Purchases and Sales Made in Q2 2023 in Zscaler, Inc. (ZS)
This table provides information about the institutional ownership of Zscaler, Inc. (ZS) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
10New |
$870 - $1.58K
|
10
$2.13K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10New |
$870 - $1.58K
|
10
$2.13K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10New |
$870 - $1.58K
|
10
$2.13K
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
9+ 0.29% |
$783 - $1.43K
|
3.16K
$671K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 120.0% |
$522 - $950
|
11
$2.34K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 250.0% |
$435 - $792
|
7
$1.49K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5+ 31.25% |
$435 - $792
|
21
$4.47K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$348 - $633
|
4
$851
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4New |
$348 - $633
|
4
$851
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.69% |
$261 - $475
|
436
$92.7K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3+ 50.0% |
$261 - $475
|
9
$1.91K
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2+ 0.01% |
$174 - $317
|
19.3K
$4.11M
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 40.0% |
$174 - $317
|
7
$1.49K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1New |
$87 - $158
|
1
$213
|
|
Jul 06, 2023
Q2 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$87 - $158
|
5.52K
$1.17M
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.08% |
$87 - $158
|
1.23K
$262K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 7.69% |
$87 - $158
|
12
$2.55K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.99% |
$87 - $158
|
100
$21.3K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2- 0.08% |
$174 - $317
|
2.46K
$523K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 14.29% |
$261 - $475
|
18
$3.83K
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4- 4.76% |
$348 - $633
|
80
$17K
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-5- 0.04% |
$435 - $792
|
11.5K
$2.45M
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-7- 58.33% |
$609 - $1.11K
|
5
$1.06K
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-7- 0.17% |
$609 - $1.11K
|
4.05K
$862K
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-7- 0.7% |
$609 - $1.11K
|
994
$211K
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-9- 0.34% |
$783 - $1.43K
|
2.6K
$553K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-12- 0.28% |
$1.04K - $1.9K
|
4.31K
$917K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13- 0.88% |
$1.13K - $2.06K
|
1.46K
$310K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14- 1.62% |
$1.22K - $2.22K
|
852
$181K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15- 14.29% |
$1.31K - $2.38K
|
90
$19.1K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17- 53.13% |
$1.48K - $2.69K
|
15
$3.19K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-18- 0.79% |
$1.57K - $2.85K
|
2.26K
$480K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-18- 0.89% |
$1.57K - $2.85K
|
2K
$425K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-20- 9.09% |
$1.74K - $3.17K
|
200
$42.5K
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-23- 21.1% |
$2K - $3.64K
|
86
$18.3K
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-26- 1.36% |
$2.26K - $4.12K
|
1.88K
$400K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28- 8.83% |
$2.44K - $4.43K
|
289
$61.5K
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-32- 5.9% |
$2.78K - $5.07K
|
510
$108K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-33- 23.91% |
$2.87K - $5.23K
|
105
$22.3K
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-33- 11.91% |
$2.87K - $5.23K
|
244
$51.9K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-33- 86.84% |
$2.87K - $5.23K
|
5
$1.06K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-33- 11.91% |
$2.87K - $5.23K
|
244
$51.9K
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-35Closed |
$3.05K - $5.54K
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-39- 58.21% |
$3.39K - $6.18K
|
28
$5.96K
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-42- 0.65% |
$3.65K - $6.65K
|
6.42K
$1.37M
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-42- 80.77% |
$3.65K - $6.65K
|
10
$2.13K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-45- 36.0% |
$3.92K - $7.13K
|
80
$17K
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-46- 0.38% |
$4K - $7.28K
|
12.2K
$2.6M
|