Purchases and Sales Made in Q4 2024 in Zscaler, Inc. (ZS)
This table provides information about the institutional ownership of Zscaler, Inc. (ZS) during Q4 2024. 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 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
34New |
$5.68K - $7.21K
|
34
$7.3K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33+ 10.71% |
$5.51K - $7K
|
341
$73.2K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31+ 11.36% |
$5.18K - $6.57K
|
304
$65.3K
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
30+ 0.63% |
$5.01K - $6.36K
|
4.77K
$1.02M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
30New |
$5.01K - $6.36K
|
30
$6.44K
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
30+ 2.08% |
$5.01K - $6.36K
|
1.47K
$316K
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
30+ 0.46% |
$5.01K - $6.36K
|
6.5K
$1.39M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 17.16% |
$4.84K - $6.15K
|
198
$42.5K
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
29+ 0.49% |
$4.84K - $6.15K
|
5.96K
$1.28M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
29+ 12.89% |
$4.84K - $6.15K
|
254
$54.5K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
28New |
$4.68K - $5.94K
|
28
$6.01K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
27+ 2700.0% |
$4.51K - $5.72K
|
28
$6.01K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
26New |
$4.34K - $5.51K
|
26
$5.58K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 130.0% |
$4.34K - $5.51K
|
46
$9.87K
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
25New |
$4.17K - $5.3K
|
25
$5.37K
|
|
Jan 31, 2025
Q4 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
24+ 1.22% |
$4.01K - $5.09K
|
2K
$429K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
22New |
$3.67K - $4.66K
|
22
$4.72K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
19New |
$3.17K - $4.03K
|
19
$4.08K
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
19+ 0.33% |
$3.17K - $4.03K
|
5.84K
$1.25M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
19+ 2.87% |
$3.17K - $4.03K
|
680
$146K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
17+ 45.95% |
$2.84K - $3.6K
|
54
$11.6K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13New |
$2.17K - $2.76K
|
13
$2.79K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
12New |
$2K - $2.54K
|
12
$2.58K
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
11+ 0.51% |
$1.84K - $2.33K
|
2.18K
$468K
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
11+ 0.18% |
$1.84K - $2.33K
|
6.12K
$1.31M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10New |
$1.67K - $2.12K
|
10
$2.15K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9+ 3.21% |
$1.5K - $1.91K
|
289
$62K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 9.09% |
$1.5K - $1.91K
|
108
$23.2K
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
6+ 600.0% |
$1K - $1.27K
|
7
$1.5K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 9.52% |
$1K - $1.27K
|
69
$14.8K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
5+ 26.32% |
$835 - $1.06K
|
24
$5.15K
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 100.0% |
$835 - $1.06K
|
10
$2.15K
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
5New |
$835 - $1.06K
|
5
$1.07K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 25.0% |
$668 - $848
|
20
$4.29K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4+ 0.63% |
$668 - $848
|
644
$138K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 0.32% |
$501 - $636
|
931
$200K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3New |
$501 - $636
|
3
$644
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2New |
$334 - $424
|
2
$429
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$334 - $424
|
2
$429
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2New |
$334 - $424
|
2
$429
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$334 - $424
|
2
$429
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2New |
$334 - $424
|
2
$429
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 3.03% |
$167 - $212
|
34
$7.3K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 50.0% |
$167 - $212
|
3
$644
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 50.0% |
$167 - $212
|
3
$644
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1New |
$167 - $212
|
1
$215
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.08% |
$167 - $212
|
1.31K
$281K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$167 - $212
|
1
$215
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 100.0% |
$167 - $212
|
2
$429
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$167 - $212
|
1
$215
|