Purchases and Sales Made in Q2 2024 in Zscaler, Inc. (ZS)
This table provides information about the institutional ownership of Zscaler, Inc. (ZS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
36+ 60.0% |
$5.64K - $6.92K
|
96
$18.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
36+ 4.17% |
$5.64K - $6.92K
|
900
$173K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
34+ 2.65% |
$5.33K - $6.53K
|
1.32K
$253K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
30New |
$4.7K - $5.77K
|
30
$5.75K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
25New |
$3.92K - $4.8K
|
25
$4.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
23+ 4.26% |
$3.6K - $4.42K
|
563
$108K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.27% |
$3.6K - $4.42K
|
8.65K
$1.66M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
22+ 7.91% |
$3.45K - $4.23K
|
300
$57.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
20New |
$3.13K - $3.84K
|
20
$3.84K
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
15+ 0.48% |
$2.35K - $2.88K
|
3.17K
$607K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
13+ 10.4% |
$2.04K - $2.5K
|
138
$26.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
13+ 61.9% |
$2.04K - $2.5K
|
34
$6.52K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
13New |
$2.04K - $2.5K
|
13
$2.49K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 120.0% |
$1.88K - $2.31K
|
22
$4.22K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
11+ 0.67% |
$1.72K - $2.11K
|
1.65K
$316K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10+ 0.88% |
$1.57K - $1.92K
|
1.14K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10+ 0.7% |
$1.57K - $1.92K
|
1.44K
$275K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10+ 31.25% |
$1.57K - $1.92K
|
42
$8.06K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
9+ 6.72% |
$1.41K - $1.73K
|
143
$27.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
8New |
$1.25K - $1.54K
|
8
$1.53K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7New |
$1.1K - $1.35K
|
7
$1.34K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
7+ 0.18% |
$1.1K - $1.35K
|
3.92K
$751K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.45% |
$1.1K - $1.35K
|
1.57K
$301K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
6+ 0.53% |
$940 - $1.15K
|
1.14K
$218K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
5New |
$783 - $961
|
5
$959
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5+ 0.36% |
$783 - $961
|
1.38K
$265K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4+ 0.11% |
$627 - $769
|
3.53K
$676K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 9.52% |
$627 - $769
|
46
$8.82K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 7.84% |
$627 - $769
|
55
$10.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4New |
$627 - $769
|
4
$767
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3+ 13.04% |
$470 - $577
|
26
$4.99K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 6.0% |
$470 - $577
|
53
$10.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 2.68% |
$470 - $577
|
115
$22.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
2+ 0.25% |
$313 - $384
|
799
$153K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
2New |
$313 - $384
|
2
$384
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2+ 1.33% |
$313 - $384
|
152
$29.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 13.33% |
$313 - $384
|
17
$3.26K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2New |
$313 - $384
|
2
$384
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 40.0% |
$313 - $384
|
7
$1.34K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2+ 0.17% |
$313 - $384
|
1.15K
$220K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1New |
$157 - $192
|
1
$192
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1New |
$157 - $192
|
1
$192
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$157 - $192
|
6
$1.15K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 50.0% |
$157 - $192
|
1
$192
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.05% |
$157 - $192
|
2.2K
$421K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 6.25% |
$157 - $192
|
15
$2.88K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 18.18% |
$313 - $384
|
9
$1.73K
|
|
|
Aug 16, 2024
Q2 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-2- 0.05% |
$313 - $384
|
4.3K
$825K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 1.2% |
$470 - $577
|
246
$47.2K
|