Purchases and Sales Made in Q4 2022 in Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION) during Q4 2022. 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, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-6- 1.5% |
$274 - $332
|
393
$23K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-9- 0.15% |
$412 - $499
|
5.83K
$341K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-10- 27.03% |
$457 - $554
|
27
$1.58K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-11- 26.83% |
$503 - $609
|
30
$1.75K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-18- 33.33% |
$823 - $997
|
36
$2.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-20- 0.12% |
$915 - $1.11K
|
16.3K
$950K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-26- 11.66% |
$1.19K - $1.44K
|
197
$11.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-29- 22.66% |
$1.33K - $1.61K
|
99
$5.78K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-30- 0.94% |
$1.37K - $1.66K
|
3.16K
$185K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-33- 0.15% |
$1.51K - $1.83K
|
21.3K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-34- 0.82% |
$1.56K - $1.88K
|
4.1K
$239K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-35- 12.87% |
$1.6K - $1.94K
|
237
$13.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-37- 19.68% |
$1.69K - $2.05K
|
151
$8.82K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-40- 0.36% |
$1.83K - $2.22K
|
11K
$643K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-46- 33.09% |
$2.1K - $2.55K
|
93
$5.43K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-56- 56.57% |
$2.56K - $3.1K
|
43
$2.51K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-59- 0.39% |
$2.7K - $3.27K
|
15.1K
$880K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-75Closed |
$3.43K - $4.15K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-77- 22.0% |
$3.52K - $4.27K
|
273
$15.9K
|
|
|
Feb 13, 2023
Q4 2022
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-86- 1.78% |
$3.93K - $4.76K
|
4.75K
$277K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-88- 0.91% |
$4.03K - $4.87K
|
9.54K
$557K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-92- 32.06% |
$4.21K - $5.1K
|
195
$11.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-100- 6.64% |
$4.57K - $5.54K
|
1.41K
$82.2K
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.25% |
$4.57K - $5.54K
|
40.6K
$2.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-110- 0.42% |
$5.03K - $6.09K
|
26K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-128- 0.15% |
$5.85K - $7.09K
|
86.2K
$5.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-134- 33.0% |
$6.13K - $7.42K
|
272
$15.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-152- 1.73% |
$6.95K - $8.42K
|
8.65K
$505K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-152- 1.73% |
$6.95K - $8.42K
|
8.65K
$505K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-159- 1.23% |
$7.27K - $8.81K
|
12.8K
$747K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-163- 1.32% |
$7.46K - $9.03K
|
12.2K
$712K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-177- 6.35% |
$8.1K - $9.8K
|
2.61K
$153K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-195- 1.7% |
$8.92K - $10.8K
|
11.3K
$658K
|
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
SELL
|
- |
-237- 1.14% |
$10.8K - $13.1K
|
20.6K
$1.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-238- 1.15% |
$10.9K - $13.2K
|
20.5K
$1.2M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-241- 3.53% |
$11K - $13.3K
|
6.59K
$385K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-250- 51.02% |
$11.4K - $13.8K
|
240
$14K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-253- 3.35% |
$11.6K - $14K
|
7.31K
$427K
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-260- 1.05% |
$11.9K - $14.4K
|
24.5K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-262- 40.75% |
$12K - $14.5K
|
381
$22.3K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-266- 20.64% |
$12.2K - $14.7K
|
1.02K
$59.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-278- 91.15% |
$12.7K - $15.4K
|
27
$1.58K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-292- 2.04% |
$13.4K - $16.2K
|
14K
$819K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-293- 1.76% |
$13.4K - $16.2K
|
16.3K
$955K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-295- 1.24% |
$13.5K - $16.3K
|
23.5K
$1.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-308- 86.27% |
$14.1K - $17.1K
|
49
$2.86K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-310- 3.96% |
$14.2K - $17.2K
|
7.53K
$440K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-329- 24.77% |
$15K - $18.2K
|
999
$58.4K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-332- 2.23% |
$15.2K - $18.4K
|
14.6K
$851K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-335- 19.53% |
$15.3K - $18.6K
|
1.38K
$80.6K
|