Purchases and Sales Made in Q2 2023 in Zscaler, Inc. (ZS)
This table provides information about the institutional ownership of Zscaler, Inc. (ZS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
187+ 4.22% |
$16.3K - $29.6K
|
4.62K
$1.46M
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
172+ 1.76% |
$15K - $27.2K
|
9.92K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
166+ 0.82% |
$14.4K - $26.3K
|
20.4K
$6.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
164+ 1.68% |
$14.3K - $26K
|
9.91K
$3.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
155+ 1.5% |
$13.5K - $24.5K
|
10.5K
$3.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
154+ 1.37% |
$13.4K - $24.4K
|
11.4K
$3.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
146New |
$12.7K - $23.1K
|
146
$46.2K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
145+ 1.88% |
$12.6K - $23K
|
7.85K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
144New |
$12.5K - $22.8K
|
144
$45.6K
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
120+ 272.73% |
$10.4K - $19K
|
164
$51.9K
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
120+ 272.73% |
$10.4K - $19K
|
164
$51.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
113+ 1.92% |
$9.83K - $17.9K
|
6.01K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
106+ 2.37% |
$9.22K - $16.8K
|
4.59K
$1.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
105+ 0.24% |
$9.14K - $16.6K
|
44.1K
$14M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
105New |
$9.14K - $16.6K
|
105
$33.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
101+ 315.63% |
$8.79K - $16K
|
133
$42.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$8.7K - $15.8K
|
100
$31.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
95+ 7.74% |
$8.27K - $15K
|
1.32K
$418K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
91+ 0.78% |
$7.92K - $14.4K
|
11.8K
$3.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
89+ 18.62% |
$7.74K - $14.1K
|
567
$179K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
89+ 0.47% |
$7.74K - $14.1K
|
19.1K
$6.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
BUY
|
- |
85+ 0.72% |
$7.4K - $13.5K
|
11.9K
$3.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
84+ 2.74% |
$7.31K - $13.3K
|
3.15K
$997K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
80+ 242.42% |
$6.96K - $12.7K
|
113
$35.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
79New |
$6.87K - $12.5K
|
79
$25K
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
69+ 1.02% |
$6K - $10.9K
|
6.81K
$2.16M
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
69+ 3.5% |
$6K - $10.9K
|
2.04K
$646K
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
63+ 6.83% |
$5.48K - $9.98K
|
986
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
60+ 150.0% |
$5.22K - $9.5K
|
100
$31.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
59+ 1.38% |
$5.13K - $9.34K
|
4.33K
$1.37M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
55New |
$4.79K - $8.71K
|
55
$17.4K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
54+ 2.08% |
$4.7K - $8.55K
|
2.65K
$837K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
53+ 0.24% |
$4.61K - $8.39K
|
22.1K
$6.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
53+ 14.17% |
$4.61K - $8.39K
|
427
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
52+ 4.16% |
$4.52K - $8.23K
|
1.3K
$412K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
51+ 2.21% |
$4.44K - $8.08K
|
2.36K
$747K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
50New |
$4.35K - $7.92K
|
50
$15.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
50+ 33.33% |
$4.35K - $7.92K
|
200
$63.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
48+ 1.85% |
$4.18K - $7.6K
|
2.64K
$836K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
46New |
$4K - $7.28K
|
46
$14.6K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
43+ 5.61% |
$3.74K - $6.81K
|
810
$256K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40+ 444.44% |
$3.48K - $6.33K
|
49
$15.5K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40+ 444.44% |
$3.48K - $6.33K
|
49
$15.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
35New |
$3.05K - $5.54K
|
35
$11.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25New |
$2.18K - $3.96K
|
25
$7.91K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
20+ 1.13% |
$1.74K - $3.17K
|
1.79K
$566K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
20New |
$1.74K - $3.17K
|
20
$6.33K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18+ 9.89% |
$1.57K - $2.85K
|
200
$63.3K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10+ 3.66% |
$870 - $1.58K
|
283
$89.6K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
10New |
$870 - $1.58K
|
10
$3.17K
|