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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
150New |
$4.42K - $6.85K
|
150
$7.93K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
147New |
$4.33K - $6.71K
|
147
$7.77K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
118New |
$3.48K - $5.39K
|
118
$6.24K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
92New |
$2.71K - $4.2K
|
92
$4.86K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
86New |
$2.53K - $3.93K
|
86
$4.55K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
68New |
$2K - $3.11K
|
68
$3.59K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
60New |
$1.77K - $2.74K
|
60
$3.17K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
54+ 0.21% |
$1.59K - $2.47K
|
25.9K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
47New |
$1.38K - $2.15K
|
47
$2.48K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
26New |
$766 - $1.19K
|
26
$1.37K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 94.12% |
$471 - $731
|
33
$1.74K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14New |
$412 - $639
|
14
$740
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
13+ 0.91% |
$383 - $594
|
1.44K
$75.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8New |
$236 - $365
|
8
$423
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
806KNew |
$22.4M - $31.2M
|
806K
$42.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
144KNew |
$3.99M - $5.55M
|
144K
$7.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
100KNew |
$2.78M - $3.87M
|
100K
$5.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
PUT |
70.7K+ 73.42% |
$1.96M - $2.74M
|
167K
$8.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
28.7KNew |
$799K - $1.11M
|
28.7K
$1.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
21.1KNew |
$586K - $816K
|
21.1K
$1.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
18KNew |
$500K - $696K
|
18K
$951K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
14.1KNew |
$391K - $544K
|
14.1K
$743K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
11.6KNew |
$321K - $447K
|
11.6K
$611K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
PUT |
10KNew |
$278K - $387K
|
10K
$529K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
9.53KNew |
$265K - $369K
|
9.53K
$504K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
7.5KNew |
$208K - $290K
|
7.5K
$396K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
6.32KNew |
$175K - $244K
|
6.32K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.3KNew |
$175K - $244K
|
6.3K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
4.18KNew |
$116K - $162K
|
4.18K
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
261New |
$7.25K - $10.1K
|
261
$13.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
250New |
$6.95K - $9.67K
|
250
$13.2K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
150New |
$4.17K - $5.8K
|
150
$7.93K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
130New |
$3.61K - $5.03K
|
130
$6.87K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
130New |
$3.61K - $5.03K
|
130
$6.87K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
59+ 536.36% |
$1.64K - $2.28K
|
70
$3.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
36+ 12.68% |
$1K - $1.39K
|
320
$16.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30New |
$833 - $1.16K
|
30
$1.59K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16New |
$444 - $619
|
16
$846
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$222 - $310
|
8
$423
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 1.32% |
$111 - $155
|
308
$16.3K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Siena Capital Partners Gp, LLC
|
BUY
|
- |
101KNew |
$2.02M - $3.31M
|
101K
$5.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
75KNew |
$1.49M - $2.45M
|
75K
$3.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
46.6KNew |
$929K - $1.52M
|
46.6K
$2.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
46KNew |
$917K - $1.51M
|
46K
$2.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
33KNew |
$658K - $1.08M
|
33K
$1.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
28.6KNew |
$570K - $935K
|
28.6K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
18.9KNew |
$376K - $618K
|
18.9K
$998K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Value Bank Partners LLC
Cleveland, OH |
BUY
|
- |
16.8K+ 8.65% |
$335K - $551K
|
211K
$11.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
13KNew |
$259K - $425K
|
13K
$687K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
10.4K+ 68.05% |
$207K - $340K
|
25.7K
$1.36M
|
|