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 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-13- 4.91% |
$867 - $1.1K
|
252
$17.6K
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
433+ 8.97% |
$28.9K - $36.6K
|
5.26K
$368K
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 12.5% |
$267 - $338
|
36
$2.52K
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-140- 3.49% |
$9.34K - $11.8K
|
3.87K
$271K
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
27New |
$1.8K - $2.28K
|
27
$1.89K
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-125- 29.41% |
$8.34K - $10.6K
|
300
$21K
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 71.43% |
$334 - $423
|
2
$140
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.17K+ 41.78% |
$78K - $98.9K
|
3.97K
$278K
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-110- 2.37% |
$7.34K - $9.31K
|
4.52K
$316K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 29.63% |
$534 - $677
|
19
$1.33K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-14- 50.0% |
$934 - $1.18K
|
14
$979
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.97K+ 12.43% |
$331K - $421K
|
44.9K
$3.14M
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
2.56KNew |
$171K - $216K
|
2.56K
$179K
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
414+ 0.48% |
$27.6K - $35K
|
87.4K
$6.11M
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.82K- 30.23% |
$121K - $154K
|
4.19K
$293K
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
86+ 1.68% |
$5.74K - $7.28K
|
5.21K
$364K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3New |
$200 - $254
|
3
$210
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
236+ 2.21% |
$15.7K - $20K
|
10.9K
$764K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-121- 93.8% |
$8.07K - $10.2K
|
8
$560
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
669+ 77.34% |
$44.6K - $56.6K
|
1.53K
$107K
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-120- 2.14% |
$8K - $10.2K
|
5.5K
$384K
|
|
Jul 14, 2025
Q2 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-645- 3.73% |
$43K - $54.6K
|
16.7K
$1.17M
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
24.4KNew |
$1.63M - $2.06M
|
24.4K
$1.7M
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
78New |
$5.2K - $6.6K
|
78
$5.46K
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-3.22K- 16.21% |
$215K - $272K
|
16.6K
$1.16M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
223+ 1.03% |
$14.9K - $18.9K
|
21.9K
$1.53M
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-666K- 63.53% |
$44.4M - $56.3M
|
382K
$26.7M
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-110- 30.9% |
$7.34K - $9.31K
|
246
$17.2K
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
75+ 0.48% |
$5K - $6.35K
|
15.8K
$1.1M
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
13+ 56.52% |
$867 - $1.1K
|
36
$2.52K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
569+ 26.14% |
$38K - $48.1K
|
2.75K
$192K
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-12- 0.19% |
$800 - $1.02K
|
6.25K
$437K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
14+ 27.45% |
$934 - $1.18K
|
65
$4.55K
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.73K- 10.17% |
$182K - $231K
|
24.2K
$1.69M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
137+ 4.07% |
$9.14K - $11.6K
|
3.5K
$245K
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
16.6K+ 21.15% |
$1.1M - $1.4M
|
94.8K
$6.63M
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
719+ 18.46% |
$48K - $60.8K
|
4.61K
$323K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.02K+ 20.42% |
$601K - $763K
|
53.2K
$3.72M
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.7K+ 5.27% |
$313K - $398K
|
93.9K
$6.57M
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.15K+ 6.58% |
$210K - $266K
|
50.9K
$3.56M
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
130KNew |
$8.67M - $11M
|
130K
$9.09M
|
|
Jul 09, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.1KNew |
$207K - $263K
|
3.1K
$217K
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.78KNew |
$185K - $235K
|
2.78K
$194K
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-17- 0.13% |
$1.13K - $1.44K
|
12.8K
$898K
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-405- 6.73% |
$27K - $34.3K
|
5.61K
$393K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-94- 60.65% |
$6.27K - $7.95K
|
61
$4.27K
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.01K+ 4.27% |
$67.4K - $85.6K
|
24.7K
$1.73M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-3.75K- 11.87% |
$250K - $318K
|
27.9K
$1.95M
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-100Closed |
$6.67K - $8.46K
|
0
$0
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
171+ 44.42% |
$11.4K - $14.5K
|
556
$38.9K
|