Purchases and Sales Made in Q3 2021 in Zscaler, Inc. (ZS)
This table provides information about the institutional ownership of Zscaler, Inc. (ZS) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
80+ 3.68% |
$17.1K - $23K
|
2.25K
$462K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
75+ 17.28% |
$16K - $21.6K
|
509
$104K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
73+ 2.35% |
$15.6K - $21K
|
3.18K
$652K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
72+ 21.82% |
$15.4K - $20.7K
|
402
$82.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
61+ 0.83% |
$13K - $17.5K
|
7.44K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 0.86% |
$12.8K - $17.2K
|
7.01K
$1.44M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
60New |
$12.8K - $17.2K
|
60
$12.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
60+ 5.81% |
$12.8K - $17.2K
|
1.09K
$224K
|
|
|
Oct 12, 2021
Q3 2021
|
Green Alpha Advisors, LLC
|
BUY
|
- |
57+ 1.46% |
$12.2K - $16.4K
|
3.96K
$813K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
56+ 4.56% |
$12K - $16.1K
|
1.28K
$263K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
55New |
$11.8K - $15.8K
|
55
$11.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
54New |
$11.5K - $15.5K
|
54
$11.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
50New |
$10.7K - $14.4K
|
50
$10.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
49+ 1.41% |
$10.5K - $14.1K
|
3.52K
$722K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
48+ 48.0% |
$10.3K - $13.8K
|
148
$30.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
43+ 1.14% |
$9.19K - $12.4K
|
3.82K
$783K
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
41+ 0.38% |
$8.76K - $11.8K
|
10.8K
$2.21M
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
40+ 2000.0% |
$8.55K - $11.5K
|
42
$8.62K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
39+ 1.0% |
$8.34K - $11.2K
|
3.93K
$807K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
37+ 49.33% |
$7.91K - $10.6K
|
112
$23K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
35New |
$7.48K - $10.1K
|
35
$7.18K
|
|
|
Jul 20, 2022
Q3 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
35+ 50.72% |
$7.48K - $10.1K
|
104
$21.3K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
32+ 0.18% |
$6.84K - $9.2K
|
18K
$3.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32+ 2.16% |
$6.84K - $9.2K
|
1.51K
$310K
|
|
|
Oct 22, 2021
Q3 2021
|
Strs Ohio
|
BUY
|
- |
31+ 0.68% |
$6.63K - $8.91K
|
4.56K
$936K
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
31+ 2.97% |
$6.63K - $8.91K
|
1.07K
$220K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
30New |
$6.41K - $8.62K
|
30
$6.16K
|
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
30New |
$6.41K - $8.62K
|
30
$6.16K
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
29+ 152.63% |
$6.2K - $8.33K
|
48
$9.85K
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
29New |
$6.2K - $8.33K
|
29
$5.95K
|
|
|
Nov 15, 2021
Q3 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
26+ 1.75% |
$5.56K - $7.47K
|
1.51K
$310K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
24New |
$5.13K - $6.9K
|
24
$4.92K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23+ 24.21% |
$4.92K - $6.61K
|
118
$24.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
22+ 0.48% |
$4.7K - $6.32K
|
4.61K
$946K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 1.68% |
$4.27K - $5.75K
|
1.21K
$249K
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
18+ 0.79% |
$3.85K - $5.17K
|
2.3K
$471K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
18+ 69.23% |
$3.85K - $5.17K
|
44
$9.03K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 11.68% |
$3.42K - $4.6K
|
153
$31.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14New |
$2.99K - $4.02K
|
14
$2.87K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12New |
$2.56K - $3.45K
|
12
$2.46K
|
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
11New |
$2.35K - $3.16K
|
11
$2.26K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
11+ 0.51% |
$2.35K - $3.16K
|
2.15K
$441K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
11New |
$2.35K - $3.16K
|
11
$2.26K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
6New |
$1.28K - $1.72K
|
6
$1.23K
|
|
|
Nov 12, 2021
Q3 2021
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
6+ 0.09% |
$1.28K - $1.72K
|
6.76K
$1.39M
|
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
5New |
$1.07K - $1.44K
|
5
$1.03K
|
|
|
Nov 15, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.36% |
$1.07K - $1.44K
|
1.41K
$288K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
4+ 4.71% |
$855 - $1.15K
|
89
$18.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 11.11% |
$855 - $1.15K
|
40
$8.21K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.07% |
$641 - $862
|
4.46K
$915K
|