Purchases and Sales Made in Q3 2022 in Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION) during Q3 2022. The information is specifically focused on institutions that hold shares of ZIONS BANCORPORATION, NATIONAL ASSOCIATION .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
80+ 135.59% |
$1.61K - $4.72K
|
139
$7.35K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
75New |
$1.51K - $4.42K
|
75
$3.96K
|
|
|
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
|
Arizona State Retirement System
|
BUY
|
- |
54+ 0.13% |
$1.08K - $3.18K
|
41.1K
$2.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
54+ 1.97% |
$1.08K - $3.18K
|
2.79K
$147K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
49+ 0.61% |
$984 - $2.89K
|
8.12K
$429K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
48+ 94.12% |
$964 - $2.83K
|
99
$5.23K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
48+ 0.66% |
$964 - $2.83K
|
7.35K
$388K
|
|
|
Oct 25, 2022
Q3 2022
|
Alta Capital Management LLC
|
BUY
|
- |
46+ 0.27% |
$924 - $2.71K
|
17.3K
$913K
|
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
45+ 0.71% |
$904 - $2.65K
|
6.36K
$336K
|
|
|
Nov 08, 2022
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
40+ 0.22% |
$803 - $2.36K
|
17.9K
$948K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
39+ 16.74% |
$783 - $2.3K
|
272
$14.4K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
37+ 1.69% |
$743 - $2.18K
|
2.23K
$118K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
37New |
$743 - $2.18K
|
37
$1.96K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
30+ 0.95% |
$602 - $1.77K
|
3.19K
$169K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
29+ 4.5% |
$582 - $1.71K
|
673
$35.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
28New |
$562 - $1.65K
|
28
$1.48K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
26+ 0.08% |
$522 - $1.53K
|
31.5K
$1.67M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
26+ 0.61% |
$522 - $1.53K
|
4.26K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
22+ 0.51% |
$442 - $1.3K
|
4.37K
$231K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
22+ 19.47% |
$442 - $1.3K
|
135
$7.13K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18+ 9.18% |
$361 - $1.06K
|
214
$11.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
16New |
$321 - $944
|
16
$846
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
15+ 214.29% |
$301 - $885
|
22
$1.16K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 13.68% |
$261 - $767
|
108
$5.71K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
9+ 0.13% |
$181 - $531
|
6.83K
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
9+ 0.21% |
$181 - $531
|
4.3K
$227K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
6+ 0.03% |
$120 - $354
|
19.1K
$1.01M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
6+ 0.06% |
$120 - $354
|
9.62K
$509K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
5+ 17.86% |
$100 - $295
|
33
$1.74K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
5New |
$100 - $295
|
5
$264
|
|
|
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
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
4+ 1.79% |
$80.3 - $236
|
227
$12K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
3+ 0.02% |
$60.2 - $177
|
13K
$688K
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$60.2 - $177
|
11.3K
$600K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 5.71% |
$40.2 - $118
|
37
$1.96K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.16% |
$40.2 - $118
|
1.22K
$64.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.98% |
$40.2 - $118
|
206
$10.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$20.1 - $59
|
19.5K
$1.03M
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1- 1.22% |
$20.1 - $59
|
81
$4.28K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 0.89% |
$40.2 - $118
|
223
$11.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-4- 0.08% |
$80.3 - $236
|
5.11K
$270K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.04% |
$100 - $295
|
12.8K
$675K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 10.87% |
$100 - $295
|
41
$2.17K
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-5- 0.09% |
$100 - $295
|
5.6K
$296K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6- 0.15% |
$120 - $354
|
4.12K
$218K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9- 0.08% |
$181 - $531
|
11K
$584K
|