Purchases and Sales Made in Q3 2024 in Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION) during Q3 2024. 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 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
649+ 4.13% |
$27.6K - $34.1K
|
16.4K
$906K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
610+ 7.52% |
$25.9K - $32K
|
8.73K
$483K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
597New |
$25.4K - $31.4K
|
597
$33.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
508+ 8.39% |
$21.6K - $26.7K
|
6.57K
$364K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
506+ 1.87% |
$21.5K - $26.6K
|
27.6K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
450+ 10.09% |
$19.1K - $23.6K
|
4.91K
$272K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
427+ 4.64% |
$18.1K - $22.4K
|
9.63K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
426+ 2.21% |
$18.1K - $22.4K
|
19.7K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
409+ 16.8% |
$17.4K - $21.5K
|
2.84K
$158K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
400New |
$17K - $21K
|
400
$22.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
375+ 15.23% |
$15.9K - $19.7K
|
2.84K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
366+ 1.7% |
$15.6K - $19.2K
|
22K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
365+ 848.84% |
$15.5K - $19.2K
|
408
$22.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
348+ 0.85% |
$14.8K - $18.3K
|
41.2K
$2.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
343New |
$14.6K - $18K
|
343
$19K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
280+ 3.82% |
$11.9K - $14.7K
|
7.61K
$421K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
280New |
$11.9K - $14.7K
|
280
$15.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
260New |
$11K - $13.7K
|
260
$14.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
260+ 0.41% |
$11K - $13.7K
|
63.2K
$3.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
244New |
$10.4K - $12.8K
|
244
$13.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
242+ 4.18% |
$10.3K - $12.7K
|
6.04K
$335K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
241+ 8.98% |
$10.2K - $12.7K
|
2.93K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
236+ 3.82% |
$10K - $12.4K
|
6.41K
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
235+ 0.35% |
$9.99K - $12.3K
|
67.1K
$3.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
217+ 0.87% |
$9.22K - $11.4K
|
25.2K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
199+ 1.18% |
$8.46K - $10.5K
|
17K
$942K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
193New |
$8.2K - $10.1K
|
193
$10.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
185New |
$7.86K - $9.72K
|
185
$10.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
171+ 46.85% |
$7.27K - $8.98K
|
536
$29.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
169New |
$7.18K - $8.88K
|
169
$9.36K
|
|
|
Nov 12, 2024
Q3 2024
|
Alta Capital Management LLC
|
BUY
|
- |
161+ 0.68% |
$6.84K - $8.46K
|
23.8K
$1.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
144+ 99.31% |
$6.12K - $7.56K
|
289
$16K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
110New |
$4.67K - $5.78K
|
110
$6.09K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
107+ 1.52% |
$4.55K - $5.62K
|
7.14K
$396K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
98+ 0.95% |
$4.16K - $5.15K
|
10.4K
$576K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
78+ 0.33% |
$3.31K - $4.1K
|
23.8K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
77+ 14.53% |
$3.27K - $4.04K
|
607
$33.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
61+ 0.56% |
$2.59K - $3.2K
|
11K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
60New |
$2.55K - $3.15K
|
60
$3.32K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
59+ 0.55% |
$2.51K - $3.1K
|
10.8K
$598K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
55+ 0.86% |
$2.34K - $2.89K
|
6.43K
$356K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
49+ 7.64% |
$2.08K - $2.57K
|
690
$38.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
45+ 0.29% |
$1.91K - $2.36K
|
15.8K
$876K
|
|
|
Nov 06, 2024
Q3 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
43+ 0.03% |
$1.83K - $2.26K
|
164K
$9.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
42+ 0.89% |
$1.78K - $2.21K
|
4.77K
$264K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
40+ 0.29% |
$1.7K - $2.1K
|
13.7K
$758K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
39New |
$1.66K - $2.05K
|
39
$2.16K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
39+ 25.66% |
$1.66K - $2.05K
|
191
$10.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
38+ 2.95% |
$1.61K - $2K
|
1.33K
$73.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
38+ 0.83% |
$1.61K - $2K
|
4.6K
$255K
|