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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
436+ 0.55% |
$12.1K - $16.9K
|
79.3K
$4.39M
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
415+ 3.71% |
$11.5K - $16.1K
|
11.6K
$643K
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
400+ 5.5% |
$11.1K - $15.5K
|
7.67K
$425K
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
367+ 1.53% |
$10.2K - $14.2K
|
24.4K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
330+ 0.52% |
$9.17K - $12.8K
|
63.9K
$3.54M
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
289New |
$8.03K - $11.2K
|
289
$16K
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
266New |
$7.39K - $10.3K
|
266
$14.7K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
264+ 18.12% |
$7.33K - $10.2K
|
1.72K
$95.3K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
262+ 396.97% |
$7.28K - $10.1K
|
328
$18.2K
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
261New |
$7.25K - $10.1K
|
261
$14.5K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
250New |
$6.95K - $9.67K
|
250
$13.9K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
248+ 1.78% |
$6.89K - $9.6K
|
14.2K
$788K
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
220+ 0.12% |
$6.11K - $8.51K
|
184K
$10.2M
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
184+ 1.23% |
$5.11K - $7.12K
|
15.1K
$839K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
162+ 1.14% |
$4.5K - $6.27K
|
14.3K
$794K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
150New |
$4.17K - $5.8K
|
150
$8.31K
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
144+ 0.7% |
$4K - $5.57K
|
20.7K
$1.15M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
138New |
$3.83K - $5.34K
|
138
$7.65K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
136+ 13600.0% |
$3.78K - $5.26K
|
137
$7.59K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
130New |
$3.61K - $5.03K
|
130
$7.2K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
130New |
$3.61K - $5.03K
|
130
$7.2K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
121+ 1.39% |
$3.36K - $4.68K
|
8.84K
$490K
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
119+ 0.84% |
$3.31K - $4.6K
|
14.3K
$794K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
107+ 17.37% |
$2.97K - $4.14K
|
723
$40.1K
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
104+ 7.88% |
$2.89K - $4.02K
|
1.42K
$78.9K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
104+ 3.24% |
$2.89K - $4.02K
|
3.31K
$183K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
76+ 0.39% |
$2.11K - $2.94K
|
19.3K
$1.07M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
73+ 1.18% |
$2.03K - $2.82K
|
6.27K
$347K
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
72+ 0.58% |
$2K - $2.79K
|
12.4K
$687K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
67+ 18.87% |
$1.86K - $2.59K
|
422
$23.4K
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
63+ 15.75% |
$1.75K - $2.44K
|
463
$25.7K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
59+ 536.36% |
$1.64K - $2.28K
|
70
$3.88K
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
58+ 8.43% |
$1.61K - $2.24K
|
746
$41.3K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
42New |
$1.17K - $1.62K
|
42
$2.33K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
36+ 12.68% |
$1K - $1.39K
|
320
$17.7K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
32+ 30.19% |
$889 - $1.24K
|
138
$7.65K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30New |
$833 - $1.16K
|
30
$1.66K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
29+ 1.13% |
$806 - $1.12K
|
2.6K
$144K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26+ 7.32% |
$722 - $1.01K
|
381
$21.1K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23+ 0.13% |
$639 - $890
|
18.2K
$1.01M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
23+ 16.43% |
$639 - $890
|
163
$9.03K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
22+ 1.57% |
$611 - $851
|
1.43K
$78.9K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
21+ 116.67% |
$583 - $812
|
39
$2.16K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16New |
$444 - $619
|
16
$886
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14New |
$389 - $542
|
14
$776
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
10New |
$278 - $387
|
10
$554
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$222 - $310
|
8
$443
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 0.23% |
$139 - $193
|
2.15K
$119K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.32% |
$139 - $193
|
1.55K
$85.9K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4+ 0.09% |
$111 - $155
|
4.68K
$259K
|