Purchases and Sales Made in Q4 2021 in Zscaler, Inc. (ZS)
This table provides information about the institutional ownership of Zscaler, Inc. (ZS) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
720New |
$181K - $266K
|
720
$147K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
714New |
$180K - $263K
|
714
$145K
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
700New |
$176K - $258K
|
700
$142K
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
690New |
$174K - $254K
|
690
$140K
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
677New |
$171K - $250K
|
677
$138K
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
677New |
$171K - $250K
|
677
$138K
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
677New |
$171K - $250K
|
677
$138K
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
673New |
$170K - $248K
|
673
$137K
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
670New |
$169K - $247K
|
670
$136K
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
659+ 15.75% |
$166K - $243K
|
4.84K
$986K
|
|
Feb 10, 2022
Q4 2021
|
Aviva PLC
|
BUY
|
- |
658+ 2.79% |
$166K - $243K
|
24.3K
$4.94M
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
653New |
$164K - $241K
|
653
$133K
|
|
Feb 08, 2022
Q4 2021
|
Granite Shares Advisors LLC
|
BUY
|
- |
652New |
$164K - $240K
|
652
$133K
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
652New |
$164K - $240K
|
652
$133K
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
645New |
$162K - $238K
|
645
$131K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
643+ 13.23% |
$162K - $237K
|
5.5K
$1.12M
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
640New |
$161K - $236K
|
640
$130K
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
606+ 5.57% |
$153K - $223K
|
11.5K
$2.34M
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
594+ 22.46% |
$150K - $219K
|
3.24K
$659K
|
|
Feb 10, 2022
Q4 2021
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
567+ 383.11% |
$143K - $209K
|
715
$146K
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
550New |
$139K - $203K
|
550
$112K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
522+ 15.64% |
$131K - $193K
|
3.86K
$785K
|
|
Feb 11, 2022
Q4 2021
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
500+ 1.66% |
$126K - $184K
|
30.7K
$6.25M
|
|
Feb 07, 2022
Q4 2021
|
Beck Bode, LLC
|
BUY
|
- |
462+ 1.67% |
$116K - $170K
|
28.2K
$5.73M
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
458+ 5.49% |
$115K - $169K
|
8.8K
$1.79M
|
|
Feb 14, 2022
Q4 2021
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
453+ 7.41% |
$114K - $167K
|
6.57K
$1.34M
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
420+ 15.85% |
$106K - $155K
|
3.07K
$625K
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
405New |
$102K - $149K
|
405
$82.4K
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
379+ 1.91% |
$95.5K - $140K
|
20.2K
$4.11M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
377+ 256.46% |
$95K - $139K
|
524
$107K
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
370New |
$93.2K - $136K
|
370
$75.3K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
365New |
$91.9K - $135K
|
365
$74.3K
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
360+ 17.05% |
$90.7K - $133K
|
2.47K
$503K
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
358+ 17.4% |
$90.2K - $132K
|
2.42K
$492K
|
|
Feb 08, 2022
Q4 2021
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
345New |
$86.9K - $127K
|
345
$70.2K
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
342+ 2.44% |
$86.1K - $126K
|
14.3K
$2.92M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
340+ 36.29% |
$85.6K - $125K
|
1.28K
$260K
|
|
Feb 08, 2022
Q4 2021
|
Abrdn PLC
|
BUY
|
- |
328+ 5.24% |
$82.6K - $121K
|
6.59K
$1.34M
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
321+ 7.45% |
$80.8K - $118K
|
4.63K
$942K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
321New |
$80.8K - $118K
|
321
$65.3K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
318+ 5.54% |
$80.1K - $117K
|
6.06K
$1.23M
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
314+ 34.54% |
$79.1K - $116K
|
1.22K
$249K
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
309New |
$77.8K - $114K
|
309
$62.9K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
303+ 9.54% |
$76.3K - $112K
|
3.48K
$708K
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
303+ 13.42% |
$76.3K - $112K
|
2.56K
$521K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
290+ 21.2% |
$73K - $107K
|
1.66K
$337K
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
265+ 2.97% |
$66.7K - $97.7K
|
9.19K
$1.87M
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
257New |
$64.7K - $94.8K
|
257
$52.3K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
255+ 20.0% |
$64.2K - $94K
|
1.53K
$311K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
250New |
$63K - $92.2K
|
250
$50.9K
|