Purchases and Sales Made in Q1 2022 in Zscaler, Inc. (ZS)
This table provides information about the institutional ownership of Zscaler, Inc. (ZS) during Q1 2022. The information is specifically focused on institutions that hold shares of Zscaler, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23+ 6.41% |
$4.36K - $6.94K
|
382
$81.3K
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
20New |
$3.79K - $6.04K
|
20
$4.25K
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
19+ 1.73% |
$3.6K - $5.73K
|
1.12K
$237K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
19+ 19.39% |
$3.6K - $5.73K
|
117
$24.9K
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 11.96% |
$2.08K - $3.32K
|
103
$21.9K
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 16.92% |
$2.08K - $3.32K
|
76
$16.2K
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 5.63% |
$1.71K - $2.72K
|
169
$35.9K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
8New |
$1.52K - $2.41K
|
8
$1.7K
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
7+ 5.98% |
$1.33K - $2.11K
|
124
$26.4K
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
7+ 0.27% |
$1.33K - $2.11K
|
2.61K
$555K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6New |
$1.14K - $1.81K
|
6
$1.28K
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6+ 50.0% |
$1.14K - $1.81K
|
18
$3.83K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 16.67% |
$948 - $1.51K
|
35
$7.44K
|
|
May 03, 2022
Q1 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
5New |
$948 - $1.51K
|
5
$1.06K
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 7.14% |
$948 - $1.51K
|
75
$16K
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 83.33% |
$948 - $1.51K
|
11
$2.34K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5New |
$948 - $1.51K
|
5
$1.06K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
4+ 7.27% |
$758 - $1.21K
|
59
$12.5K
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3+ 0.32% |
$569 - $905
|
943
$201K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3New |
$569 - $905
|
3
$638
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 6.98% |
$569 - $905
|
46
$9.78K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
2New |
$379 - $604
|
2
$425
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 12.5% |
$379 - $604
|
18
$3.83K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
1New |
$190 - $302
|
1
$213
|
|
May 16, 2022
Q1 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
1+ 0.07% |
$190 - $302
|
1.38K
$294K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$190 - $302
|
2
$425
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 5.56% |
$379 - $604
|
34
$7.23K
|
|
May 13, 2022
Q1 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.05% |
$379 - $604
|
4.23K
$900K
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2- 0.05% |
$379 - $604
|
3.87K
$822K
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-3- 60.0% |
$569 - $905
|
2
$425
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 9.3% |
$758 - $1.21K
|
39
$8.3K
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
SELL
|
- |
-5Closed |
$948 - $1.51K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-8- 7.08% |
$1.52K - $2.41K
|
105
$22.3K
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-8Closed |
$1.52K - $2.41K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-8Closed |
$1.52K - $2.41K
|
0
$0
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-9- 0.18% |
$1.71K - $2.72K
|
5.11K
$1.09M
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-10- 35.71% |
$1.9K - $3.02K
|
18
$3.83K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-11- 4.44% |
$2.08K - $3.32K
|
237
$50.4K
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-12Closed |
$2.27K - $3.62K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-12- 0.34% |
$2.27K - $3.62K
|
3.49K
$742K
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-12- 70.59% |
$2.27K - $3.62K
|
5
$1.06K
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-12- 28.57% |
$2.27K - $3.62K
|
30
$6.38K
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-12Closed |
$2.27K - $3.62K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-13Closed |
$2.46K - $3.92K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-13- 1.45% |
$2.46K - $3.92K
|
883
$188K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15- 1.01% |
$2.84K - $4.53K
|
1.47K
$313K
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-18- 45.0% |
$3.41K - $5.43K
|
22
$4.68K
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-23Closed |
$4.36K - $6.94K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-25- 0.83% |
$4.74K - $7.55K
|
2.99K
$635K
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
SELL
|
- |
-25Closed |
$4.74K - $7.55K
|
0
$0
|