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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-15- 44.12% |
$1.27K - $1.86K
|
19
$1.65K
|
|
|
Aug 05, 2022
Q2 2022
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
- |
101KNew |
$8.54M - $12.5M
|
101K
$8.77M
|
|
|
Aug 05, 2022
Q2 2022
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-1.87KClosed |
$158K - $232K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
SELL
|
- |
-3.3KClosed |
$279K - $410K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
200+ 23.39% |
$16.9K - $24.9K
|
1.06K
$91.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-144Closed |
$12.2K - $17.9K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-60Closed |
$5.08K - $7.46K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
71+ 3.26% |
$6.01K - $8.82K
|
2.25K
$195K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9+ 0.37% |
$762 - $1.12K
|
2.45K
$213K
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-55Closed |
$4.66K - $6.84K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
116New |
$9.82K - $14.4K
|
116
$10.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
SELL
|
- |
-6.38KClosed |
$540K - $792K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-85- 33.2% |
$7.2K - $10.6K
|
171
$14.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Rheos Capital Works Inc.
|
SELL
|
- |
-86.4KClosed |
$7.32M - $10.7M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.68KNew |
$227K - $333K
|
2.68K
$233K
|
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-2.1K- 42.86% |
$178K - $261K
|
2.8K
$243K
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-14.5KClosed |
$1.23M - $1.8M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
8+ 3.08% |
$678 - $994
|
268
$23.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
6New |
$508 - $746
|
6
$522
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100Closed |
$8.47K - $12.4K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-174Closed |
$14.7K - $21.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-72.7K- 97.01% |
$6.15M - $9.03M
|
2.24K
$195K
|
|
|
Jul 27, 2022
Q2 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
11KNew |
$935K - $1.37M
|
11K
$959K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-50- 55.56% |
$4.23K - $6.21K
|
40
$3.48K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
SELL
|
- |
-52Closed |
$4.4K - $6.46K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2KClosed |
$169K - $249K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.74KClosed |
$147K - $216K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-35Closed |
$2.96K - $4.35K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-2.13K- 50.9% |
$180K - $264K
|
2.05K
$178K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.89KNew |
$160K - $234K
|
1.89K
$164K
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
105+ 4.52% |
$8.89K - $13K
|
2.43K
$211K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
2.68K+ 215.71% |
$227K - $333K
|
3.92K
$341K
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-144- 5.76% |
$12.2K - $17.9K
|
2.36K
$205K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-18- 46.15% |
$1.52K - $2.24K
|
21
$1.83K
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2.33KNew |
$197K - $289K
|
2.33K
$202K
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-114Closed |
$9.65K - $14.2K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-51- 59.3% |
$4.32K - $6.34K
|
35
$3.04K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-3.47KClosed |
$294K - $431K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-591Closed |
$50.1K - $73.4K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-11.9KClosed |
$1.01M - $1.48M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.83KClosed |
$155K - $228K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-223Closed |
$18.9K - $27.7K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
100New |
$8.47K - $12.4K
|
100
$8.69K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
120+ 5.22% |
$10.2K - $14.9K
|
2.42K
$210K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.14K- 97.62% |
$181K - $266K
|
52
$4.52K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
24New |
$2.03K - $2.98K
|
24
$2.09K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-326- 14.17% |
$27.6K - $40.5K
|
1.97K
$172K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$8.47K - $12.4K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
764New |
$64.7K - $94.9K
|
764
$66.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
250+ 25.0% |
$21.2K - $31.1K
|
1.25K
$109K
|