Purchases and Sales Made in Q1 2025 in Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION) during Q1 2025. 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, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.59K+ 47.58% |
$122K - $153K
|
8.04K
$447K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.51K+ 55.27% |
$118K - $148K
|
7.05K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.36K+ 0.73% |
$111K - $139K
|
326K
$18.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.21K+ 23.34% |
$104K - $131K
|
11.7K
$650K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.14K+ 40.65% |
$100K - $126K
|
7.39K
$411K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.13K+ 1.33% |
$100K - $126K
|
163K
$9.05M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.13K+ 8.36% |
$100K - $126K
|
27.6K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.1K+ 520.05% |
$98.7K - $124K
|
2.51K
$139K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.09K+ 39.98% |
$98.1K - $123K
|
7.31K
$407K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2K+ 16.93% |
$93.9K - $118K
|
13.8K
$768K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.98K+ 12.24% |
$93.1K - $117K
|
18.2K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.97K+ 16.46% |
$92.4K - $116K
|
13.9K
$775K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.86K+ 63.35% |
$87.6K - $110K
|
4.8K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.82K+ 11.72% |
$85.7K - $108K
|
17.4K
$967K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.82K+ 1.51% |
$85.4K - $107K
|
122K
$6.79M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.74K+ 14.52% |
$81.8K - $103K
|
13.7K
$764K
|
|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.6KNew |
$75.2K - $94.5K
|
1.6K
$89.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.59K+ 158900.0% |
$74.7K - $93.8K
|
1.59K
$88.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.56K+ 0.46% |
$73.4K - $92.1K
|
340K
$18.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.5K+ 26.32% |
$70.5K - $88.5K
|
7.2K
$401K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 36.12% |
$69.7K - $87.6K
|
5.59K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.48K+ 7.48% |
$69.4K - $87.2K
|
21.2K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.47K+ 8.57% |
$69.1K - $86.8K
|
18.6K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.33K+ 36.79% |
$62.6K - $78.6K
|
4.95K
$275K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1.3KNew |
$61.3K - $77K
|
1.3K
$72.6K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.16K+ 16.51% |
$54.3K - $68.2K
|
8.16K
$454K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 1.65% |
$52.3K - $65.6K
|
68.4K
$3.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.06KNew |
$49.7K - $62.5K
|
1.06K
$58.9K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.05KNew |
$49.3K - $61.9K
|
1.05K
$58.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.01K+ 3.1% |
$47.2K - $59.3K
|
33.5K
$1.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1KNew |
$47K - $59K
|
1K
$55.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
881+ 31.82% |
$41.4K - $52K
|
3.65K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
870+ 10.71% |
$40.9K - $51.4K
|
8.99K
$500K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
848+ 155.03% |
$39.9K - $50.1K
|
1.4K
$77.6K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
837+ 19.98% |
$39.3K - $49.4K
|
5.03K
$280K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
794New |
$37.3K - $46.9K
|
794
$44.2K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
786+ 4366.67% |
$36.9K - $46.4K
|
804
$44.7K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
725New |
$34.1K - $42.8K
|
725
$40.3K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
705New |
$33.1K - $41.6K
|
705
$39.2K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
650+ 120.15% |
$30.6K - $38.4K
|
1.19K
$66.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
632+ 13.33% |
$29.7K - $37.3K
|
5.37K
$299K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
622+ 3.6% |
$29.2K - $36.7K
|
17.9K
$995K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
593+ 6.79% |
$27.9K - $35K
|
9.33K
$519K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
566+ 0.87% |
$26.6K - $33.4K
|
65.7K
$3.66M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
544+ 1.62% |
$25.6K - $32.1K
|
34K
$1.89M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
540+ 2.88% |
$25.4K - $31.9K
|
19.3K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
534+ 10.99% |
$25.1K - $31.5K
|
5.39K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
531+ 5.26% |
$25K - $31.3K
|
10.6K
$591K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
505+ 0.97% |
$23.7K - $29.8K
|
52.6K
$2.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
500New |
$23.5K - $29.5K
|
500
$27.8K
|