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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2021
Q1 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.83KClosed |
$207K - $285K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-63.4KClosed |
$2.72M - $3.75M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-638Closed |
$27.4K - $37.7K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-353Closed |
$15.2K - $20.8K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-7Closed |
$301 - $413
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
4.4KNew |
$189K - $260K
|
4.4K
$224K
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.5KClosed |
$64.4K - $88.6K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Motco
|
SELL
|
- |
-47Closed |
$2.02K - $2.78K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Apr 05, 2024
Q4 2020
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.4KClosed |
$69.9K - $106K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-97Closed |
$2.82K - $4.27K
|
0
$0
|
|
|
Mar 02, 2021
Q4 2020
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.8KClosed |
$52.4K - $79.2K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-19.3KClosed |
$562K - $850K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-168Closed |
$4.89K - $7.4K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-3.52KClosed |
$102K - $155K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-165KClosed |
$4.79M - $7.24M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-9.11KClosed |
$265K - $401K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-9.41KClosed |
$274K - $414K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Fjarde Ap Fonden
|
SELL
|
- |
-46.2KClosed |
$1.34M - $2.03M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Mirova
Paris, I0 |
SELL
|
- |
-1.22KClosed |
$35.5K - $53.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-7.45KClosed |
$217K - $328K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-45.5KClosed |
$1.32M - $2M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-119KClosed |
$3.47M - $5.25M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-141KClosed |
$4.09M - $6.18M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-420Closed |
$12.2K - $18.5K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-17.8KClosed |
$520K - $786K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.49KNew |
$43.4K - $65.6K
|
1.49K
$76K
|
|
|
Feb 05, 2021
Q4 2020
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5KClosed |
$146K - $220K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-130Closed |
$3.79K - $5.72K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-28.4KClosed |
$828K - $1.25M
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Pendal Group LTD
|
SELL
|
- |
-20KClosed |
$583K - $881K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-13.5KClosed |
$394K - $595K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.79K- 30.51% |
$81.2K - $123K
|
6.35K
$324K
|
|
|
Jan 13, 2021
Q4 2020
|
Ifm Investors Pty LTD
|
SELL
|
- |
-15.8KClosed |
$461K - $697K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
9.67KNew |
$282K - $426K
|
9.67K
$493K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.23KClosed |
$176K - $220K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-33.7KClosed |
$952K - $1.19M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.77KClosed |
$50K - $62.7K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-9.23KClosed |
$260K - $327K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.19KClosed |
$90.1K - $113K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-12.7KClosed |
$358K - $449K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-130KClosed |
$3.67M - $4.6M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-229Closed |
$6.46K - $8.1K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-25Closed |
$706 - $885
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-280Closed |
$7.9K - $9.91K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-39Closed |
$1.1K - $1.38K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Divergent Wealth Advisors
|
SELL
|
- |
-6.28KClosed |
$177K - $222K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-10.2KClosed |
$288K - $361K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Calamos Wealth Management LLC
|
SELL
|
- |
-8.71KClosed |
$246K - $308K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-102Closed |
$2.88K - $3.61K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-336Closed |
$9.48K - $11.9K
|
0
$0
|
|