Purchases and Sales Made in Q1 2023 in Zscaler, Inc. (ZS)
This table provides information about the institutional ownership of Zscaler, Inc. (ZS) during Q1 2023. The information is specifically focused on institutions that hold shares of Zscaler, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
46+ 1.47% |
$4.78K - $6.57K
|
3.17K
$607K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
46+ 20.26% |
$4.78K - $6.57K
|
273
$52.4K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
45+ 15.57% |
$4.68K - $6.42K
|
334
$64.1K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
45+ 1.32% |
$4.68K - $6.42K
|
3.45K
$661K
|
|
|
Apr 27, 2023
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
44New |
$4.57K - $6.28K
|
44
$8.44K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
42+ 2.25% |
$4.37K - $6K
|
1.91K
$366K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
40New |
$4.16K - $5.71K
|
40
$7.67K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 345.45% |
$3.95K - $5.43K
|
49
$9.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
37+ 1.73% |
$3.85K - $5.28K
|
2.17K
$417K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
36+ 1800.0% |
$3.74K - $5.14K
|
38
$7.29K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
36+ 100.0% |
$3.74K - $5.14K
|
72
$13.8K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
36+ 1.14% |
$3.74K - $5.14K
|
3.18K
$611K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
35+ 700.0% |
$3.64K - $5K
|
40
$7.67K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
32New |
$3.33K - $4.57K
|
32
$6.14K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
31+ 44.29% |
$3.22K - $4.43K
|
101
$19.4K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
30New |
$3.12K - $4.28K
|
30
$5.75K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
30+ 1.33% |
$3.12K - $4.28K
|
2.29K
$439K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
30+ 15.79% |
$3.12K - $4.28K
|
220
$42.2K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
29+ 11.69% |
$3.01K - $4.14K
|
277
$53.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
28New |
$2.91K - $4K
|
28
$5.37K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
26New |
$2.7K - $3.71K
|
26
$4.99K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
26+ 0.23% |
$2.7K - $3.71K
|
11.5K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
25+ 5.56% |
$2.6K - $3.57K
|
475
$91.1K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.17% |
$2.6K - $3.57K
|
15K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21+ 0.85% |
$2.18K - $3K
|
2.49K
$477K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
20+ 10.0% |
$2.08K - $2.86K
|
220
$42.2K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
18+ 0.16% |
$1.87K - $2.57K
|
11.1K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
18+ 0.17% |
$1.87K - $2.57K
|
10.5K
$2.01M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
13+ 216.67% |
$1.35K - $1.86K
|
19
$3.64K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
13New |
$1.35K - $1.86K
|
13
$2.49K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
12+ 0.24% |
$1.25K - $1.71K
|
5.11K
$981K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 22.22% |
$1.04K - $1.43K
|
55
$10.5K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7New |
$728 - $999
|
7
$1.34K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5+ 1.6% |
$520 - $714
|
317
$60.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$520 - $714
|
5
$959
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5+ 0.93% |
$520 - $714
|
543
$104K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4+ 0.02% |
$416 - $571
|
16.3K
$3.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
4+ 1.19% |
$416 - $571
|
340
$65.2K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3New |
$312 - $428
|
3
$575
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 200.0% |
$208 - $286
|
3
$575
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 6.67% |
$208 - $286
|
32
$6.14K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 200.0% |
$208 - $286
|
3
$575
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 1.03% |
$104 - $143
|
98
$18.8K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 20.0% |
$104 - $143
|
6
$1.15K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 8.33% |
$104 - $143
|
13
$2.49K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.36% |
$104 - $143
|
277
$53.1K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-2- 7.41% |
$208 - $286
|
25
$4.8K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2- 28.57% |
$208 - $286
|
5
$959
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-3- 2.68% |
$312 - $428
|
109
$20.9K
|