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 11, 2023
Q1 2023
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
- |
10.5K+ 49.41% |
$689K - $889K
|
31.8K
$2.76M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
76New |
$4.99K - $6.43K
|
76
$6.61K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
50New |
$3.28K - $4.23K
|
50
$4.35K
|
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.06KNew |
$201K - $259K
|
3.06K
$266K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
903New |
$59.3K - $76.4K
|
903
$78.5K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
2New |
$131 - $169
|
2
$174
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.99% |
$65.6 - $84.7
|
100
$8.69K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.92KNew |
$192K - $247K
|
2.92K
$254K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
575+ 23.17% |
$37.7K - $48.7K
|
3.06K
$266K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
426+ 7.69% |
$28K - $36.1K
|
5.97K
$519K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
CALL |
160New |
$10.5K - $13.5K
|
160
$13.9K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.18K+ 33.81% |
$77.4K - $99.8K
|
4.67K
$406K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
651+ 32550.0% |
$42.7K - $55.1K
|
653
$56.8K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7- 1.44% |
$459 - $593
|
478
$41.6K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 15.38% |
$131 - $169
|
15
$1.3K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25New |
$1.64K - $2.12K
|
25
$2.17K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
117+ 0.92% |
$7.68K - $9.91K
|
12.8K
$1.11M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.37K+ 9.02% |
$156K - $201K
|
28.6K
$2.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-26.1K- 33.81% |
$1.71M - $2.21M
|
51.1K
$4.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14New |
$919 - $1.19K
|
14
$1.22K
|
|
|
Apr 21, 2023
Q1 2023
|
Australian Super Pty LTD
|
BUY
|
- |
7.56KNew |
$496K - $640K
|
7.56K
$658K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
90New |
$5.91K - $7.62K
|
90
$7.82K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
26.1KNew |
$1.71M - $2.21M
|
26.1K
$2.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-24- 60.0% |
$1.57K - $2.03K
|
16
$1.39K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
20New |
$1.31K - $1.69K
|
20
$1.74K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
15New |
$984 - $1.27K
|
15
$1.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
69.4KNew |
$4.55M - $5.88M
|
69.4K
$6.03M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-8.06K- 56.7% |
$529K - $683K
|
6.16K
$535K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
20New |
$1.31K - $1.69K
|
20
$1.74K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3New |
$197 - $254
|
3
$261
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.63KNew |
$238K - $307K
|
3.63K
$315K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
26New |
$1.71K - $2.2K
|
26
$2.26K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-400- 66.67% |
$26.2K - $33.9K
|
200
$17.4K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-150- 3.17% |
$9.8K - $13.2K
|
4.58K
$399K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
68New |
$4.44K - $6.01K
|
68
$5.91K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
25New |
$1.63K - $2.21K
|
25
$2.17K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 7.69% |
$65.4 - $88.3
|
12
$1.04K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-83- 2.61% |
$5.42K - $7.33K
|
3.1K
$269K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7New |
$458 - $618
|
7
$609
|
|
|
Feb 14, 2023
Q4 2022
|
Herald Investment Management LTD
|
BUY
|
- |
2.06K+ 8.64% |
$135K - $182K
|
25.9K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Nantahala Capital Management, LLC
New Canaan, CT |
BUY
|
CALL |
100KNew |
$6.54M - $8.83M
|
100K
$8.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$6.54K - $8.83K
|
100
$8.69K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.08K+ 146.68% |
$332K - $449K
|
8.55K
$743K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1KNew |
$65.4K - $88.3K
|
1K
$86.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
24.7K+ 287.21% |
$1.61M - $2.18M
|
33.3K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
11.7KNew |
$763K - $1.03M
|
11.7K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.34MNew |
$87.5M - $118M
|
1.34M
$116M
|
|
|
Feb 14, 2023
Q4 2022
|
H&H International Investment, LLC
Palo Alto, CA |
SELL
|
- |
-30K- 14.3% |
$1.96M - $2.65M
|
180K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
372New |
$24.3K - $32.9K
|
372
$32.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
197KNew |
$12.9M - $17.4M
|
197K
$17.2M
|
|