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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2019
Q3 2019
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.76KClosed |
$187K - $221K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-9.49KClosed |
$372K - $440K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-127KClosed |
$4.97M - $5.88M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Sarasin & Partners LLP
|
SELL
|
- |
-460KClosed |
$18M - $21.3M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Gam Holding Ag
|
SELL
|
- |
-17.7KClosed |
$692K - $819K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.61KClosed |
$259K - $306K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-2.19KClosed |
$86K - $102K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-83Closed |
$3.25K - $3.85K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-827Closed |
$32.4K - $38.4K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-108- 66.26% |
$4.23K - $5.01K
|
55
$3.15K
|
|
|
Nov 01, 2019
Q3 2019
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-13.4KClosed |
$526K - $622K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-7.83KClosed |
$307K - $363K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-14.9KClosed |
$583K - $690K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-587Closed |
$23K - $27.2K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Bray Capital Advisors
|
SELL
|
- |
-5.88KClosed |
$230K - $273K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-103Closed |
$4.04K - $4.78K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Centre Asset Management, LLC
|
SELL
|
- |
-182KClosed |
$7.12M - $8.42M
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
First Bank & Trust
|
SELL
|
- |
-23Closed |
$902 - $1.07K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Harvey Capital Management Inc
|
SELL
|
- |
-7.25KClosed |
$284K - $336K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-13.8KClosed |
$543K - $642K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-5KClosed |
$196K - $232K
|
0
$0
|
|
| Q2 2019 | |||||||
|
May 19, 2020
Q2 2019
|
Archer Investment Corp
|
SELL
|
- |
-6.7KClosed |
$289K - $335K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-302Closed |
$13K - $15.1K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-24.1KClosed |
$1.04M - $1.21M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-13.5KClosed |
$581K - $675K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.46KClosed |
$106K - $123K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-16.7KClosed |
$717K - $834K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-600Closed |
$25.8K - $30K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.95KClosed |
$127K - $147K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Impax Asset Management Group PLC
|
SELL
|
- |
-50KClosed |
$2.15M - $2.5M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Centiva Capital, LP
New York, NY |
SELL
|
PUT |
-6.3K- 30.73% |
$271K - $315K
|
14.2K
$813K
|
|
|
Aug 13, 2019
Q2 2019
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
CALL |
-40.8KClosed |
$1.76M - $2.04M
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-41Closed |
$1.77K - $2.05K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-53Closed |
$2.28K - $2.65K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-837Closed |
$36K - $41.9K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-665Closed |
$28.6K - $33.3K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Marquette Asset Management, LLC
|
SELL
|
- |
-92Closed |
$3.96K - $4.6K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.31KClosed |
$56.2K - $65.4K
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-19.5KClosed |
$840K - $976K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Mar 24, 2023
Q1 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.66K+ 7158.68% |
$358K - $444K
|
8.78K
$503K
|
|
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-7Closed |
$289 - $359
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
42.4K+ 47.92% |
$1.75M - $2.18M
|
131K
$7.5M
|
|
|
May 15, 2019
Q1 2019
|
Ulysses Management LLC
New York, NY |
SELL
|
- |
-30KClosed |
$1.24M - $1.54M
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Laurion Capital Management LP
New York, NY |
SELL
|
PUT |
-27.4KClosed |
$1.13M - $1.41M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Redwood Investments, LLC
|
SELL
|
- |
-5.78KClosed |
$239K - $296K
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-41.6KClosed |
$1.72M - $2.14M
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-915Closed |
$37.8K - $46.9K
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Sitrin Capital Management LLC
|
SELL
|
- |
-94.6KClosed |
$3.91M - $4.85M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Nov 09, 2023
Q4 2018
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-6.87KClosed |
$265K - $358K
|
0
$0
|
|
|
Nov 18, 2022
Q4 2018
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-12KClosed |
$462K - $625K
|
0
$0
|
|