Purchases and Sales Made in Q4 2021 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
225New |
$40.9K - $64.3K
|
225
$18.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
223New |
$40.5K - $63.7K
|
223
$18.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
221+ 9.91% |
$40.2K - $63.1K
|
2.45K
$205K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
220New |
$40K - $62.8K
|
220
$18.4K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
205New |
$37.3K - $58.6K
|
205
$17.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
200+ 21.98% |
$36.4K - $57.1K
|
1.11K
$93K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
198+ 27.65% |
$36K - $56.6K
|
914
$76.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
197+ 281.43% |
$35.8K - $56.3K
|
267
$22.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
195New |
$35.5K - $55.7K
|
195
$16.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
193+ 9.23% |
$35.1K - $55.1K
|
2.29K
$192K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
184New |
$33.5K - $52.6K
|
184
$15.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
180+ 1800.0% |
$32.7K - $51.4K
|
190
$15.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
179+ 3.42% |
$32.5K - $51.1K
|
5.41K
$453K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
177+ 12.58% |
$32.2K - $50.6K
|
1.58K
$133K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
177+ 54.46% |
$32.2K - $50.6K
|
502
$42.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
165+ 0.48% |
$30K - $47.1K
|
34.9K
$2.92M
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
157+ 1.1% |
$28.5K - $44.8K
|
14.5K
$1.21M
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
157+ 1.1% |
$28.5K - $44.8K
|
14.5K
$1.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
155+ 2.06% |
$28.2K - $44.3K
|
7.68K
$644K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
155New |
$28.2K - $44.3K
|
155
$13K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
152+ 18.72% |
$27.6K - $43.4K
|
964
$80.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
147+ 15.46% |
$26.7K - $42K
|
1.1K
$92K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
145+ 1035.71% |
$26.4K - $41.4K
|
159
$13.3K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
144New |
$26.2K - $41.1K
|
144
$12.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
141+ 0.7% |
$25.6K - $40.3K
|
20.2K
$1.69M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
134+ 4.6% |
$24.4K - $38.3K
|
3.05K
$256K
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
132+ 0.46% |
$24K - $37.7K
|
29K
$2.43M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
125New |
$22.7K - $35.7K
|
125
$10.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
121+ 7.32% |
$22K - $34.6K
|
1.77K
$149K
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
120+ 9.06% |
$21.8K - $34.3K
|
1.45K
$121K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
115New |
$20.9K - $32.9K
|
115
$9.64K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
113+ 869.23% |
$20.5K - $32.3K
|
126
$10.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
108+ 6.01% |
$19.6K - $30.9K
|
1.9K
$160K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
106+ 4.01% |
$19.3K - $30.3K
|
2.75K
$231K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
103New |
$18.7K - $29.4K
|
103
$8.63K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
102+ 32.9% |
$18.5K - $29.1K
|
412
$34.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100+ 54.64% |
$18.2K - $28.6K
|
283
$23.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
100+ 10.81% |
$18.2K - $28.6K
|
1.03K
$85.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
100New |
$18.2K - $28.6K
|
100
$8.38K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
100New |
$18.2K - $28.6K
|
100
$8.38K
|
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
100+ 100.0% |
$18.2K - $28.6K
|
200
$16.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
95New |
$17.3K - $27.1K
|
95
$7.96K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
91+ 144.44% |
$16.5K - $26K
|
154
$12.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
88New |
$16K - $25.1K
|
88
$7.38K
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
87+ 12.39% |
$15.8K - $24.9K
|
789
$66.1K
|
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
86+ 4.22% |
$15.6K - $24.6K
|
2.12K
$178K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
80New |
$14.5K - $22.9K
|
80
$6.71K
|
|
|
Feb 03, 2022
Q4 2021
|
Paragon Advisors, LLC
|
BUY
|
- |
80+ 7.01% |
$14.5K - $22.9K
|
1.22K
$102K
|
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
79+ 3.56% |
$14.4K - $22.6K
|
2.3K
$193K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
75+ 1.72% |
$13.6K - $21.4K
|
4.44K
$372K
|