Latest Institutional Transactions on Zions Bancorporation, National Association (ZION)
This table provides information on the latest institutional transactions involving Zions Bancorporation, National Association (ZION) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.7KNew |
$260K - $352K
|
5.7K
$334K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-400- 70.3% |
$18.2K - $24.7K
|
169
$9.91K
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
48+ 0.38% |
$2.19K - $2.96K
|
12.7K
$742K
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
7.89K+ 333.59% |
$360K - $487K
|
10.3K
$601K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-628- 14.54% |
$28.6K - $38.8K
|
3.69K
$216K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5New |
$228 - $309
|
5
$293
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.06% |
$411 - $556
|
14.9K
$872K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
168+ 2.27% |
$7.66K - $10.4K
|
7.56K
$443K
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-100- 1.68% |
$4.56K - $6.17K
|
5.84K
$342K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.71K- 36.64% |
$215K - $291K
|
8.14K
$478K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
343+ 6.99% |
$15.6K - $21.2K
|
5.25K
$308K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4+ 0.32% |
$182 - $247
|
1.27K
$74.5K
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.97K+ 44.11% |
$89.6K - $121K
|
6.42K
$376K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.77K+ 42.01% |
$172K - $232K
|
12.7K
$746K
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
423+ 1.96% |
$19.3K - $26.1K
|
22K
$1.29M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.59K- 99.94% |
$72.5K - $98.1K
|
1
$58.6
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-4- 4.55% |
$182 - $247
|
84
$4.93K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.4KNew |
$201K - $272K
|
4.4K
$258K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
271New |
$12.4K - $16.7K
|
271
$15.9K
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
415+ 7.28% |
$18.9K - $25.6K
|
6.12K
$359K
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.84K- 13.87% |
$83.7K - $113K
|
11.4K
$668K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.5K- 24.84% |
$68.4K - $92.6K
|
4.54K
$266K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.51K- 10.21% |
$68.9K - $93.3K
|
13.3K
$780K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 17.65% |
$274 - $370
|
28
$1.64K
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-108- 1.23% |
$4.93K - $6.67K
|
8.67K
$508K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
46+ 0.77% |
$2.1K - $2.84K
|
6.02K
$353K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50+ 26.18% |
$2.28K - $3.09K
|
241
$14.1K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$182 - $247
|
55K
$3.23M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-710- 64.25% |
$32.4K - $43.8K
|
395
$23.2K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
20.2K+ 244.8% |
$920K - $1.24M
|
28.4K
$1.67M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
35+ 0.73% |
$1.6K - $2.16K
|
4.81K
$282K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.4% |
$91.2 - $123
|
502
$29.4K
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.33K- 15.26% |
$60.8K - $82.2K
|
7.4K
$434K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 0.02% |
$91.2 - $123
|
12K
$701K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
28+ 71.79% |
$1.28K - $1.73K
|
67
$3.93K
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
4.46KNew |
$203K - $275K
|
4.46K
$262K
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-223K- 24.61% |
$10.2M - $13.8M
|
683K
$40M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.77KNew |
$172K - $233K
|
3.77K
$221K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
11+ 2.05% |
$502 - $679
|
547
$32.1K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.25K- 21.08% |
$103K - $139K
|
8.42K
$494K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-670- 1.05% |
$30.6K - $41.4K
|
62.9K
$3.69M
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10- 0.07% |
$456 - $617
|
14.6K
$859K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
534+ 9.72% |
$24.4K - $33K
|
6.03K
$353K
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-128K- 15.87% |
$5.82M - $7.87M
|
676K
$39.6M
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-16- 0.64% |
$730 - $988
|
2.5K
$146K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6+ 0.06% |
$274 - $370
|
10.4K
$610K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-100- 16.47% |
$4.56K - $6.17K
|
507
$29.7K
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.74KNew |
$216K - $293K
|
4.74K
$278K
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-160K- 55.02% |
$7.28M - $9.86M
|
131K
$7.65M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
67+ 0.93% |
$3.06K - $4.14K
|
7.28K
$427K
|