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
|
Uss Investment Management LTD
|
BUY
|
- |
65+ 0.34% |
$9.84K - $14.6K
|
19.2K
$5.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
62+ 3.52% |
$9.39K - $14K
|
1.82K
$502K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
59+ 0.26% |
$8.94K - $13.3K
|
22.9K
$6.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
56New |
$8.48K - $12.6K
|
56
$15.4K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50New |
$7.57K - $11.3K
|
50
$13.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
50New |
$7.57K - $11.3K
|
50
$13.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
49+ 24.5% |
$7.42K - $11K
|
249
$68.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
45New |
$6.82K - $10.1K
|
45
$12.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
45New |
$6.82K - $10.1K
|
45
$12.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
44New |
$6.66K - $9.9K
|
44
$12.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
40+ 2.94% |
$6.06K - $9K
|
1.4K
$385K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
35New |
$5.3K - $7.88K
|
35
$9.64K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
35New |
$5.3K - $7.88K
|
35
$9.64K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
34+ 13.93% |
$5.15K - $7.65K
|
278
$76.6K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
34+ 13.93% |
$5.15K - $7.65K
|
278
$76.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
34+ 14.35% |
$5.15K - $7.65K
|
271
$74.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
34+ 0.96% |
$5.15K - $7.65K
|
3.58K
$985K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
33+ 1.23% |
$5K - $7.43K
|
2.71K
$746K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
31+ 155.0% |
$4.7K - $6.98K
|
51
$14K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
31+ 0.72% |
$4.7K - $6.98K
|
4.33K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
30+ 28.04% |
$4.54K - $6.75K
|
137
$37.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
28+ 280.0% |
$4.24K - $6.3K
|
38
$10.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
28+ 2.03% |
$4.24K - $6.3K
|
1.41K
$387K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
28New |
$4.24K - $6.3K
|
28
$7.71K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
26+ 1.87% |
$3.94K - $5.85K
|
1.42K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
25New |
$3.79K - $5.63K
|
25
$6.89K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
25+ 8.2% |
$3.79K - $5.63K
|
330
$90.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21+ 0.88% |
$3.18K - $4.73K
|
2.4K
$661K
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
20+ 0.82% |
$3.03K - $4.5K
|
2.46K
$676K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
20New |
$3.03K - $4.5K
|
20
$5.51K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16+ 0.37% |
$2.42K - $3.6K
|
4.34K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
16New |
$2.42K - $3.6K
|
16
$4.41K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
15+ 0.43% |
$2.27K - $3.38K
|
3.51K
$967K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
15New |
$2.27K - $3.38K
|
15
$4.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
15New |
$2.27K - $3.38K
|
15
$4.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
14+ 0.71% |
$2.12K - $3.15K
|
1.99K
$548K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12+ 0.93% |
$1.82K - $2.7K
|
1.3K
$357K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
12+ 16.67% |
$1.82K - $2.7K
|
84
$23.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
11+ 0.03% |
$1.67K - $2.48K
|
33.3K
$9.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10New |
$1.51K - $2.25K
|
10
$2.75K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
10+ 23.26% |
$1.51K - $2.25K
|
53
$14.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
10+ 0.66% |
$1.51K - $2.25K
|
1.52K
$418K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
9+ 0.35% |
$1.36K - $2.03K
|
2.61K
$720K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8New |
$1.21K - $1.8K
|
8
$2.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
8New |
$1.21K - $1.8K
|
8
$2.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 175.0% |
$1.06K - $1.58K
|
11
$3.03K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7New |
$1.06K - $1.58K
|
7
$1.93K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 2.0% |
$909 - $1.35K
|
306
$84.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 37.5% |
$909 - $1.35K
|
22
$6.06K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
5+ 50.0% |
$757 - $1.13K
|
15
$4.13K
|