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 06, 2023
Q4 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
23.9KNew |
$1.1M - $1.33M
|
23.9K
$1.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
277+ 3.77% |
$12.7K - $15.3K
|
7.62K
$389K
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
SELL
|
- |
-565- 51.55% |
$25.8K - $31.3K
|
531
$27.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-2K- 0.34% |
$91.4K - $111K
|
583K
$29.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-260- 1.05% |
$11.9K - $14.4K
|
24.5K
$1.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-238- 1.15% |
$10.9K - $13.2K
|
20.5K
$1.05M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-483- 7.86% |
$22.1K - $26.8K
|
5.66K
$289K
|
|
|
Jan 26, 2023
Q4 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-110- 0.42% |
$5.03K - $6.09K
|
26K
$1.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
7New |
$320 - $388
|
7
$357
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-250- 51.02% |
$11.4K - $13.8K
|
240
$12.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.98KNew |
$90.7K - $110K
|
1.98K
$101K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 43.75% |
$320 - $388
|
23
$1.17K
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.29KNew |
$196K - $238K
|
4.29K
$219K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
72New |
$3.29K - $3.99K
|
72
$3.67K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-292- 2.04% |
$13.4K - $16.2K
|
14K
$715K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
6New |
$274 - $332
|
6
$306
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
5New |
$229 - $277
|
5
$255
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
72+ 163.64% |
$3.29K - $3.99K
|
116
$5.92K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-102- 59.3% |
$2.05K - $6.01K
|
70
$3.57K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.81K- 39.79% |
$96.6K - $284K
|
7.28K
$371K
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
238New |
$4.78K - $14K
|
238
$12.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
67+ 0.12% |
$1.35K - $3.95K
|
58K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-710- 1.86% |
$14.3K - $41.9K
|
37.6K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
74+ 1.28% |
$1.49K - $4.36K
|
5.86K
$299K
|
|
|
Nov 14, 2022
Q3 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
7.92KNew |
$159K - $467K
|
7.92K
$404K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-200- 10.19% |
$4.02K - $11.8K
|
1.76K
$89.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.61KNew |
$113K - $331K
|
5.61K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-2.55K- 6.42% |
$51.2K - $150K
|
37.2K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
17.5KNew |
$351K - $1.03M
|
17.5K
$893K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-60- 0.03% |
$1.2K - $3.54K
|
197K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
18.9K+ 3.66% |
$380K - $1.12M
|
536K
$27.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
4.7K+ 12.1% |
$94.4K - $277K
|
43.5K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.49K+ 13.65% |
$90.2K - $265K
|
37.4K
$1.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
9KNew |
$181K - $531K
|
9K
$459K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6- 0.15% |
$120 - $354
|
4.12K
$210K
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
11.1KNew |
$224K - $657K
|
11.1K
$568K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.54KNew |
$91.1K - $267K
|
4.54K
$231K
|
|
|
Nov 09, 2022
Q3 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-10.2KClosed |
$204K - $599K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
643+ 6.64% |
$12.9K - $37.9K
|
10.3K
$527K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-487- 11.25% |
$9.78K - $28.7K
|
3.84K
$196K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
37New |
$743 - $2.18K
|
37
$1.89K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1- 1.22% |
$20.1 - $59
|
81
$4.13K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
26+ 0.61% |
$522 - $1.53K
|
4.26K
$217K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
249New |
$5K - $14.7K
|
249
$12.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.93KNew |
$78.8K - $232K
|
3.93K
$200K
|
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
BUY
|
- |
7KNew |
$141K - $413K
|
7K
$357K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
4.41K+ 455.79% |
$88.6K - $260K
|
5.38K
$274K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5+ 8.93% |
$100 - $295
|
61
$3.11K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-53- 0.83% |
$1.06K - $3.13K
|
6.31K
$322K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.31KClosed |
$321K - $413K
|
0
$0
|
|