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ZIONS BANCORPORATION N A COM
ZIONS BANCORPORATION N A COM. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 473 Institutional holders with a total value of $8,584,424,374.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 EDGE ADVISORS, LLC 10 0 0.00%
2 Archford Capital Strategies, LLC 13 0 0.00%
3 CREATIVE FINANCIAL DESIGNS INC /ADV 1 0 0.00%
4 WFG Advisors, LP 1 0 0.00%
5 CUTLER GROUP LLC / CA 4,300 0 0.00% Put
6 WASHINGTON TRUST BANK 33 1,000 0.00%
7 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 26 1,000 0.00%
8 Independent Portfolio Consultants, Inc. 27 1,000 0.00%
9 Apriem Advisors 34 1,000 0.00%
10 Glassman Wealth Services 14 1,000 0.00%
11 IHT WEALTH MANAGEMENT, LLC 36 2,000 0.00%
12 ENTERPRISE FINANCIAL SERVICES CORP 42 2,000 0.00%
13 First Horizon Advisors, Inc. 66 2,000 0.00%
14 WEST PACES ADVISORS INC. 62 2,668 0.00%
15 EARNEST PARTNERS LLC 75 3,000 0.00%
16 SALEM INVESTMENT COUNSELORS INC 100 3,000 0.00%
17 Tarbox Family Office, Inc. 61 3,000 0.00%
18 SUTTON WEALTH ADVISORS INC. 87 3,744 0.00%
19 MV CAPITAL MANAGEMENT, INC. 98 4,000 0.00%
20 North Star Investment Management Corp. 100 4,000 0.00%
21 THOMPSON DAVIS & CO., INC. 102 4,000 0.00%
22 EMPIRICAL FINANCE, LLC 81 4,000 0.00%
23 ORRSTOWN FINANCIAL SERVICES INC 100 4,000 0.00%
24 OMNIA FAMILY WEALTH, LLC 113 5,000 0.00%
25 Point72 Hong Kong Ltd 129 6,000 0.00%
26 INDEPENDENT ADVISOR ALLIANCE 200 8,492 0.00%
27 MSI Financial Services Inc 200 9,000 0.00%
28 FineMark National Bank & Trust 200 9,000 0.00%
29 AGF INVESTMENTS LLC 228 10,000 0.00%
30 SECURITY NATIONAL TRUST CO 225 10,000 0.00%
31 WESTSIDE INVESTMENT MANAGEMENT, INC. 250 10,980 0.00%
32 Ledyard National Bank 255 11,000 0.00%
33 HOWE & RUSLING INC 263 11,000 0.00%
34 HUNTINGTON NATIONAL BANK 250 11,000 0.00%
35 CENTERSTAR FUND, LLC 12,000 12,000 0.00% Put PRN
36 GLOBAL RETIREMENT PARTNERS, LLC 277 12,000 0.00%
37 WHITTIER TRUST CO OF NEVADA INC 303 13,000 0.00%
38 PARALLEL ADVISORS, LLC 323 14,000 0.00%
39 Cornerstone Advisors, Inc. 358 15,000 0.00%
40 ACROSPIRE INVESTMENT MANAGEMENT LLC 400 17,000 0.00%
41 Gemmer Asset Management LLC 396 17,000 0.00%
42 CITIZENS FINANCIAL GROUP INC/DE 418 18,000 0.00%
43 WHITTIER TRUST CO 408 18,000 0.00%
44 Brandywine Global Investment Management, LLC 403 18,000 0.00%
45 VERSANT CAPITAL MANAGEMENT, INC 469 20,000 0.00%
46 Parkside Financial Bank & Trust 464 20,000 0.00%
47 BRONFMAN E.L. ROTHSCHILD, L.P. 502 22,000 0.00%
48 PIEDMONT INVESTMENT ADVISORS INC 579 24,920 0.00%
49 SMITH ASSET MANAGEMENT GROUP LP 640 28,000 0.00%
50 ROPES WEALTH ADVISORS LLC 650 28,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.