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 05, 2025
Q4 2024
|
Versor Investments LP
|
SELL
|
- |
-8.5K- 48.77% |
$388K - $525K
|
8.93K
$383K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.42K+ 112.42% |
$64.8K - $87.7K
|
2.69K
$115K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.8K- 2.25% |
$82K - $111K
|
78K
$3.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
134+ 100.0% |
$6.11K - $8.27K
|
268
$11.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-494- 3.02% |
$22.5K - $30.5K
|
15.9K
$680K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.18KNew |
$327K - $443K
|
7.18K
$308K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
285New |
$13K - $17.6K
|
285
$12.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-149- 2.03% |
$6.8K - $9.2K
|
7.19K
$308K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
493+ 120.83% |
$22.5K - $30.4K
|
901
$38.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
368+ 19.65% |
$16.8K - $22.7K
|
2.24K
$96.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.23K+ 22.54% |
$55.9K - $75.7K
|
6.67K
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
142New |
$6.48K - $8.77K
|
142
$6.09K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-9.75K- 42.57% |
$445K - $602K
|
13.2K
$564K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 2.92% |
$639 - $864
|
494
$21.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
226+ 0.7% |
$10.3K - $14K
|
32.7K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-31- 3.95% |
$1.41K - $1.91K
|
753
$32.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-545- 10.51% |
$24.9K - $33.6K
|
4.64K
$199K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
9.13K+ 55.1% |
$416K - $563K
|
25.7K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.32K- 0.66% |
$106K - $143K
|
349K
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-14- 0.32% |
$639 - $864
|
4.35K
$186K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
155+ 0.52% |
$7.07K - $9.57K
|
30.1K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-21K- 50.0% |
$958K - $1.3M
|
21K
$901K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-18.6K- 53.95% |
$849K - $1.15M
|
15.9K
$682K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-395- 1.5% |
$18K - $24.4K
|
25.9K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
181K+ 78.51% |
$8.26M - $11.2M
|
411K
$17.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-28- 4.63% |
$1.28K - $1.73K
|
577
$24.8K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-208- 53.75% |
$9.49K - $12.8K
|
179
$7.68K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.74K- 39.53% |
$125K - $169K
|
4.19K
$180K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
339KNew |
$15.4M - $20.9M
|
339K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-60- 1.25% |
$2.74K - $3.7K
|
4.73K
$203K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
224+ 5.23% |
$10.2K - $13.8K
|
4.51K
$194K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.32K- 7.26% |
$60.2K - $81.4K
|
16.9K
$723K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
332+ 13.44% |
$15.1K - $20.5K
|
2.8K
$120K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.46K- 4.57% |
$158K - $214K
|
72.3K
$3.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
31.5KNew |
$1.44M - $1.95M
|
31.5K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
119+ 1.38% |
$5.43K - $7.35K
|
8.75K
$375K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
30.6K+ 139.52% |
$1.4M - $1.89M
|
52.6K
$2.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9.11K- 71.57% |
$416K - $562K
|
3.62K
$155K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.07% |
$4.56K - $6.17K
|
144K
$6.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-456- 6.75% |
$20.8K - $28.1K
|
6.3K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-655- 31.97% |
$29.9K - $40.4K
|
1.39K
$59.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
48New |
$2.19K - $2.96K
|
48
$2.06K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-40- 0.26% |
$1.82K - $2.47K
|
15.5K
$667K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
8+ 0.39% |
$365 - $494
|
2.05K
$88K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.24% |
$4.56K - $6.17K
|
41K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
33+ 17.1% |
$1.51K - $2.04K
|
226
$9.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.96KNew |
$181K - $244K
|
3.96K
$170K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
14.3K+ 45.73% |
$654K - $885K
|
45.7K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
14.1K+ 0.52% |
$642K - $869K
|
2.7M
$116M
|