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 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8New |
$2.01K - $2.95K
|
8
$1.62K
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
8New |
$2.01K - $2.95K
|
8
$1.62K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7New |
$1.76K - $2.58K
|
7
$1.42K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 3.27% |
$1.26K - $1.84K
|
158
$32K
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
5New |
$1.26K - $1.84K
|
5
$1.01K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4New |
$1.01K - $1.48K
|
4
$810
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 7.5% |
$756 - $1.11K
|
43
$8.71K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 5.88% |
$504 - $738
|
36
$7.29K
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2+ 0.21% |
$504 - $738
|
975
$198K
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 2.38% |
$252 - $369
|
43
$8.71K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.17% |
$252 - $369
|
591
$120K
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 7.14% |
$252 - $369
|
15
$3.04K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 7.14% |
$252 - $369
|
15
$3.04K
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4- 0.12% |
$1.01K - $1.48K
|
3.45K
$700K
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-5- 0.05% |
$1.26K - $1.84K
|
9.92K
$2.01M
|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-7- 0.32% |
$1.76K - $2.58K
|
2.16K
$437K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-8- 0.62% |
$2.01K - $2.95K
|
1.28K
$259K
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-9- 0.84% |
$2.27K - $3.32K
|
1.07K
$216K
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
SELL
|
- |
-9- 0.22% |
$2.27K - $3.32K
|
4.16K
$842K
|
|
Jan 14, 2022
Q4 2021
|
17 Capital Partners, LLC
|
SELL
|
- |
-10- 0.27% |
$2.52K - $3.69K
|
3.68K
$746K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-11Closed |
$2.77K - $4.06K
|
0
$0
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-11Closed |
$2.77K - $4.06K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-12Closed |
$3.02K - $4.43K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-12- 50.0% |
$3.02K - $4.43K
|
12
$2.43K
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-19- 0.54% |
$4.79K - $7.01K
|
3.5K
$709K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-24- 1.17% |
$6.04K - $8.85K
|
2.02K
$409K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-24- 0.25% |
$6.04K - $8.85K
|
9.72K
$1.97M
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-25- 50.0% |
$6.3K - $9.22K
|
25
$5.06K
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-26Closed |
$6.55K - $9.59K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-27- 1.79% |
$6.8K - $9.96K
|
1.49K
$301K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-30Closed |
$7.56K - $11.1K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-34- 1.48% |
$8.56K - $12.5K
|
2.26K
$458K
|
|
Jan 25, 2022
Q4 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-35- 4.46% |
$8.82K - $12.9K
|
750
$152K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-35- 54.69% |
$8.82K - $12.9K
|
29
$5.88K
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-36- 19.35% |
$9.07K - $13.3K
|
150
$30.4K
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-40- 50.0% |
$10.1K - $14.8K
|
40
$8.1K
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-41- 0.31% |
$10.3K - $15.1K
|
13K
$2.64M
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-44Closed |
$11.1K - $16.2K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-44- 0.24% |
$11.1K - $16.2K
|
18.3K
$3.7M
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-50- 5.56% |
$12.6K - $18.4K
|
850
$172K
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-50- 1.9% |
$12.6K - $18.4K
|
2.58K
$523K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-53- 44.92% |
$13.3K - $19.5K
|
65
$13.2K
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-54Closed |
$13.6K - $19.9K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-64- 5.78% |
$16.1K - $23.6K
|
1.04K
$212K
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-64- 1.63% |
$16.1K - $23.6K
|
3.87K
$783K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-67- 33.0% |
$16.9K - $24.7K
|
136
$27.6K
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-71- 5.17% |
$17.9K - $26.2K
|
1.3K
$264K
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-75- 7.08% |
$18.9K - $27.7K
|
985
$200K
|
|
Jan 25, 2022
Q4 2021
|
Garrison Asset Management, LLC
|
SELL
|
- |
-83- 0.69% |
$20.9K - $30.6K
|
12K
$2.43M
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-85- 4.65% |
$21.4K - $31.3K
|
1.74K
$353K
|