Latest Institutional Transactions on Zscaler, Inc. (ZS)
This table provides information on the latest institutional transactions involving Zscaler, Inc. (ZS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-10- 0.78% |
$1.56K - $2.04K
|
1.27K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
101K+ 33.75% |
$15.7M - $20.6M
|
400K
$126M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
26.2K+ 2015.31% |
$4.08M - $5.36M
|
27.5K
$8.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
7KNew |
$1.09M - $1.43M
|
7K
$2.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
10.5KNew |
$1.63M - $2.14M
|
10.5K
$3.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
50New |
$7.8K - $10.2K
|
50
$15.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.23KNew |
$191K - $251K
|
1.23K
$389K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
500+ 6.67% |
$78K - $102K
|
8K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-15- 57.69% |
$2.34K - $3.07K
|
11
$3.48K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
10+ 11.11% |
$1.56K - $2.04K
|
100
$31.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
126+ 9.91% |
$19.6K - $25.8K
|
1.4K
$442K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
7New |
$1.09K - $1.43K
|
7
$2.22K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
118New |
$18.4K - $24.1K
|
118
$37.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
16K+ 1396.16% |
$2.49M - $3.27M
|
17.1K
$5.43M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1New |
$156 - $204
|
1
$317
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.19KNew |
$185K - $242K
|
1.19K
$375K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$156 - $204
|
1
$317
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-67- 83.75% |
$10.4K - $13.7K
|
13
$4.11K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
13New |
$2.03K - $2.66K
|
13
$4.11K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
75+ 3.95% |
$11.7K - $15.3K
|
1.97K
$624K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.38KNew |
$527K - $692K
|
3.38K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
15+ 0.55% |
$2.34K - $3.07K
|
2.76K
$872K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
PUT |
-1.8K- 30.0% |
$281K - $368K
|
4.2K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
508+ 31.26% |
$79.2K - $104K
|
2.13K
$675K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-13- 7.69% |
$2.03K - $2.66K
|
156
$49.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100+ 25.0% |
$15.6K - $20.4K
|
500
$158K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.17K+ 42.86% |
$182K - $238K
|
3.88K
$1.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
8+ 0.09% |
$1.25K - $1.64K
|
9.23K
$2.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
8+ 200.0% |
$1.25K - $1.64K
|
12
$3.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-46- 92.0% |
$7.17K - $9.41K
|
4
$1.27K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-500- 11.26% |
$78K - $102K
|
3.94K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
20+ 0.58% |
$3.12K - $4.09K
|
3.46K
$1.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-189- 3.49% |
$29.5K - $38.6K
|
5.23K
$1.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.96KNew |
$306K - $401K
|
1.96K
$621K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.3KNew |
$203K - $266K
|
1.3K
$411K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.01K+ 2.93% |
$158K - $207K
|
35.5K
$11.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 100.0% |
$1.4K - $1.84K
|
18
$5.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-94- 0.48% |
$14.7K - $19.2K
|
19.5K
$6.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
147New |
$22.9K - $30.1K
|
147
$46.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-20- 4.43% |
$3.12K - $4.09K
|
431
$136K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.36KNew |
$212K - $279K
|
1.36K
$431K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-42- 91.3% |
$6.55K - $8.59K
|
4
$1.27K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2New |
$312 - $409
|
2
$633
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
207+ 3.08% |
$32.3K - $42.3K
|
6.92K
$2.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-132- 5.85% |
$20.6K - $27K
|
2.13K
$673K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.46KNew |
$696K - $913K
|
4.46K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
CALL |
-3.8K- 77.55% |
$592K - $777K
|
1.1K
$348K
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-7.97K- 53.86% |
$1.24M - $1.63M
|
6.83K
$2.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
809New |
$126K - $165K
|
809
$256K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3- 0.22% |
$468 - $613
|
1.38K
$437K
|