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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.42% |
$147 - $241
|
481
$39.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 50.0% |
$73.3 - $121
|
3
$248
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.94% |
$73.3 - $121
|
105
$8.68K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.65% |
$73.3 - $121
|
153
$12.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1- 0.15% |
$73.3 - $121
|
666
$55.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 16.67% |
$147 - $241
|
10
$827
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-3- 23.08% |
$220 - $362
|
10
$827
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 6.82% |
$220 - $362
|
41
$3.39K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-4- 3.13% |
$293 - $483
|
124
$10.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 36.36% |
$293 - $483
|
7
$579
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 2.23% |
$293 - $483
|
175
$14.5K
|
|
|
Feb 21, 2023
Q3 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-4- 0.08% |
$293 - $483
|
5.12K
$423K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 11.76% |
$293 - $483
|
30
$2.48K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-5- 2.44% |
$367 - $604
|
200
$16.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 1.7% |
$367 - $604
|
289
$23.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-6- 60.0% |
$440 - $724
|
4
$331
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-6- 1.79% |
$440 - $724
|
330
$27.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-7- 2.17% |
$513 - $845
|
316
$26.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10- 37.04% |
$733 - $1.21K
|
17
$1.41K
|
|
|
Oct 24, 2022
Q3 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-10- 0.04% |
$733 - $1.21K
|
22.9K
$1.89M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10- 5.78% |
$733 - $1.21K
|
163
$13.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-11- 11.34% |
$807 - $1.33K
|
86
$7.11K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13- 3.44% |
$953 - $1.57K
|
365
$30.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14- 41.18% |
$1.03K - $1.69K
|
20
$1.65K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-17- 53.13% |
$1.25K - $2.05K
|
15
$1.24K
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-19- 0.61% |
$1.39K - $2.29K
|
3.1K
$256K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-20- 57.14% |
$1.47K - $2.41K
|
15
$1.24K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-21Closed |
$1.54K - $2.54K
|
0
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-22- 0.62% |
$1.61K - $2.66K
|
3.53K
$292K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-23- 19.17% |
$1.69K - $2.78K
|
97
$8.02K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-25- 0.7% |
$1.83K - $3.02K
|
3.55K
$293K
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-26- 0.65% |
$1.91K - $3.14K
|
3.99K
$330K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-30- 68.18% |
$2.2K - $3.62K
|
14
$1.16K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-31- 0.61% |
$2.27K - $3.74K
|
5.05K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-36- 1.02% |
$2.64K - $4.35K
|
3.5K
$289K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-37- 8.08% |
$2.71K - $4.47K
|
421
$34.8K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-37- 38.95% |
$2.71K - $4.47K
|
58
$4.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-39- 24.68% |
$2.86K - $4.71K
|
119
$9.84K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-39- 81.25% |
$2.86K - $4.71K
|
9
$744
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-41- 21.69% |
$3.01K - $4.95K
|
148
$12.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-42- 0.61% |
$3.08K - $5.07K
|
6.86K
$568K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-42- 6.81% |
$3.08K - $5.07K
|
575
$47.6K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-42- 29.37% |
$3.08K - $5.07K
|
101
$8.35K
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-44- 1.13% |
$3.23K - $5.31K
|
3.85K
$318K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-44- 13.25% |
$3.23K - $5.31K
|
288
$23.8K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-46- 52.87% |
$3.37K - $5.55K
|
41
$3.39K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-49Closed |
$3.59K - $5.92K
|
0
$0
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-50Closed |
$3.67K - $6.04K
|
0
$0
|