 - $1.06K
|
208
$11.6K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 13.51% |
$705 - $885
|
126
$7.01K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
13+ 0.25% |
$611 - $767
|
5.14K
$286K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
12New |
$564 - $708
|
12
$668
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12New |
$564 - $708
|
12
$668
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11New |
$517 - $649
|
11
$612
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
11New |
$517 - $649
|
11
$612
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 200.0% |
$470 - $590
|
15
$835
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10+ 2.22% |
$470 - $590
|
461
$25.7K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
9+ 0.17% |
$423 - $531
|
5.25K
$292K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9New |
$423 - $531
|
9
$501
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
8+ 0.39% |
$376 - $472
|
2.06K
$115K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 5.79% |
$329 - $413
|
128
$7.12K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
6+ 0.15% |
$282 - $354
|
3.92K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5New |
$235 - $295
|
5
$278
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5New |
$235 - $295
|
5
$278
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 45.45% |
$235 - $295
|
16
$890
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$188 - $236
|
4
$223
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
4New |
$188 - $236
|
4
$223
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3New |
$141 - $177
|
3
$167
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
2+ 0.03% |
$94 - $118
|
7.31K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.44% |
$47 - $59
|
228
$12.7K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.22% |
$47 - $59
|
461
$25.7K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 1.19% |
$47 - $59
|
85
$4.73K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$47 - $59
|
11.4K
$634K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
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 13, 2025
Q4 2024
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
254KNew |
$11.6M - $15.7M
|
254K
$14.1M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
206K+ 295.62% |
$9.39M - $12.7M
|
276K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
152K+ 187.18% |
$6.93M - $9.37M
|
233K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
PUT |
100KNew |
$4.56M - $6.17M
|
100K
$5.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
78.1KNew |
$3.56M - $4.82M
|
78.1K
$4.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Petiole Usa LTD
New York, NY |
BUY
|
- |
50KNew |
$2.28M - $3.09M
|
50K
$2.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
46.8KNew |
$2.13M - $2.89M
|
46.8K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
19.6KNew |
$894K - $1.21M
|
19.6K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
16.9K+ 18.73% |
$769K - $1.04M
|
107K
$5.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
14.3K+ 45.73% |
$654K - $885K
|
45.7K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 14.59% |
$611K - $827K
|
105K
$5.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
10KNew |
$457K - $619K
|
10K
$558K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
9.13K+ 55.1% |
$416K - $563K
|
25.7K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
9.1K+ 14.64% |
$415K - $561K
|
71.2K
$3.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.96KNew |
$409K - $553K
|
8.96K
$498K
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
8.41KNew |
$384K - $519K
|
8.41K
$468K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
7.89K+ 333.59% |
$360K - $487K
|
10.3K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
7.18KNew |
$328K - $443K
|
7.18K
$400K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.18KNew |
$327K - $443K
|
7.18K
$399K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.14K+ 29.17% |
$280K - $379K
|
27.2K
$1.51M
|
|