Purchases and Sales Made in Q3 2023 in Zscaler, Inc. (ZS)
This table provides information about the institutional ownership of Zscaler, Inc. (ZS) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
155+ 1.12% |
$21K - $25.6K
|
14K
$2.84M
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
150+ 24.39% |
$20.3K - $24.8K
|
765
$155K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
149+ 3.31% |
$20.2K - $24.6K
|
4.65K
$941K
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
147+ 4.91% |
$19.9K - $24.3K
|
3.14K
$636K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
143+ 1.4% |
$19.4K - $23.6K
|
10.4K
$2.1M
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
136+ 2.64% |
$18.4K - $22.4K
|
5.29K
$1.07M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
124+ 0.09% |
$16.8K - $20.5K
|
132K
$26.6M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
120New |
$16.3K - $19.8K
|
120
$24.3K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
118+ 0.5% |
$16K - $19.5K
|
23.9K
$4.84M
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
112+ 1.43% |
$15.2K - $18.5K
|
7.96K
$1.61M
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
109+ 8.85% |
$14.8K - $18K
|
1.34K
$272K
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
100New |
$13.6K - $16.5K
|
100
$20.3K
|
|
Nov 14, 2023
Q3 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
100+ 2.04% |
$13.6K - $16.5K
|
5K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
98+ 31.82% |
$13.3K - $16.2K
|
406
$82.3K
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
93+ 1.55% |
$12.6K - $15.3K
|
6.11K
$1.24M
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
93+ 1.96% |
$12.6K - $15.3K
|
4.84K
$980K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
83+ 2.61% |
$11.3K - $13.7K
|
3.27K
$661K
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
81+ 0.25% |
$11K - $13.4K
|
32.9K
$6.67M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
80New |
$10.9K - $13.2K
|
80
$16.2K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
79+ 2.63% |
$10.7K - $13K
|
3.08K
$624K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
77+ 13.75% |
$10.4K - $12.7K
|
637
$129K
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
76+ 0.46% |
$10.3K - $12.5K
|
16.6K
$3.37M
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
68+ 0.55% |
$9.22K - $11.2K
|
12.4K
$2.51M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
63New |
$8.55K - $10.4K
|
63
$12.8K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
63+ 1.7% |
$8.55K - $10.4K
|
3.76K
$762K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58+ 7.16% |
$7.87K - $9.57K
|
868
$176K
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
54+ 10.33% |
$7.33K - $8.91K
|
577
$117K
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
53New |
$7.19K - $8.75K
|
53
$10.7K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50New |
$6.78K - $8.25K
|
50
$10.1K
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.37% |
$6.78K - $8.25K
|
13.7K
$2.77M
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
50New |
$6.78K - $8.25K
|
50
$10.1K
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
41+ 0.68% |
$5.56K - $6.77K
|
6.03K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
35+ 1.93% |
$4.75K - $5.78K
|
1.85K
$375K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
35+ 26.32% |
$4.75K - $5.78K
|
168
$34K
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
35+ 1.32% |
$4.75K - $5.78K
|
2.68K
$542K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
33+ 4.6% |
$4.48K - $5.45K
|
750
$152K
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
29+ 103.57% |
$3.93K - $4.79K
|
57
$11.5K
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
27+ 33.75% |
$3.66K - $4.46K
|
107
$21.7K
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
22+ 2.91% |
$2.98K - $3.63K
|
777
$157K
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
21+ 0.45% |
$2.85K - $3.47K
|
4.68K
$949K
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
21+ 0.52% |
$2.85K - $3.47K
|
4.07K
$825K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 33.33% |
$2.71K - $3.3K
|
80
$16.2K
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
20New |
$2.71K - $3.3K
|
20
$4.05K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20New |
$2.71K - $3.3K
|
20
$4.05K
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
16New |
$2.17K - $2.64K
|
16
$3.24K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14New |
$1.9K - $2.31K
|
14
$2.84K
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
12+ 0.44% |
$1.63K - $1.98K
|
2.73K
$553K
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
12+ 57.14% |
$1.63K - $1.98K
|
33
$6.69K
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10+ 45.45% |
$1.36K - $1.65K
|
32
$6.48K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 3.39% |
$1.36K - $1.65K
|
305
$61.8K
|