Purchases and Sales Made in Q2 2025 in Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION) during Q2 2025. 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 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
91+ 2.1% |
$3.77K - $4.73K
|
4.43K
$235K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
90+ 0.65% |
$3.73K - $4.67K
|
13.8K
$736K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
85+ 1.26% |
$3.52K - $4.41K
|
6.86K
$365K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
85+ 0.18% |
$3.52K - $4.41K
|
47.3K
$2.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
80+ 51.95% |
$3.31K - $4.16K
|
234
$12.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.69% |
$3.31K - $4.16K
|
4.8K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
79+ 0.65% |
$3.27K - $4.1K
|
12.3K
$651K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
77+ 0.4% |
$3.19K - $4K
|
19.4K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
75+ 0.11% |
$3.1K - $3.9K
|
69.7K
$3.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
70+ 0.21% |
$2.9K - $3.64K
|
32.9K
$1.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
56New |
$2.32K - $2.91K
|
56
$2.98K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
44+ 0.91% |
$1.82K - $2.29K
|
4.89K
$260K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
41+ 0.76% |
$1.7K - $2.13K
|
5.41K
$288K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
41+ 0.82% |
$1.7K - $2.13K
|
5.06K
$269K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
32+ 2.07% |
$1.32K - $1.66K
|
1.58K
$83.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
29+ 13.24% |
$1.2K - $1.51K
|
248
$13.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
26+ 9.74% |
$1.08K - $1.35K
|
293
$15.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 21.74% |
$828 - $1.04K
|
112
$5.95K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
19+ 28.36% |
$786 - $987
|
86
$4.57K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 4.98% |
$621 - $779
|
316
$16.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
10New |
$414 - $519
|
10
$532
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10+ 0.22% |
$414 - $519
|
4.66K
$248K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9New |
$373 - $467
|
9
$478
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 200.0% |
$331 - $416
|
12
$638
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8New |
$331 - $416
|
8
$425
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8New |
$331 - $416
|
8
$425
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7+ 0.99% |
$290 - $364
|
712
$37.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.87% |
$290 - $364
|
812
$43.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5New |
$207 - $260
|
5
$266
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5+ 0.06% |
$207 - $260
|
8.16K
$434K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 60.0% |
$124 - $156
|
8
$425
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
3+ 0.04% |
$124 - $156
|
7.31K
$389K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$82.8 - $104
|
11.4K
$606K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.88% |
$82.8 - $104
|
230
$12.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1New |
$41.4 - $51.9
|
1
$53.2
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 1.56% |
$41.4 - $51.9
|
65
$3.46K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1+ 9.09% |
$41.4 - $51.9
|
12
$638
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$41.4 - $51.9
|
1
$53.2
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 0.65% |
$82.8 - $104
|
306
$16.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 3.17% |
$166 - $208
|
122
$6.49K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 31.25% |
$207 - $260
|
11
$585
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 3.91% |
$207 - $260
|
123
$6.54K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 28.57% |
$331 - $416
|
20
$1.06K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 1.01% |
$373 - $467
|
882
$46.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10- 25.64% |
$414 - $519
|
29
$1.54K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-11- 64.71% |
$455 - $571
|
6
$319
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13- 0.97% |
$538 - $675
|
1.33K
$70.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-18- 5.37% |
$745 - $935
|
317
$16.9K
|