Purchases and Sales Made in Q1 2022 in Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION) during Q1 2022. The information is specifically focused on institutions that hold shares of ZIONS BANCORPORATION, NATIONAL ASSOCIATION .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
148New |
$9.14K - $11K
|
148
$8.65K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
136+ 7.66% |
$8.4K - $10.1K
|
1.91K
$112K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
132New |
$8.15K - $9.81K
|
132
$7.71K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
125+ 3.37% |
$7.72K - $9.29K
|
3.83K
$224K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
124+ 1.43% |
$7.66K - $9.21K
|
8.77K
$512K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
122+ 109.91% |
$7.53K - $9.07K
|
233
$13.6K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
120New |
$7.41K - $8.92K
|
120
$7.01K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
117+ 2.54% |
$7.22K - $8.69K
|
4.72K
$276K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
108+ 0.19% |
$6.67K - $8.03K
|
58K
$3.39M
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
102+ 1.05% |
$6.3K - $7.58K
|
9.79K
$572K
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100New |
$6.18K - $7.43K
|
100
$5.84K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
97+ 2.97% |
$5.99K - $7.21K
|
3.36K
$196K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
92+ 1.23% |
$5.68K - $6.84K
|
7.59K
$443K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
85+ 5.68% |
$5.25K - $6.32K
|
1.58K
$92.4K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
85+ 1.07% |
$5.25K - $6.32K
|
8.02K
$469K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
75New |
$4.63K - $5.57K
|
75
$4.38K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
71+ 144.9% |
$4.38K - $5.28K
|
120
$7.01K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
70+ 0.64% |
$4.32K - $5.2K
|
11.1K
$646K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
70+ 67.96% |
$4.32K - $5.2K
|
173
$10.1K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
66New |
$4.08K - $4.9K
|
66
$3.86K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
62New |
$3.83K - $4.61K
|
62
$3.62K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
62+ 0.92% |
$3.83K - $4.61K
|
6.82K
$398K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
60+ 48.39% |
$3.71K - $4.46K
|
184
$10.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
55+ 0.13% |
$3.4K - $4.09K
|
41.1K
$2.4M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
53+ 530.0% |
$3.27K - $3.94K
|
63
$3.68K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
51+ 0.83% |
$3.15K - $3.79K
|
6.17K
$360K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50New |
$3.09K - $3.72K
|
50
$2.92K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
49+ 4.41% |
$3.03K - $3.64K
|
1.16K
$67.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
47+ 13.66% |
$2.9K - $3.49K
|
391
$22.8K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
46+ 92.0% |
$2.84K - $3.42K
|
96
$5.61K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
45+ 30.0% |
$2.78K - $3.34K
|
195
$11.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
44New |
$2.72K - $3.27K
|
44
$2.57K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
38+ 4.66% |
$2.35K - $2.82K
|
853
$49.8K
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
38+ 0.25% |
$2.35K - $2.82K
|
15K
$877K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
36New |
$2.22K - $2.68K
|
36
$2.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Alta Capital Management LLC
|
BUY
|
- |
35+ 0.2% |
$2.16K - $2.6K
|
17.2K
$1M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
35New |
$2.16K - $2.6K
|
35
$2.04K
|
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
34+ 0.55% |
$2.1K - $2.53K
|
6.27K
$366K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
31+ 1.04% |
$1.91K - $2.3K
|
3.02K
$176K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
26New |
$1.61K - $1.93K
|
26
$1.52K
|
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
BUY
|
- |
21+ 0.49% |
$1.3K - $1.56K
|
4.29K
$251K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
19+ 10.98% |
$1.17K - $1.41K
|
192
$11.2K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19+ 0.23% |
$1.17K - $1.41K
|
8.43K
$493K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
16New |
$988 - $1.19K
|
16
$935
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 2.07% |
$618 - $743
|
494
$28.9K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9+ 0.15% |
$556 - $669
|
5.84K
$341K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9New |
$556 - $669
|
9
$526
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7New |
$432 - $520
|
7
$409
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7New |
$432 - $520
|
7
$409
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
6+ 25.0% |
$371 - $446
|
30
$1.75K
|