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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-39- 72.22% |
$2.37K - $2.87K
|
15
$1.24K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-41- 13.99% |
$2.49K - $3.02K
|
252
$20.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-45- 15.73% |
$2.74K - $3.32K
|
241
$19.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-50- 39.06% |
$3.04K - $3.68K
|
78
$6.45K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-57- 5.0% |
$3.47K - $4.2K
|
1.08K
$89.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-58- 90.63% |
$3.53K - $4.27K
|
6
$496
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-66- 0.55% |
$4.01K - $4.86K
|
12K
$993K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-74- 0.78% |
$4.5K - $5.45K
|
9.44K
$781K
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-81- 2.08% |
$4.93K - $5.97K
|
3.82K
$316K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-88- 40.74% |
$5.35K - $6.48K
|
128
$10.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Lattice Capital Management, LLC
|
SELL
|
- |
-91- 1.49% |
$5.53K - $6.7K
|
6K
$496K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-94- 8.43% |
$5.72K - $6.92K
|
1.02K
$84.4K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-94- 8.43% |
$5.72K - $6.92K
|
1.02K
$84.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-111- 1.31% |
$6.75K - $8.18K
|
8.36K
$691K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-123- 84.83% |
$7.48K - $9.06K
|
22
$1.82K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-128- 59.26% |
$7.78K - $9.43K
|
88
$7.28K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-128- 59.26% |
$7.78K - $9.43K
|
88
$7.28K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-140- 23.03% |
$8.51K - $10.3K
|
468
$38.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-148- 2.5% |
$9K - $10.9K
|
5.78K
$478K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-150- 3.77% |
$9.12K - $11.1K
|
3.82K
$316K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-156- 1.75% |
$9.49K - $11.5K
|
8.78K
$726K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-163- 90.56% |
$9.91K - $12K
|
17
$1.41K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-166- 22.05% |
$10.1K - $12.2K
|
587
$48.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-167- 4.92% |
$10.2K - $12.3K
|
3.23K
$267K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-186- 5.93% |
$11.3K - $13.7K
|
2.95K
$244K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-190- 5.12% |
$11.6K - $14K
|
3.52K
$291K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-198- 3.43% |
$12K - $14.6K
|
5.57K
$460K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-199- 3.1% |
$12.1K - $14.7K
|
6.21K
$514K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-200- 66.67% |
$12.2K - $14.7K
|
100
$8.27K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-205- 6.43% |
$12.5K - $15.1K
|
2.98K
$247K
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-208- 1.48% |
$12.7K - $15.3K
|
13.8K
$1.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-211- 3.61% |
$12.8K - $15.5K
|
5.64K
$466K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-216- 93.1% |
$13.1K - $15.9K
|
16
$1.32K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-243- 1.76% |
$14.8K - $17.9K
|
13.6K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-264- 2.67% |
$16.1K - $19.4K
|
9.63K
$796K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-295- 7.26% |
$17.9K - $21.7K
|
3.77K
$311K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-300- 27.35% |
$18.2K - $22.1K
|
797
$65.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-309- 52.64% |
$18.8K - $22.8K
|
278
$23K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-313- 48.15% |
$19K - $23.1K
|
337
$27.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-373- 5.1% |
$22.7K - $27.5K
|
6.93K
$573K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-375- 8.22% |
$22.8K - $27.6K
|
4.19K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-452- 16.56% |
$27.5K - $33.3K
|
2.28K
$188K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-456- 9.84% |
$27.7K - $33.6K
|
4.18K
$346K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-457- 10.44% |
$27.8K - $33.7K
|
3.92K
$324K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-460- 91.82% |
$28K - $33.9K
|
41
$3.39K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-480- 26.65% |
$29.2K - $35.4K
|
1.32K
$109K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-519- 63.14% |
$31.6K - $38.2K
|
303
$25.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-568- 2.92% |
$34.5K - $41.8K
|
18.9K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-568- 7.28% |
$34.5K - $41.8K
|
7.23K
$598K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-574- 3.52% |
$34.9K - $42.3K
|
15.7K
$1.3M
|