Purchases and Sales Made in Q4 2023 in Zscaler, Inc. (ZS)
This table provides information about the institutional ownership of Zscaler, Inc. (ZS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
56New |
$8.48K - $12.6K
|
56
$17.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
50New |
$7.57K - $11.3K
|
50
$15.4K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50New |
$7.57K - $11.3K
|
50
$15.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
49+ 24.5% |
$7.42K - $11K
|
249
$76.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
45New |
$6.82K - $10.1K
|
45
$13.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
45New |
$6.82K - $10.1K
|
45
$13.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
44New |
$6.66K - $9.9K
|
44
$13.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
40+ 2.94% |
$6.06K - $9K
|
1.4K
$430K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
35New |
$5.3K - $7.88K
|
35
$10.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
35New |
$5.3K - $7.88K
|
35
$10.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
34+ 13.93% |
$5.15K - $7.65K
|
278
$85.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
34+ 14.35% |
$5.15K - $7.65K
|
271
$83.3K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
34+ 13.93% |
$5.15K - $7.65K
|
278
$85.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
34+ 0.96% |
$5.15K - $7.65K
|
3.58K
$1.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
33+ 1.23% |
$5K - $7.43K
|
2.71K
$833K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
31+ 0.72% |
$4.7K - $6.98K
|
4.33K
$1.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
31+ 155.0% |
$4.7K - $6.98K
|
51
$15.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
30+ 28.04% |
$4.54K - $6.75K
|
137
$42.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
28+ 2.03% |
$4.24K - $6.3K
|
1.41K
$432K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
28+ 280.0% |
$4.24K - $6.3K
|
38
$11.7K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
28New |
$4.24K - $6.3K
|
28
$8.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
26+ 1.87% |
$3.94K - $5.85K
|
1.42K
$436K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
25+ 8.2% |
$3.79K - $5.63K
|
330
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
25New |
$3.79K - $5.63K
|
25
$7.68K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21+ 0.88% |
$3.18K - $4.73K
|
2.4K
$738K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
20New |
$3.03K - $4.5K
|
20
$6.15K
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
20+ 0.82% |
$3.03K - $4.5K
|
2.46K
$754K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
16New |
$2.42K - $3.6K
|
16
$4.92K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16+ 0.37% |
$2.42K - $3.6K
|
4.34K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
15New |
$2.27K - $3.38K
|
15
$4.61K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
15New |
$2.27K - $3.38K
|
15
$4.61K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
15+ 0.43% |
$2.27K - $3.38K
|
3.51K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
14+ 0.71% |
$2.12K - $3.15K
|
1.99K
$612K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
12+ 16.67% |
$1.82K - $2.7K
|
84
$25.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12+ 0.93% |
$1.82K - $2.7K
|
1.3K
$399K
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
11+ 0.03% |
$1.67K - $2.48K
|
33.3K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
10+ 0.66% |
$1.51K - $2.25K
|
1.52K
$467K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10New |
$1.51K - $2.25K
|
10
$3.07K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
10+ 23.26% |
$1.51K - $2.25K
|
53
$16.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
9+ 0.35% |
$1.36K - $2.03K
|
2.61K
$803K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
8New |
$1.21K - $1.8K
|
8
$2.46K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8New |
$1.21K - $1.8K
|
8
$2.46K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7New |
$1.06K - $1.58K
|
7
$2.15K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 175.0% |
$1.06K - $1.58K
|
11
$3.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 37.5% |
$909 - $1.35K
|
22
$6.76K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 2.0% |
$909 - $1.35K
|
306
$94K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$757 - $1.13K
|
5
$1.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
5+ 50.0% |
$757 - $1.13K
|
15
$4.61K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
4+ 12.12% |
$606 - $900
|
37
$11.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4New |
$606 - $900
|
4
$1.23K
|