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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-69- 1.01% |
$9.36K - $11.4K
|
6.74K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-70- 3.42% |
$9.5K - $11.6K
|
1.98K
$421K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-73- 25.8% |
$9.9K - $12K
|
210
$44.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-82- 4.33% |
$11.1K - $13.5K
|
1.81K
$385K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-93- 0.33% |
$12.6K - $15.3K
|
28.4K
$6.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-98- 1.93% |
$13.3K - $16.2K
|
4.99K
$1.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-99- 41.77% |
$13.4K - $16.3K
|
138
$29.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-99- 2.38% |
$13.4K - $16.3K
|
4.07K
$865K
|
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-100- 0.55% |
$13.6K - $16.5K
|
17.9K
$3.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-107- 1.62% |
$14.5K - $17.7K
|
6.5K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-112- 5.6% |
$15.2K - $18.5K
|
1.89K
$402K
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-123- 6.76% |
$16.7K - $20.3K
|
1.7K
$361K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-127- 1.51% |
$17.2K - $21K
|
8.27K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-132- 10.15% |
$17.9K - $21.8K
|
1.17K
$249K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-138- 16.2% |
$18.7K - $22.8K
|
714
$152K
|
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-145- 3.27% |
$19.7K - $23.9K
|
4.29K
$913K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-155- 3.36% |
$21K - $25.6K
|
4.46K
$949K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-165- 10.69% |
$22.4K - $27.2K
|
1.38K
$293K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-170- 2.65% |
$23.1K - $28.1K
|
6.25K
$1.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-174- 2.71% |
$23.6K - $28.7K
|
6.24K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-180- 3.28% |
$24.4K - $29.7K
|
5.3K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-182- 5.1% |
$24.7K - $30K
|
3.39K
$720K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-211- 3.41% |
$28.6K - $34.8K
|
5.98K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-211- 8.94% |
$28.6K - $34.8K
|
2.15K
$457K
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-230- 4.38% |
$31.2K - $38K
|
5.03K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-230- 4.38% |
$31.2K - $38K
|
5.03K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-234- 11.55% |
$31.7K - $38.6K
|
1.79K
$381K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-234- 2.23% |
$31.7K - $38.6K
|
10.3K
$2.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-249- 4.51% |
$33.8K - $41.1K
|
5.27K
$1.12M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-252- 11.64% |
$34.2K - $41.6K
|
1.91K
$407K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-270- 17.2% |
$36.6K - $44.6K
|
1.3K
$277K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-274- 2.86% |
$37.2K - $45.2K
|
9.32K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-280- 7.37% |
$38K - $46.2K
|
3.52K
$748K
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
SELL
|
- |
-294- 1.94% |
$39.9K - $48.5K
|
14.9K
$3.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-310- 3.13% |
$42.1K - $51.2K
|
9.6K
$2.04M
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-318- 3.21% |
$43.1K - $52.5K
|
9.6K
$2.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-345- 2.92% |
$46.8K - $56.9K
|
11.5K
$2.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-375- 13.35% |
$50.9K - $61.9K
|
2.44K
$518K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-379- 1.31% |
$51.4K - $62.6K
|
28.5K
$6.05M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-397- 17.57% |
$53.9K - $65.5K
|
1.86K
$396K
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-400- 1.68% |
$54.3K - $66K
|
23.4K
$4.98M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-442- 42.62% |
$60K - $73K
|
595
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-442- 18.91% |
$60K - $73K
|
1.9K
$403K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-538- 5.02% |
$73K - $88.8K
|
10.2K
$2.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-538- 8.05% |
$73K - $88.8K
|
6.14K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-558- 23.69% |
$75.7K - $92.1K
|
1.8K
$382K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-589- 28.24% |
$79.9K - $97.2K
|
1.5K
$318K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-600- 0.51% |
$81.4K - $99K
|
118K
$25.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-670- 1.54% |
$90.9K - $111K
|
42.7K
$9.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-676- 14.58% |
$91.7K - $112K
|
3.96K
$842K
|