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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
16+ 0.32% |
$2.91K - $4.57K
|
5.05K
$435K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
15New |
$2.73K - $4.28K
|
15
$1.29K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15+ 7.5% |
$2.73K - $4.28K
|
215
$18.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
13+ 7.78% |
$2.36K - $3.71K
|
180
$15.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10New |
$1.82K - $2.86K
|
10
$861
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
10New |
$1.82K - $2.86K
|
10
$861
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
10New |
$1.82K - $2.86K
|
10
$861
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
10New |
$1.82K - $2.86K
|
10
$861
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 4.29% |
$1.64K - $2.57K
|
219
$18.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
7+ 5.6% |
$1.27K - $2K
|
132
$11.4K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
7New |
$1.27K - $2K
|
7
$603
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
7New |
$1.27K - $2K
|
7
$603
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
5New |
$909 - $1.43K
|
5
$431
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 1.92% |
$909 - $1.43K
|
265
$22.8K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2New |
$364 - $571
|
2
$172
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2New |
$364 - $571
|
2
$172
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
2New |
$364 - $571
|
2
$172
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2New |
$364 - $571
|
2
$172
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 5.0% |
$182 - $286
|
21
$1.81K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1New |
$182 - $286
|
1
$86.1
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.1% |
$182 - $286
|
969
$83.5K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2- 0.1% |
$364 - $571
|
1.94K
$167K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$364 - $571
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2- 8.7% |
$364 - $571
|
21
$1.81K
|
|
|
Jan 26, 2022
Q4 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-2Closed |
$364 - $571
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3- 1.64% |
$545 - $857
|
180
$15.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4- 0.01% |
$727 - $1.14K
|
37.4K
$3.22M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4Closed |
$727 - $1.14K
|
0
$0
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5- 50.0% |
$909 - $1.43K
|
5
$431
|
|
|
Jan 24, 2022
Q4 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-5Closed |
$909 - $1.43K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-6Closed |
$1.09K - $1.71K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6- 54.55% |
$1.09K - $1.71K
|
5
$431
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-6- 4.32% |
$1.09K - $1.71K
|
133
$11.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-6- 15.79% |
$1.09K - $1.71K
|
32
$2.76K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-6- 0.14% |
$1.09K - $1.71K
|
4.16K
$358K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-6Closed |
$1.09K - $1.71K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-7- 3.04% |
$1.27K - $2K
|
223
$19.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7- 50.0% |
$1.27K - $2K
|
7
$603
|
|
|
Feb 02, 2022
Q4 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-7Closed |
$1.27K - $2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-8- 0.42% |
$1.45K - $2.29K
|
1.92K
$165K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
SELL
|
- |
-8- 20.0% |
$1.45K - $2.29K
|
32
$2.76K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10- 33.33% |
$1.82K - $2.86K
|
20
$1.72K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-12- 70.59% |
$2.18K - $3.43K
|
5
$431
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-12- 0.84% |
$2.18K - $3.43K
|
1.41K
$122K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-12- 60.0% |
$2.18K - $3.43K
|
8
$689
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-14- 43.75% |
$2.55K - $4K
|
18
$1.55K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-15- 15.79% |
$2.73K - $4.28K
|
80
$6.89K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-15- 9.62% |
$2.73K - $4.28K
|
141
$12.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-16- 42.11% |
$2.91K - $4.57K
|
22
$1.89K
|