Zions Bancorporation

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Zions Bancorporation

$ZION

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NewIncreasedMaintainedDecreasedLiquidated
571585
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Pacer Advisors, Inc.03-31-2021Common Stock10,234Decreased-3.430.01562,000.0022.1754.91Form 13
Everence Capital Management Inc03-31-2021Eqty9,670Maintained0.000.05531,000.0026.4354.91Form 13
Carroll Financial Associates, Inc.03-31-2021Stock200Maintained0.000.0010,000.0025.0050.00Form 13
Uma Financial Services, Inc.03-31-2021Com9,834Increased0.050.00544,000.0010.5755.32Form 13
Thompson Investment Management, Inc.03-31-2021Com98,288Decreased-0.990.825,402,000.0025.2854.96Form 13
Wedge Capital Management L L P/nc03-31-2021Com6,800Decreased-35.190.00374,000.00-17.9855.00Form 13
Acorn Financial Advisory Services Inc /adv03-31-2021Com9,594Increased2.260.19527,000.0029.1754.93Form 13
Calamos Advisors Llc03-31-2021Com196,644Increased3.190.0610,808,000.0030.5654.96Form 13
Valeo Financial Advisors, Llc03-31-2021Stock2,598New!0.000.01143,000.000.0055.04Form 13
Hohimer Wealth Management, Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Huntington National Bank03-31-2021Common Stock188Increased113.640.0010,000.00150.0053.19Form 13
Norway Savings Bank03-31-2021Com44Maintained0.000.002,000.000.0045.45Form 13
Royal London Asset Management Ltd03-31-2021Com60,949Maintained0.000.023,350,000.0026.5654.96Form 13
Gateway Investment Advisers Llc03-31-2021Com63,221Maintained0.000.043,475,000.0026.5554.97Form 13
Farmers & Merchants Investments Inc03-31-2021Com113Maintained0.000.006,000.0020.0053.10Form 13
Fruth Investment Management03-31-2021Com6,100Maintained0.000.11335,000.0026.8954.92Form 13
Jcic Asset Management Inc.03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Global Retirement Partners, Llc03-31-2021Com75Maintained0.000.004,000.0033.3353.33Form 13
Cva Family Office, Llc03-31-2021Com25New!0.000.001,000.000.0040.00Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Common Stock0Liquidated!-100.000.000.000.000.00Form 13
Crossmark Global Holdings, Inc.03-31-2021Com17,589Decreased-2.550.02967,000.0023.3454.98Form 13
Sippican Capital Advisors03-31-2021Cs5,700Maintained0.000.29313,000.0026.2154.91Form 13
Retirement Systems Of Alabama03-31-2021Com61,250Decreased-7.030.013,366,000.0017.6154.96Form 13
Cx Institutional03-31-2021Com22,245Increased15455.940.111,223,000.0020,283.3354.98Form 13
Motco03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Harbor Investment Advisory, Llc03-31-2021Stock4,981Maintained0.000.04274,000.0026.8555.01Form 13
Next Financial Group, Inc03-31-2021Com224Decreased-54.560.0012,000.00-42.8653.57Form 13
Bogart Wealth, Llc03-31-2021Stock323New!0.000.0018,000.000.0055.73Form 13
Columbia Trust Co 0101201603-31-2021Com11,344New!0.000.38622,000.000.00107.42Form 13
North Star Investment Management Corp.03-31-2021Stock1,099Maintained0.000.0160,000.0025.0054.60Form 13
Douglas Lane & Associates, Llc03-31-2021Common68,865Decreased-4.120.063,785,000.0021.3154.96Form 13
International Assets Investment Management, Llc03-31-2021Com154Increased100.000.007,000.00133.3390.91Form 13
Oregon Public Employees Retirement Fund03-31-2021Com13,540Increased5.280.01744,000.0033.0954.95Form 13
Busey Wealth Management03-31-2021Common Stock5,825Decreased-6.710.02320,000.0018.08110.96Form 13
Northwest Investment Counselors, Llc03-31-2021Com219Maintained0.000.0012,000.000.0054.79Form 13
Private Ocean, Llc03-31-2021Com164Maintained0.000.009,000.0028.5754.88Form 13
Gemmer Asset Management Llc03-31-2021Com158Maintained0.000.009,000.0028.5756.96Form 13
Intersect Capital Llc03-31-2021Com4,031New!0.000.04222,000.000.0055.07Form 13
Evolution Wealth Advisors, Llc03-31-2021Com119Maintained0.000.007,000.0040.0058.82Form 13
Fortem Financial Group, Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13