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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
7New |
$320 - $388
|
7
$370
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 43.75% |
$320 - $388
|
23
$1.22K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
6New |
$274 - $332
|
6
$317
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
5New |
$229 - $277
|
5
$264
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
18.9K+ 3.66% |
$380K - $1.12M
|
536K
$28.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
17.5KNew |
$351K - $1.03M
|
17.5K
$925K
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
11.1KNew |
$224K - $657K
|
11.1K
$589K
|
|
|
Nov 10, 2022
Q3 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
9KNew |
$181K - $531K
|
9K
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
7.92KNew |
$159K - $467K
|
7.92K
$419K
|
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
BUY
|
- |
7KNew |
$141K - $413K
|
7K
$370K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.61KNew |
$113K - $331K
|
5.61K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
4.7K+ 12.1% |
$94.4K - $277K
|
43.5K
$2.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.54KNew |
$91.1K - $267K
|
4.54K
$240K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.49K+ 13.65% |
$90.2K - $265K
|
37.4K
$1.98M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
4.41K+ 455.79% |
$88.6K - $260K
|
5.38K
$284K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.93KNew |
$78.8K - $232K
|
3.93K
$207K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
643+ 6.64% |
$12.9K - $37.9K
|
10.3K
$546K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
249New |
$5K - $14.7K
|
249
$13.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
238New |
$4.78K - $14K
|
238
$12.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
74+ 1.28% |
$1.49K - $4.36K
|
5.86K
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
67+ 0.12% |
$1.35K - $3.95K
|
58K
$3.07M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
37New |
$743 - $2.18K
|
37
$1.96K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
26+ 0.61% |
$522 - $1.53K
|
4.26K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
5+ 0.13% |
$100 - $295
|
3.79K
$200K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5+ 8.93% |
$100 - $295
|
61
$3.22K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
25.9KNew |
$1.32M - $1.7M
|
25.9K
$1.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
22.5K+ 47.32% |
$1.15M - $1.48M
|
70.2K
$3.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
21KNew |
$1.07M - $1.37M
|
21K
$1.11M
|
|
|
Aug 10, 2022
Q2 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
8.06KNew |
$410K - $528K
|
8.06K
$426K
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
BUY
|
- |
7.85KNew |
$399K - $515K
|
7.85K
$415K
|
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.32KNew |
$271K - $349K
|
5.32K
$281K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.42KNew |
$225K - $290K
|
4.42K
$233K
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.34KNew |
$221K - $285K
|
4.34K
$230K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.19KNew |
$60.4K - $77.8K
|
1.19K
$62.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
860+ 20.12% |
$43.7K - $56.4K
|
5.13K
$271K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
822+ 8.46% |
$41.8K - $53.9K
|
10.5K
$557K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
429New |
$21.8K - $28.1K
|
429
$22.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
275New |
$14K - $18K
|
275
$14.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
150New |
$7.63K - $9.83K
|
150
$7.93K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
147+ 2.86% |
$7.47K - $9.63K
|
5.28K
$279K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
72+ 1.34% |
$3.66K - $4.72K
|
5.46K
$289K
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
27New |
$1.37K - $1.77K
|
27
$1.43K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
10New |
$508 - $655
|
10
$529
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
8New |
$407 - $524
|
8
$423
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
6+ 0.52% |
$305 - $393
|
1.17K
$61.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2New |
$102 - $131
|
2
$106
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
9.02KNew |
$557K - $671K
|
9.02K
$477K
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.84KNew |
$361K - $434K
|
5.84K
$309K
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4KNew |
$247K - $297K
|
4K
$211K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50New |
$3.09K - $3.72K
|
50
$2.64K
|
|