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 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
140+ 11.86% |
$2.79K - $4.58K
|
1.32K
$77.1K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
127+ 8.95% |
$2.53K - $4.16K
|
1.55K
$90.3K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
120+ 1200.0% |
$2.39K - $3.93K
|
130
$7.59K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
106New |
$2.11K - $3.47K
|
106
$6.19K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
89+ 45.64% |
$1.77K - $2.91K
|
284
$16.6K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
78+ 0.66% |
$1.55K - $2.55K
|
11.9K
$696K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
65New |
$1.3K - $2.13K
|
65
$3.8K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
61+ 67.78% |
$1.22K - $2K
|
151
$8.82K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
54New |
$1.08K - $1.77K
|
54
$3.15K
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
53+ 170.97% |
$1.06K - $1.73K
|
84
$4.91K
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
53+ 170.97% |
$1.06K - $1.73K
|
84
$4.91K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
50New |
$997 - $1.64K
|
50
$2.92K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
48+ 30.38% |
$957 - $1.57K
|
206
$12K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
39New |
$777 - $1.28K
|
39
$2.28K
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
32New |
$638 - $1.05K
|
32
$1.87K
|
|
Aug 14, 2023
Q2 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
21New |
$419 - $687
|
21
$1.23K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
21New |
$419 - $687
|
21
$1.23K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20New |
$399 - $654
|
20
$1.17K
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
19+ 0.33% |
$379 - $622
|
5.74K
$335K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17New |
$339 - $556
|
17
$993
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
16+ 4.72% |
$319 - $524
|
355
$20.7K
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
15New |
$299 - $491
|
15
$876
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 200.0% |
$239 - $393
|
18
$1.05K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 3.69% |
$239 - $393
|
337
$19.7K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 3.2% |
$219 - $360
|
355
$20.7K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11New |
$219 - $360
|
11
$643
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9+ 25.0% |
$179 - $294
|
45
$2.63K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7New |
$140 - $229
|
7
$409
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$140 - $229
|
14.7K
$856K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
5+ 0.25% |
$99.7 - $164
|
2.04K
$119K
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
5+ 0.25% |
$99.7 - $164
|
2.04K
$119K
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 1.33% |
$79.7 - $131
|
304
$17.8K
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$59.8 - $98.2
|
15K
$874K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
1+ 2.7% |
$19.9 - $32.7
|
38
$2.22K
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 6.25% |
$59.8 - $98.2
|
45
$2.63K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 10.0% |
$59.8 - $98.2
|
27
$1.58K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8- 0.01% |
$159 - $262
|
63.8K
$3.73M
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 0.75% |
$219 - $360
|
1.46K
$85.1K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16- 0.13% |
$319 - $524
|
12K
$701K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-20- 95.24% |
$399 - $654
|
1
$58.4
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-25- 51.02% |
$498 - $818
|
24
$1.4K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-31- 0.66% |
$618 - $1.01K
|
4.67K
$273K
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-31- 0.27% |
$618 - $1.01K
|
11.4K
$667K
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-36- 41.38% |
$717 - $1.18K
|
51
$2.98K
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-37- 0.56% |
$737 - $1.21K
|
6.55K
$382K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-44- 23.91% |
$877 - $1.44K
|
140
$8.18K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-62- 24.31% |
$1.24K - $2.03K
|
193
$11.3K
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-84- 0.48% |
$1.67K - $2.75K
|
17.5K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-93- 0.12% |
$1.85K - $3.04K
|
79.4K
$4.64M
|