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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 57.14% |
$259 - $296
|
11
$910
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.72% |
$129 - $148
|
118
$9.76K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1+ 14.29% |
$64.7 - $74
|
8
$662
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1+ 2.04% |
$64.7 - $74
|
50
$4.14K
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$64.7 - $74
|
7.6K
$629K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2- 0.28% |
$129 - $148
|
709
$58.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5- 12.82% |
$323 - $370
|
34
$2.81K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5- 62.5% |
$323 - $370
|
3
$248
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7- 20.59% |
$453 - $518
|
27
$2.23K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-9- 75.0% |
$582 - $666
|
3
$248
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11- 1.87% |
$712 - $814
|
576
$47.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-16- 0.71% |
$1.04K - $1.18K
|
2.23K
$184K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16Closed |
$1.04K - $1.18K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-17- 94.44% |
$1.1K - $1.26K
|
1
$82.7
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18- 3.34% |
$1.16K - $1.33K
|
521
$43.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-20- 7.75% |
$1.29K - $1.48K
|
238
$19.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-24- 9.76% |
$1.55K - $1.78K
|
222
$18.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-24- 0.74% |
$1.55K - $1.78K
|
3.2K
$265K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-25- 0.22% |
$1.62K - $1.85K
|
11.2K
$926K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-30- 0.41% |
$1.94K - $2.22K
|
7.32K
$606K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-30Closed |
$1.94K - $2.22K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-30- 50.0% |
$1.94K - $2.22K
|
30
$2.48K
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-33- 0.94% |
$2.13K - $2.44K
|
3.49K
$288K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-33- 10.44% |
$2.13K - $2.44K
|
283
$23.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-34- 77.27% |
$2.2K - $2.52K
|
10
$827
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-35- 21.74% |
$2.26K - $2.59K
|
126
$10.4K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-35- 21.74% |
$2.26K - $2.59K
|
126
$10.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-38- 5.9% |
$2.46K - $2.81K
|
606
$50.1K
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-40- 0.19% |
$2.59K - $2.96K
|
21.1K
$1.74M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-47- 0.25% |
$3.04K - $3.48K
|
18.9K
$1.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-50- 73.53% |
$3.23K - $3.7K
|
18
$1.49K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-50- 1.88% |
$3.23K - $3.7K
|
2.61K
$216K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-50- 50.0% |
$3.23K - $3.7K
|
50
$4.14K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-50- 0.65% |
$3.23K - $3.7K
|
7.63K
$631K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-51- 1.04% |
$3.3K - $3.77K
|
4.86K
$402K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-54- 52.94% |
$3.49K - $4K
|
48
$3.97K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-60- 37.74% |
$3.88K - $4.44K
|
99
$8.19K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-62- 0.52% |
$4.01K - $4.59K
|
11.9K
$988K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-68- 3.21% |
$4.4K - $5.03K
|
2.05K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-76- 0.26% |
$4.92K - $5.62K
|
28.6K
$2.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-78- 66.1% |
$5.05K - $5.77K
|
40
$3.31K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-89- 20.09% |
$5.76K - $6.59K
|
354
$29.3K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 52.08% |
$6.47K - $7.4K
|
92
$7.61K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-106- 1.88% |
$6.86K - $7.84K
|
5.53K
$457K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-115- 14.43% |
$7.44K - $8.51K
|
682
$56.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-118- 12.57% |
$7.63K - $8.73K
|
821
$67.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-120- 88.89% |
$7.76K - $8.88K
|
15
$1.24K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-121- 48.02% |
$7.83K - $8.95K
|
131
$10.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-125- 0.91% |
$8.09K - $9.25K
|
13.7K
$1.13M
|