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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.22KNew |
$215K - $272K
|
3.22K
$225K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.79K- 1.75% |
$119K - $151K
|
100K
$7.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.55KNew |
$237K - $300K
|
3.55K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-100- 26.74% |
$6.67K - $8.46K
|
274
$19.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 40.0% |
$133 - $169
|
7
$490
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
741+ 171.53% |
$49.4K - $62.7K
|
1.17K
$82.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.54K- 54.18% |
$302K - $384K
|
3.84K
$268K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.98K+ 101.43% |
$198K - $252K
|
5.91K
$413K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-202- 19.07% |
$13.5K - $17.1K
|
857
$60K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
11.7K+ 5.08% |
$779K - $988K
|
242K
$16.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
50New |
$3.34K - $4.23K
|
50
$3.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-32- 15.76% |
$2.13K - $2.71K
|
171
$12K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
97+ 65.99% |
$6.47K - $8.21K
|
244
$17.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
111K+ 34.25% |
$7.42M - $9.42M
|
436K
$30.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-957- 24.93% |
$63.8K - $81K
|
2.88K
$202K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
229+ 181.75% |
$15.3K - $19.4K
|
355
$24.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.66K- 14.31% |
$444K - $563K
|
39.8K
$2.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-3.29K- 52.38% |
$219K - $278K
|
2.99K
$209K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.23K+ 26.59% |
$81.9K - $104K
|
5.85K
$409K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 11.11% |
$66.7 - $84.6
|
8
$560
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-600- 12.5% |
$40K - $50.8K
|
4.2K
$294K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
9+ 300.0% |
$600 - $762
|
12
$840
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-250- 0.34% |
$16.7K - $21.2K
|
74K
$5.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
50.1KNew |
$3.34M - $4.24M
|
50.1K
$3.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 83.33% |
$334 - $423
|
11
$770
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-37- 40.22% |
$2.47K - $3.13K
|
55
$3.85K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
117KNew |
$7.83M - $9.94M
|
117K
$8.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-7.61K- 3.67% |
$508K - $644K
|
200K
$14M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.43K+ 20.15% |
$229K - $290K
|
20.4K
$1.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-354- 9.99% |
$23.6K - $30K
|
3.19K
$223K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
572+ 8.22% |
$38.2K - $48.4K
|
7.53K
$527K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-4.53K- 14.12% |
$302K - $383K
|
27.6K
$1.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-11.1K- 49.73% |
$739K - $937K
|
11.2K
$783K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
30+ 214.29% |
$2K - $2.54K
|
44
$3.08K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
3.66KNew |
$244K - $310K
|
3.66K
$256K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
92.2K+ 448.92% |
$6.15M - $7.8M
|
113K
$7.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-187- 1.37% |
$12.5K - $15.8K
|
13.5K
$945K
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
570+ 1.38% |
$38K - $48.2K
|
42K
$2.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
105+ 1.03% |
$7K - $8.89K
|
10.3K
$721K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.12KNew |
$75K - $95.1K
|
1.12K
$78.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
8.93K+ 92.93% |
$595K - $755K
|
18.5K
$1.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.19K+ 20.01% |
$79.5K - $101K
|
7.15K
$500K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-10- 3.19% |
$667 - $846
|
303
$21.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
53New |
$3.54K - $4.48K
|
53
$3.71K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-100- 87.72% |
$6.67K - $8.46K
|
14
$979
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
830K+ 63.55% |
$55.4M - $70.3M
|
2.14M
$150M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 100.0% |
$1K - $1.27K
|
30
$2.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-31- 0.23% |
$2.07K - $2.62K
|
13.5K
$948K
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
123+ 0.92% |
$8.2K - $10.4K
|
13.5K
$947K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.23K- 18.64% |
$282K - $358K
|
18.5K
$1.29M
|