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 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-221- 2.62% |
$13.1K - $16.4K
|
8.2K
$678K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-221- 38.37% |
$13.1K - $16.4K
|
355
$29.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-224- 28.98% |
$13.3K - $16.6K
|
549
$45.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-226- 40.36% |
$13.4K - $16.8K
|
334
$27.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-242- 0.21% |
$14.3K - $18K
|
114K
$9.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-258- 3.11% |
$15.3K - $19.1K
|
8.03K
$664K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-258- 2.3% |
$15.3K - $19.1K
|
10.9K
$905K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-264- 10.07% |
$15.7K - $19.6K
|
2.36K
$195K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-265- 50.86% |
$15.7K - $19.7K
|
256
$21.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-270- 2.76% |
$16K - $20K
|
9.51K
$787K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-277- 39.07% |
$16.4K - $20.6K
|
432
$35.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-280- 1.26% |
$16.6K - $20.8K
|
21.9K
$1.81M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-285- 2.44% |
$16.9K - $21.1K
|
11.4K
$943K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-286- 11.28% |
$17K - $21.2K
|
2.25K
$186K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300- 58.82% |
$17.8K - $22.3K
|
210
$17.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-314- 29.21% |
$18.6K - $23.3K
|
761
$62.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-318- 8.23% |
$18.9K - $23.6K
|
3.55K
$293K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-325- 7.53% |
$19.3K - $24.1K
|
3.99K
$330K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-330- 15.19% |
$19.6K - $24.5K
|
1.84K
$152K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-350- 1.66% |
$20.8K - $26K
|
20.7K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-362- 8.55% |
$21.5K - $26.9K
|
3.87K
$320K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-375- 9.68% |
$22.2K - $27.8K
|
3.5K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-433- 4.66% |
$25.7K - $32.1K
|
8.86K
$732K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-446- 1.56% |
$26.4K - $33.1K
|
28.2K
$2.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-463- 2.25% |
$27.5K - $34.4K
|
20.1K
$1.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-473- 5.09% |
$28K - $35.1K
|
8.83K
$730K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-568- 9.89% |
$33.7K - $42.2K
|
5.17K
$428K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-626- 14.9% |
$37.1K - $46.5K
|
3.57K
$296K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-631- 16.68% |
$37.4K - $46.8K
|
3.15K
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-647- 6.21% |
$38.4K - $48K
|
9.77K
$808K
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-647- 6.21% |
$38.4K - $48K
|
9.77K
$808K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-656- 14.03% |
$38.9K - $48.7K
|
4.02K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-670- 1.14% |
$39.7K - $49.7K
|
58.1K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-719- 2.76% |
$42.6K - $53.4K
|
25.3K
$2.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-765- 25.71% |
$45.4K - $56.8K
|
2.21K
$183K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-781- 13.91% |
$46.3K - $58K
|
4.83K
$400K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-791- 2.81% |
$46.9K - $58.7K
|
27.4K
$2.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-833- 21.93% |
$49.4K - $61.8K
|
2.97K
$245K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-842- 1.34% |
$49.9K - $62.5K
|
62.1K
$5.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-890- 17.53% |
$52.8K - $66K
|
4.19K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-947- 23.95% |
$56.1K - $70.3K
|
3.01K
$249K
|
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-948- 27.98% |
$56.2K - $70.4K
|
2.44K
$202K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-960- 24.97% |
$56.9K - $71.2K
|
2.89K
$239K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.01K- 16.28% |
$59.9K - $75K
|
5.2K
$430K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.04K- 3.66% |
$61.7K - $77.3K
|
27.4K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-1.05K- 2.65% |
$62K - $77.5K
|
38.3K
$3.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 58.36% |
$71K - $88.8K
|
854
$70.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-1.22K- 10.92% |
$72.5K - $90.7K
|
9.97K
$825K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.27K- 2.13% |
$75.2K - $94.1K
|
58.3K
$4.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.37K- 20.87% |
$81.1K - $102K
|
5.19K
$429K
|