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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4.51K+ 11.5% |
$125K - $175K
|
43.7K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4.51K+ 11.5% |
$125K - $175K
|
43.7K
$2.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.36K+ 15.72% |
$121K - $169K
|
32.1K
$1.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.31KNew |
$120K - $167K
|
4.31K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
4.18KNew |
$116K - $162K
|
4.18K
$232K
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.96K+ 15.32% |
$110K - $153K
|
29.8K
$1.65M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.82K+ 4.25% |
$106K - $148K
|
93.7K
$5.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Services
|
BUY
|
- |
3.8K+ 4.65% |
$105K - $147K
|
85.5K
$4.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
3.62KNew |
$100K - $140K
|
3.62K
$200K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.57K+ 95.53% |
$99.2K - $138K
|
7.31K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.41K+ 1.75% |
$94.8K - $132K
|
199K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.24K+ 20.86% |
$89.9K - $125K
|
18.8K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.16K+ 25.14% |
$87.6K - $122K
|
15.7K
$870K
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
BUY
|
- |
2.92K+ 38.83% |
$81.2K - $113K
|
10.4K
$579K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.87K+ 10.39% |
$79.8K - $111K
|
30.5K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.77K+ 53.06% |
$77K - $107K
|
8K
$443K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.71K+ 37.85% |
$75.2K - $105K
|
9.86K
$546K
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.6K+ 0.8% |
$72.2K - $101K
|
326K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.55K+ 3.74% |
$70.8K - $98.5K
|
70.7K
$3.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.47K+ 31.39% |
$68.5K - $95.4K
|
10.3K
$572K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.35K+ 11.96% |
$65.3K - $91K
|
22K
$1.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.21K+ 8.87% |
$61.5K - $85.7K
|
27.2K
$1.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.05K+ 15.9% |
$56.8K - $79.1K
|
14.9K
$826K
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
2K+ 4.31% |
$55.6K - $77.4K
|
48.4K
$2.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.76K+ 3.42% |
$48.9K - $68.2K
|
53.4K
$2.96M
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.73K+ 12.08% |
$48K - $66.9K
|
16K
$889K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.69K+ 1.01% |
$46.8K - $65.2K
|
168K
$9.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.67K+ 2.66% |
$46.4K - $64.6K
|
64.6K
$3.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.6K+ 17.7% |
$44.4K - $61.9K
|
10.6K
$589K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.6K+ 25.47% |
$44.3K - $61.7K
|
7.86K
$435K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.54K+ 274.64% |
$42.7K - $59.5K
|
2.1K
$116K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.53K+ 11.72% |
$42.4K - $59.1K
|
14.6K
$806K
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.5K+ 2.53% |
$41.7K - $58K
|
60.8K
$3.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.44K+ 4.77% |
$39.9K - $55.6K
|
31.5K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
1.39KNew |
$38.7K - $53.9K
|
1.39K
$77.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.21K+ 5.62% |
$33.6K - $46.7K
|
22.7K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.13K+ 12.31% |
$31.3K - $43.6K
|
10.3K
$570K
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.09K+ 0.65% |
$30.4K - $42.3K
|
170K
$9.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.08K+ 3.69% |
$30K - $41.7K
|
30.3K
$1.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1K+ 2.4% |
$27.8K - $38.7K
|
42.6K
$2.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
953+ 0.29% |
$26.5K - $36.9K
|
335K
$18.6M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
822New |
$22.8K - $31.8K
|
822
$45.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
809+ 22.74% |
$22.5K - $31.3K
|
4.37K
$242K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
799+ 3.59% |
$22.2K - $30.9K
|
23.1K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
649New |
$18K - $25.1K
|
649
$36K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
575+ 40.04% |
$16K - $22.2K
|
2.01K
$111K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
571+ 1.37% |
$15.9K - $22.1K
|
42.2K
$2.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
469+ 15.49% |
$13K - $18.1K
|
3.5K
$194K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
454+ 1.84% |
$12.6K - $17.6K
|
25.2K
$1.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
447+ 8.98% |
$12.4K - $17.3K
|
5.43K
$301K
|