Purchases and Sales Made in Q2 2025 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q2 2025. 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 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
14+ 27.45% |
$934 - $1.18K
|
65
$4.55K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
13+ 56.52% |
$867 - $1.1K
|
36
$2.52K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
12+ 34.29% |
$800 - $1.02K
|
47
$3.29K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11New |
$734 - $931
|
11
$770
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
9+ 300.0% |
$600 - $762
|
12
$840
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.65% |
$600 - $762
|
1.4K
$97.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
8+ 266.67% |
$534 - $677
|
11
$770
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8+ 57.14% |
$534 - $677
|
22
$1.54K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
7+ 700.0% |
$467 - $592
|
8
$560
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7+ 35.0% |
$467 - $592
|
27
$1.89K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6+ 0.19% |
$400 - $508
|
3.22K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 150.0% |
$400 - $508
|
10
$700
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 71.43% |
$334 - $423
|
12
$840
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 83.33% |
$334 - $423
|
11
$770
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 12.5% |
$267 - $338
|
36
$2.52K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 100.0% |
$267 - $338
|
8
$560
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4+ 0.13% |
$267 - $338
|
2.99K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 80.0% |
$267 - $338
|
9
$630
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
3New |
$200 - $254
|
3
$210
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3New |
$200 - $254
|
3
$210
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3+ 9.09% |
$200 - $254
|
36
$2.52K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2New |
$133 - $169
|
2
$140
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 7.69% |
$133 - $169
|
28
$1.96K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 40.0% |
$133 - $169
|
7
$490
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
1+ 0.13% |
$66.7 - $84.6
|
743
$52K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 2.27% |
$66.7 - $84.6
|
45
$3.15K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 2.5% |
$66.7 - $84.6
|
41
$2.87K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 11.11% |
$66.7 - $84.6
|
8
$560
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.51% |
$66.7 - $84.6
|
194
$13.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-4- 23.53% |
$267 - $338
|
13
$909
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 71.43% |
$334 - $423
|
2
$140
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-6- 28.57% |
$400 - $508
|
15
$1.05K
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-7- 0.03% |
$467 - $592
|
27.5K
$1.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 29.63% |
$534 - $677
|
19
$1.33K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-10- 3.19% |
$667 - $846
|
303
$21.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-12- 0.19% |
$800 - $1.02K
|
6.25K
$437K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-13- 4.91% |
$867 - $1.1K
|
252
$17.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-14- 50.0% |
$934 - $1.18K
|
14
$979
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-17- 0.13% |
$1.13K - $1.44K
|
12.8K
$898K
|
|
|
Jul 29, 2025
Q2 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-18- 0.1% |
$1.2K - $1.52K
|
17.9K
$1.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20- 40.0% |
$1.33K - $1.69K
|
30
$2.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-25- 25.0% |
$1.67K - $2.12K
|
75
$5.25K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-29- 0.42% |
$1.93K - $2.45K
|
6.87K
$480K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-30- 71.43% |
$2K - $2.54K
|
12
$840
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-31- 0.23% |
$2.07K - $2.62K
|
13.5K
$948K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-32- 15.76% |
$2.13K - $2.71K
|
171
$12K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-32- 18.6% |
$2.13K - $2.71K
|
140
$9.79K
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-34- 8.21% |
$2.27K - $2.88K
|
380
$26.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-35- 1.16% |
$2.33K - $2.96K
|
2.97K
$208K
|