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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-20- 0.48% |
$1.02K - $1.31K
|
4.17K
$213K
|
|
| Q1 2022 | |||||||
|
Jun 22, 2023
Q1 2022
|
Msd Partners, L.P.
New York, NY |
SELL
|
- |
-96.3K- 66.67% |
$5.94M - $7.15M
|
48.1K
$2.46M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.84KNew |
$361K - $434K
|
5.84K
$298K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50New |
$3.09K - $3.72K
|
50
$2.55K
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4KNew |
$247K - $297K
|
4K
$204K
|
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-5.11KClosed |
$316K - $380K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-18.8KClosed |
$1.16M - $1.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.4KClosed |
$210K - $252K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-6- 40.0% |
$371 - $446
|
9
$459
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.72KClosed |
$230K - $276K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-102Closed |
$6.3K - $7.58K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-4.82KClosed |
$297K - $358K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-3.58KClosed |
$221K - $266K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-125Closed |
$7.72K - $9.29K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-9.55KClosed |
$590K - $710K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3Closed |
$185 - $223
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.73KClosed |
$477K - $575K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-23.3KClosed |
$1.44M - $1.73M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-37Closed |
$2.28K - $2.75K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
9.02KNew |
$557K - $671K
|
9.02K
$460K
|
|
|
May 06, 2022
Q1 2022
|
University Of Texas
|
SELL
|
- |
-76Closed |
$4.69K - $5.65K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-850Closed |
$52.5K - $63.2K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-211KClosed |
$13M - $15.7M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-41Closed |
$2.53K - $3.05K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-32Closed |
$1.98K - $2.38K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-32Closed |
$1.98K - $2.38K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-56- 24.03% |
$3.46K - $4.16K
|
177
$9.03K
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-340- 73.91% |
$21K - $25.3K
|
120
$6.12K
|
|
| Q4 2021 | |||||||
|
Jul 09, 2025
Q4 2021
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-34.8KClosed |
$2.07M - $2.35M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.51KClosed |
$89.9K - $102K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-7KClosed |
$416K - $473K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cowen And Company, LLC
|
SELL
|
- |
-12.4KClosed |
$738K - $840K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-330Closed |
$19.6K - $22.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
100KNew |
$5.94M - $6.76M
|
100K
$5.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-177KClosed |
$10.5M - $12M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-3.23KClosed |
$192K - $218K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-22.6KClosed |
$1.34M - $1.53M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
11+ 11.96% |
$653 - $744
|
103
$5.26K
|
|
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
SELL
|
- |
-70.6KClosed |
$4.19M - $4.77M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Factorial Partners, LLC
|
SELL
|
- |
-15.9KClosed |
$944K - $1.07M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
29New |
$1.72K - $1.96K
|
29
$1.48K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-34Closed |
$2.02K - $2.3K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.31KClosed |
$77.8K - $88.6K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-20.7KClosed |
$1.23M - $1.4M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-801- 59.47% |
$47.6K - $54.2K
|
546
$27.9K
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-1.14KClosed |
$67.6K - $76.9K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-119Closed |
$7.07K - $8.05K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-400- 50.0% |
$23.8K - $27K
|
400
$20.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-34KClosed |
$2.02M - $2.3M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
219New |
$13K - $14.8K
|
219
$11.2K
|
|