Institutional Ownership Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION). We have compiled data on the 522 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $6.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
4,401
shares
|
$247,556
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
4,360
shares
|
$245,250
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
4,352
shares
|
$244,800
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4,342
shares
|
$244,237
0.01% of portfolio
|
Q4 2022
Reduced 15.05%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
4,342
shares
|
$244,237
0.0% of portfolio
|
Q3 2024
Added 974.75%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
4,269
shares
|
$240,131
0.09% of portfolio
|
Q2 2022
Reduced 93.97%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
4,258
shares
|
$239,512
0.15% of portfolio
|
Q3 2022
Added 0.61%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
4,252
shares
|
$239,175
0.01% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
4,195
shares
|
$235,968
0.01% of portfolio
|
Q4 2024
Reduced 71.64%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,189
shares
|
$235,631
0.01% of portfolio
|
Q4 2024
Reduced 39.53%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
4,099
shares
|
$230,568
0.0% of portfolio
|
Q3 2024
Reduced 21.08%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
3,960
shares
|
$222,750
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
3,950
shares
|
$222,187
0.03% of portfolio
|
Q3 2024
Added 24.88%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,926
shares
|
$220,837
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,904
shares
|
$219,600
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,774
shares
|
$212,287
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
3,690
shares
|
$207,562
0.0% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,618
shares
|
$203,512
0.0% of portfolio
|
Q4 2024
Reduced 71.57%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
2,941
shares
|
$165,431
0.04% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,844
shares
|
$159,975
0.0% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
2,837
shares
|
$159,581
0.0% of portfolio
|
Q3 2024
Added 15.23%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,802
shares
|
$157,612
0.01% of portfolio
|
Q4 2024
Added 13.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,665
shares
|
$149,906
0.0% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
2,497
shares
|
$140,456
0.04% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
2,051
shares
|
$115,368
0.03% of portfolio
|
Q4 2024
Added 0.39%
|