Purchases and Sales Made in Q1 2023 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
1.12K+ 17.45% |
$73.5K - $94.8K
|
7.54K
$623K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.09K+ 11.74% |
$71.4K - $92.1K
|
10.4K
$856K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.09K+ 24.31% |
$71.3K - $92K
|
5.56K
$460K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.07K+ 13.24% |
$70.1K - $90.5K
|
9.14K
$756K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.01K+ 17.15% |
$66.3K - $85.5K
|
6.9K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
997+ 13.35% |
$65.4K - $84.4K
|
8.47K
$700K
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
996+ 22.4% |
$65.4K - $84.3K
|
5.44K
$450K
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
973+ 23.69% |
$63.8K - $82.4K
|
5.08K
$420K
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
925+ 31.11% |
$60.7K - $78.3K
|
3.9K
$322K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
903New |
$59.3K - $76.4K
|
903
$74.7K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
878+ 30.71% |
$57.6K - $74.3K
|
3.74K
$309K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
810+ 14.51% |
$53.2K - $68.6K
|
6.39K
$529K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
788+ 40.6% |
$51.7K - $66.7K
|
2.73K
$226K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
750+ 22.65% |
$49.2K - $63.5K
|
4.06K
$336K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
723+ 22.38% |
$47.4K - $61.2K
|
3.95K
$327K
|
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
696+ 2.4% |
$45.7K - $58.9K
|
29.7K
$2.46M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
696+ 1242.86% |
$45.7K - $58.9K
|
752
$62.2K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
683+ 6.71% |
$44.8K - $57.8K
|
10.9K
$898K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
673+ 6.86% |
$44.2K - $57K
|
10.5K
$867K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
665+ 7.21% |
$43.6K - $56.3K
|
9.89K
$818K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
651+ 32550.0% |
$42.7K - $55.1K
|
653
$54K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
630+ 28.89% |
$41.3K - $53.3K
|
2.81K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
605+ 67.98% |
$39.7K - $51.2K
|
1.5K
$124K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
600New |
$39.4K - $50.8K
|
600
$49.6K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
598+ 13.47% |
$39.2K - $50.6K
|
5.04K
$416K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
589+ 111.98% |
$38.7K - $49.9K
|
1.12K
$92.2K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
578+ 6.14% |
$37.9K - $48.9K
|
9.99K
$826K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
575+ 23.17% |
$37.7K - $48.7K
|
3.06K
$253K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
547+ 3.84% |
$35.9K - $46.3K
|
14.8K
$1.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
538+ 5.89% |
$35.3K - $45.5K
|
9.68K
$800K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
490+ 0.55% |
$32.2K - $41.5K
|
90.1K
$7.45M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
482+ 12.33% |
$31.6K - $40.8K
|
4.39K
$363K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
445+ 24.05% |
$29.2K - $37.7K
|
2.3K
$190K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
426+ 7.69% |
$28K - $36.1K
|
5.97K
$493K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
421+ 4.73% |
$27.6K - $35.6K
|
9.32K
$771K
|
|
|
Apr 28, 2023
Q1 2023
|
Harrington Investments, Inc
|
BUY
|
- |
415+ 3.04% |
$27.2K - $35.1K
|
14.1K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
408+ 2.33% |
$26.8K - $34.5K
|
17.9K
$1.48M
|
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
340+ 27.58% |
$22.3K - $28.8K
|
1.57K
$130K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
327+ 2.04% |
$21.5K - $27.7K
|
16.3K
$1.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
318+ 7.94% |
$20.9K - $26.9K
|
4.32K
$358K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
300New |
$19.7K - $25.4K
|
300
$24.8K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
276+ 9.66% |
$18.1K - $23.4K
|
3.13K
$259K
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
264+ 5.93% |
$17.3K - $22.4K
|
4.72K
$390K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
240+ 69.16% |
$15.7K - $20.3K
|
587
$48.5K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
230New |
$15.1K - $19.5K
|
230
$19K
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
204+ 0.11% |
$13.4K - $17.3K
|
178K
$14.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
203New |
$13.3K - $17.2K
|
203
$16.8K
|
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
200New |
$13.1K - $16.9K
|
200
$16.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
198+ 1.95% |
$13K - $16.8K
|
10.4K
$857K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
195+ 325.0% |
$12.8K - $16.5K
|
255
$21.1K
|