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 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 94.12% |
$471 - $731
|
33
$1.93K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14New |
$412 - $639
|
14
$818
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
13+ 0.91% |
$383 - $594
|
1.44K
$83.9K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13New |
$383 - $594
|
13
$759
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13+ 0.18% |
$383 - $594
|
7.32K
$428K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.26% |
$353 - $548
|
4.69K
$274K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 6.02% |
$295 - $457
|
176
$10.3K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 1.11% |
$236 - $365
|
731
$42.7K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8New |
$236 - $365
|
8
$467
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
6+ 46.15% |
$177 - $274
|
19
$1.11K
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$147 - $228
|
14.6K
$851K
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
5+ 0.04% |
$147 - $228
|
12.4K
$724K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.19% |
$118 - $183
|
2.15K
$126K
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3+ 1.35% |
$88.4 - $137
|
226
$13.2K
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$29.5 - $45.7
|
14.9K
$871K
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-5- 0.07% |
$147 - $228
|
7.2K
$421K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.84% |
$206 - $320
|
374
$21.8K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 28.21% |
$324 - $502
|
28
$1.64K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13- 6.74% |
$383 - $594
|
180
$10.5K
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-33- 7.13% |
$972 - $1.51K
|
430
$25.1K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-34- 19.65% |
$1K - $1.55K
|
139
$8.12K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-35- 0.44% |
$1.03K - $1.6K
|
7.95K
$464K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-42- 7.28% |
$1.24K - $1.92K
|
535
$31.3K
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-56- 0.64% |
$1.65K - $2.56K
|
8.73K
$510K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-64- 46.38% |
$1.88K - $2.92K
|
74
$4.32K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-66- 20.12% |
$1.94K - $3.01K
|
262
$15.3K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-73Closed |
$2.15K - $3.33K
|
0
$0
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-74- 0.95% |
$2.18K - $3.38K
|
7.75K
$453K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-83- 50.92% |
$2.44K - $3.79K
|
80
$4.67K
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-87- 3.58% |
$2.56K - $3.97K
|
2.35K
$137K
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-99- 1.62% |
$2.92K - $4.52K
|
6.03K
$352K
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-100- 1.68% |
$2.95K - $4.57K
|
5.87K
$343K
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.25% |
$2.95K - $4.57K
|
40.5K
$2.37M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-101- 2.58% |
$2.97K - $4.61K
|
3.81K
$223K
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-103- 15.87% |
$3.03K - $4.7K
|
546
$31.9K
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-113- 0.15% |
$3.33K - $5.16K
|
74.7K
$4.36M
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-128- 16.37% |
$3.77K - $5.85K
|
654
$38.2K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-128- 16.37% |
$3.77K - $5.85K
|
654
$38.2K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-129- 0.62% |
$3.8K - $5.89K
|
20.6K
$1.2M
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-141- 18.9% |
$4.15K - $6.44K
|
605
$35.3K
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-144- 17.6% |
$4.24K - $6.58K
|
674
$39.4K
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-151- 1.49% |
$4.45K - $6.9K
|
9.99K
$584K
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-175- 58.33% |
$5.15K - $7.99K
|
125
$7.3K
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-185- 1.62% |
$5.45K - $8.45K
|
11.2K
$654K
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
SELL
|
- |
-196- 1.74% |
$5.77K - $8.95K
|
11.1K
$647K
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 2.17% |
$5.89K - $9.13K
|
9K
$526K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-202- 1.96% |
$5.95K - $9.23K
|
10.1K
$591K
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-206Closed |
$6.07K - $9.41K
|
0
$0
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-214- 11.92% |
$6.3K - $9.77K
|
1.58K
$92.4K
|