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 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
31+ 0.09% |
$851 - $1.7K
|
34.2K
$2M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
17+ 0.08% |
$467 - $931
|
21.3K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.19% |
$412 - $822
|
7.92K
$463K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
14+ 0.3% |
$384 - $767
|
4.7K
$275K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
13New |
$357 - $712
|
13
$759
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
13+ 0.03% |
$357 - $712
|
39.8K
$2.32M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
7New |
$192 - $384
|
7
$409
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 22.22% |
$165 - $329
|
33
$1.93K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
5+ 100.0% |
$137 - $274
|
10
$584
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$110 - $219
|
4
$234
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 300.0% |
$82.4 - $164
|
4
$234
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$27.5 - $54.8
|
615
$35.9K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 1.02% |
$54.9 - $110
|
195
$11.4K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3- 7.69% |
$82.4 - $164
|
36
$2.1K
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-6- 0.01% |
$165 - $329
|
72.8K
$4.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-8- 50.0% |
$220 - $438
|
8
$467
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-9- 30.0% |
$247 - $493
|
21
$1.23K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-19- 38.78% |
$522 - $1.04K
|
30
$1.75K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-20Closed |
$549 - $1.1K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-23- 0.24% |
$631 - $1.26K
|
9.6K
$561K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-23- 0.35% |
$631 - $1.26K
|
6.58K
$385K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-26- 96.3% |
$714 - $1.42K
|
1
$58.4
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-28- 47.46% |
$769 - $1.53K
|
31
$1.81K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-30- 1.96% |
$824 - $1.64K
|
1.5K
$87.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-33- 84.62% |
$906 - $1.81K
|
6
$351
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-37- 86.05% |
$1.02K - $2.03K
|
6
$351
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-37Closed |
$1.02K - $2.03K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-40- 10.5% |
$1.1K - $2.19K
|
341
$19.9K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-53- 63.1% |
$1.45K - $2.9K
|
31
$1.81K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-60- 37.5% |
$1.65K - $3.29K
|
100
$5.84K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-61- 0.31% |
$1.67K - $3.34K
|
19.6K
$1.15M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-63Closed |
$1.73K - $3.45K
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-66- 29.07% |
$1.81K - $3.62K
|
161
$9.41K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-72- 77.42% |
$1.98K - $3.94K
|
21
$1.23K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-84- 96.55% |
$2.31K - $4.6K
|
3
$175
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-115- 1.23% |
$3.16K - $6.3K
|
9.24K
$540K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-116- 5.17% |
$3.18K - $6.36K
|
2.13K
$124K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-128- 66.32% |
$3.51K - $7.01K
|
65
$3.8K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-164- 0.34% |
$4.5K - $8.99K
|
48.4K
$2.83M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-170- 3.21% |
$4.67K - $9.31K
|
5.13K
$300K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-179- 1.63% |
$4.91K - $9.81K
|
10.8K
$633K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-198- 94.74% |
$5.44K - $10.8K
|
11
$643
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 2.79% |
$5.49K - $11K
|
6.97K
$407K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-226- 1.77% |
$6.2K - $12.4K
|
12.6K
$733K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-234- 16.96% |
$6.42K - $12.8K
|
1.15K
$66.9K
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-234- 0.4% |
$6.42K - $12.8K
|
57.8K
$3.38M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-237- 16.84% |
$6.51K - $13K
|
1.17K
$68.4K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-270- 1.29% |
$7.41K - $14.8K
|
20.6K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-293- 7.18% |
$8.04K - $16.1K
|
3.79K
$221K
|