Purchases and Sales Made in Q3 2023 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q3 2023. 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 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
133+ 22.32% |
$8.6K - $9.84K
|
729
$60.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
127+ 3.39% |
$8.22K - $9.4K
|
3.87K
$320K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
113+ 0.28% |
$7.31K - $8.36K
|
41.2K
$3.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
106+ 1.84% |
$6.86K - $7.84K
|
5.86K
$485K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
106New |
$6.86K - $7.84K
|
106
$8.77K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
99+ 1.59% |
$6.4K - $7.33K
|
6.31K
$522K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
89+ 44.5% |
$5.76K - $6.59K
|
289
$23.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
87+ 290.0% |
$5.63K - $6.44K
|
117
$9.68K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
87+ 870.0% |
$5.63K - $6.44K
|
97
$8.02K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
83+ 2.1% |
$5.37K - $6.14K
|
4.04K
$334K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
81+ 1.65% |
$5.24K - $5.99K
|
4.98K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
81+ 1.65% |
$5.24K - $5.99K
|
4.98K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
65+ 2.85% |
$4.2K - $4.81K
|
2.34K
$194K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
62+ 5.73% |
$4.01K - $4.59K
|
1.14K
$94.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
61+ 6100.0% |
$3.95K - $4.51K
|
62
$5.13K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
60New |
$3.88K - $4.44K
|
60
$4.96K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 250.0% |
$3.56K - $4.07K
|
77
$6.37K
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
51+ 37.78% |
$3.3K - $3.77K
|
186
$15.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50New |
$3.23K - $3.7K
|
50
$4.14K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
50+ 20.83% |
$3.23K - $3.7K
|
290
$24K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
48+ 400.0% |
$3.11K - $3.55K
|
60
$4.96K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
43+ 1.44% |
$2.78K - $3.18K
|
3.03K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
39+ 0.4% |
$2.52K - $2.89K
|
9.79K
$810K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
39New |
$2.52K - $2.89K
|
39
$3.23K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
38+ 1.13% |
$2.46K - $2.81K
|
3.4K
$281K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
37New |
$2.39K - $2.74K
|
37
$3.06K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
32+ 25.0% |
$2.07K - $2.37K
|
160
$13.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
30+ 27.78% |
$1.94K - $2.22K
|
138
$11.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
29New |
$1.88K - $2.15K
|
29
$2.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
23New |
$1.49K - $1.7K
|
23
$1.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
22New |
$1.42K - $1.63K
|
22
$1.82K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20+ 0.27% |
$1.29K - $1.48K
|
7.52K
$621K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 0.8% |
$1.29K - $1.48K
|
2.53K
$209K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 7.05% |
$1.1K - $1.26K
|
258
$21.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16+ 16.0% |
$1.04K - $1.18K
|
116
$9.59K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
16New |
$1.04K - $1.18K
|
16
$1.32K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 77.78% |
$906 - $1.04K
|
32
$2.65K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 27.66% |
$841 - $962
|
60
$4.96K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 12.5% |
$712 - $814
|
99
$8.19K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10New |
$647 - $740
|
10
$827
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9+ 2.56% |
$582 - $666
|
361
$29.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8+ 10.39% |
$518 - $592
|
85
$7.03K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 7.34% |
$518 - $592
|
117
$9.68K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
7New |
$453 - $518
|
7
$579
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 0.53% |
$453 - $518
|
1.32K
$109K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 28.0% |
$453 - $518
|
32
$2.65K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7New |
$453 - $518
|
7
$579
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6New |
$388 - $444
|
6
$496
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
5New |
$323 - $370
|
5
$414
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5New |
$323 - $370
|
5
$414
|