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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
19+ 0.04% |
$1.37K - $1.68K
|
49.8K
$3.48M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-7.01K- 69.24% |
$506K - $621K
|
3.11K
$218K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25New |
$1.81K - $2.22K
|
25
$1.75K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-9.1K- 49.46% |
$657K - $807K
|
9.3K
$651K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-50- 24.51% |
$3.61K - $4.43K
|
154
$10.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
349New |
$25.2K - $30.9K
|
349
$24.4K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
100+ 2.51% |
$7.22K - $8.86K
|
4.08K
$285K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
575New |
$41.5K - $51K
|
575
$40.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-125- 27.23% |
$9.03K - $11.1K
|
334
$23.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
12.6K+ 94.74% |
$910K - $1.12M
|
25.9K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
5.03K+ 277.25% |
$363K - $446K
|
6.85K
$479K
|
|
|
Apr 25, 2025
Q1 2025
|
Prakash Investment Advisors LLC
Andover, MA |
SELL
|
- |
-6K- 49.96% |
$433K - $532K
|
6.01K
$420K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
22New |
$1.59K - $1.95K
|
22
$1.54K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.04% |
$144 - $177
|
4.61K
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-171- 91.44% |
$12.4K - $15.2K
|
16
$1.12K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
30KNew |
$2.17M - $2.66M
|
30K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
46New |
$3.32K - $4.08K
|
46
$3.22K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
18KNew |
$1.3M - $1.6M
|
18K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
7.67KNew |
$554K - $680K
|
7.67K
$536K
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
64+ 0.26% |
$4.62K - $5.67K
|
24.5K
$1.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5- 10.0% |
$361 - $443
|
45
$3.15K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-60- 62.5% |
$4.33K - $5.32K
|
36
$2.52K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 2.02% |
$289 - $355
|
202
$14.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
930New |
$67.2K - $82.4K
|
930
$65.1K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-10- 40.0% |
$722 - $886
|
15
$1.05K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
38.6K+ 701.47% |
$2.79M - $3.43M
|
44.2K
$3.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-120- 3.91% |
$8.67K - $10.6K
|
2.95K
$206K
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
13+ 0.19% |
$939 - $1.15K
|
6.73K
$471K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.42K+ 12.4% |
$103K - $126K
|
12.9K
$900K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-6.8K- 35.51% |
$491K - $603K
|
12.4K
$864K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.15K- 1.23% |
$228K - $279K
|
254K
$17.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-60- 29.85% |
$4.33K - $5.32K
|
141
$9.86K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
41New |
$2.96K - $3.63K
|
41
$2.87K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
22New |
$1.59K - $1.95K
|
22
$1.54K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
12KNew |
$865K - $1.06M
|
12K
$838K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 4.2% |
$722 - $886
|
248
$17.4K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.55K- 72.86% |
$184K - $226K
|
950
$66.5K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-1Closed |
$67.2 - $89
|
0
$0
|
|
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
1.7KNew |
$114K - $151K
|
1.7K
$119K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
500New |
$33.6K - $44.5K
|
500
$35K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
17New |
$1.14K - $1.51K
|
17
$1.19K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
204New |
$13.7K - $18.2K
|
204
$14.3K
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
BUY
|
- |
7.64KNew |
$513K - $680K
|
7.64K
$534K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
11.8KNew |
$791K - $1.05M
|
11.8K
$824K
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
20+ 2000.0% |
$1.34K - $1.78K
|
21
$1.47K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
75New |
$5.04K - $6.68K
|
75
$5.25K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-88.9K- 97.22% |
$5.98M - $7.92M
|
2.54K
$178K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
71New |
$4.77K - $6.32K
|
71
$4.97K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
- |
18.9KNew |
$1.27M - $1.69M
|
18.9K
$1.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
12.4K+ 6496.86% |
$834K - $1.1M
|
12.6K
$881K
|
|