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 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-128- 3.12% |
$8.28K - $9.47K
|
3.97K
$329K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-137- 3.5% |
$8.86K - $10.1K
|
3.78K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-145- 0.72% |
$9.38K - $10.7K
|
20K
$1.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-150- 1.51% |
$9.7K - $11.1K
|
9.78K
$809K
|
|
|
Nov 14, 2023
Q3 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-186- 9.31% |
$12K - $13.8K
|
1.81K
$150K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-191- 5.07% |
$12.4K - $14.1K
|
3.58K
$296K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-195- 76.47% |
$12.6K - $14.4K
|
60
$4.96K
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-200- 9.23% |
$12.9K - $14.8K
|
1.97K
$163K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-202- 4.99% |
$13.1K - $14.9K
|
3.85K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-211- 6.59% |
$13.6K - $15.6K
|
2.99K
$247K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-217- 20.61% |
$14K - $16.1K
|
836
$69.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-230- 0.04% |
$14.9K - $17K
|
514K
$42.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-240- 18.17% |
$15.5K - $17.8K
|
1.08K
$89.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-240- 5.29% |
$15.5K - $17.8K
|
4.3K
$356K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-241- 45.22% |
$15.6K - $17.8K
|
292
$24.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-248- 24.29% |
$16K - $18.4K
|
773
$63.9K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-248- 24.29% |
$16K - $18.4K
|
773
$63.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-296- 2.51% |
$19.1K - $21.9K
|
11.5K
$949K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-315- 3.12% |
$20.4K - $23.3K
|
9.78K
$809K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-350- 6.03% |
$22.6K - $25.9K
|
5.46K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-355- 0.08% |
$23K - $26.3K
|
421K
$34.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-386- 1.71% |
$25K - $28.6K
|
22.2K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-411- 40.81% |
$26.6K - $30.4K
|
596
$49.3K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-415- 46.16% |
$26.8K - $30.7K
|
484
$40K
|
|
|
Nov 08, 2023
Q3 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-420- 1.45% |
$27.2K - $31.1K
|
28.6K
$2.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-422- 0.8% |
$27.3K - $31.2K
|
52.2K
$4.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-426- 7.74% |
$27.6K - $31.5K
|
5.08K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-486- 2.5% |
$31.4K - $36K
|
18.9K
$1.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-502- 7.69% |
$32.5K - $37.1K
|
6.03K
$499K
|
|
|
Nov 07, 2023
Q3 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-508- 0.86% |
$32.9K - $37.6K
|
58.8K
$4.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-618- 11.21% |
$40K - $45.7K
|
4.89K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-634- 9.95% |
$41K - $46.9K
|
5.74K
$475K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-710- 59.92% |
$45.9K - $52.5K
|
475
$39.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-729- 10.51% |
$47.2K - $53.9K
|
6.21K
$513K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-733- 8.4% |
$47.4K - $54.2K
|
8K
$661K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-775- 26.29% |
$50.1K - $57.4K
|
2.17K
$180K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-823- 3.43% |
$53.2K - $60.9K
|
23.2K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-936- 20.73% |
$60.5K - $69.3K
|
3.58K
$296K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-992- 30.75% |
$64.2K - $73.4K
|
2.23K
$185K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1K- 8.6% |
$64.8K - $74.1K
|
10.6K
$879K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.03K- 93.12% |
$66.5K - $76.1K
|
76
$6.29K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.18K- 3.14% |
$76.6K - $87.6K
|
36.5K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
SELL
|
- |
-1.2K- 13.22% |
$77.4K - $88.5K
|
7.85K
$649K
|
|
|
Nov 14, 2023
Q3 2023
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-1.2K- 54.55% |
$77.6K - $88.8K
|
1K
$82.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.21K- 3.7% |
$78.1K - $89.4K
|
31.4K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.22K- 15.66% |
$78.7K - $90.1K
|
6.55K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.36K- 12.74% |
$87.8K - $100K
|
9.3K
$769K
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.84K- 7.88% |
$119K - $136K
|
21.5K
$1.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.85K- 35.46% |
$120K - $137K
|
3.37K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.89K- 6.91% |
$122K - $139K
|
25.4K
$2.1M
|