Purchases and Sales Made in Q1 2024 in Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION) during Q1 2024. 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 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.04K+ 0.91% |
$39.6K - $46.7K
|
115K
$6.38M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.03K+ 0.63% |
$39.3K - $46.3K
|
165K
$9.15M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
939+ 41.13% |
$35.8K - $42.2K
|
3.22K
$178K
|
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
786+ 0.31% |
$29.9K - $35.3K
|
251K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
784+ 70.57% |
$29.9K - $35.2K
|
1.9K
$105K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
776+ 7.66% |
$29.6K - $34.9K
|
10.9K
$604K
|
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
700+ 0.24% |
$26.7K - $31.5K
|
293K
$16.2M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
688+ 314.16% |
$26.2K - $30.9K
|
907
$50.2K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
654+ 7.41% |
$24.9K - $29.4K
|
9.49K
$525K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
640+ 3.05% |
$24.4K - $28.8K
|
21.6K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
629+ 12.62% |
$24K - $28.3K
|
5.61K
$311K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
628New |
$23.9K - $28.2K
|
628
$34.8K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
624+ 5.97% |
$23.8K - $28K
|
11.1K
$613K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
530+ 0.73% |
$20.2K - $23.8K
|
73.5K
$4.07M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
524+ 0.78% |
$20K - $23.5K
|
67.8K
$3.76M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
490+ 58.47% |
$18.7K - $22K
|
1.33K
$73.6K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
472+ 5.63% |
$18K - $21.2K
|
8.86K
$491K
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
453+ 3.53% |
$17.3K - $20.4K
|
13.3K
$735K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
450+ 22.89% |
$17.1K - $20.2K
|
2.42K
$134K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
432+ 0.63% |
$16.5K - $19.4K
|
69.5K
$3.85M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
425+ 2.21% |
$16.2K - $19.1K
|
19.7K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
413+ 2.69% |
$15.7K - $18.6K
|
15.8K
$874K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
409+ 7.92% |
$15.6K - $18.4K
|
5.57K
$309K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
400New |
$15.2K - $18K
|
400
$22.2K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
372+ 49.67% |
$14.2K - $16.7K
|
1.12K
$62.1K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
356+ 27.2% |
$13.6K - $16K
|
1.67K
$92.2K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
331+ 61.87% |
$12.6K - $14.9K
|
866
$48K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
328+ 1.01% |
$12.5K - $14.7K
|
32.8K
$1.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
300+ 405.41% |
$11.4K - $13.5K
|
374
$20.7K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
291New |
$11.1K - $13.1K
|
291
$16.1K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$9.52K - $11.2K
|
250
$13.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
245+ 1.0% |
$9.33K - $11K
|
24.8K
$1.37M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
244New |
$9.29K - $11K
|
244
$13.5K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
197+ 12.81% |
$7.5K - $8.85K
|
1.74K
$96.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
184+ 3.23% |
$7.01K - $8.27K
|
5.88K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
175+ 2.05% |
$6.66K - $7.86K
|
8.7K
$482K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
152New |
$5.79K - $6.83K
|
152
$8.42K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
130+ 0.43% |
$4.95K - $5.84K
|
30.2K
$1.67M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
125+ 31.25% |
$4.76K - $5.62K
|
525
$29.1K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
109+ 1.93% |
$4.15K - $4.9K
|
5.74K
$318K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
108+ 2.16% |
$4.11K - $4.85K
|
5.11K
$283K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
108+ 0.59% |
$4.11K - $4.85K
|
18.4K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
105+ 1.37% |
$4K - $4.72K
|
7.79K
$432K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
102+ 0.8% |
$3.88K - $4.58K
|
12.8K
$709K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
101+ 1.08% |
$3.85K - $4.54K
|
9.45K
$523K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
100+ 23.26% |
$3.81K - $4.49K
|
530
$29.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
91New |
$3.47K - $4.09K
|
91
$5.04K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
80+ 12.42% |
$3.05K - $3.59K
|
724
$40.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
73New |
$2.78K - $3.28K
|
73
$4.04K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
69+ 1.09% |
$2.63K - $3.1K
|
6.41K
$355K
|