Purchases and Sales Made in Q2 2022 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
50New |
$4.23K - $6.21K
|
50
$4.14K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
50New |
$4.23K - $6.21K
|
50
$4.14K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 33.11% |
$4.23K - $6.21K
|
201
$16.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
43+ 14.68% |
$3.64K - $5.34K
|
336
$27.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
42+ 7.3% |
$3.56K - $5.22K
|
617
$51K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
39+ 32.77% |
$3.3K - $4.85K
|
158
$13.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
38+ 12.93% |
$3.22K - $4.72K
|
332
$27.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36New |
$3.05K - $4.47K
|
36
$2.98K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
35+ 3.94% |
$2.96K - $4.35K
|
924
$76.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35+ 21.88% |
$2.96K - $4.35K
|
195
$16.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
35New |
$2.96K - $4.35K
|
35
$2.89K
|
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
35New |
$2.96K - $4.35K
|
35
$2.89K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 9.88% |
$2.88K - $4.23K
|
378
$31.3K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
34New |
$2.88K - $4.23K
|
34
$2.81K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34+ 226.67% |
$2.88K - $4.23K
|
49
$4.05K
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
33+ 1.19% |
$2.79K - $4.1K
|
2.8K
$231K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
33+ 21.15% |
$2.79K - $4.1K
|
189
$15.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
31+ 46.97% |
$2.63K - $3.85K
|
97
$8.02K
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
30+ 0.66% |
$2.54K - $3.73K
|
4.56K
$377K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
30+ 0.92% |
$2.54K - $3.73K
|
3.28K
$272K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
24New |
$2.03K - $2.98K
|
24
$1.98K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23+ 109.52% |
$1.95K - $2.86K
|
44
$3.64K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
23+ 29.87% |
$1.95K - $2.86K
|
100
$8.27K
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
20New |
$1.69K - $2.49K
|
20
$1.65K
|
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
BUY
|
- |
19+ 0.61% |
$1.61K - $2.36K
|
3.12K
$258K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
15+ 5.42% |
$1.27K - $1.86K
|
292
$24.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
15+ 5.6% |
$1.27K - $1.86K
|
283
$23.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 70.0% |
$1.19K - $1.74K
|
34
$2.81K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
13+ 18.84% |
$1.1K - $1.62K
|
82
$6.78K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
12+ 26.09% |
$1.02K - $1.49K
|
58
$4.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9+ 0.37% |
$762 - $1.12K
|
2.45K
$202K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
8+ 3.08% |
$678 - $994
|
268
$22.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
7+ 233.33% |
$593 - $870
|
10
$827
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
6+ 1.89% |
$508 - $746
|
323
$26.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
6New |
$508 - $746
|
6
$496
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 40.0% |
$508 - $746
|
21
$1.74K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5+ 83.33% |
$423 - $621
|
11
$910
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 2.4% |
$254 - $373
|
128
$10.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
3+ 0.04% |
$254 - $373
|
6.97K
$577K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 33.33% |
$254 - $373
|
12
$992
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
2New |
$169 - $249
|
2
$165
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 8.33% |
$84.7 - $124
|
13
$1.08K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.11% |
$84.7 - $124
|
926
$76.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1New |
$84.7 - $124
|
1
$82.7
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 0.14% |
$84.7 - $124
|
736
$60.9K
|
|
|
Aug 09, 2023
Q2 2022
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-1- 2.0% |
$84.7 - $124
|
49
$4.05K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1Closed |
$84.7 - $124
|
0
$0
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1- 2.38% |
$84.7 - $124
|
41
$3.39K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-2Closed |
$169 - $249
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2- 0.09% |
$169 - $249
|
2.28K
$189K
|