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 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.4% |
$3.81K - $4.49K
|
25.1K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-112- 0.33% |
$4.26K - $5.03K
|
34K
$1.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-140- 79.55% |
$5.33K - $6.29K
|
36
$1.99K
|
|
|
May 01, 2024
Q1 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-143- 0.08% |
$5.45K - $6.42K
|
170K
$9.4M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-147- 7.73% |
$5.6K - $6.6K
|
1.75K
$97.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-160- 2.73% |
$6.09K - $7.19K
|
5.71K
$316K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-170- 1.26% |
$6.47K - $7.64K
|
13.3K
$737K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-176- 3.56% |
$6.7K - $7.91K
|
4.77K
$264K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-186- 0.01% |
$7.08K - $8.36K
|
3.23M
$179M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-186- 0.01% |
$7.08K - $8.36K
|
3.23M
$179M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-192- 12.14% |
$7.31K - $8.63K
|
1.39K
$77K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-215- 58.74% |
$8.19K - $9.66K
|
151
$8.37K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-257- 38.65% |
$9.79K - $11.5K
|
408
$22.6K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-269- 47.53% |
$10.2K - $12.1K
|
297
$16.5K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-282- 5.91% |
$10.7K - $12.7K
|
4.49K
$249K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-283- 5.51% |
$10.8K - $12.7K
|
4.85K
$269K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-288- 30.7% |
$11K - $12.9K
|
650
$36K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-296- 54.21% |
$11.3K - $13.3K
|
250
$13.9K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-309- 0.74% |
$11.8K - $13.9K
|
41.4K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-310- 2.9% |
$11.8K - $13.9K
|
10.4K
$575K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-347- 98.3% |
$13.2K - $15.6K
|
6
$332
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-376- 4.84% |
$14.3K - $16.9K
|
7.39K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-387- 1.48% |
$14.7K - $17.4K
|
25.8K
$1.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-412- 4.0% |
$15.7K - $18.5K
|
9.89K
$548K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-432- 6.55% |
$16.5K - $19.4K
|
6.17K
$342K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-436- 1.32% |
$16.6K - $19.6K
|
32.7K
$1.81M
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-439- 1.1% |
$16.7K - $19.7K
|
39.6K
$2.19M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-453- 5.19% |
$17.3K - $20.4K
|
8.28K
$459K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-455- 98.91% |
$17.3K - $20.4K
|
5
$277
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-476- 3.54% |
$18.1K - $21.4K
|
13K
$719K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 6.83% |
$19K - $22.5K
|
6.82K
$378K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-516- 21.99% |
$19.6K - $23.2K
|
1.83K
$101K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-538- 2.29% |
$20.5K - $24.2K
|
23K
$1.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-636- 4.37% |
$24.2K - $28.6K
|
13.9K
$771K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-699- 1.69% |
$26.6K - $31.4K
|
40.7K
$2.26M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-715- 24.96% |
$27.2K - $32.1K
|
2.15K
$119K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-784- 18.17% |
$29.9K - $35.2K
|
3.53K
$196K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-792- 13.69% |
$30.2K - $35.6K
|
4.99K
$277K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-796- 5.6% |
$30.3K - $35.8K
|
13.4K
$744K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-804- 9.12% |
$30.6K - $36.1K
|
8.02K
$444K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-806- 6.11% |
$30.7K - $36.2K
|
12.4K
$686K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-815- 18.12% |
$31K - $36.6K
|
3.68K
$204K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-830- 6.68% |
$31.6K - $37.3K
|
11.6K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-845- 3.59% |
$32.2K - $38K
|
22.7K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-861- 2.13% |
$32.8K - $38.7K
|
39.6K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-886- 1.45% |
$33.7K - $39.8K
|
60K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-926- 24.3% |
$35.3K - $41.6K
|
2.89K
$160K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-946- 5.53% |
$36K - $42.5K
|
16.2K
$895K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-961- 4.8% |
$36.6K - $43.2K
|
19.1K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.03K- 8.82% |
$39.3K - $46.3K
|
10.7K
$590K
|