Latest Institutional Transactions on Zoom Video Communications, Inc. (ZM)
This table provides information on the latest institutional transactions involving Zoom Video Communications, Inc. (ZM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.54K+ 58.59% |
$103K - $137K
|
4.16K
$361K
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-500- 11.15% |
$33.6K - $44.5K
|
3.98K
$346K
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
148KNew |
$9.98M - $13.2M
|
148K
$12.9M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-610- 4.06% |
$41K - $54.3K
|
14.4K
$1.25M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
297+ 5.1% |
$20K - $26.4K
|
6.12K
$532K
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.22K+ 13.43% |
$82.2K - $109K
|
10.3K
$898K
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-3.48K- 7.12% |
$234K - $310K
|
45.4K
$3.95M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.74K+ 227.52% |
$117K - $155K
|
2.5K
$217K
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
27New |
$1.81K - $2.4K
|
27
$2.35K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
35New |
$2.35K - $3.12K
|
35
$3.04K
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-10.7K- 6.44% |
$719K - $953K
|
155K
$13.5M
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-717- 10.41% |
$48.2K - $63.8K
|
6.17K
$536K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-157- 39.25% |
$10.6K - $14K
|
243
$21.1K
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 60.0% |
$202 - $267
|
8
$696
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.52K+ 8.71% |
$505K - $669K
|
93.9K
$8.16M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-760- 46.23% |
$51.1K - $67.7K
|
884
$76.9K
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.21K+ 5.26% |
$81.1K - $107K
|
24.1K
$2.1M
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.25K+ 0.72% |
$151K - $200K
|
313K
$27.2M
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
820+ 15.54% |
$55.1K - $73K
|
6.1K
$530K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
92+ 15.57% |
$6.18K - $8.19K
|
683
$59.4K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
166+ 26.9% |
$11.2K - $14.8K
|
783
$68.1K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 2.15% |
$269 - $356
|
190
$16.5K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
5New |
$336 - $445
|
5
$435
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6KNew |
$403K - $534K
|
6K
$521K
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
6.15KNew |
$413K - $547K
|
6.15K
$534K
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
2.68KNew |
$180K - $238K
|
2.68K
$233K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-14- 41.18% |
$941 - $1.25K
|
20
$1.74K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.87KNew |
$260K - $344K
|
3.87K
$336K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-23.2K- 29.89% |
$1.56M - $2.07M
|
54.5K
$4.74M
|
|
Jan 29, 2025
Q4 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-2.2K- 3.08% |
$148K - $196K
|
69.2K
$6.01M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 18.0% |
$605 - $801
|
59
$5.13K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
36.7K+ 87.4% |
$2.47M - $3.27M
|
78.7K
$6.84M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
51+ 71.83% |
$3.43K - $4.54K
|
122
$10.6K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
6New |
$403 - $534
|
6
$522
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.9K- 22.29% |
$799K - $1.06M
|
41.4K
$3.6M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.52K+ 10.38% |
$170K - $225K
|
26.8K
$2.33M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-15.6K- 2.58% |
$1.05M - $1.39M
|
590K
$51.3M
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-75- 82.42% |
$5.04K - $6.68K
|
16
$1.39K
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-180- 4.72% |
$12.1K - $16K
|
3.63K
$316K
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
190+ 127.52% |
$12.8K - $16.9K
|
339
$29.5K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50New |
$3.36K - $4.45K
|
50
$4.35K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-1.5K- 1.29% |
$101K - $134K
|
115K
$9.97M
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2+ 3.03% |
$134 - $178
|
68
$5.91K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-203- 21.3% |
$13.6K - $18.1K
|
750
$65.2K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.77K+ 5.43% |
$119K - $158K
|
34.4K
$2.99M
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-74- 1.3% |
$4.97K - $6.59K
|
5.62K
$489K
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.83K- 2.36% |
$123K - $163K
|
75.7K
$6.58M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.2KNew |
$956K - $1.27M
|
14.2K
$1.24M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-366- 12.16% |
$24.6K - $32.6K
|
2.64K
$230K
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-440- 11.53% |
$29.6K - $39.2K
|
3.38K
$294K
|