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 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.3K+ 8.69% |
$395K - $488K
|
116K
$6.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
4.46KNew |
$190K - $234K
|
4.46K
$251K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
110New |
$4.67K - $5.78K
|
110
$6.19K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
10.8KNew |
$459K - $567K
|
10.8K
$607K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.72K- 5.58% |
$200K - $248K
|
79.8K
$4.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
43+ 0.03% |
$1.83K - $2.26K
|
164K
$9.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
365+ 848.84% |
$15.5K - $19.2K
|
408
$23K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
74.3K+ 21.08% |
$3.16M - $3.91M
|
427K
$24M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.4K+ 12.14% |
$484K - $599K
|
105K
$5.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.9KNew |
$251K - $310K
|
5.9K
$332K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
6KNew |
$255K - $315K
|
6K
$338K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.5K- 0.99% |
$63.7K - $78.7K
|
151K
$8.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 0.95% |
$127 - $158
|
313
$17.6K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 1.4% |
$21.2K - $26.3K
|
35.1K
$1.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-88- 1.0% |
$3.74K - $4.62K
|
8.74K
$492K
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-107- 0.86% |
$4.55K - $5.62K
|
12.3K
$692K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
43.7K+ 14.22% |
$1.86M - $2.3M
|
351K
$19.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
343New |
$14.6K - $18K
|
343
$19.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 1.66% |
$297 - $368
|
428
$24.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7+ 0.07% |
$297 - $368
|
9.71K
$546K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
17.4KNew |
$740K - $915K
|
17.4K
$980K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-3- 0.38% |
$127 - $158
|
784
$44.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
169New |
$7.18K - $8.88K
|
169
$9.51K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
4.86K+ 20.74% |
$207K - $255K
|
28.3K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
31.3K+ 82.46% |
$1.33M - $1.64M
|
69.2K
$3.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
3+ 0.04% |
$127 - $158
|
7.7K
$433K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.02K- 73.19% |
$43.4K - $53.6K
|
374
$21K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
4New |
$170 - $210
|
4
$225
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.45K- 16.89% |
$104K - $129K
|
12K
$677K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
59+ 0.55% |
$2.51K - $3.1K
|
10.8K
$607K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$382 - $473
|
9
$506
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-265- 1.17% |
$11.3K - $13.9K
|
22.4K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
61+ 0.56% |
$2.59K - $3.2K
|
11K
$620K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-21.9K- 23.76% |
$930K - $1.15M
|
70.2K
$3.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.08% |
$170 - $210
|
5.12K
$288K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.56% |
$42.5 - $52.5
|
181
$10.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-50- 0.94% |
$2.12K - $2.63K
|
5.25K
$295K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
23New |
$977 - $1.21K
|
23
$1.29K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.9K- 7.3% |
$590K - $729K
|
176K
$9.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
649+ 4.13% |
$27.6K - $34.1K
|
16.4K
$920K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
CALL |
5.1KNew |
$217K - $268K
|
5.1K
$287K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 3.1% |
$297 - $368
|
233
$13.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-800- 2.61% |
$34K - $42K
|
29.9K
$1.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-872- 5.05% |
$37.1K - $45.8K
|
16.4K
$923K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-600- 10.34% |
$25.5K - $31.5K
|
5.2K
$293K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-920- 64.93% |
$39.1K - $48.3K
|
497
$28K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
10.9KNew |
$465K - $574K
|
10.9K
$615K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-434- 4.89% |
$18.4K - $22.8K
|
8.45K
$475K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 8.33% |
$467 - $578
|
121
$6.81K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.09K- 28.58% |
$88.8K - $110K
|
5.22K
$294K
|