Purchases and Sales Made in Q2 2023 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
368+ 340.74% |
$22.4K - $27.1K
|
476
$39.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
343New |
$20.9K - $25.3K
|
343
$28.4K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
327+ 6.49% |
$19.9K - $24.1K
|
5.36K
$444K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
305+ 2.94% |
$18.6K - $22.5K
|
10.7K
$882K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
304+ 0.74% |
$18.5K - $22.4K
|
41.4K
$3.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
290+ 3.01% |
$17.6K - $21.4K
|
9.93K
$822K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
281+ 5.96% |
$17.1K - $20.7K
|
5K
$413K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
254+ 6.38% |
$15.4K - $18.7K
|
4.23K
$350K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
224+ 4.2% |
$13.6K - $16.5K
|
5.56K
$460K
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
216+ 5.25% |
$13.1K - $15.9K
|
4.33K
$358K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
210New |
$12.8K - $15.5K
|
210
$17.4K
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
209+ 8.31% |
$12.7K - $15.4K
|
2.72K
$225K
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
209+ 8.31% |
$12.7K - $15.4K
|
2.72K
$225K
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
200New |
$12.2K - $14.7K
|
200
$16.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
191+ 9.69% |
$11.6K - $14.1K
|
2.16K
$179K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
172+ 3.99% |
$10.5K - $12.7K
|
4.48K
$370K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
155+ 6.58% |
$9.43K - $11.4K
|
2.51K
$208K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
150New |
$9.12K - $11.1K
|
150
$12.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
148+ 4.63% |
$9K - $10.9K
|
3.35K
$277K
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
132+ 8.39% |
$8.03K - $9.72K
|
1.71K
$141K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
130New |
$7.91K - $9.58K
|
130
$10.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
129+ 2.26% |
$7.85K - $9.5K
|
5.85K
$483K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
122+ 53.04% |
$7.42K - $8.99K
|
352
$29.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
115+ 0.55% |
$6.99K - $8.47K
|
21.1K
$1.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
115+ 143.75% |
$6.99K - $8.47K
|
195
$16.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
100New |
$6.08K - $7.37K
|
100
$8.27K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
98+ 1.29% |
$5.96K - $7.22K
|
7.68K
$635K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
85New |
$5.17K - $6.26K
|
85
$7.03K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
80+ 17.66% |
$4.87K - $5.89K
|
533
$44.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
77New |
$4.68K - $5.67K
|
77
$6.37K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
73+ 7.82% |
$4.44K - $5.38K
|
1.01K
$83.3K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
70+ 155.56% |
$4.26K - $5.16K
|
115
$9.51K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
68New |
$4.14K - $5.01K
|
68
$5.62K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
63+ 72.41% |
$3.83K - $4.64K
|
150
$12.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
59+ 59.0% |
$3.59K - $4.35K
|
159
$13.1K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
54+ 1.34% |
$3.28K - $3.98K
|
4.07K
$337K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
50New |
$3.04K - $3.68K
|
50
$4.14K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
50New |
$3.04K - $3.68K
|
50
$4.14K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
47New |
$2.86K - $3.46K
|
47
$3.89K
|
|
|
Jul 20, 2023
Q2 2023
|
Harrington Investments, Inc
|
BUY
|
- |
45+ 0.32% |
$2.74K - $3.32K
|
14.1K
$1.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45+ 6.76% |
$2.74K - $3.32K
|
711
$58.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
35+ 46.67% |
$2.13K - $2.58K
|
110
$9.1K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
35+ 46.67% |
$2.13K - $2.58K
|
110
$9.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
34+ 0.62% |
$2.07K - $2.5K
|
5.51K
$456K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
34+ 340.0% |
$2.07K - $2.5K
|
44
$3.64K
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
31+ 0.83% |
$1.89K - $2.28K
|
3.75K
$310K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
30New |
$1.82K - $2.21K
|
30
$2.48K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30+ 18.52% |
$1.82K - $2.21K
|
192
$15.9K
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
28+ 0.17% |
$1.7K - $2.06K
|
16.4K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 32.0% |
$1.46K - $1.77K
|
99
$8.19K
|