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 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
89+ 23.06% |
$3.49K - $4.01K
|
475
$25.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85+ 2.95% |
$3.34K - $3.83K
|
2.97K
$157K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
84+ 24.93% |
$3.3K - $3.79K
|
421
$22.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
82+ 1.33% |
$3.22K - $3.7K
|
6.23K
$329K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
78+ 1.11% |
$3.06K - $3.52K
|
7.09K
$374K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
77+ 0.72% |
$3.02K - $3.47K
|
10.7K
$567K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
75+ 49.67% |
$2.94K - $3.38K
|
226
$11.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
74+ 1.26% |
$2.9K - $3.34K
|
5.95K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
67+ 0.3% |
$2.63K - $3.02K
|
22.8K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
67+ 0.84% |
$2.63K - $3.02K
|
8.08K
$427K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
65+ 21.67% |
$2.55K - $2.93K
|
365
$19.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
63+ 8.7% |
$2.47K - $2.84K
|
787
$41.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
54New |
$2.12K - $2.44K
|
54
$2.85K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50+ 0.3% |
$1.96K - $2.26K
|
16.8K
$889K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
48+ 52.75% |
$1.88K - $2.16K
|
139
$7.35K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
47+ 6.36% |
$1.84K - $2.12K
|
786
$41.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
44+ 0.94% |
$1.73K - $1.98K
|
4.73K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
44+ 0.71% |
$1.73K - $1.98K
|
6.21K
$328K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43New |
$1.69K - $1.94K
|
43
$2.27K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
40+ 0.78% |
$1.57K - $1.8K
|
5.18K
$273K
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
33+ 0.18% |
$1.29K - $1.49K
|
17.9K
$948K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28+ 40.58% |
$1.1K - $1.26K
|
97
$5.13K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
24New |
$942 - $1.08K
|
24
$1.27K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
19+ 0.79% |
$746 - $857
|
2.44K
$129K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
18+ 0.29% |
$706 - $812
|
6.17K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
15+ 0.04% |
$589 - $677
|
33.6K
$1.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 1.73% |
$589 - $677
|
881
$46.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
14+ 18.92% |
$549 - $631
|
88
$4.65K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11+ 0.22% |
$432 - $496
|
5.12K
$270K
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
6+ 0.08% |
$235 - $271
|
7.24K
$383K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
5+ 0.04% |
$196 - $226
|
12.3K
$652K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 20.0% |
$196 - $226
|
30
$1.59K
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$118 - $135
|
13.9K
$736K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.56% |
$78.5 - $90.2
|
358
$18.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2+ 2.94% |
$78.5 - $90.2
|
70
$3.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2New |
$78.5 - $90.2
|
2
$106
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2+ 0.03% |
$78.5 - $90.2
|
7.31K
$386K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 6.67% |
$39.2 - $45.1
|
16
$846
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 4.88% |
$78.5 - $90.2
|
39
$2.06K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 2.22% |
$118 - $135
|
132
$6.98K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-4Closed |
$157 - $180
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-6- 18.75% |
$235 - $271
|
26
$1.37K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-7- 6.31% |
$275 - $316
|
104
$5.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-19- 2.88% |
$746 - $857
|
641
$33.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-20- 10.26% |
$785 - $902
|
175
$9.25K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-20- 25.0% |
$785 - $902
|
60
$3.17K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-23- 95.83% |
$903 - $1.04K
|
1
$52.9
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-26- 7.6% |
$1.02K - $1.17K
|
316
$16.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-33- 0.35% |
$1.29K - $1.49K
|
9.42K
$498K
|