Latest Institutional Purchases of Zions Bancorporation, National Association (ZION)
This list provides information on the latest institutional transactions involving Zions Bancorporation, National Association (ZION) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Hst Ventures, LLC
|
BUY
|
- |
6.1KNew |
$167K - $334K
|
6.1K
$322K
|
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.71K+ 69.9% |
$102K - $203K
|
9.01K
$476K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.47K+ 17.33% |
$40.4K - $80.5K
|
9.95K
$526K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
712New |
$19.5K - $39K
|
712
$37.6K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
412+ 5.1% |
$11.3K - $22.6K
|
8.5K
$449K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
266New |
$7.3K - $14.6K
|
266
$14.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
225+ 375.0% |
$6.18K - $12.3K
|
285
$15.1K
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
200+ 7.69% |
$5.49K - $11K
|
2.8K
$148K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
79+ 0.52% |
$2.17K - $4.33K
|
15.1K
$800K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
57New |
$1.56K - $3.12K
|
57
$3.01K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
50New |
$1.37K - $2.74K
|
50
$2.64K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
13New |
$357 - $712
|
13
$687
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 22.22% |
$165 - $329
|
33
$1.74K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$110 - $219
|
4
$211
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.46MNew |
$66.6M - $80.6M
|
1.46M
$76.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
600K+ 74.73% |
$27.4M - $33.2M
|
1.4M
$74.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
185KNew |
$8.47M - $10.3M
|
185K
$9.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
115K+ 1344.48% |
$5.25M - $6.36M
|
123K
$6.52M
|
|
|
Feb 14, 2023
Q4 2022
|
59 North Capital Management, LP
New York, NY |
BUY
|
- |
44.5K+ 6.48% |
$2.04M - $2.46M
|
731K
$38.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
38K+ 24.7% |
$1.74M - $2.11M
|
192K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
34.7KNew |
$1.59M - $1.92M
|
34.7K
$1.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
23.9KNew |
$1.1M - $1.33M
|
23.9K
$1.27M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
23.9KNew |
$1.09M - $1.32M
|
23.9K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
20.2KNew |
$924K - $1.12M
|
20.2K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
19.7K+ 18.46% |
$902K - $1.09M
|
127K
$6.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
17.1K+ 46.2% |
$782K - $947K
|
54.1K
$2.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
15.3KNew |
$701K - $848K
|
15.3K
$809K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
9.62KNew |
$440K - $533K
|
9.62K
$508K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
8.42KNew |
$385K - $467K
|
8.42K
$445K
|
|
|
Feb 08, 2023
Q4 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.3KNew |
$242K - $294K
|
5.3K
$280K
|
|
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
5.08KNew |
$232K - $281K
|
5.08K
$268K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
4.9KNew |
$224K - $271K
|
4.9K
$259K
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.29KNew |
$196K - $238K
|
4.29K
$227K
|
|
|
Feb 15, 2023
Q4 2022
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
3.4K+ 21.97% |
$156K - $188K
|
18.9K
$998K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.67KNew |
$122K - $148K
|
2.67K
$141K
|
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.98KNew |
$90.7K - $110K
|
1.98K
$105K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.46KNew |
$66.8K - $80.9K
|
1.46K
$77.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
441+ 7.48% |
$20.2K - $24.4K
|
6.34K
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
363New |
$16.6K - $20.1K
|
363
$19.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
340+ 7.49% |
$15.6K - $18.8K
|
4.88K
$258K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
277+ 3.77% |
$12.7K - $15.3K
|
7.62K
$403K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
256+ 304.76% |
$11.7K - $14.2K
|
340
$18K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
76New |
$3.48K - $4.21K
|
76
$4.02K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
72New |
$3.29K - $3.99K
|
72
$3.81K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
72+ 163.64% |
$3.29K - $3.99K
|
116
$6.13K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
60+ 1.33% |
$2.74K - $3.32K
|
4.56K
$241K
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
60+ 1.37% |
$2.74K - $3.32K
|
4.43K
$234K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
51+ 0.8% |
$2.33K - $2.82K
|
6.41K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
22New |
$1.01K - $1.22K
|
22
$1.16K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
7New |
$320 - $388
|
7
$370
|
|