Purchases and Sales Made in Q2 2024 in Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.74K+ 9.5% |
$68.4K - $78.7K
|
20.1K
$1.06M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.7K+ 33980.0% |
$66.7K - $76.6K
|
1.7K
$90.1K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.63K+ 1.37% |
$64.1K - $73.7K
|
120K
$6.37M
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.39K+ 1.9% |
$54.7K - $62.9K
|
74.9K
$3.96M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.31KNew |
$51.6K - $59.3K
|
1.31K
$69.4K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.3K+ 19.9% |
$51.1K - $58.7K
|
7.85K
$415K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.3K+ 3.28% |
$51K - $58.6K
|
40.9K
$2.16M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.27KNew |
$49.7K - $57.1K
|
1.27K
$67K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 6.21% |
$49.6K - $57.1K
|
21.6K
$1.14M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.26K+ 1.93% |
$49.6K - $57K
|
66.8K
$3.53M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.26K+ 11.56% |
$49.4K - $56.8K
|
12.2K
$643K
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.2KNew |
$47.1K - $54.1K
|
1.2K
$63.4K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.13K+ 35.01% |
$44.3K - $50.9K
|
4.35K
$230K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.1K+ 369.7% |
$43.1K - $49.5K
|
1.4K
$73.7K
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.06K+ 8.31% |
$41.8K - $48K
|
13.9K
$733K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 6.2% |
$39.6K - $45.5K
|
17.3K
$913K
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
934+ 18.71% |
$36.7K - $42.1K
|
5.93K
$313K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
896New |
$35.2K - $40.4K
|
896
$47.4K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
794New |
$31.2K - $35.8K
|
794
$42K
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
762+ 1.87% |
$29.9K - $34.4K
|
41.5K
$2.19M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
754New |
$29.6K - $34K
|
754
$39.8K
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
659+ 5.08% |
$25.9K - $29.7K
|
13.6K
$721K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
544New |
$21.3K - $24.5K
|
544
$28.8K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
542+ 25.29% |
$21.3K - $24.4K
|
2.69K
$142K
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
526+ 68.94% |
$20.6K - $23.7K
|
1.29K
$68.1K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
500+ 4.37% |
$19.6K - $22.6K
|
11.9K
$630K
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
451New |
$17.7K - $20.3K
|
451
$23.8K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
425+ 113.64% |
$16.7K - $19.2K
|
799
$42.2K
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
400+ 1.59% |
$15.7K - $18K
|
25.5K
$1.35M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
386+ 1.96% |
$15.1K - $17.4K
|
20.1K
$1.06M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
386+ 30.18% |
$15.1K - $17.4K
|
1.67K
$88K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
380+ 2.69% |
$14.9K - $17.1K
|
14.5K
$766K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
372+ 3.51% |
$14.6K - $16.8K
|
11K
$579K
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
363+ 1.21% |
$14.2K - $16.4K
|
30.2K
$1.6M
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
352+ 3.44% |
$13.8K - $15.9K
|
10.6K
$560K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
341+ 5.32% |
$13.4K - $15.4K
|
6.75K
$357K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
327+ 1.22% |
$12.8K - $14.7K
|
27.1K
$1.43M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
299+ 8.26% |
$11.7K - $13.5K
|
3.92K
$207K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
296+ 26.4% |
$11.6K - $13.3K
|
1.42K
$74.9K
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
296+ 6.1% |
$11.6K - $13.3K
|
5.15K
$272K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
288+ 44.31% |
$11.3K - $13K
|
938
$49.6K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
223+ 0.9% |
$8.75K - $10.1K
|
25K
$1.32M
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
186New |
$7.3K - $8.39K
|
186
$9.83K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
181+ 0.95% |
$7.1K - $8.16K
|
19.2K
$1.02M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
179+ 10.75% |
$7.02K - $8.07K
|
1.84K
$97.5K
|
|
Jul 25, 2024
Q2 2024
|
Alta Capital Management LLC
|
BUY
|
- |
174+ 0.74% |
$6.83K - $7.85K
|
23.6K
$1.25M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
150New |
$5.89K - $6.77K
|
150
$7.93K
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
138+ 1.59% |
$5.42K - $6.22K
|
8.84K
$467K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
134New |
$5.26K - $6.04K
|
134
$7.08K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
98+ 576.47% |
$3.85K - $4.42K
|
115
$6.08K
|