Purchases and Sales Made in Q3 2023 in Zscaler, Inc. (ZS)
This table provides information about the institutional ownership of Zscaler, Inc. (ZS) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10+ 45.45% |
$1.36K - $1.65K
|
32
$6.81K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 128.57% |
$1.22K - $1.49K
|
16
$3.4K
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
8+ 12.5% |
$1.09K - $1.32K
|
72
$15.3K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$814 - $990
|
6
$1.28K
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
6+ 0.6% |
$814 - $990
|
1K
$213K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 2.16% |
$678 - $825
|
237
$50.4K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5New |
$678 - $825
|
5
$1.06K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
5+ 31.25% |
$678 - $825
|
21
$4.47K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 2.16% |
$678 - $825
|
237
$50.4K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 27.78% |
$678 - $825
|
23
$4.89K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4+ 50.0% |
$543 - $660
|
12
$2.55K
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
4+ 0.15% |
$543 - $660
|
2.6K
$554K
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4+ 21.05% |
$543 - $660
|
23
$4.89K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3+ 50.0% |
$407 - $495
|
9
$1.91K
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3+ 0.06% |
$407 - $495
|
5.37K
$1.14M
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3+ 0.06% |
$407 - $495
|
5.37K
$1.14M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3+ 0.3% |
$407 - $495
|
991
$211K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 2.08% |
$271 - $330
|
98
$20.8K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 16.67% |
$271 - $330
|
14
$2.98K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.04% |
$136 - $165
|
50
$10.6K
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 20.0% |
$136 - $165
|
6
$1.28K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$136 - $165
|
1.38K
$293K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.23% |
$136 - $165
|
435
$92.5K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2- 1.0% |
$271 - $330
|
198
$42.1K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3- 33.33% |
$407 - $495
|
6
$1.28K
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-4- 0.51% |
$543 - $660
|
781
$166K
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5- 0.1% |
$678 - $825
|
4.84K
$1.03M
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6- 0.15% |
$814 - $990
|
4.06K
$864K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6- 0.24% |
$814 - $990
|
2.45K
$522K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6- 0.14% |
$814 - $990
|
4.32K
$919K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 63.64% |
$950 - $1.16K
|
4
$851
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7- 46.67% |
$950 - $1.16K
|
8
$1.7K
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-10- 0.22% |
$1.36K - $1.65K
|
4.45K
$945K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10Closed |
$1.36K - $1.65K
|
0
$0
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-12- 0.34% |
$1.63K - $1.98K
|
3.5K
$744K
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-12- 0.18% |
$1.63K - $1.98K
|
6.59K
$1.4M
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-20- 0.17% |
$2.71K - $3.3K
|
11.5K
$2.44M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20- 0.92% |
$2.71K - $3.3K
|
2.14K
$456K
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-21- 1.04% |
$2.85K - $3.47K
|
2K
$425K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22- 44.9% |
$2.98K - $3.63K
|
27
$5.74K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-30- 1.68% |
$4.07K - $4.95K
|
1.76K
$374K
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-32- 6.27% |
$4.34K - $5.28K
|
478
$102K
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-34- 0.99% |
$4.61K - $5.61K
|
3.4K
$723K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-35- 2.4% |
$4.75K - $5.78K
|
1.42K
$302K
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-43- 7.58% |
$5.83K - $7.1K
|
524
$111K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-43- 50.0% |
$5.83K - $7.1K
|
43
$9.15K
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-48- 1.38% |
$6.51K - $7.92K
|
3.44K
$731K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-49- 14.8% |
$6.65K - $8.09K
|
282
$60K
|