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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
6.44K+ 27.07% |
$190K - $294K
|
30.2K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-594Closed |
$17.5K - $27.1K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
SELL
|
- |
-13.7K- 29.32% |
$402K - $624K
|
32.9K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5KNew |
$147K - $228K
|
5K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
10KNew |
$295K - $457K
|
10K
$573K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.71KNew |
$50.3K - $78K
|
1.71K
$97.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.08KNew |
$31.7K - $49.1K
|
1.08K
$61.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
7.67KNew |
$226K - $350K
|
7.67K
$439K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14New |
$412 - $639
|
14
$802
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
201+ 29.82% |
$5.92K - $9.18K
|
875
$50.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.41M- 68.45% |
$41.6M - $64.6M
|
652K
$37.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
36KNew |
$1.06M - $1.64M
|
36K
$2.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
18.7KNew |
$550K - $853K
|
18.7K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8New |
$236 - $365
|
8
$458
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
605+ 5.38% |
$17.8K - $27.6K
|
11.9K
$679K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
5.28KNew |
$155K - $241K
|
5.28K
$302K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.69K- 18.88% |
$49.7K - $77.1K
|
7.25K
$415K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
68New |
$2K - $3.11K
|
68
$3.89K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
92New |
$2.71K - $4.2K
|
92
$5.27K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
150New |
$4.42K - $6.85K
|
150
$8.59K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.02KNew |
$148K - $229K
|
5.02K
$287K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-185- 1.62% |
$5.45K - $8.45K
|
11.2K
$641K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.17KNew |
$241K - $373K
|
8.17K
$468K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-129- 0.62% |
$3.8K - $5.89K
|
20.6K
$1.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-175- 58.33% |
$5.15K - $7.99K
|
125
$7.16K
|
|
|
Feb 02, 2024
Q4 2023
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
21.2KNew |
$625K - $969K
|
21.2K
$1.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
66.6KNew |
$1.96M - $3.04M
|
66.6K
$3.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-3.07K- 1.18% |
$90.5K - $140K
|
257K
$14.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
28.4KNew |
$836K - $1.3M
|
28.4K
$1.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
8.44KNew |
$249K - $385K
|
8.44K
$483K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
86New |
$2.53K - $3.93K
|
86
$4.92K
|
|
|
Jan 29, 2024
Q4 2023
|
Aquila Investment Management LLC
|
BUY
|
- |
4K+ 28.57% |
$118K - $183K
|
18K
$1.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
26New |
$766 - $1.19K
|
26
$1.49K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 94.12% |
$471 - $731
|
33
$1.89K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
13+ 0.91% |
$383 - $594
|
1.44K
$82.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
369New |
$10.9K - $16.9K
|
369
$21.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
10.2KNew |
$301K - $466K
|
10.2K
$585K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-517- 0.62% |
$15.2K - $23.6K
|
82.8K
$4.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
BUY
|
- |
4.81KNew |
$142K - $220K
|
4.81K
$275K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-151- 1.49% |
$4.45K - $6.9K
|
9.99K
$572K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
9.44K+ 44.66% |
$278K - $431K
|
30.6K
$1.75M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.17K+ 10.95% |
$34.3K - $53.2K
|
11.8K
$676K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8.27K+ 24.64% |
$244K - $378K
|
41.9K
$2.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
118New |
$3.48K - $5.39K
|
118
$6.76K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
18.1KNew |
$534K - $828K
|
18.1K
$1.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
54+ 0.21% |
$1.59K - $2.47K
|
25.9K
$1.49M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
214KNew |
$5.96M - $8.3M
|
214K
$12.3M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16New |
$444 - $619
|
16
$916
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
150New |
$4.17K - $5.8K
|
150
$8.59K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-27.4K- 54.91% |
$761K - $1.06M
|
22.5K
$1.29M
|
|