Purchases and Sales Made in Q4 2022 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
255+ 2.94% |
$16.7K - $22.5K
|
8.94K
$739K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
250+ 2.01% |
$16.3K - $22.1K
|
12.7K
$1.05M
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
234New |
$15.3K - $20.7K
|
234
$19.4K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
230+ 10.21% |
$15K - $20.3K
|
2.48K
$205K
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
221+ 210.48% |
$14.4K - $19.5K
|
326
$27K
|
|
Jan 30, 2023
Q4 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
214+ 6.06% |
$14K - $18.9K
|
3.75K
$310K
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
213+ 5.03% |
$13.9K - $18.8K
|
4.45K
$368K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
203New |
$13.3K - $17.9K
|
203
$16.8K
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.49% |
$13.1K - $17.7K
|
40.9K
$3.39M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
200New |
$13.1K - $17.7K
|
200
$16.5K
|
|
Feb 14, 2023
Q4 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
191+ 11.0% |
$12.5K - $16.9K
|
1.93K
$159K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
169+ 6.28% |
$11K - $14.9K
|
2.86K
$236K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
162+ 33.68% |
$10.6K - $14.3K
|
643
$53.2K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
150New |
$9.8K - $13.2K
|
150
$12.4K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
135New |
$8.82K - $11.9K
|
135
$11.2K
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
132+ 0.49% |
$8.63K - $11.7K
|
27.3K
$2.26M
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
124New |
$8.1K - $11K
|
124
$10.3K
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
116+ 1.25% |
$7.58K - $10.2K
|
9.41K
$779K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
105New |
$6.86K - $9.27K
|
105
$8.68K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$6.54K - $8.83K
|
100
$8.27K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100New |
$6.54K - $8.83K
|
100
$8.27K
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
97New |
$6.34K - $8.57K
|
97
$8.02K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
96+ 7.68% |
$6.27K - $8.48K
|
1.35K
$111K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
89+ 2.03% |
$5.82K - $7.86K
|
4.47K
$370K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84+ 64.12% |
$5.49K - $7.42K
|
215
$17.8K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
77+ 2.63% |
$5.03K - $6.8K
|
3.01K
$249K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
68New |
$4.44K - $6.01K
|
68
$5.62K
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
68New |
$4.44K - $6.01K
|
68
$5.62K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
67New |
$4.38K - $5.92K
|
67
$5.54K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
65New |
$4.25K - $5.74K
|
65
$5.38K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
64+ 0.54% |
$4.18K - $5.65K
|
11.8K
$979K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
60+ 1.09% |
$3.92K - $5.3K
|
5.54K
$458K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
52+ 1040.0% |
$3.4K - $4.59K
|
57
$4.71K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
42New |
$2.75K - $3.71K
|
42
$3.47K
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
39New |
$2.55K - $3.44K
|
39
$3.23K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
37New |
$2.42K - $3.27K
|
37
$3.06K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
37New |
$2.42K - $3.27K
|
37
$3.06K
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
36+ 0.62% |
$2.35K - $3.18K
|
5.81K
$480K
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
35+ 3.47% |
$2.29K - $3.09K
|
1.05K
$86.4K
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
32+ 21.92% |
$2.09K - $2.83K
|
178
$14.7K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
30New |
$1.96K - $2.65K
|
30
$2.48K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
29New |
$1.9K - $2.56K
|
29
$2.4K
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
29+ 0.12% |
$1.9K - $2.56K
|
24.2K
$2M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
28New |
$1.83K - $2.47K
|
28
$2.32K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
25New |
$1.63K - $2.21K
|
25
$2.07K
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
25+ 0.46% |
$1.63K - $2.21K
|
5.51K
$455K
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
24+ 300.0% |
$1.57K - $2.12K
|
32
$2.65K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
22New |
$1.44K - $1.94K
|
22
$1.82K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
21New |
$1.37K - $1.85K
|
21
$1.74K
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
20+ 0.16% |
$1.31K - $1.77K
|
12.4K
$1.03M
|