Purchases and Sales Made in Q4 2024 in Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
249+ 1.46% |
$11.4K - $15.4K
|
17.3K
$912K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
227New |
$10.4K - $14K
|
227
$12K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
226+ 0.7% |
$10.3K - $14K
|
32.7K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
224+ 5.23% |
$10.2K - $13.8K
|
4.51K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
200New |
$9.12K - $12.3K
|
200
$10.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
189+ 0.11% |
$8.62K - $11.7K
|
180K
$9.49M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
189+ 0.75% |
$8.62K - $11.7K
|
25.4K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
183+ 51.12% |
$8.35K - $11.3K
|
541
$28.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
179+ 1.86% |
$8.17K - $11K
|
9.8K
$518K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
168+ 2.27% |
$7.66K - $10.4K
|
7.56K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
163+ 0.87% |
$7.44K - $10.1K
|
18.9K
$998K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
155+ 0.52% |
$7.07K - $9.57K
|
30.1K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
154+ 0.83% |
$7.03K - $9.51K
|
18.8K
$992K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
142New |
$6.48K - $8.77K
|
142
$7.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
136+ 0.57% |
$6.2K - $8.4K
|
23.9K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
134+ 100.0% |
$6.11K - $8.27K
|
268
$14.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
119+ 1.38% |
$5.43K - $7.35K
|
8.75K
$462K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
107+ 0.74% |
$4.88K - $6.61K
|
14.7K
$775K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
101+ 0.59% |
$4.61K - $6.23K
|
17.1K
$904K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.24% |
$4.56K - $6.17K
|
41K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
100New |
$4.56K - $6.17K
|
100
$5.29K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
87+ 12.61% |
$3.97K - $5.37K
|
777
$41.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
86+ 46.49% |
$3.92K - $5.31K
|
271
$14.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
74+ 42.29% |
$3.38K - $4.57K
|
249
$13.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
70+ 0.33% |
$3.19K - $4.32K
|
21.1K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
67+ 0.93% |
$3.06K - $4.14K
|
7.28K
$385K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
65+ 0.2% |
$2.97K - $4.01K
|
32.6K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
60+ 0.18% |
$2.74K - $3.7K
|
32.8K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50+ 26.18% |
$2.28K - $3.09K
|
241
$12.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
48New |
$2.19K - $2.96K
|
48
$2.54K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
48+ 0.38% |
$2.19K - $2.96K
|
12.7K
$669K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
46+ 0.77% |
$2.1K - $2.84K
|
6.02K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
39+ 0.4% |
$1.78K - $2.41K
|
9.75K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
37+ 0.79% |
$1.69K - $2.28K
|
4.75K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
35+ 0.73% |
$1.6K - $2.16K
|
4.81K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
33+ 0.72% |
$1.51K - $2.04K
|
4.64K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
33+ 0.24% |
$1.51K - $2.04K
|
13.7K
$725K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
33+ 17.1% |
$1.51K - $2.04K
|
226
$11.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 7.48% |
$1.46K - $1.98K
|
460
$24.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
28+ 71.79% |
$1.28K - $1.73K
|
67
$3.54K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
28New |
$1.28K - $1.73K
|
28
$1.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26New |
$1.19K - $1.6K
|
26
$1.37K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
22+ 0.23% |
$1K - $1.36K
|
9.49K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
18New |
$821 - $1.11K
|
18
$951
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
17New |
$776 - $1.05K
|
17
$898
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
17+ 0.41% |
$776 - $1.05K
|
4.12K
$218K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 0.51% |
$684 - $926
|
2.94K
$155K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 2.92% |
$639 - $864
|
494
$26.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
14+ 20.0% |
$639 - $864
|
84
$4.44K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
13+ 21.67% |
$593 - $802
|
73
$3.86K
|