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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
105+ 1.37% |
$4K - $4.72K
|
7.79K
$419K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
102+ 0.8% |
$3.88K - $4.58K
|
12.8K
$688K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
101+ 1.08% |
$3.85K - $4.54K
|
9.45K
$508K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
100+ 23.26% |
$3.81K - $4.49K
|
530
$28.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
91New |
$3.47K - $4.09K
|
91
$4.89K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
80+ 12.42% |
$3.05K - $3.59K
|
724
$38.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
73New |
$2.78K - $3.28K
|
73
$3.92K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
69+ 1.09% |
$2.63K - $3.1K
|
6.41K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
68+ 5.62% |
$2.59K - $3.06K
|
1.28K
$68.7K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
66+ 1.08% |
$2.51K - $2.97K
|
6.16K
$331K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
66+ 6.31% |
$2.51K - $2.97K
|
1.11K
$59.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
63+ 0.86% |
$2.4K - $2.83K
|
7.39K
$397K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54+ 0.82% |
$2.06K - $2.43K
|
6.62K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
51New |
$1.94K - $2.29K
|
51
$2.74K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
47+ 1.01% |
$1.79K - $2.11K
|
4.69K
$252K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
43New |
$1.64K - $1.93K
|
43
$2.31K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
40+ 0.79% |
$1.52K - $1.8K
|
5.14K
$276K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
38+ 14.5% |
$1.45K - $1.71K
|
300
$16.1K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 30.17% |
$1.33K - $1.57K
|
151
$8.12K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
28+ 20.74% |
$1.07K - $1.26K
|
163
$8.76K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
25+ 45.45% |
$952 - $1.12K
|
80
$4.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
24New |
$914 - $1.08K
|
24
$1.29K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
22+ 1.04% |
$838 - $988
|
2.14K
$115K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 44.68% |
$800 - $944
|
68
$3.66K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 55.26% |
$800 - $944
|
59
$3.17K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
21+ 105.0% |
$800 - $944
|
41
$2.2K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
20New |
$762 - $899
|
20
$1.08K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
19New |
$724 - $854
|
19
$1.02K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15+ 8.33% |
$571 - $674
|
195
$10.5K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11+ 0.05% |
$419 - $494
|
20.4K
$1.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
8+ 0.11% |
$305 - $359
|
7.19K
$386K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
8+ 0.04% |
$305 - $359
|
19.6K
$1.05M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 1.09% |
$305 - $359
|
739
$39.7K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
7+ 1.07% |
$267 - $315
|
661
$35.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 21.43% |
$228 - $270
|
34
$1.83K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 0.23% |
$190 - $225
|
2.16K
$116K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4New |
$152 - $180
|
4
$215
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 15.38% |
$76.2 - $89.9
|
15
$806
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2+ 0.88% |
$76.2 - $89.9
|
228
$12.3K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$38.1 - $44.9
|
5.55K
$298K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.15% |
$38.1 - $44.9
|
660
$35.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-8- 9.76% |
$305 - $359
|
74
$3.98K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-9- 0.18% |
$343 - $404
|
5.1K
$274K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-9- 27.27% |
$343 - $404
|
24
$1.29K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12- 0.17% |
$457 - $539
|
7.01K
$377K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-15- 78.95% |
$571 - $674
|
4
$215
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18- 4.81% |
$685 - $809
|
356
$19.1K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-21- 46.67% |
$800 - $944
|
24
$1.29K
|