Purchases and Sales Made in Q1 2022 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q1 2022. The information is specifically focused on institutions that hold shares of Zoom Video Communications, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
39+ 33.33% |
$3.69K - $7.19K
|
156
$12.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
37+ 1.73% |
$3.5K - $6.82K
|
2.18K
$180K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
36+ 1.0% |
$3.41K - $6.63K
|
3.65K
$302K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
35New |
$3.31K - $6.45K
|
35
$2.89K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
35+ 0.14% |
$3.31K - $6.45K
|
24.8K
$2.05M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34+ 17.0% |
$3.22K - $6.26K
|
234
$19.4K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
32+ 25.6% |
$3.03K - $5.9K
|
157
$13K
|
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
30+ 1.5% |
$2.84K - $5.53K
|
2.03K
$167K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
29+ 0.86% |
$2.74K - $5.34K
|
3.39K
$280K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 20.3% |
$2.56K - $4.98K
|
160
$13.2K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
25+ 4.17% |
$2.37K - $4.61K
|
625
$51.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
25+ 28.09% |
$2.37K - $4.61K
|
114
$9.43K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
25New |
$2.37K - $4.61K
|
25
$2.07K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
22+ 16.67% |
$2.08K - $4.05K
|
154
$12.7K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
18+ 85.71% |
$1.7K - $3.32K
|
39
$3.23K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18+ 51.43% |
$1.7K - $3.32K
|
53
$4.38K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
17New |
$1.61K - $3.13K
|
17
$1.41K
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
BUY
|
- |
15New |
$1.42K - $2.76K
|
15
$1.24K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15New |
$1.42K - $2.76K
|
15
$1.24K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 2.56% |
$1.42K - $2.76K
|
602
$49.8K
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
15+ 0.41% |
$1.42K - $2.76K
|
3.66K
$303K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15+ 6.98% |
$1.42K - $2.76K
|
230
$19K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
15New |
$1.42K - $2.76K
|
15
$1.24K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
14New |
$1.32K - $2.58K
|
14
$1.16K
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
13+ 185.71% |
$1.23K - $2.4K
|
20
$1.65K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
13New |
$1.23K - $2.4K
|
13
$1.08K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12New |
$1.14K - $2.21K
|
12
$992
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 7.09% |
$946 - $1.84K
|
151
$12.5K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10+ 200.0% |
$946 - $1.84K
|
15
$1.24K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
8New |
$757 - $1.47K
|
8
$662
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8+ 3.23% |
$757 - $1.47K
|
256
$21.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 9.72% |
$662 - $1.29K
|
79
$6.53K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
6+ 0.16% |
$568 - $1.11K
|
3.84K
$317K
|
|
|
May 06, 2022
Q1 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
5New |
$473 - $921
|
5
$414
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 9.3% |
$379 - $737
|
47
$3.89K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 80.0% |
$379 - $737
|
9
$744
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 1.03% |
$284 - $553
|
294
$24.3K
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3New |
$284 - $553
|
3
$248
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 1.3% |
$189 - $369
|
156
$12.9K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
2New |
$189 - $369
|
2
$165
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 1.71% |
$189 - $369
|
119
$9.84K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
1+ 50.0% |
$94.6 - $184
|
3
$248
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 1.64% |
$94.6 - $184
|
62
$5.13K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.02% |
$94.6 - $184
|
4.2K
$347K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1New |
$94.6 - $184
|
1
$82.7
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 50.0% |
$94.6 - $184
|
1
$82.7
|
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
SELL
|
- |
-2Closed |
$189 - $369
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-2Closed |
$189 - $369
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2- 8.0% |
$189 - $369
|
23
$1.9K
|