Purchases and Sales Made in Q2 2022 in Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2022
Q2 2022
|
Alta Capital Management LLC
|
BUY
|
- |
42+ 0.24% |
$2.14K - $2.75K
|
17.2K
$954K
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
37+ 0.99% |
$1.88K - $2.42K
|
3.79K
$210K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
33+ 2.79% |
$1.68K - $2.16K
|
1.22K
$67.4K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31+ 0.35% |
$1.58K - $2.03K
|
8.8K
$488K
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
30+ 0.05% |
$1.53K - $1.97K
|
58K
$3.22M
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
27New |
$1.37K - $1.77K
|
27
$1.5K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 12.82% |
$1.27K - $1.64K
|
220
$12.2K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
23New |
$1.17K - $1.51K
|
23
$1.27K
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
21+ 70.0% |
$1.07K - $1.38K
|
51
$2.83K
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
BUY
|
- |
20+ 0.14% |
$1.02K - $1.31K
|
14.5K
$805K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
19+ 6.79% |
$966 - $1.25K
|
299
$16.6K
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
19+ 0.19% |
$966 - $1.25K
|
10.1K
$560K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
18+ 0.3% |
$915 - $1.18K
|
6.05K
$335K
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
16+ 7.66% |
$813 - $1.05K
|
225
$12.5K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11New |
$559 - $721
|
11
$609
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
10New |
$508 - $655
|
10
$554
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 27.78% |
$508 - $655
|
46
$2.55K
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
9+ 0.21% |
$458 - $590
|
4.3K
$238K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
8New |
$407 - $524
|
8
$443
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
7New |
$356 - $459
|
7
$388
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
6+ 0.13% |
$305 - $393
|
4.5K
$249K
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
6+ 0.52% |
$305 - $393
|
1.17K
$64.5K
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 55.56% |
$254 - $328
|
14
$776
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$254 - $328
|
19.7K
$1.09M
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$153 - $197
|
11.3K
$628K
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
3+ 0.02% |
$153 - $197
|
13K
$721K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2+ 0.03% |
$102 - $131
|
6.82K
$378K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2New |
$102 - $131
|
2
$111
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.49% |
$50.8 - $65.5
|
204
$11.3K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.07% |
$50.8 - $65.5
|
1.42K
$78.7K
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1+ 0.02% |
$50.8 - $65.5
|
4.35K
$241K
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1- 0.01% |
$50.8 - $65.5
|
7.59K
$420K
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-2Closed |
$102 - $131
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 2.29% |
$153 - $197
|
128
$7.09K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7Closed |
$356 - $459
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9- 6.16% |
$458 - $590
|
137
$7.59K
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 9.0% |
$458 - $590
|
91
$5.04K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-10- 4.29% |
$508 - $655
|
223
$12.4K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10- 6.54% |
$508 - $655
|
143
$7.92K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-11- 0.19% |
$559 - $721
|
5.78K
$320K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11- 0.1% |
$559 - $721
|
11.1K
$612K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13- 0.09% |
$661 - $852
|
15.2K
$841K
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-13- 0.23% |
$661 - $852
|
5.6K
$310K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-16Closed |
$813 - $1.05K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-17- 0.44% |
$864 - $1.11K
|
3.87K
$214K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-18- 75.0% |
$915 - $1.18K
|
6
$332
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-20- 0.48% |
$1.02K - $1.31K
|
4.17K
$231K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-24- 4.82% |
$1.22K - $1.57K
|
474
$26.3K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 20.83% |
$1.27K - $1.64K
|
95
$5.26K
|