Purchases and Sales Made in Q3 2023 in Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
18KNew |
$500K - $696K
|
18K
$997K
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
BUY
|
- |
17.1KNew |
$476K - $663K
|
17.1K
$949K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.5K+ 148.69% |
$459K - $640K
|
27.7K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15.9K+ 30.33% |
$442K - $615K
|
68.3K
$3.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.2K+ 19.56% |
$423K - $590K
|
93.1K
$5.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.1KNew |
$391K - $545K
|
14.1K
$780K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
14.1KNew |
$391K - $544K
|
14.1K
$779K
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
14.1KNew |
$391K - $544K
|
14.1K
$779K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.4KNew |
$344K - $480K
|
12.4K
$687K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
12.1K+ 134.15% |
$336K - $469K
|
21.1K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
11.6KNew |
$321K - $447K
|
11.6K
$641K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
10.9KNew |
$304K - $423K
|
10.9K
$606K
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
10.6KNew |
$294K - $410K
|
10.6K
$587K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10.6K+ 19.93% |
$294K - $409K
|
63.7K
$3.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.5KNew |
$290K - $404K
|
10.5K
$579K
|
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
10.2K+ 134.0% |
$284K - $396K
|
17.9K
$990K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.1KNew |
$280K - $389K
|
10.1K
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
9.73K+ 19.06% |
$270K - $376K
|
60.8K
$3.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
9.53KNew |
$265K - $369K
|
9.53K
$528K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.94KNew |
$248K - $346K
|
8.94K
$495K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.41K+ 4.07% |
$234K - $325K
|
215K
$11.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
8.36K+ 47.68% |
$232K - $323K
|
25.9K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.07KNew |
$224K - $312K
|
8.07K
$447K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.98KNew |
$222K - $309K
|
7.98K
$442K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.87KNew |
$219K - $304K
|
7.87K
$436K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.71KNew |
$214K - $298K
|
7.71K
$427K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.67K+ 21.95% |
$213K - $297K
|
42.6K
$2.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.41KNew |
$206K - $287K
|
7.41K
$410K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
7.21KNew |
$200K - $279K
|
7.21K
$399K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
6.92K+ 28.09% |
$192K - $268K
|
31.6K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
6.79KNew |
$189K - $263K
|
6.79K
$376K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.69K+ 49.89% |
$186K - $259K
|
20.1K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.63KNew |
$184K - $257K
|
6.63K
$367K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6.47K+ 74.68% |
$180K - $250K
|
15.1K
$838K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
6.32KNew |
$175K - $244K
|
6.32K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.3KNew |
$175K - $244K
|
6.3K
$349K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.16K+ 110.99% |
$171K - $238K
|
11.7K
$649K
|
|
|
Oct 10, 2023
Q3 2023
|
Fruth Investment Management
|
BUY
|
- |
6.1KNew |
$169K - $236K
|
6.1K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.09KNew |
$169K - $236K
|
6.09K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.03KNew |
$168K - $233K
|
6.03K
$334K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
6KNew |
$167K - $232K
|
6K
$332K
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
5.97KNew |
$166K - $231K
|
5.97K
$331K
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.8K+ 20.89% |
$161K - $224K
|
33.6K
$1.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.77KNew |
$160K - $223K
|
5.77K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.74KNew |
$160K - $222K
|
5.74K
$318K
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
5.67K+ 4.01% |
$158K - $220K
|
147K
$8.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.6K+ 73.91% |
$155K - $217K
|
13.2K
$730K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
5.55KNew |
$154K - $215K
|
5.55K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.35K+ 65.26% |
$149K - $207K
|
13.6K
$751K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
5.1KNew |
$142K - $197K
|
5.1K
$283K
|