Purchases and Sales Made in Q1 2024 in Zscaler, Inc. (ZS)
This table provides information about the institutional ownership of Zscaler, Inc. (ZS) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
375+ 127.55% |
$72.2K - $95.6K
|
669
$135K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
360+ 10.22% |
$69.3K - $91.8K
|
3.88K
$782K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
346New |
$66.6K - $88.2K
|
346
$69.7K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
341+ 7.42% |
$65.7K - $86.9K
|
4.94K
$995K
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
326+ 1.48% |
$62.8K - $83.1K
|
22.4K
$4.51M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
297+ 16.04% |
$57.2K - $75.7K
|
2.15K
$433K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
293+ 0.94% |
$56.4K - $74.7K
|
31.4K
$6.32M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
289+ 3.9% |
$55.7K - $73.7K
|
7.69K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
287+ 11.11% |
$55.3K - $73.2K
|
2.87K
$578K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
285+ 1.34% |
$54.9K - $72.7K
|
21.6K
$4.35M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
285+ 21.89% |
$54.9K - $72.7K
|
1.59K
$320K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
280New |
$53.9K - $71.4K
|
280
$56.4K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
279+ 10.28% |
$53.7K - $71.1K
|
2.99K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
272New |
$52.4K - $69.3K
|
272
$54.8K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
263+ 32.96% |
$50.7K - $67K
|
1.06K
$214K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
260+ 0.64% |
$50.1K - $66.3K
|
40.7K
$8.19M
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
258New |
$49.7K - $65.8K
|
258
$52K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
246+ 16.8% |
$47.4K - $62.7K
|
1.71K
$345K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
246+ 24.8% |
$47.4K - $62.7K
|
1.24K
$249K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
232+ 8.89% |
$44.7K - $59.1K
|
2.84K
$573K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
231+ 12.33% |
$44.5K - $58.9K
|
2.1K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
230+ 11.55% |
$44.3K - $58.6K
|
2.22K
$447K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
226+ 7.91% |
$43.5K - $57.6K
|
3.08K
$621K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
225+ 22.5% |
$43.3K - $57.4K
|
1.23K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
214+ 60.45% |
$41.2K - $54.6K
|
568
$114K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
211+ 0.87% |
$40.6K - $53.8K
|
24.5K
$4.93M
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
208+ 3.18% |
$40.1K - $53K
|
6.74K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
189+ 0.57% |
$36.4K - $48.2K
|
33.5K
$6.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
189+ 1718.18% |
$36.4K - $48.2K
|
200
$40.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
183+ 5.44% |
$35.3K - $46.7K
|
3.55K
$715K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
182+ 14.95% |
$35.1K - $46.4K
|
1.4K
$282K
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
174+ 2.11% |
$33.5K - $44.4K
|
8.44K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
165+ 10.86% |
$31.8K - $42.1K
|
1.68K
$339K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
160+ 103.23% |
$30.8K - $40.8K
|
315
$63.5K
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
155New |
$29.9K - $39.5K
|
155
$31.2K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
149+ 3.77% |
$28.7K - $38K
|
4.1K
$827K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
131+ 35.6% |
$25.2K - $33.4K
|
499
$101K
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
129+ 4.5% |
$24.8K - $32.9K
|
3K
$604K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
124+ 2.86% |
$23.9K - $31.6K
|
4.46K
$899K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
123New |
$23.7K - $31.4K
|
123
$24.8K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
121+ 246.94% |
$23.3K - $30.8K
|
170
$34.2K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
121+ 9.98% |
$23.3K - $30.8K
|
1.33K
$269K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
117+ 4.88% |
$22.5K - $29.8K
|
2.52K
$507K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
116+ 10.88% |
$22.3K - $29.6K
|
1.18K
$238K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
111+ 3.04% |
$21.4K - $28.3K
|
3.76K
$758K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
111+ 10.89% |
$21.4K - $28.3K
|
1.13K
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
108+ 3.16% |
$20.8K - $27.5K
|
3.52K
$710K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
106+ 3.27% |
$20.4K - $27K
|
3.35K
$674K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
100+ 8.43% |
$19.3K - $25.5K
|
1.29K
$259K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
100New |
$19.3K - $25.5K
|
100
$20.1K
|