Purchases and Sales Made in Q1 2023 in Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
400New |
$11K - $21.9K
|
400
$23.4K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
350+ 200.0% |
$9.61K - $19.2K
|
525
$30.7K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
330+ 277.31% |
$9.06K - $18.1K
|
449
$26.2K
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
300New |
$8.24K - $16.4K
|
300
$17.5K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
296+ 1020.69% |
$8.13K - $16.2K
|
325
$19K
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
294+ 12.0% |
$8.07K - $16.1K
|
2.75K
$160K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
289+ 996.55% |
$7.93K - $15.8K
|
318
$18.6K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
266New |
$7.3K - $14.6K
|
266
$15.5K
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
242+ 25.8% |
$6.64K - $13.3K
|
1.18K
$68.9K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
225+ 375.0% |
$6.18K - $12.3K
|
285
$16.6K
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
200+ 7.69% |
$5.49K - $11K
|
2.8K
$164K
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
200+ 2.69% |
$5.49K - $11K
|
7.62K
$445K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
198+ 47.83% |
$5.44K - $10.8K
|
612
$35.8K
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
194+ 85.09% |
$5.33K - $10.6K
|
422
$24.7K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
190+ 146.15% |
$5.22K - $10.4K
|
320
$18.7K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
173+ 41.89% |
$4.75K - $9.48K
|
586
$34.2K
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
166+ 1.27% |
$4.56K - $9.1K
|
13.2K
$771K
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
164+ 2.03% |
$4.5K - $8.99K
|
8.25K
$482K
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
151+ 1.24% |
$4.14K - $8.27K
|
12.3K
$721K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
144+ 73.85% |
$3.95K - $7.89K
|
339
$19.8K
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
142+ 94.04% |
$3.9K - $7.78K
|
293
$17.1K
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
139+ 0.76% |
$3.82K - $7.62K
|
18.5K
$1.08M
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
125+ 0.58% |
$3.43K - $6.85K
|
21.8K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
121+ 0.83% |
$3.32K - $6.63K
|
14.8K
$862K
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
116+ 341.18% |
$3.18K - $6.36K
|
150
$8.76K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
112+ 78.32% |
$3.07K - $6.14K
|
255
$14.9K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
112+ 0.28% |
$3.07K - $6.14K
|
40.6K
$2.37M
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
112+ 8.57% |
$3.07K - $6.14K
|
1.42K
$82.9K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
107+ 45.15% |
$2.94K - $5.86K
|
344
$20.1K
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
104+ 0.59% |
$2.85K - $5.7K
|
17.6K
$1.03M
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
104+ 5.38% |
$2.85K - $5.7K
|
2.04K
$119K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
100+ 3.16% |
$2.75K - $5.48K
|
3.26K
$191K
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
100+ 38.46% |
$2.75K - $5.48K
|
360
$21K
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.38% |
$2.75K - $5.48K
|
26.3K
$1.53M
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
98+ 39.52% |
$2.69K - $5.37K
|
346
$20.2K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
90New |
$2.47K - $4.93K
|
90
$5.26K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
85+ 10.63% |
$2.33K - $4.66K
|
885
$51.7K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
84+ 2800.0% |
$2.31K - $4.6K
|
87
$5.08K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
79+ 0.52% |
$2.17K - $4.33K
|
15.1K
$885K
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
73+ 0.29% |
$2K - $4K
|
25.4K
$1.48M
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
73New |
$2K - $4K
|
73
$4.26K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
67+ 6.55% |
$1.84K - $3.67K
|
1.09K
$63.7K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
65New |
$1.78K - $3.56K
|
65
$3.8K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
59+ 59.6% |
$1.62K - $3.23K
|
158
$9.23K
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
57New |
$1.56K - $3.12K
|
57
$3.33K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
50New |
$1.37K - $2.74K
|
50
$2.92K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46+ 1.59% |
$1.26K - $2.52K
|
2.94K
$172K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
36New |
$988 - $1.97K
|
36
$2.1K
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
35+ 8.91% |
$961 - $1.92K
|
428
$25K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33+ 0.23% |
$906 - $1.81K
|
14.6K
$853K
|