Purchases and Sales Made in Q3 2022 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q3 2022. 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 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
152+ 2.43% |
$11.1K - $18.4K
|
6.4K
$530K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
128+ 556.52% |
$9.39K - $15.5K
|
151
$12.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
127New |
$9.31K - $15.3K
|
127
$10.5K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
120+ 100.0% |
$8.8K - $14.5K
|
240
$19.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
113+ 24.3% |
$8.29K - $13.6K
|
578
$47.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
100+ 5.0% |
$7.33K - $12.1K
|
2.1K
$174K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
100New |
$7.33K - $12.1K
|
100
$8.27K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100New |
$7.33K - $12.1K
|
100
$8.27K
|
|
|
Nov 21, 2022
Q3 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
93+ 5.66% |
$6.82K - $11.2K
|
1.74K
$144K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
80+ 97.56% |
$5.87K - $9.66K
|
162
$13.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
78+ 1.31% |
$5.72K - $9.42K
|
6.05K
$500K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
75+ 90.36% |
$5.5K - $9.06K
|
158
$13.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
75+ 25.0% |
$5.5K - $9.06K
|
375
$31K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
73+ 1.74% |
$5.35K - $8.81K
|
4.28K
$354K
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
72+ 0.1% |
$5.28K - $8.69K
|
69K
$5.71M
|
|
|
Nov 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
69+ 0.96% |
$5.06K - $8.33K
|
7.22K
$597K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
66+ 0.95% |
$4.84K - $7.97K
|
7.01K
$579K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
61New |
$4.47K - $7.37K
|
61
$5.04K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
58+ 120.83% |
$4.25K - $7K
|
106
$8.77K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
55New |
$4.03K - $6.64K
|
55
$4.55K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
46+ 46.0% |
$3.37K - $5.55K
|
146
$12.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
45New |
$3.3K - $5.43K
|
45
$3.72K
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
37+ 0.2% |
$2.71K - $4.47K
|
18.7K
$1.55M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
36New |
$2.64K - $4.35K
|
36
$2.98K
|
|
|
Oct 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
32+ 0.41% |
$2.35K - $3.86K
|
7.75K
$641K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
30+ 333.33% |
$2.2K - $3.62K
|
39
$3.23K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
30+ 2.59% |
$2.2K - $3.62K
|
1.19K
$98.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26+ 11.06% |
$1.91K - $3.14K
|
261
$21.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
17New |
$1.25K - $2.05K
|
17
$1.41K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
17+ 68.0% |
$1.25K - $2.05K
|
42
$3.47K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
15+ 7.11% |
$1.1K - $1.81K
|
226
$18.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15+ 1500.0% |
$1.1K - $1.81K
|
16
$1.32K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 6.22% |
$1.1K - $1.81K
|
256
$21.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
14New |
$1.03K - $1.69K
|
14
$1.16K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
14New |
$1.03K - $1.69K
|
14
$1.16K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
14+ 9.79% |
$1.03K - $1.69K
|
157
$13K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
13+ 0.1% |
$953 - $1.57K
|
12.6K
$1.04M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12+ 6.15% |
$880 - $1.45K
|
207
$17.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
12New |
$880 - $1.45K
|
12
$992
|
|
|
Nov 14, 2022
Q3 2022
|
Gagnon Securities LLC
|
BUY
|
- |
12+ 0.29% |
$880 - $1.45K
|
4.1K
$339K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10+ 12.2% |
$733 - $1.21K
|
92
$7.61K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
10+ 6.49% |
$733 - $1.21K
|
164
$13.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 5.59% |
$660 - $1.09K
|
170
$14.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
8New |
$587 - $966
|
8
$662
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6+ 54.55% |
$440 - $724
|
17
$1.41K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6+ 0.19% |
$440 - $724
|
3.19K
$264K
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5+ 0.07% |
$367 - $604
|
7.4K
$612K
|
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
4+ 0.4% |
$293 - $483
|
997
$82.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
3+ 150.0% |
$220 - $362
|
5
$414
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.57% |
$220 - $362
|
532
$44K
|