Purchases and Sales Made in Q1 2024 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q1 2024. 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 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
82New |
$5.03K - $5.81K
|
82
$6.78K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
80+ 1.98% |
$4.91K - $5.67K
|
4.11K
$340K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
74New |
$4.54K - $5.25K
|
74
$6.12K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
71+ 473.33% |
$4.35K - $5.03K
|
86
$7.11K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
70+ 79.55% |
$4.29K - $4.96K
|
158
$13.1K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
70+ 20.0% |
$4.29K - $4.96K
|
420
$34.7K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
69+ 1.66% |
$4.23K - $4.89K
|
4.23K
$350K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
63+ 203.23% |
$3.86K - $4.47K
|
94
$7.77K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
55New |
$3.37K - $3.9K
|
55
$4.55K
|
|
|
May 07, 2024
Q1 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
54+ 0.48% |
$3.31K - $3.83K
|
11.3K
$933K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
52+ 371.43% |
$3.19K - $3.69K
|
66
$5.46K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
51+ 14.09% |
$3.13K - $3.62K
|
413
$34.2K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50+ 100.0% |
$3.07K - $3.55K
|
100
$8.27K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
50+ 17.24% |
$3.07K - $3.55K
|
340
$28.1K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
50+ 72.46% |
$3.07K - $3.55K
|
119
$9.84K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
47+ 6.95% |
$2.88K - $3.33K
|
723
$59.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
45New |
$2.76K - $3.19K
|
45
$3.72K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42+ 3.69% |
$2.58K - $2.98K
|
1.18K
$97.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
42+ 0.58% |
$2.58K - $2.98K
|
7.24K
$599K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
40+ 0.16% |
$2.45K - $2.84K
|
25.2K
$2.09M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
38+ 0.62% |
$2.33K - $2.69K
|
6.21K
$513K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
36+ 1.04% |
$2.21K - $2.55K
|
3.48K
$288K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
34New |
$2.08K - $2.41K
|
34
$2.81K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
32+ 1.53% |
$1.96K - $2.27K
|
2.12K
$176K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
31+ 155.0% |
$1.9K - $2.2K
|
51
$4.22K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
31New |
$1.9K - $2.2K
|
31
$2.56K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
30+ 120.0% |
$1.84K - $2.13K
|
55
$4.55K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
25+ 25.0% |
$1.53K - $1.77K
|
125
$10.3K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
22+ 100.0% |
$1.35K - $1.56K
|
44
$3.64K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
20+ 0.32% |
$1.23K - $1.42K
|
6.29K
$520K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
17+ 425.0% |
$1.04K - $1.21K
|
21
$1.74K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
16+ 0.22% |
$981 - $1.13K
|
7.23K
$598K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 50.0% |
$920 - $1.06K
|
45
$3.72K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14New |
$858 - $993
|
14
$1.16K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
10New |
$613 - $709
|
10
$827
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 12.66% |
$613 - $709
|
89
$7.36K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
9+ 0.25% |
$552 - $638
|
3.62K
$299K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9New |
$552 - $638
|
9
$744
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 2.63% |
$552 - $638
|
351
$29K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8+ 2.19% |
$491 - $567
|
374
$30.9K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 13.21% |
$429 - $496
|
60
$4.96K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
6New |
$368 - $425
|
6
$496
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6New |
$368 - $425
|
6
$496
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$307 - $355
|
5
$414
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 25.0% |
$307 - $355
|
25
$2.07K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 100.0% |
$245 - $284
|
8
$662
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 50.0% |
$245 - $284
|
12
$992
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 1.56% |
$245 - $284
|
260
$21.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 150.0% |
$184 - $213
|
5
$414
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 100.0% |
$123 - $142
|
4
$331
|