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 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
180+ 0.89% |
$11.8K - $15.2K
|
20.4K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
173+ 1.84% |
$11.4K - $14.6K
|
9.55K
$790K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
139+ 180.52% |
$9.12K - $11.8K
|
216
$17.9K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
138+ 22.44% |
$9.06K - $11.7K
|
753
$62.3K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
130+ 1.37% |
$8.53K - $11K
|
9.64K
$798K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
127+ 373.53% |
$8.33K - $10.8K
|
161
$13.3K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
117+ 0.92% |
$7.68K - $9.91K
|
12.8K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
115New |
$7.55K - $9.74K
|
115
$9.51K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
115+ 255.56% |
$7.55K - $9.74K
|
160
$13.2K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
107+ 3.37% |
$7.02K - $9.06K
|
3.28K
$272K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
104+ 5.57% |
$6.82K - $8.8K
|
1.97K
$163K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$6.56K - $8.47K
|
100
$8.27K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
94+ 16.91% |
$6.17K - $7.96K
|
650
$53.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
90New |
$5.91K - $7.62K
|
90
$7.44K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
76New |
$4.99K - $6.43K
|
76
$6.29K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
75New |
$4.92K - $6.35K
|
75
$6.2K
|
|
|
May 21, 2024
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
74+ 3.03% |
$4.86K - $6.26K
|
2.51K
$208K
|
|
|
Apr 27, 2023
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
74+ 3.03% |
$4.86K - $6.26K
|
2.51K
$208K
|
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
70+ 3.63% |
$4.59K - $5.93K
|
2K
$165K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
65New |
$4.27K - $5.5K
|
65
$5.38K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
65+ 33.68% |
$4.27K - $5.5K
|
258
$21.3K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
61+ 70.11% |
$4K - $5.16K
|
148
$12.2K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
60New |
$3.94K - $5.08K
|
60
$4.96K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
59+ 5.65% |
$3.87K - $4.99K
|
1.1K
$91.3K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
59+ 295.0% |
$3.87K - $4.99K
|
79
$6.53K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
56New |
$3.67K - $4.74K
|
56
$4.63K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
55+ 31.43% |
$3.61K - $4.66K
|
230
$19K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
50New |
$3.28K - $4.23K
|
50
$4.14K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50+ 500.0% |
$3.28K - $4.23K
|
60
$4.96K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
50New |
$3.28K - $4.23K
|
50
$4.14K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
40New |
$2.62K - $3.39K
|
40
$3.31K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
40+ 100.0% |
$2.62K - $3.39K
|
80
$6.62K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
39+ 1.24% |
$2.56K - $3.3K
|
3.19K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
38+ 475.0% |
$2.49K - $3.22K
|
46
$3.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
36+ 94.74% |
$2.36K - $3.05K
|
74
$6.12K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
31+ 344.44% |
$2.03K - $2.62K
|
40
$3.31K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
30+ 0.75% |
$1.97K - $2.54K
|
4.02K
$332K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
29+ 116.0% |
$1.9K - $2.46K
|
54
$4.47K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
26New |
$1.71K - $2.2K
|
26
$2.15K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 0.35% |
$1.71K - $2.2K
|
7.38K
$610K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25New |
$1.64K - $2.12K
|
25
$2.07K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25New |
$1.64K - $2.12K
|
25
$2.07K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23+ 3.58% |
$1.51K - $1.95K
|
666
$55.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
20New |
$1.31K - $1.69K
|
20
$1.65K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
20New |
$1.31K - $1.69K
|
20
$1.65K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
17+ 100.0% |
$1.12K - $1.44K
|
34
$2.81K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
16New |
$1.05K - $1.35K
|
16
$1.32K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
15New |
$984 - $1.27K
|
15
$1.24K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14New |
$919 - $1.19K
|
14
$1.16K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
14New |
$919 - $1.19K
|
14
$1.16K
|