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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
86New |
$4.4K - $5.09K
|
86
$4.39K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
85+ 1.77% |
$4.35K - $5.03K
|
4.89K
$249K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
76+ 0.4% |
$3.89K - $4.5K
|
19.2K
$979K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
70+ 0.98% |
$3.58K - $4.14K
|
7.2K
$367K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
68+ 10.1% |
$3.48K - $4.02K
|
741
$37.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
63+ 1.42% |
$3.23K - $3.73K
|
4.49K
$229K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
58+ 3.68% |
$2.97K - $3.43K
|
1.63K
$83.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
58+ 0.79% |
$2.97K - $3.43K
|
7.41K
$378K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
57New |
$2.92K - $3.37K
|
57
$2.91K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
53New |
$2.71K - $3.13K
|
53
$2.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
52+ 0.54% |
$2.66K - $3.08K
|
9.77K
$498K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
46New |
$2.36K - $2.72K
|
46
$2.35K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
41+ 2.44% |
$2.1K - $2.43K
|
1.72K
$87.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
39+ 0.49% |
$2K - $2.31K
|
8K
$408K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
39+ 15.73% |
$2K - $2.31K
|
287
$14.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
35New |
$1.79K - $2.07K
|
35
$1.79K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35+ 67.31% |
$1.79K - $2.07K
|
87
$4.44K
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
29+ 0.74% |
$1.48K - $1.72K
|
3.97K
$203K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
29+ 0.04% |
$1.48K - $1.72K
|
67.3K
$3.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
29New |
$1.48K - $1.72K
|
29
$1.48K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
22New |
$1.13K - $1.3K
|
22
$1.12K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20+ 0.83% |
$1.02K - $1.18K
|
2.44K
$125K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
15+ 5.12% |
$768 - $887
|
308
$15.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
15+ 0.12% |
$768 - $887
|
12.7K
$649K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 0.05% |
$666 - $769
|
24.3K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12+ 10.53% |
$614 - $710
|
126
$6.43K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 133.33% |
$614 - $710
|
21
$1.07K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8New |
$410 - $473
|
8
$408
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8+ 7.14% |
$410 - $473
|
120
$6.12K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
7+ 0.01% |
$358 - $414
|
136K
$6.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 3.57% |
$256 - $296
|
145
$7.4K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
4+ 13.33% |
$205 - $237
|
34
$1.73K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
4New |
$205 - $237
|
4
$204
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
4+ 0.01% |
$205 - $237
|
44.3K
$2.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 44.44% |
$205 - $237
|
13
$663
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.02% |
$154 - $177
|
13.9K
$707K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 37.5% |
$154 - $177
|
11
$561
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.87% |
$102 - $118
|
232
$11.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2+ 0.05% |
$102 - $118
|
3.97K
$202K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1New |
$51.2 - $59.2
|
1
$51
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1New |
$51.2 - $59.2
|
1
$51
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
221KNew |
$9.16M - $11.5M
|
221K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
118KNew |
$4.87M - $6.11M
|
118K
$6M
|
|
|
Aug 14, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
100KNew |
$4.14M - $5.19M
|
100K
$5.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
41KNew |
$1.7M - $2.13M
|
41K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
PUT |
40KNew |
$1.66M - $2.08M
|
40K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Sciencast Management LP
|
BUY
|
- |
31.6KNew |
$1.31M - $1.64M
|
31.6K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
29KNew |
$1.2M - $1.51M
|
29K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
28.6KNew |
$1.18M - $1.49M
|
28.6K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
27.5K+ 80.97% |
$1.14M - $1.43M
|
61.5K
$3.14M
|
|