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ZION - Zions Bancorp NA Stock Price, Fair Value and News
39.24
USD
-0.12
(-0.30%)
Market Closed
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ZION
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Funds-Owners-Holders
Which funds bought or sold ZION recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-17
Physician Wealth Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
12,983
2024-04-17
NEW MEXICO EDUCATIONAL RETIREMENT BOARD
ADDED
Premium
Premium
Premium
Premium
8,772
2024-04-17
HARTFORD INVESTMENT MANAGEMENT CO
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-16
Artemis Investment Management LLP
REDUCED
Premium
Premium
Premium
Premium
403,110
2024-04-16
MCF Advisors LLC
NEW
Premium
Premium
Premium
Premium
152
2024-04-16
Stratos Wealth Partners, LTD.
ADDED
Premium
Premium
Premium
Premium
23,093
2024-04-16
Sendero Wealth Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
11,803
2024-04-16
Trifecta Capital Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
32.00
2024-04-16
Tanglewood Legacy Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
363
2024-04-15
THOMPSON INVESTMENT MANAGEMENT, INC.
REDUCED
Premium
Premium
Premium
Premium
105,541
2024-04-15
EXCHANGE TRADED CONCEPTS, LLC
NEW
Premium
Premium
Premium
Premium
91.00
2024-04-15
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
REDUCED
Premium
Premium
Premium
Premium
39,576
2024-04-12
GATEWAY INVESTMENT ADVISERS LLC
REDUCED
Premium
Premium
Premium
Premium
32,711
2024-04-12
Westend Capital Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-12
AdvisorNet Financial, Inc
REDUCED
Premium
Premium
Premium
Premium
36.00
2024-04-12
IMC-Chicago, LLC
REDUCED
Premium
Premium
Premium
Premium
19,066
2024-04-12
HARBOR INVESTMENT ADVISORY, LLC
UNCHANGED
Premium
Premium
Premium
Premium
123,046
2024-04-12
Traynor Capital Management, Inc.
ADDED
Premium
Premium
Premium
Premium
4,688
2024-04-12
Charles Schwab Trust Co
UNCHANGED
Premium
Premium
Premium
Premium
13,000
2024-04-12
Financial Synergies Wealth Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
73.00
2024-04-11
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
NEW
Premium
Premium
Premium
Premium
17,066
2024-04-11
Paragon Capital Management Ltd
ADDED
Premium
Premium
Premium
Premium
7,389
2024-04-11
Douglas Lane & Associates, LLC
REDUCED
Premium
Premium
Premium
Premium
5,710
2024-04-11
Opal Wealth Advisors, LLC
NEW
Premium
Premium
Premium
Premium
19.00
2024-04-11
Fortitude Family Office, LLC
UNCHANGED
Premium
Premium
Premium
Premium
118
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Which funds are the top buyers of ZION?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
19,398,200
851,000,000
0.02%
STATE STREET CORP
12,484,400
547,690,000
0.03%
BlackRock Inc.
9,672,040
424,312,000
0.01%
GOLDMAN SACHS GROUP INC
6,096,720
267,463,000
0.02%
DIMENSIONAL FUND ADVISORS LP
5,016,410
220,077,000
0.06%
Invesco Ltd.
4,534,670
198,936,000
0.05%
LSV ASSET MANAGEMENT
4,273,700
187,487,000
0.41%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
3,746,180
164,345,000
0.04%
FULLER & THALER ASSET MANAGEMENT, INC.
3,671,120
161,052,000
0.82%
GEODE CAPITAL MANAGEMENT, LLC
3,458,840
151,539,000
0.02%
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10
1–10 of 79
Which funds have put a big percent of portfolio in ZION?
Fund Name
$ Value
% Port.
Strategic Value Bank Partners LLC
9,268,940
4.53%
rhino investment partners, Inc
15,552,700
2.90%
LifePro Asset Management
3,711,970
2.87%
MALTESE CAPITAL MANAGEMENT LLC
8,993,350
2.53%
PL Capital Advisors, LLC
4,781,830
1.65%
Siena Capital Partners GP, LLC
4,443,590
1.39%
Lunt Capital Management, Inc.
2,541,480
1.32%
Principal Street Partners, LLC
5,447,380
1.31%
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
101,396,000
1.01%
FIDUCIARY MANAGEMENT INC /WI/
98,611,200
0.92%
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1–10 of 94
Trend of No. of funds that hold ZION
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
67,694,100
LORD, ABBETT & CO. LLC
49,946,000
rhino investment partners, Inc
15,552,700
CAPITAL FUND MANAGEMENT S.A.
10,926,800
MALTESE CAPITAL MANAGEMENT LLC
8,993,350
LifePro Asset Management
3,711,970
AXA S.A.
3,424,710
Amalgamated Financial Corp.
3,314,000
Additions
Fund Name
% Increased
Parallax Volatility Advisers, L.P.
20,580
BOKF, NA
2,421
GROUP ONE TRADING, L.P.
1,135
AE Wealth Management LLC
928
D. E. Shaw & Co., Inc.
494
SUSQUEHANNA INTERNATIONAL GROUP, LLP
221
Tower Research Capital LLC (TRC)
219
ALGERT GLOBAL LLC
207
Reductions
Fund Name
% Reduced
Qube Research & Technologies Ltd
-99.86
MILLENNIUM MANAGEMENT LLC
-98.93
CITADEL ADVISORS LLC
-98.78
Fieldpoint Private Securities, LLC
-98.66
Pacer Advisors, Inc.
-94.71
SWARTHMORE GROUP INC
-93.97
AMUNDI
-92.82
Peterson Wealth Services
-91.73
Sold off
Fund Name
$ Sold
HARTFORD INVESTMENT MANAGEMENT CO
-438,393
Westend Capital Management, LLC
-
LOOMIS SAYLES & CO L P
-86,573,000
iA Global Asset Management Inc.
-28,113,000
RENAISSANCE TECHNOLOGIES LLC
-13,425,000
ExodusPoint Capital Management, LP
-7,103,000
Holocene Advisors, LP
-5,499,260
Stieven Capital Advisors, L.P.
-4,885,610