Purchases and Sales Made in Q2 2023 in Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.86KNew |
$37K - $60.8K
|
1.86K
$108K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.79K+ 24.33% |
$35.8K - $58.7K
|
9.17K
$536K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.74K+ 436.0% |
$34.8K - $57.1K
|
2.14K
$125K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
1.64K+ 7.11% |
$32.7K - $53.7K
|
24.7K
$1.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.62K+ 9.8% |
$32.4K - $53.1K
|
18.2K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.54KNew |
$30.6K - $50.3K
|
1.54K
$89.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.54K+ 17.64% |
$30.6K - $50.2K
|
10.2K
$598K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.48K+ 135.96% |
$29.5K - $48.5K
|
2.57K
$150K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.45K+ 63.35% |
$28.9K - $47.4K
|
3.74K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.44K+ 0.87% |
$28.6K - $47K
|
166K
$9.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.39K+ 18.11% |
$27.6K - $45.3K
|
9.04K
$528K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.24K+ 4.68% |
$24.8K - $40.7K
|
27.8K
$1.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.24K+ 263.69% |
$24.8K - $40.6K
|
1.71K
$100K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.21K+ 14.64% |
$24K - $39.5K
|
9.44K
$552K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.1K+ 10.08% |
$21.9K - $36K
|
12K
$701K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
1.08KNew |
$21.6K - $35.4K
|
1.08K
$63.2K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.06K+ 7.45% |
$21.1K - $34.7K
|
15.3K
$892K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.05K+ 35.64% |
$20.9K - $34.3K
|
3.99K
$233K
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1K+ 18.18% |
$19.9K - $32.7K
|
6.5K
$380K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
954New |
$19K - $31.2K
|
954
$55.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
913+ 6.3% |
$18.2K - $29.9K
|
15.4K
$899K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
834+ 3.27% |
$16.6K - $27.3K
|
26.3K
$1.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
823+ 628.24% |
$16.4K - $26.9K
|
954
$55.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
758+ 11.86% |
$15.1K - $24.8K
|
7.15K
$418K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
741New |
$14.8K - $24.2K
|
741
$43.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
625+ 130.21% |
$12.5K - $20.5K
|
1.11K
$64.6K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
615New |
$12.3K - $20.1K
|
615
$35.9K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
575+ 4.2% |
$11.5K - $18.8K
|
14.3K
$834K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
500New |
$9.97K - $16.4K
|
500
$29.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
481+ 0.9% |
$9.59K - $15.7K
|
54.2K
$3.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
465+ 1.83% |
$9.27K - $15.2K
|
25.8K
$1.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
432+ 3.47% |
$8.61K - $14.1K
|
12.9K
$752K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
430New |
$8.57K - $14.1K
|
430
$25.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
387+ 8.0% |
$7.71K - $12.7K
|
5.22K
$305K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
365+ 4.44% |
$7.27K - $11.9K
|
8.58K
$501K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
364New |
$7.25K - $11.9K
|
364
$21.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
334+ 96.53% |
$6.66K - $10.9K
|
680
$39.7K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
300+ 4.3% |
$5.98K - $9.82K
|
7.27K
$425K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
300+ 30.0% |
$5.98K - $9.82K
|
1.3K
$75.9K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
289New |
$5.76K - $9.46K
|
289
$16.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
285+ 41.55% |
$5.68K - $9.33K
|
971
$56.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
283+ 10.31% |
$5.64K - $9.26K
|
3.03K
$177K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
265+ 8.12% |
$5.28K - $8.67K
|
3.53K
$206K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
200+ 2.62% |
$3.99K - $6.54K
|
7.82K
$457K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
200+ 1.36% |
$3.99K - $6.54K
|
15K
$874K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
194+ 45.97% |
$3.87K - $6.35K
|
616
$36K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
193+ 7.63% |
$3.85K - $6.31K
|
2.72K
$159K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
189+ 37.88% |
$3.77K - $6.18K
|
688
$40.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
173+ 5.7% |
$3.45K - $5.66K
|
3.21K
$187K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
150+ 46.44% |
$2.99K - $4.91K
|
473
$27.6K
|