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 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
22+ 0.23% |
$1K - $1.36K
|
9.49K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
18New |
$821 - $1.11K
|
18
$968
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
18New |
$821 - $1.11K
|
18
$968
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
17+ 0.41% |
$776 - $1.05K
|
4.12K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
17New |
$776 - $1.05K
|
17
$914
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 0.51% |
$684 - $926
|
2.94K
$158K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 2.92% |
$639 - $864
|
494
$26.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
14+ 20.0% |
$639 - $864
|
84
$4.52K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
13+ 21.67% |
$593 - $802
|
73
$3.92K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
11+ 2.05% |
$502 - $679
|
547
$29.4K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10+ 0.23% |
$456 - $617
|
4.35K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10+ 62.5% |
$456 - $617
|
26
$1.4K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10+ 0.23% |
$456 - $617
|
4.35K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
8+ 0.39% |
$365 - $494
|
2.05K
$110K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6New |
$274 - $370
|
6
$323
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6+ 0.15% |
$274 - $370
|
3.91K
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6+ 0.06% |
$274 - $370
|
10.4K
$559K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$228 - $309
|
5
$269
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.01% |
$228 - $309
|
41.2K
$2.22M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 0.63% |
$228 - $309
|
798
$42.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5New |
$228 - $309
|
5
$269
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4+ 0.32% |
$182 - $247
|
1.27K
$68.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.08% |
$182 - $247
|
5.13K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$182 - $247
|
55K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.4% |
$91.2 - $123
|
502
$27K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 0.02% |
$91.2 - $123
|
12K
$642K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 0.64% |
$91.2 - $123
|
311
$16.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-4- 4.55% |
$182 - $247
|
84
$4.52K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4- 0.41% |
$182 - $247
|
982
$52.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 17.65% |
$274 - $370
|
28
$1.51K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.06% |
$411 - $556
|
14.9K
$799K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10- 0.07% |
$456 - $617
|
14.6K
$787K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-12- 0.28% |
$547 - $741
|
4.24K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-14- 0.32% |
$639 - $864
|
4.35K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15- 0.18% |
$684 - $926
|
8.12K
$436K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-16- 0.64% |
$730 - $988
|
2.5K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-22- 0.21% |
$1K - $1.36K
|
10.7K
$575K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-24- 1.87% |
$1.09K - $1.48K
|
1.26K
$67.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-27- 75.0% |
$1.23K - $1.67K
|
9
$484
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-28- 4.63% |
$1.28K - $1.73K
|
577
$31K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-31- 3.95% |
$1.41K - $1.91K
|
753
$40.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-34- 0.73% |
$1.55K - $2.1K
|
4.6K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-40- 0.26% |
$1.82K - $2.47K
|
15.5K
$836K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-43- 18.45% |
$1.96K - $2.65K
|
190
$10.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-49- 2.95% |
$2.24K - $3.02K
|
1.61K
$86.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-56- 2.1% |
$2.55K - $3.46K
|
2.61K
$140K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-60- 1.25% |
$2.74K - $3.7K
|
4.73K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-68- 2.4% |
$3.1K - $4.2K
|
2.77K
$149K
|