Latest Institutional Sells of Zoom Video Communications, Inc. (ZM)
This list provides information on the latest institutional transactions involving Zoom Video Communications, Inc. (ZM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-160- 4.48% |
$9.49K - $11.9K
|
3.42K
$292K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-150- 94.94% |
$8.89K - $11.1K
|
8
$685
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-95- 73.08% |
$5.63K - $7.05K
|
35
$3K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-83- 65.87% |
$4.92K - $6.16K
|
43
$3.68K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-75- 23.08% |
$4.45K - $5.57K
|
250
$21.4K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-70- 60.87% |
$4.15K - $5.19K
|
45
$3.85K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-61- 98.39% |
$3.62K - $4.53K
|
1
$85.6
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-59- 1.84% |
$3.5K - $4.38K
|
3.14K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-50- 36.23% |
$2.96K - $3.71K
|
88
$7.53K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-50- 33.33% |
$2.96K - $3.71K
|
100
$8.56K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30- 12.45% |
$1.78K - $2.23K
|
211
$18.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-21- 0.69% |
$1.25K - $1.56K
|
3K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-7- 87.5% |
$415 - $519
|
1
$85.6
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-6- 2.08% |
$356 - $445
|
283
$24.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4- 14.81% |
$237 - $297
|
23
$1.97K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-6.91K- 60.88% |
$447K - $511K
|
4.44K
$380K
|
|
|
Oct 26, 2023
Q3 2023
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1.89K- 31.55% |
$122K - $140K
|
4.1K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-1.2K- 54.55% |
$77.6K - $88.8K
|
1K
$85.6K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.18K- 3.14% |
$76.6K - $87.6K
|
36.5K
$3.12M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1K- 8.6% |
$64.8K - $74.1K
|
10.6K
$910K
|
|
|
Nov 08, 2023
Q3 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-420- 1.45% |
$27.2K - $31.1K
|
28.6K
$2.45M
|
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
SELL
|
PUT |
-400- 11.76% |
$25.9K - $29.6K
|
3K
$257K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-195- 76.47% |
$12.6K - $14.4K
|
60
$5.14K
|
|
|
Nov 14, 2023
Q3 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-186- 9.31% |
$12K - $13.8K
|
1.81K
$155K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-106- 1.88% |
$6.86K - $7.84K
|
5.53K
$474K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-50- 73.53% |
$3.23K - $3.7K
|
18
$1.54K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-50- 0.65% |
$3.23K - $3.7K
|
7.63K
$653K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-50- 50.0% |
$3.23K - $3.7K
|
50
$4.28K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-34- 77.27% |
$2.2K - $2.52K
|
10
$856
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-30Closed |
$1.94K - $2.22K
|
0
$0
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16Closed |
$1.04K - $1.18K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-9- 75.0% |
$582 - $666
|
3
$257
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5- 62.5% |
$323 - $370
|
3
$257
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Gladstone Capital Management LLP
London, X0 |
SELL
|
- |
-262K- 98.73% |
$15.9M - $19.3M
|
3.37K
$288K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-76.3K- 21.28% |
$4.64M - $5.62M
|
282K
$24.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-1.07K- 12.36% |
$65.3K - $79.1K
|
7.61K
$652K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-519- 63.14% |
$31.6K - $38.2K
|
303
$25.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-163- 90.56% |
$9.91K - $12K
|
17
$1.46K
|
|
|
Jul 28, 2023
Q2 2023
|
Lattice Capital Management, LLC
|
SELL
|
- |
-91- 1.49% |
$5.53K - $6.7K
|
6K
$514K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-74- 0.78% |
$4.5K - $5.45K
|
9.44K
$808K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-39- 72.22% |
$2.37K - $2.87K
|
15
$1.28K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-16- 1.06% |
$973 - $1.18K
|
1.5K
$128K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-10Closed |
$608 - $737
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-10- 62.5% |
$608 - $737
|
6
$514
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10- 40.0% |
$608 - $737
|
15
$1.28K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 2.23% |
$243 - $295
|
175
$15K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4- 7.41% |
$243 - $295
|
50
$4.28K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-2- 13.33% |
$122 - $147
|
13
$1.11K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.13% |
$60.8 - $73.7
|
751
$64.3K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-34.3K- 95.51% |
$2.25M - $2.9M
|
1.61K
$138K
|
|