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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
34New |
$8.75K - $13.6K
|
34
$2.81K
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
33+ 0.71% |
$8.49K - $13.2K
|
4.69K
$388K
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
BUY
|
- |
32+ 2.55% |
$8.24K - $12.8K
|
1.29K
$107K
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
31+ 0.62% |
$7.98K - $12.4K
|
5.03K
$416K
|
|
|
Nov 08, 2021
Q3 2021
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
31+ 0.13% |
$7.98K - $12.4K
|
23.9K
$1.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
30+ 17.86% |
$7.72K - $12K
|
198
$16.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
25+ 21.93% |
$6.44K - $10K
|
139
$11.5K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
25New |
$6.44K - $10K
|
25
$2.07K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
25+ 5.15% |
$6.44K - $10K
|
510
$42.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
25New |
$6.44K - $10K
|
25
$2.07K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
20+ 25.0% |
$5.15K - $8.02K
|
100
$8.27K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
20+ 11.11% |
$5.15K - $8.02K
|
200
$16.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20+ 2.38% |
$5.15K - $8.02K
|
860
$71.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
20+ 2.22% |
$5.15K - $8.02K
|
920
$76.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20New |
$5.15K - $8.02K
|
20
$1.65K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
17New |
$4.38K - $6.82K
|
17
$1.41K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17+ 1.52% |
$4.38K - $6.82K
|
1.13K
$93.8K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
16+ 0.27% |
$4.12K - $6.42K
|
6.04K
$500K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
14New |
$3.6K - $5.62K
|
14
$1.16K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14+ 0.87% |
$3.6K - $5.62K
|
1.62K
$134K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
13+ 72.22% |
$3.35K - $5.21K
|
31
$2.56K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
13+ 1.0% |
$3.35K - $5.21K
|
1.31K
$108K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 7.18% |
$3.35K - $5.21K
|
194
$16K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
12+ 0.15% |
$3.09K - $4.81K
|
7.93K
$656K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12+ 1.23% |
$3.09K - $4.81K
|
988
$81.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11+ 16.67% |
$2.83K - $4.41K
|
77
$6.37K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 6.67% |
$2.57K - $4.01K
|
160
$13.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
10+ 3.92% |
$2.57K - $4.01K
|
265
$21.9K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
7+ 0.75% |
$1.8K - $2.81K
|
941
$77.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
6+ 0.5% |
$1.54K - $2.41K
|
1.2K
$98.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5+ 0.54% |
$1.29K - $2.01K
|
923
$76.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.55% |
$1.29K - $2.01K
|
919
$76K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4+ 0.28% |
$1.03K - $1.6K
|
1.42K
$118K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4New |
$1.03K - $1.6K
|
4
$331
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
4+ 0.07% |
$1.03K - $1.6K
|
5.92K
$490K
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3+ 0.15% |
$772 - $1.2K
|
1.94K
$160K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3+ 0.16% |
$772 - $1.2K
|
1.93K
$159K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2+ 1.21% |
$515 - $802
|
167
$13.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
2New |
$515 - $802
|
2
$165
|
|
|
Oct 29, 2021
Q3 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
2New |
$515 - $802
|
2
$165
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.7% |
$257 - $401
|
38
$3.14K
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1- 0.85% |
$257 - $401
|
117
$9.68K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.78% |
$257 - $401
|
128
$10.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2- 0.21% |
$515 - $802
|
930
$76.9K
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-2Closed |
$515 - $802
|
0
$0
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 0.68% |
$515 - $802
|
293
$24.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3- 0.32% |
$772 - $1.2K
|
944
$78.1K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$1.03K - $1.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-4- 1.11% |
$1.03K - $1.6K
|
357
$29.5K
|