Purchases and Sales Made in Q4 2023 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-20- 12.5% |
$1.19K - $1.48K
|
140
$11.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-21- 0.69% |
$1.25K - $1.56K
|
3K
$248K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-22- 0.55% |
$1.3K - $1.63K
|
3.95K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22- 22.22% |
$1.3K - $1.63K
|
77
$6.37K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-25- 29.41% |
$1.48K - $1.86K
|
60
$4.96K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-28- 87.5% |
$1.66K - $2.08K
|
4
$331
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-28- 0.56% |
$1.66K - $2.08K
|
4.95K
$409K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-29- 0.74% |
$1.72K - $2.15K
|
3.88K
$321K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30- 12.45% |
$1.78K - $2.23K
|
211
$17.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-30- 32.61% |
$1.78K - $2.23K
|
62
$5.13K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-30- 8.47% |
$1.78K - $2.23K
|
324
$26.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-30- 0.3% |
$1.78K - $2.23K
|
10.1K
$831K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-35- 94.59% |
$2.08K - $2.6K
|
2
$165
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40- 66.67% |
$2.37K - $2.97K
|
20
$1.65K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-45- 75.0% |
$2.67K - $3.34K
|
15
$1.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-50- 36.23% |
$2.96K - $3.71K
|
88
$7.28K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-50- 51.55% |
$2.96K - $3.71K
|
47
$3.89K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-50- 33.33% |
$2.96K - $3.71K
|
100
$8.27K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-51- 1.25% |
$3.02K - $3.78K
|
4.03K
$333K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-59- 8.65% |
$3.5K - $4.38K
|
623
$51.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-59- 1.84% |
$3.5K - $4.38K
|
3.14K
$260K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-61- 98.39% |
$3.62K - $4.53K
|
1
$82.7
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-62- 1.16% |
$3.68K - $4.6K
|
5.26K
$435K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-70- 60.87% |
$4.15K - $5.19K
|
45
$3.72K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-75- 23.08% |
$4.45K - $5.57K
|
250
$20.7K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-83- 65.87% |
$4.92K - $6.16K
|
43
$3.56K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-83- 65.87% |
$4.92K - $6.16K
|
43
$3.56K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-91- 90.1% |
$5.4K - $6.75K
|
10
$827
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-95- 73.08% |
$5.63K - $7.05K
|
35
$2.89K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-96- 38.4% |
$5.69K - $7.12K
|
154
$12.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-97- 1.36% |
$5.75K - $7.2K
|
7.04K
$582K
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-100- 1.83% |
$5.93K - $7.42K
|
5.36K
$443K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100- 50.0% |
$5.93K - $7.42K
|
100
$8.27K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-100- 1.57% |
$5.93K - $7.42K
|
6.27K
$518K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-101- 1.61% |
$5.99K - $7.5K
|
6.17K
$510K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-115- 1.51% |
$6.82K - $8.53K
|
7.49K
$619K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-115- 0.95% |
$6.82K - $8.53K
|
12K
$990K
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-121- 3.59% |
$7.17K - $8.98K
|
3.25K
$269K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-122- 25.21% |
$7.23K - $9.05K
|
362
$29.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-124- 1.69% |
$7.35K - $9.2K
|
7.2K
$595K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-125- 2.85% |
$7.41K - $9.28K
|
4.26K
$352K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-125- 1.05% |
$7.41K - $9.28K
|
11.8K
$978K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-135- 2.41% |
$8K - $10K
|
5.47K
$452K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-150- 94.94% |
$8.89K - $11.1K
|
8
$662
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-154- 18.42% |
$9.13K - $11.4K
|
682
$56.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-160- 4.48% |
$9.49K - $11.9K
|
3.42K
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-175- 73.53% |
$10.4K - $13K
|
63
$5.21K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-176- 3.62% |
$10.4K - $13.1K
|
4.69K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-197- 0.78% |
$11.7K - $14.6K
|
25.2K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-213- 2.09% |
$12.6K - $15.8K
|
9.98K
$825K
|