Purchases and Sales Made in Q4 2021 in Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION) during Q4 2021. 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 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
49New |
$2.91K - $3.31K
|
49
$2.65K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
47New |
$2.79K - $3.18K
|
47
$2.54K
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
45+ 0.23% |
$2.67K - $3.04K
|
19.8K
$1.07M
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
37New |
$2.2K - $2.5K
|
37
$2K
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
37+ 0.6% |
$2.2K - $2.5K
|
6.23K
$337K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
29New |
$1.72K - $1.96K
|
29
$1.57K
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
24New |
$1.43K - $1.62K
|
24
$1.3K
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
23+ 0.24% |
$1.37K - $1.56K
|
9.43K
$509K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
21+ 13.82% |
$1.25K - $1.42K
|
173
$9.35K
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
20+ 0.47% |
$1.19K - $1.35K
|
4.27K
$231K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
15New |
$891 - $1.01K
|
15
$811
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
11+ 11.96% |
$653 - $744
|
103
$5.57K
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9New |
$535 - $608
|
9
$486
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
6+ 0.54% |
$356 - $406
|
1.11K
$60K
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$178 - $203
|
3
$162
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 1.76% |
$178 - $203
|
173
$9.35K
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.0% |
$119 - $135
|
203
$11K
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 1.09% |
$119 - $135
|
185
$10K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.12% |
$59.4 - $67.6
|
842
$45.5K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.07% |
$59.4 - $67.6
|
1.42K
$76.7K
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-2- 7.14% |
$119 - $135
|
26
$1.41K
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$119 - $135
|
19.7K
$1.06M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5- 0.03% |
$297 - $338
|
15.8K
$855K
|
|
Jan 24, 2022
Q4 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-5- 0.11% |
$297 - $338
|
4.71K
$254K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 0.84% |
$416 - $473
|
826
$44.6K
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-9- 4.13% |
$535 - $608
|
209
$11.3K
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-10- 0.21% |
$594 - $676
|
4.82K
$260K
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-12- 0.34% |
$713 - $811
|
3.53K
$190K
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-14- 17.5% |
$832 - $947
|
66
$3.57K
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-17- 0.13% |
$1.01K - $1.15K
|
12.9K
$698K
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-26Closed |
$1.54K - $1.76K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-34Closed |
$2.02K - $2.3K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-39- 0.07% |
$2.32K - $2.64K
|
59.2K
$3.2M
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-41- 0.83% |
$2.44K - $2.77K
|
4.92K
$266K
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-44- 1.17% |
$2.61K - $2.97K
|
3.71K
$200K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-45- 1.31% |
$2.67K - $3.04K
|
3.4K
$183K
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-48- 7.83% |
$2.85K - $3.25K
|
565
$30.5K
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-52- 13.13% |
$3.09K - $3.52K
|
344
$18.6K
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-59Closed |
$3.5K - $3.99K
|
0
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-70- 57.85% |
$4.16K - $4.73K
|
51
$2.76K
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
SELL
|
- |
-73- 1.56% |
$4.34K - $4.94K
|
4.59K
$248K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-75Closed |
$4.46K - $5.07K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-76- 1.81% |
$4.51K - $5.14K
|
4.13K
$223K
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-79- 1.28% |
$4.69K - $5.34K
|
6.11K
$330K
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-79- 0.47% |
$4.69K - $5.34K
|
16.9K
$912K
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-86Closed |
$5.11K - $5.81K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-91- 1.93% |
$5.41K - $6.15K
|
4.62K
$249K
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-97- 5.54% |
$5.76K - $6.56K
|
1.65K
$89.4K
|