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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-21- 1.98% |
$869 - $1.09K
|
1.04K
$55.1K
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-25- 52.08% |
$1.03K - $1.3K
|
23
$1.22K
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-27- 0.08% |
$1.12K - $1.4K
|
32.4K
$1.72M
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-28- 3.56% |
$1.16K - $1.45K
|
758
$40.3K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-31- 21.38% |
$1.28K - $1.61K
|
114
$6.06K
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-37- 62.71% |
$1.53K - $1.92K
|
22
$1.17K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-40- 0.77% |
$1.66K - $2.08K
|
5.14K
$273K
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-44- 17.6% |
$1.82K - $2.29K
|
206
$11K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-46- 27.88% |
$1.9K - $2.39K
|
119
$6.33K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-63Closed |
$2.61K - $3.27K
|
0
$0
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-65- 1.12% |
$2.69K - $3.38K
|
5.73K
$304K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-78- 16.92% |
$3.23K - $4.05K
|
383
$20.4K
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-99- 4.47% |
$4.1K - $5.14K
|
2.12K
$113K
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-123- 1.41% |
$5.09K - $6.39K
|
8.63K
$459K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-130- 23.64% |
$5.38K - $6.75K
|
420
$22.3K
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-132- 1.84% |
$5.46K - $6.86K
|
7.06K
$375K
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-144- 3.46% |
$5.96K - $7.48K
|
4.01K
$213K
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-160- 2.67% |
$6.62K - $8.31K
|
5.82K
$309K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-164- 0.78% |
$6.79K - $8.52K
|
20.9K
$1.11M
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-167- 2.8% |
$6.91K - $8.67K
|
5.8K
$308K
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-176- 2.06% |
$7.28K - $9.14K
|
8.35K
$444K
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-179- 85.65% |
$7.41K - $9.3K
|
30
$1.59K
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-200- 3.67% |
$8.28K - $10.4K
|
5.25K
$279K
|
|
Jul 25, 2025
Q2 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-200- 3.81% |
$8.28K - $10.4K
|
5.05K
$268K
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-226- 1.93% |
$9.35K - $11.7K
|
11.5K
$609K
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
SELL
|
- |
-231- 11.22% |
$9.56K - $12K
|
1.83K
$97.2K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-268- 5.58% |
$11.1K - $13.9K
|
4.54K
$241K
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-295- 7.05% |
$12.2K - $15.3K
|
3.89K
$207K
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-308- 12.55% |
$12.7K - $16K
|
2.15K
$114K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-310- 3.69% |
$12.8K - $16.1K
|
8.09K
$430K
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-349- 6.3% |
$14.4K - $18.1K
|
5.2K
$276K
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-374- 6.39% |
$15.5K - $19.4K
|
5.48K
$291K
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-387- 0.57% |
$16K - $20.1K
|
67.2K
$3.57M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-402- 4.47% |
$16.6K - $20.9K
|
8.59K
$457K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-425- 8.28% |
$17.6K - $22.1K
|
4.71K
$250K
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-442- 1.52% |
$18.3K - $23K
|
28.7K
$1.52M
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-463- 5.7% |
$19.2K - $24K
|
7.66K
$407K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-466- 21.49% |
$19.3K - $24.2K
|
1.7K
$90.5K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-466- 5.67% |
$19.3K - $24.2K
|
7.75K
$412K
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-476- 0.04% |
$19.7K - $24.7K
|
1.11M
$58.9M
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-500- 0.76% |
$20.7K - $26K
|
65.2K
$3.47M
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-558- 12.01% |
$23.1K - $29K
|
4.09K
$217K
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-565- 3.31% |
$23.4K - $29.3K
|
16.5K
$877K
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-624- 77.61% |
$25.8K - $32.4K
|
180
$9.57K
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-670- 12.43% |
$27.7K - $34.8K
|
4.72K
$251K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-679- 10.12% |
$28.1K - $35.3K
|
6.03K
$321K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-714- 6.46% |
$29.6K - $37.1K
|
10.3K
$549K
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
SELL
|
- |
-739- 8.73% |
$30.6K - $38.4K
|
7.73K
$411K
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-750- 4.33% |
$31K - $39K
|
16.6K
$881K
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-761- 18.73% |
$31.5K - $39.5K
|
3.3K
$176K
|