Purchases and Sales Made in Q4 2022 in Zscaler, Inc. (ZS)
This table provides information about the institutional ownership of Zscaler, Inc. (ZS) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
16New |
$1.72K - $2.93K
|
16
$3.26K
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
16New |
$1.72K - $2.93K
|
16
$3.26K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
15+ 8.57% |
$1.61K - $2.74K
|
190
$38.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
13New |
$1.4K - $2.38K
|
13
$2.65K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12New |
$1.29K - $2.2K
|
12
$2.44K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
11New |
$1.18K - $2.01K
|
11
$2.24K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
11New |
$1.18K - $2.01K
|
11
$2.24K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9New |
$968 - $1.65K
|
9
$1.83K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
8New |
$861 - $1.46K
|
8
$1.63K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
8+ 88.89% |
$861 - $1.46K
|
17
$3.46K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
8+ 0.12% |
$861 - $1.46K
|
6.56K
$1.34M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8New |
$861 - $1.46K
|
8
$1.63K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
7New |
$753 - $1.28K
|
7
$1.42K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5New |
$538 - $915
|
5
$1.02K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5New |
$538 - $915
|
5
$1.02K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$215 - $366
|
2
$407
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
2New |
$215 - $366
|
2
$407
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2New |
$215 - $366
|
2
$407
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1+ 0.03% |
$108 - $183
|
3.15K
$641K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1+ 0.03% |
$108 - $183
|
3.15K
$641K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$108 - $183
|
1
$204
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.41% |
$108 - $183
|
70
$14.2K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2- 4.08% |
$215 - $366
|
47
$9.57K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2- 1.77% |
$215 - $366
|
111
$22.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 66.67% |
$215 - $366
|
1
$204
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-3- 75.0% |
$323 - $549
|
1
$204
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-3- 0.37% |
$323 - $549
|
803
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-4- 26.67% |
$430 - $732
|
11
$2.24K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 50.0% |
$430 - $732
|
4
$814
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 50.0% |
$538 - $915
|
5
$1.02K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-6Closed |
$645 - $1.1K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6- 33.33% |
$645 - $1.1K
|
12
$2.44K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 16.13% |
$1.08K - $1.83K
|
52
$10.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10- 62.5% |
$1.08K - $1.83K
|
6
$1.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-11- 0.92% |
$1.18K - $2.01K
|
1.19K
$242K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12- 0.23% |
$1.29K - $2.2K
|
5.1K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 40.63% |
$1.4K - $2.38K
|
19
$3.87K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-14- 31.82% |
$1.51K - $2.56K
|
30
$6.11K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-17- 0.11% |
$1.83K - $3.11K
|
15.5K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20- 7.41% |
$2.15K - $3.66K
|
250
$50.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-20- 2.11% |
$2.15K - $3.66K
|
927
$189K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-20- 0.76% |
$2.15K - $3.66K
|
2.61K
$531K
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-25- 0.78% |
$2.69K - $4.57K
|
3.2K
$651K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25- 0.47% |
$2.69K - $4.57K
|
5.25K
$1.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
SELL
|
- |
-30- 61.22% |
$3.23K - $5.49K
|
19
$3.87K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-30- 93.75% |
$3.23K - $5.49K
|
2
$407
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-32- 1.48% |
$3.44K - $5.85K
|
2.13K
$434K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-33- 32.04% |
$3.55K - $6.04K
|
70
$14.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-34- 0.32% |
$3.66K - $6.22K
|
10.5K
$2.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-35- 46.67% |
$3.76K - $6.4K
|
40
$8.14K
|