Purchases and Sales Made in Q3 2021 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q3 2021. 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 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-46- 2.59% |
$11.8K - $18.5K
|
1.73K
$142K
|
|
|
Nov 10, 2021
Q3 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-46- 2.11% |
$11.8K - $18.5K
|
2.13K
$176K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-50- 4.64% |
$12.9K - $20.1K
|
1.03K
$84.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Kercheville Advisors, LLC
|
SELL
|
- |
-50- 2.25% |
$12.9K - $20.1K
|
2.18K
$179K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-52- 5.16% |
$13.4K - $20.9K
|
955
$78.6K
|
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-55Closed |
$14.2K - $22.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-64- 68.09% |
$16.5K - $25.7K
|
30
$2.47K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-66- 1.33% |
$17K - $26.5K
|
4.91K
$404K
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-69Closed |
$17.8K - $27.7K
|
0
$0
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-70- 8.7% |
$18K - $28.1K
|
735
$60.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-74- 3.94% |
$19K - $29.7K
|
1.8K
$148K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-77- 5.11% |
$19.8K - $30.9K
|
1.43K
$118K
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-87- 2.73% |
$22.4K - $34.9K
|
3.1K
$256K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-87- 23.26% |
$22.4K - $34.9K
|
287
$23.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Kbc Group Nv
|
SELL
|
- |
-88- 0.38% |
$22.7K - $35.3K
|
23K
$1.89M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-89- 3.63% |
$22.9K - $35.7K
|
2.37K
$195K
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-93- 5.4% |
$23.9K - $37.3K
|
1.63K
$134K
|
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-96- 1.44% |
$24.7K - $38.5K
|
6.56K
$540K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-100- 26.53% |
$25.7K - $40.1K
|
277
$22.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 50.0% |
$25.7K - $40.1K
|
100
$8.23K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-100- 40.32% |
$25.7K - $40.1K
|
148
$12.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-100- 10.87% |
$25.7K - $40.1K
|
820
$67.5K
|
|
|
Nov 09, 2021
Q3 2021
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-100- 3.7% |
$25.7K - $40.1K
|
2.6K
$214K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 18.12% |
$25.7K - $40.1K
|
452
$37.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-102Closed |
$26.3K - $40.9K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-110- 3.04% |
$28.3K - $44.1K
|
3.51K
$289K
|
|
|
Nov 12, 2021
Q3 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-112- 3.36% |
$28.8K - $44.9K
|
3.22K
$265K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-115- 9.26% |
$29.6K - $46.1K
|
1.13K
$92.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-115- 2.39% |
$29.6K - $46.1K
|
4.69K
$386K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-123- 13.2% |
$31.7K - $49.3K
|
809
$66.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-125- 50.0% |
$32.2K - $50.1K
|
125
$10.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 6.88% |
$32.2K - $50.1K
|
1.69K
$139K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-131Closed |
$33.7K - $52.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-134- 19.06% |
$34.5K - $53.8K
|
569
$46.9K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-136- 8.1% |
$35K - $54.6K
|
1.54K
$127K
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-143- 1.47% |
$36.8K - $57.4K
|
9.56K
$787K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-146Closed |
$37.6K - $58.6K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-158- 7.22% |
$40.7K - $63.4K
|
2.03K
$167K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-170- 43.48% |
$43.8K - $68.2K
|
221
$18.2K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-174- 5.1% |
$44.8K - $69.8K
|
3.24K
$267K
|
|
|
Nov 12, 2021
Q3 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-177- 4.34% |
$45.6K - $71K
|
3.9K
$321K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-177- 77.63% |
$45.6K - $71K
|
51
$4.2K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-190- 38.78% |
$48.9K - $76.2K
|
300
$24.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-195Closed |
$50.2K - $78.2K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cottage Street Advisors LLC
|
SELL
|
- |
-200- 7.52% |
$51.5K - $80.2K
|
2.46K
$202K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-203- 59.01% |
$52.3K - $81.4K
|
141
$11.6K
|
|
|
Dec 02, 2024
Q3 2021
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-210- 6.71% |
$54.1K - $84.2K
|
2.92K
$240K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-211- 6.75% |
$54.3K - $84.6K
|
2.92K
$240K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-213- 3.64% |
$54.8K - $85.4K
|
5.64K
$464K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-219- 6.98% |
$56.4K - $87.8K
|
2.92K
$240K
|