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 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4- 7.41% |
$243 - $295
|
50
$3.9K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-74- 0.78% |
$4.5K - $5.45K
|
9.44K
$737K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9New |
$547 - $663
|
9
$703
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
35+ 46.67% |
$2.13K - $2.58K
|
110
$8.59K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10- 40.0% |
$608 - $737
|
15
$1.17K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 9.09% |
$60.8 - $73.7
|
12
$937
|
|
Q1 2023 | |||||||
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.88K+ 4.83% |
$189K - $243K
|
62.4K
$4.87M
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
12.2KNew |
$803K - $1.04M
|
12.2K
$956K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
16New |
$1.05K - $1.35K
|
16
$1.25K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14New |
$919 - $1.19K
|
14
$1.09K
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1Closed |
$65.6 - $84.7
|
0
$0
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
21.1KNew |
$1.39M - $1.79M
|
21.1K
$1.65M
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2.1K- 40.98% |
$138K - $177K
|
3.02K
$236K
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.38KClosed |
$222K - $286K
|
0
$0
|
|
May 22, 2023
Q1 2023
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-1.6K- 76.19% |
$105K - $135K
|
500
$39K
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-97- 2.61% |
$6.37K - $8.21K
|
3.62K
$283K
|
|
May 15, 2023
Q1 2023
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
BUY
|
- |
150K+ 60.24% |
$9.84M - $12.7M
|
399K
$31.1M
|
|
May 15, 2023
Q1 2023
|
Woodson Capital Management, LP
Greenwich, CT |
BUY
|
- |
90K+ 56.25% |
$5.91M - $7.62M
|
250K
$19.5M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
605+ 67.98% |
$39.7K - $51.2K
|
1.5K
$117K
|
|
May 15, 2023
Q1 2023
|
Michael Burry
Scion Asset Management, LLC
|
BUY
|
- |
100KNew |
$6.56M - $8.47M
|
100K
$7.81M
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5.3KNew |
$348K - $449K
|
5.3K
$414K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
7.9K+ 108.72% |
$519K - $669K
|
15.2K
$1.18M
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-34.3K- 95.51% |
$2.25M - $2.9M
|
1.61K
$126K
|
|
May 15, 2023
Q1 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
246KNew |
$16.1M - $20.8M
|
246K
$19.2M
|
|
May 15, 2023
Q1 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
7.11KNew |
$466K - $602K
|
7.11K
$555K
|
|
May 15, 2023
Q1 2023
|
Tenzing Global Management, LLC
San Francisco, CA |
SELL
|
- |
-22.5K- 37.5% |
$1.48M - $1.9M
|
37.5K
$2.93M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.72K+ 87.17% |
$244K - $315K
|
7.98K
$623K
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-50- 50.0% |
$3.28K - $4.23K
|
50
$3.9K
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-95- 0.52% |
$6.23K - $8.04K
|
18.1K
$1.41M
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
PUT |
2.8KNew |
$184K - $237K
|
2.8K
$219K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
547+ 3.84% |
$35.9K - $46.3K
|
14.8K
$1.15M
|
|
May 11, 2023
Q1 2023
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
- |
10.5K+ 49.41% |
$689K - $889K
|
31.8K
$2.48M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
76New |
$4.99K - $6.43K
|
76
$5.93K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
50New |
$3.28K - $4.23K
|
50
$3.9K
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.06KNew |
$201K - $259K
|
3.06K
$239K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
903New |
$59.3K - $76.4K
|
903
$70.5K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
2New |
$131 - $169
|
2
$156
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.99% |
$65.6 - $84.7
|
100
$7.81K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.92KNew |
$192K - $247K
|
2.92K
$228K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
575+ 23.17% |
$37.7K - $48.7K
|
3.06K
$239K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
426+ 7.69% |
$28K - $36.1K
|
5.97K
$466K
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
CALL |
160New |
$10.5K - $13.5K
|
160
$12.5K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.18K+ 33.81% |
$77.4K - $99.8K
|
4.67K
$364K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
651+ 32550.0% |
$42.7K - $55.1K
|
653
$51K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7- 1.44% |
$459 - $593
|
478
$37.3K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 15.38% |
$131 - $169
|
15
$1.17K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25New |
$1.64K - $2.12K
|
25
$1.95K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
117+ 0.92% |
$7.68K - $9.91K
|
12.8K
$997K
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.37K+ 9.02% |
$156K - $201K
|
28.6K
$2.24M
|
|
Apr 28, 2023
Q1 2023
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-26.1K- 33.81% |
$1.71M - $2.21M
|
51.1K
$3.99M
|