Purchases and Sales Made in Q4 2024 in Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
332+ 13.44% |
$15.1K - $20.5K
|
2.8K
$160K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
322+ 0.76% |
$14.7K - $19.9K
|
42.8K
$2.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
290+ 0.34% |
$13.2K - $17.9K
|
86.7K
$4.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
285+ 3.26% |
$13K - $17.6K
|
9.03K
$517K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
285New |
$13K - $17.6K
|
285
$16.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
271New |
$12.4K - $16.7K
|
271
$15.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
249+ 1.46% |
$11.4K - $15.4K
|
17.3K
$988K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
226+ 0.7% |
$10.3K - $14K
|
32.7K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
224+ 5.23% |
$10.2K - $13.8K
|
4.51K
$258K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
189+ 0.11% |
$8.62K - $11.7K
|
180K
$10.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
189+ 0.75% |
$8.62K - $11.7K
|
25.4K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
183+ 51.12% |
$8.35K - $11.3K
|
541
$31K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
179+ 1.86% |
$8.17K - $11K
|
9.8K
$561K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
168+ 2.27% |
$7.66K - $10.4K
|
7.56K
$433K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
155+ 0.52% |
$7.07K - $9.57K
|
30.1K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
154+ 0.83% |
$7.03K - $9.51K
|
18.8K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
142New |
$6.48K - $8.77K
|
142
$8.13K
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
136+ 0.57% |
$6.2K - $8.4K
|
23.9K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
134+ 100.0% |
$6.11K - $8.27K
|
268
$15.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
119+ 1.38% |
$5.43K - $7.35K
|
8.75K
$501K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
107+ 0.74% |
$4.88K - $6.61K
|
14.7K
$840K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.24% |
$4.56K - $6.17K
|
41K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
87+ 12.61% |
$3.97K - $5.37K
|
777
$44.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
86+ 46.49% |
$3.92K - $5.31K
|
271
$15.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
67+ 0.93% |
$3.06K - $4.14K
|
7.28K
$417K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50+ 26.18% |
$2.28K - $3.09K
|
241
$13.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
48New |
$2.19K - $2.96K
|
48
$2.75K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
48+ 0.38% |
$2.19K - $2.96K
|
12.7K
$725K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
46+ 0.77% |
$2.1K - $2.84K
|
6.02K
$345K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
35+ 0.73% |
$1.6K - $2.16K
|
4.81K
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
33+ 17.1% |
$1.51K - $2.04K
|
226
$12.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
33+ 0.72% |
$1.51K - $2.04K
|
4.64K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 7.48% |
$1.46K - $1.98K
|
460
$26.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
28New |
$1.28K - $1.73K
|
28
$1.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
28+ 71.79% |
$1.28K - $1.73K
|
67
$3.84K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
22+ 0.23% |
$1K - $1.36K
|
9.49K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
17New |
$776 - $1.05K
|
17
$973
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 0.51% |
$684 - $926
|
2.94K
$168K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 2.92% |
$639 - $864
|
494
$28.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
14+ 20.0% |
$639 - $864
|
84
$4.81K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
11+ 2.05% |
$502 - $679
|
547
$31.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
8+ 0.39% |
$365 - $494
|
2.05K
$117K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6+ 0.06% |
$274 - $370
|
10.4K
$595K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6New |
$274 - $370
|
6
$344
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5New |
$228 - $309
|
5
$286
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.01% |
$228 - $309
|
41.2K
$2.36M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 0.63% |
$228 - $309
|
798
$45.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$182 - $247
|
55K
$3.15M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4+ 0.32% |
$182 - $247
|
1.27K
$72.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.4% |
$91.2 - $123
|
502
$28.7K
|