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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3KNew |
$166K - $216K
|
3K
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
36.4KNew |
$2.01M - $2.62M
|
36.4K
$2.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
20+ 3.15% |
$1.11K - $1.44K
|
654
$45.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-7- 46.67% |
$387 - $503
|
8
$560
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
296New |
$16.4K - $21.3K
|
296
$20.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Privium Fund Management B.V.
|
BUY
|
- |
235+ 4.78% |
$13K - $16.9K
|
5.15K
$360K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
10New |
$553 - $719
|
10
$700
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$498 - $647
|
9
$630
|
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-2.52M- 99.95% |
$139M - $181M
|
1.19K
$83.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-565- 8.33% |
$31.3K - $40.6K
|
6.22K
$435K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
7+ 16.28% |
$387 - $503
|
50
$3.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
169New |
$9.35K - $12.2K
|
169
$11.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-31Closed |
$1.71K - $2.23K
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.91KNew |
$161K - $210K
|
2.91K
$204K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-59.1K- 59.4% |
$3.27M - $4.25M
|
40.4K
$2.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
4.16KNew |
$230K - $299K
|
4.16K
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.88K- 36.61% |
$159K - $207K
|
4.99K
$349K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
5.66KNew |
$313K - $407K
|
5.66K
$396K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-20- 80.0% |
$1.11K - $1.44K
|
5
$350
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.8K- 21.36% |
$99.5K - $129K
|
6.62K
$463K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.28KNew |
$181K - $235K
|
3.28K
$229K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 50.0% |
$5.53K - $7.19K
|
100
$7K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
45New |
$2.49K - $3.24K
|
45
$3.15K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
383+ 0.73% |
$21.2K - $27.5K
|
53.1K
$3.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
3.33KNew |
$184K - $239K
|
3.33K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.59K- 9.89% |
$365K - $474K
|
60K
$4.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9New |
$498 - $647
|
9
$630
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-35- 31.82% |
$1.94K - $2.52K
|
75
$5.25K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9New |
$498 - $647
|
9
$630
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
30.9KNew |
$1.71M - $2.22M
|
30.9K
$2.16M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-10- 31.25% |
$553 - $719
|
22
$1.54K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-19- 82.61% |
$1.05K - $1.37K
|
4
$280
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
7.5KNew |
$415K - $539K
|
7.5K
$524K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-11- 26.83% |
$609 - $791
|
30
$2.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-198- 98.02% |
$11K - $14.2K
|
4
$280
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-13- 18.31% |
$719 - $935
|
58
$4.06K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$55.3 - $71.9
|
1
$70
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.8K+ 90.48% |
$210K - $273K
|
8K
$560K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-200- 50.0% |
$11.1K - $14.4K
|
200
$14K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.9KNew |
$160K - $209K
|
2.9K
$203K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
183+ 1.59% |
$10.1K - $13.2K
|
11.7K
$819K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
200New |
$11.2K - $12.9K
|
200
$14K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1- 3.85% |
$56.2 - $64.7
|
25
$1.75K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
80New |
$4.5K - $5.18K
|
80
$5.6K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
5New |
$281 - $324
|
5
$350
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-9- 81.82% |
$506 - $583
|
2
$140
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
151New |
$8.49K - $9.77K
|
151
$10.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
845New |
$47.5K - $54.7K
|
845
$59.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-15.7K- 71.56% |
$880K - $1.01M
|
6.22K
$435K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.5KNew |
$365K - $420K
|
6.5K
$454K
|
|