Purchases and Sales Made in Q4 2023 in Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
369New |
$10.9K - $16.9K
|
369
$21.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
339+ 2421.43% |
$9.98K - $15.5K
|
353
$20.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
331+ 105.41% |
$9.75K - $15.1K
|
645
$37.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
310+ 1.2% |
$9.13K - $14.2K
|
26.2K
$1.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
299+ 0.74% |
$8.81K - $13.7K
|
40.4K
$2.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
286+ 1.3% |
$8.42K - $13.1K
|
22.3K
$1.3M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
249+ 4.48% |
$7.33K - $11.4K
|
5.8K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
231+ 1.2% |
$6.8K - $10.5K
|
19.6K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
222+ 52.61% |
$6.54K - $10.1K
|
644
$37.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
215+ 142.38% |
$6.33K - $9.82K
|
366
$21.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
207+ 0.63% |
$6.1K - $9.45K
|
33.1K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
207+ 2.26% |
$6.1K - $9.45K
|
9.35K
$546K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
201+ 29.82% |
$5.92K - $9.18K
|
875
$51.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
185+ 8.82% |
$5.45K - $8.45K
|
2.28K
$133K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
180New |
$5.3K - $8.22K
|
180
$10.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
180+ 10.46% |
$5.3K - $8.22K
|
1.9K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
171+ 1.13% |
$5.04K - $7.81K
|
15.3K
$895K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
170+ 0.7% |
$5.01K - $7.76K
|
24.5K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
150+ 1.13% |
$4.42K - $6.85K
|
13.5K
$786K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
150New |
$4.42K - $6.85K
|
150
$8.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
147New |
$4.33K - $6.71K
|
147
$8.59K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
147New |
$4.33K - $6.71K
|
147
$8.59K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
120+ 1.04% |
$3.53K - $5.48K
|
11.7K
$683K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
118New |
$3.48K - $5.39K
|
118
$6.89K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
114+ 0.06% |
$3.36K - $5.21K
|
184K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.87% |
$2.95K - $4.57K
|
11.6K
$677K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.4% |
$2.95K - $4.57K
|
25.2K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
92New |
$2.71K - $4.2K
|
92
$5.37K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
86New |
$2.53K - $3.93K
|
86
$5.02K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
82New |
$2.41K - $3.74K
|
82
$4.79K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
81+ 58.7% |
$2.39K - $3.7K
|
219
$12.8K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
75+ 18.38% |
$2.21K - $3.43K
|
483
$28.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
74+ 0.22% |
$2.18K - $3.38K
|
33.1K
$1.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
72+ 1.15% |
$2.12K - $3.29K
|
6.34K
$370K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
69+ 0.4% |
$2.03K - $3.15K
|
17.1K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
68New |
$2K - $3.11K
|
68
$3.97K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
60New |
$1.77K - $2.74K
|
60
$3.51K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
55New |
$1.62K - $2.51K
|
55
$3.21K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
54+ 0.21% |
$1.59K - $2.47K
|
25.9K
$1.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
50+ 0.65% |
$1.47K - $2.28K
|
7.79K
$455K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
47New |
$1.38K - $2.15K
|
47
$2.75K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
47New |
$1.38K - $2.15K
|
47
$2.75K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
46+ 0.32% |
$1.35K - $2.1K
|
14.2K
$831K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
38+ 1.5% |
$1.12K - $1.74K
|
2.57K
$150K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
37+ 0.66% |
$1.09K - $1.69K
|
5.61K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
33New |
$972 - $1.51K
|
33
$1.93K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
28+ 20.44% |
$825 - $1.28K
|
165
$9.64K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
26New |
$766 - $1.19K
|
26
$1.52K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
25New |
$736 - $1.14K
|
25
$1.46K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
19+ 5.88% |
$560 - $868
|
342
$20K
|