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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-9- 75.0% |
$582 - $666
|
3
$210
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
5New |
$323 - $370
|
5
$350
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
37New |
$2.39K - $2.74K
|
37
$2.59K
|
|
Oct 19, 2023
Q3 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
4KNew |
$259K - $296K
|
4K
$280K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.24KNew |
$209K - $240K
|
3.24K
$226K
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
500+ 105.93% |
$32.3K - $37K
|
972
$68K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-50- 50.0% |
$3.23K - $3.7K
|
50
$3.5K
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
4.4K+ 28.03% |
$285K - $326K
|
20.1K
$1.41M
|
|
Oct 17, 2023
Q3 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
500+ 6.15% |
$32.3K - $37K
|
8.63K
$604K
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.3KNew |
$408K - $466K
|
6.3K
$441K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-34- 77.27% |
$2.2K - $2.52K
|
10
$700
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
23New |
$1.49K - $1.7K
|
23
$1.61K
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
31.8KNew |
$2.06M - $2.35M
|
31.8K
$2.22M
|
|
Q2 2023 | |||||||
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
300KNew |
$18.2M - $22.1M
|
300K
$21M
|
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
300KNew |
$18.2M - $22.1M
|
300K
$21M
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
368+ 340.74% |
$22.4K - $27.1K
|
476
$33.3K
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-10Closed |
$608 - $737
|
0
$0
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
200New |
$12.2K - $14.7K
|
200
$14K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
50New |
$3.04K - $3.68K
|
50
$3.5K
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
28+ 0.17% |
$1.7K - $2.06K
|
16.4K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Gladstone Capital Management LLP
London, X0 |
SELL
|
- |
-262K- 98.73% |
$15.9M - $19.3M
|
3.37K
$235K
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
7.73KNew |
$470K - $569K
|
7.73K
$541K
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
800+ 5.82% |
$48.7K - $58.9K
|
14.6K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
15.8KNew |
$963K - $1.17M
|
15.8K
$1.11M
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
3.71KNew |
$226K - $273K
|
3.71K
$260K
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
210New |
$12.8K - $15.5K
|
210
$14.7K
|
|
Aug 14, 2023
Q2 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
23.6KNew |
$1.43M - $1.74M
|
23.6K
$1.65M
|
|
Aug 14, 2023
Q2 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
11.8K+ 154.9% |
$720K - $872K
|
19.5K
$1.36M
|
|
Aug 14, 2023
Q2 2023
|
Mizuho Markets Cayman LP
|
BUY
|
PUT |
305KNew |
$18.5M - $22.5M
|
305K
$21.3M
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-519- 63.14% |
$31.6K - $38.2K
|
303
$21.2K
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
12+ 0.37% |
$730 - $884
|
3.3K
$231K
|
|
Aug 14, 2023
Q2 2023
|
Berylson Capital Partners, LLC
Boston, MA |
BUY
|
- |
14.6KNew |
$888K - $1.08M
|
14.6K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
9.4KNew |
$572K - $692K
|
9.4K
$658K
|
|
Aug 14, 2023
Q2 2023
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
BUY
|
- |
10KNew |
$608K - $737K
|
10K
$700K
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.53KNew |
$93.3K - $113K
|
1.53K
$107K
|
|
Aug 14, 2023
Q2 2023
|
Westerly Capital Management, LLC
San Francisco, CA |
BUY
|
- |
35KNew |
$2.13M - $2.58M
|
35K
$2.45M
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.13% |
$60.8 - $73.7
|
751
$52.5K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
327+ 6.49% |
$19.9K - $24.1K
|
5.36K
$375K
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
2KNew |
$122K - $147K
|
2K
$140K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
107K+ 507.94% |
$6.51M - $7.89M
|
128K
$8.97M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.07KNew |
$65.1K - $78.9K
|
1.07K
$74.9K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-76.3K- 21.28% |
$4.64M - $5.62M
|
282K
$19.8M
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.3KNew |
$201K - $243K
|
3.3K
$231K
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
100New |
$6.08K - $7.37K
|
100
$7K
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
BUY
|
- |
3.16KNew |
$192K - $233K
|
3.16K
$221K
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-1.07K- 12.36% |
$65.3K - $79.1K
|
7.61K
$533K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
10New |
$608 - $737
|
10
$700
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-10- 62.5% |
$608 - $737
|
6
$420
|
|
Aug 07, 2023
Q2 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
39KNew |
$2.37M - $2.87M
|
39K
$2.73M
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
150New |
$9.12K - $11.1K
|
150
$10.5K
|