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 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100New |
$19.3K - $25.5K
|
100
$20.1K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
100+ 76.92% |
$19.3K - $25.5K
|
230
$46.3K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
96+ 11.54% |
$18.5K - $24.5K
|
928
$187K
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
94+ 123.68% |
$18.1K - $24K
|
170
$34.2K
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
92+ 1.88% |
$17.7K - $23.5K
|
4.98K
$1M
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
87+ 4.0% |
$16.8K - $22.2K
|
2.26K
$456K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
82+ 102.5% |
$15.8K - $20.9K
|
162
$32.6K
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
81+ 2.92% |
$15.6K - $20.6K
|
2.85K
$574K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
70New |
$13.5K - $17.8K
|
70
$14.1K
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
67+ 3.39% |
$12.9K - $17.1K
|
2.04K
$411K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
65+ 722.22% |
$12.5K - $16.6K
|
74
$14.9K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
62+ 1.73% |
$11.9K - $15.8K
|
3.64K
$733K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
52+ 7.28% |
$10K - $13.3K
|
766
$154K
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
49+ 0.61% |
$9.44K - $12.5K
|
8.05K
$1.62M
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
48New |
$9.25K - $12.2K
|
48
$9.67K
|
|
May 13, 2024
Q1 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
44+ 53.01% |
$8.48K - $11.2K
|
127
$25.6K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
44New |
$8.48K - $11.2K
|
44
$8.86K
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
43+ 2.32% |
$8.28K - $11K
|
1.9K
$382K
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
42New |
$8.09K - $10.7K
|
42
$8.46K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
40+ 3.0% |
$7.71K - $10.2K
|
1.37K
$277K
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
BUY
|
- |
40New |
$7.71K - $10.2K
|
40
$8.06K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38+ 0.72% |
$7.32K - $9.69K
|
5.29K
$1.07M
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
38+ 2.38% |
$7.32K - $9.69K
|
1.64K
$330K
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
37+ 2.57% |
$7.13K - $9.43K
|
1.48K
$297K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
37+ 105.71% |
$7.13K - $9.43K
|
72
$14.5K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
36+ 8.0% |
$6.93K - $9.18K
|
486
$97.9K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
35+ 0.93% |
$6.74K - $8.92K
|
3.79K
$764K
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
32+ 1.3% |
$6.16K - $8.16K
|
2.49K
$501K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
26New |
$5.01K - $6.63K
|
26
$5.24K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 48.08% |
$4.82K - $6.37K
|
77
$15.5K
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
21New |
$4.05K - $5.35K
|
21
$4.23K
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
20+ 0.31% |
$3.85K - $5.1K
|
6.5K
$1.31M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 6.49% |
$3.85K - $5.1K
|
328
$66.1K
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
19New |
$3.66K - $4.84K
|
19
$3.83K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 6.64% |
$3.47K - $4.59K
|
289
$58.2K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
16+ 20.0% |
$3.08K - $4.08K
|
96
$19.3K
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
15+ 1.2% |
$2.89K - $3.82K
|
1.27K
$255K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13New |
$2.5K - $3.31K
|
13
$2.62K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 5.06% |
$2.31K - $3.06K
|
249
$50.2K
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
10New |
$1.93K - $2.55K
|
10
$2.01K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 0.69% |
$1.73K - $2.29K
|
1.31K
$263K
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9+ 0.8% |
$1.73K - $2.29K
|
1.14K
$230K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9+ 0.43% |
$1.73K - $2.29K
|
2.11K
$425K
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
8+ 0.16% |
$1.54K - $2.04K
|
4.92K
$990K
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7+ 1.31% |
$1.35K - $1.78K
|
540
$109K
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
7+ 0.64% |
$1.35K - $1.78K
|
1.11K
$223K
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$1.16K - $1.53K
|
2.62K
$528K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6+ 0.42% |
$1.16K - $1.53K
|
1.43K
$287K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$963 - $1.27K
|
5
$1.01K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 1.21% |
$771 - $1.02K
|
334
$67.3K
|